Despite decades of predictions to the contrary, the boring old 60/40 portfolio of stocks and bonds refuses to die and even survives as a reference portfolio for many institutional investors. The ...

The total portfolio approach doesn't abandon the framework of the 60/40, but instead buckets the assets by risk.

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Geopolitical developments, shifting policy signals, and abrupt changes in risk sentiment have emerged early in the year, as stocks and bonds declined in tandem, underscoring how quickly correlations ...

In the past year, a new model for portfolio construction has emerged as the framework du jour. Positioned as a superior alternative to Strategic Asset Allocation, the Total Portfolio Approach promises ...

Large investment managers are increasingly looking to manage their entire investment portfolios with a total portfolio approach (TPA). Oliver Johnson, chief revenue officer at SimCorp, explains the ...

When the largest public pension plan in the U.S. shifts its investment strategy, markets notice. That’s exactly what’s happening with the California Public Employees’ Retirement System (CalPERS), ...

The total portfolio approach, or TPA, is a framework for managing investments that emphasizes the performance and risk of the portfolio as a whole. Instead of building around individual asset classes ...

Managing portfolios today and into the future requires a different approach if firms want to be more productive, manage risk more effectively and capitalize on emerging technologies. In a webinar ...

P&I found pension funds ‘on the ropes’ in 2006 — NCPERS’ Hank Kim explains what’s changed for public plans ...