Implementing a Total Portfolio Approach – Key Use Cases and Portfolio Applications
Implementing a Total Portfolio Approach – Key Use Cases and Portfolio Applications
About this event
Asset owners adopting the Total Portfolio Approach (TPA) saw the focus shift from strategy to implementation. Translating TPA concepts into day-to-day investment decisions required new ways of assessing opportunities, analyzing risk, and integrating public and private assets.
On May 20, participants learned how the Total Portfolio Approach could be applied in practice across key portfolio decisions.
In this session, MSCI experts discussed:
- How asset owners assessed new investments across public and private assets within a single coherent framework
- How factor-based insights supported portfolio construction and risk oversight
- How to analyze illiquid exposures and emerging risks, including physical risk, through a total portfolio lens
This webinar built on the first session in the series, which explored how asset owners are rethinking portfolio design, governance and risk management. View replay of the first session here.
Meet the speaker
Aneta Zislin
Executive Director, Product Owner Total Portfolio Solutions, MSCI
Xinxin Wang
Executive Director, Emerging Risk Investment Solutions Research, MSCI