Monitoring portfolios on a regular basis allows institutional investors to understand how portfolio exposures are changing, where risks or opportunities are emerging and what those developments could mean for future decisions.
This session shows how institutional investors can apply the Total Portfolio Lens (TPL) approach to monitor portfolios using factor exposures, scenarios and portfolio-wide risk measures. We’ll discuss how monitoring can evolve from primarily reporting outcomes towards supporting ongoing investment decisions.
Webinar details
Oct 28, 2026 | 10AM CET or 11AM EST
Speakers:
Abdel Brahim
Director, Pension Strategy & Risk, EMEA
Federico Andelsman Alvarez
Consultant, Pension Strategy & RiskKey takeaways
- Monitoring at the total-fund level
- Understanding changing risk exposures
- Using scenarios to assess portfolio resilience
- Identifying emerging risks and opportunities
- Supporting investment decisions over time
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 PerformanceOne 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