Investment decisions are still often evaluated within individual asset classes. As interest in TPA has grown, an important question has emerged: how can investors introduce more Total Portfolio thinking without immediately overhauling their existing governance and investment processes?
This session introduces the Total Portfolio Lens as a practical framework for doing exactly that. We discuss how whole-fund objectives, factor exposures, scenario analysis and portfolio optimization can help investors evaluate trade-offs across the portfolio and support better-informed investment decisions.
We will also introduce Scenario-Based Machine Learning (SBML) as one of the analytical techniques that can support this process.
Webinar details
Sept 30, 2026 | 10AM CEST or 11AM EDT
Speakers:
Elwin Molenbroek
Director, ALM Services
Liz Thompson Ribeiro de Godoy
Consultant, Pension Strategy & RiskKey takeaways
- Introduction to Total Portfolio investing
- Looking beyond asset class silos
- Understanding factor exposures and portfolio-wide risk
- Using scenarios and optimization to evaluate trade-offs
- Evaluating decisions at the total fund level
The other sessions
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
Choose your region to register for the sessions in your time zone
EMEA/ APAC North America
Speaker: Michael Krimm
Investment Director, CalPERSHow CalPERS Put TPA Into Practice*
Nov 4, 2026 | 12PM EST
The final webinar focuses on the practical application of the Total Portfolio concepts. Using our experience with CalPERS as a case study, we will discuss how Total Portfolio thinking was incorporated into the investment process, what challenges were encountered and what lessons can be drawn for other institutional investors.
Register for the CalPers client case webinar*There's only one session available of the CalPers client case, separate registration is needed to attend