The final webinar in our five-part series focuses on the practical application of Total Portfolio concepts.
In partnership with CalPERS, we will discuss how Total Portfolio thinking was incorporated into their investment processes, what challenges were encountered and what lessons can be drawn for other institutional investors.
Webinar details
Nov 4, 2026 | 12PM EST
Speaker:
Michael Krimm, CalPERS
Investment Director, CalPERSKey takeaways
- Application in a large institutional portfolio
- Lessons learned
- Governance considerations
- Practical implementation challenges
Register*
*Separate registration is required for this session
The other sessions
Introduction to Total Portfolio Lens
Sept 30, 2026 | 10AM CEST or 11AM EDT
This session introduces the Total Portfolio Lens as a practical framework investors can use immediately without overhauling their existing governance and investment processes.
Speakers:
Elwin Molenbroek
Director, ALM Services
Liz Thompson Ribeiro de Godoy
Consultant, Pension Strategy & Risk
Strategic Asset Views
Oct 14, 2026 | 10AM CEST or 11AM EDT
This session explores how Strategic Asset Views can be evaluated from a Total Portfolio perspective and how investors can assess their impact on risk and return at the total fund level.
Speaker:
Amrit Summan
Senior Director and Investment Strategy Solutions Lead, Scenario & Asset Valuation
Investment Performance Through a Total Portfolio Lens
Oct 21, 2026 | 8AM CEST or 11AM EDT
In this session, we explore how investors can assess whether decisions contributed to overall fund objectives, understand where value and risk originated, and maintain meaningful accountability through a Total Portfolio Lens.
Speaker:
Bradley Vincent Barnes
Head of UK and Canada Client Servicing, Investment Performance
Monitoring and the TPL Approach
Oct 28, 2026 | 10AM CET or 11AM EST
This session shows how investors can monitor portfolios through a Total Portfolio Lens using factor exposures, scenarios and portfolio-wide risk measures. We discuss how monitoring can evolve from primarily reporting outcomes towards supporting ongoing investment decisions.
Speakers:
Abdel Brahim
Director, Pension Strategy & Risk, EMEA
Federico Andelsman Alvarez
Consultant, Pension Strategy & RiskOne single registration for sessions 1-4
Register once for sessions 1, 2, 3 and 4 and attend every session without having to sign up again.
Here's how it works:
- Choose your region below
- Register for all sessions at once & receive a confirmation email
- You'll receive an email with the session link 1 hour before each session