As investment decision-making becomes more integrated, traditional asset-class performance measurement alone may no longer provide the complete picture.
In this session, we explore how institutional investors can assess whether their investment decisions contributed to overall fund objectives, how to understand where value and risk originated, and how to maintain accountability through a Total Portfolio Lens.
Webinar details
Oct 21, 2026 | 8AM CEST or 11AM EDT
Speaker:
Bradley Vincent Barnes
Head of UK and Canada Client Servicing, Investment PerformanceKey takeaways
- Measuring performance beyond traditional asset-class benchmarks
- Linking portfolio outcomes to fund objectives and liabilities
- Understanding sources of value creation and risk across the total portfolio
- Performance attribution in integrated portfolios
- Practical lessons from TPA implementations
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
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