While institutional investors recognize the value of the Total Portfolio Approach (TPA), knowing where to start remains a challenge.
How can we bring more total-fund thinking into portfolio decisions without first overhauling governance, processes, or decision rights?
In this webinar, we explored TPA quick wins – practical steps that can be taken within existing frameworks to start capturing the benefits of TPA. We started with the organizational lens: how TPA changes the framing of decisions, governance discussions, and the way the total portfolio is managed. We then turned to the analytical lens, showing practical applications to improve portfolio discussions, risk steering, and decision-making.
Using hands-on applications, we covered:
- How to use the reference portfolio more deliberately as a whole-fund anchor
- How a total-fund risk budget can improve cross-asset risk discussions
- How optimization can be applied pragmatically within current constraints
- How liquidity can create flexibility and optionality in a TPA context
This session was designed for institutional investors looking for practical, low-disruption ways to begin or to accelerate their TPA journey.
Contact
Abdel Brahim
Director, Pension Risk, EMEA and US
Elwin Molenbroek
Director, ALM ServicesRelated Insights
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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.
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