The Total Portfolio Lens (TPL) offers a practical step forward. It helps investors make whole-fund trade-offs explicit, connect forward-looking analytics to action, and evolve at a pace that fits their governance, readiness and constraint.
Our approach is designed for institutional investors who want to:
- Strengthen total-fund risk and liquidity steering
- Create reference portfolios and risk budgets more decision-oriented
- Assess decisions across return, risk, liquidity, funding and resilience
- Improve monitoring such that it supports not only reporting but also action
- Move toward TPA without requiring full transformation from day one
For more information, please download our GLASS TPL brochure.
Contact
Richard Boyce
Managing Director, North America
Stacy Howlin
Managing Director, United StatesRelated Insights
-
05 June 2026Strategic Asset Allocation in the “TW-ICS” EraHow Taiwanese insurers can modernize strategic asset allocation and strengthen long-term resilience.
-
05 June 2026Total Portfolio LensTotal Portfolio Lens (TPL) is built for investors navigating whole-fund complexity: it connects forward-looking analytics to action and allows investors to evolve at a pace that fits their governance and readiness.
-
01 June 2026Supporting PKZH in assessing the financial impact of an ESG exclusion policy using PEARLLearn how we supported PKZH, a Swiss pension fund in understanding the effect of an ESG exclusion policy on total fund performance.
-
01 June 2026Ortec Finance publishes its first Sustainability reportOrtec Finance publishes its first Sustainability Report. It covers the reporting years 2024 and 2025.
-
28 May 2026Captive Insurance vs Run-On: What Do the Numbers Say?In blog 6 in the series, we look at some specific case studies to highlight how alternative endgame arrangements can deliver meaningful financial benefits for both sponsors and members.
-
19 May 2026Total Portfolio Lens
This report introduces two closely related concepts that fill the gap between traditional SAA and full TPA.
-
13 May 2026Webinar recording: TPA Quick WinsThis webinar explores TPA quick wins – practical steps that can be taken within existing frameworks to start capturing the benefits of TPA.
-
08 May 2026Quarterly Pensions Investments ReviewThe Quarterly Pensions Investments Review is a comparison in expected risk and investment return.
-
07 May 2026Rethinking the Endgame for UK Defined Benefit Pension Schemes
Rethinking the Endgame for UK Defined Benefit (DB) Pension Schemes – Explore our blog series and discover how leading schemes are navigating the changing landscape.