Video: Total portfolio approach (TPA) with Roger Urwin and Johanna Kyrklund
Johanna Kyrklund, our Group CIO, and Roger Urwin, co-founder of the Thinking Ahead Institute, discuss TPA and how it can be an efficient way of managing a portfolio.
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Following the publication of our paper on the Practical Considerations of a Total Portfolio Approach, we recently recorded a conversation with Roger Urwin, co-founder of the Thinking Ahead Institute on the topic.
Roger shares his experience of advising clients on this approach over many years and the evolution he’s seen amongst asset owners increasingly adopting total portfolio thinking. We explore the importance of culture and getting the right organisational and incentive structures in place, and the pros and cons of retaining a reference portfolio under this approach.
Johanna also outlines some of the practical ways in which total portfolio thinking has enabled our integration of sustainability and also led to a change in thinking about our hedge fund allocation.
The chapters below will help you navigate through specific topics:
[00:51] – Defining Total Portfolio Approach (TPA)
[01:53] - Comparing TPA and SAA approaches
[04:54] - Implementing TPA: Implications for culture, team structure & process
[11:35] - Considerations of combining public and private assets under TPA
[13:29] - TPA and the relevance of reference portfolios
[18:31] - TPA adoption amongst large asset owners and practical first steps to implement
[23:04] - Integrating sustainability under TPA
[24:40] - Measuring success of TPA approaches
[26:57] - The future for TPA
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