TPA for Institutional Investors:

As the institutional investment landscape continues to evolve, institutional investors are increasingly turning to the Total Portfolio Approach (TPA) to strengthen governance, improve flexibility and enhance long-term portfolio outcomes. In this latest webinar from Ortec Finance, our team of subject matter experts dives deep into the concept of TPA – focusing on what it is and why it matters to institutional investors today.

The webinar covers the following points:

• Governance: how does TPA align with the institution’s overall goals, establishes a clear reference portfolio and risk budget, and defines decision-making responsibilities within the governance structure.
• Implementation: how to translate the risk budget into factor exposures, analyze and optimize factor exposures across the total portfolio and apply appropriate risk metrics.
• Navigation: how to monitor factor exposures relative to long-term strategy, manage liquidity as a source of optionality, and identify short and medium-term opportunities within a TPA framework.

At Ortec Finance, our focus has always been on a holistic approach to portfolio management.

Join us on November 13 to learn more about TPA and how it can be applied to strengthen your organization’s governance, flexibility and portfolio management strategy.