Where the rubber hits the road: The reality of a Total Portfolio Approach

Embracing a Total Portfolio Approach (TPA) as an asset owner, fiduciary manager or OCIO is nothing new. Yet for many firms, the complex data, system and cultural transformations required to put TPA into action can take years to bear fruit. To help you prioritise change in your organisation here is a pragmatic approach to guide asset owners, fiduciary managers and OCIOs on their TPA journey.

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