[ad_1]
Future Fund, CPP Investments, New Zealand Superannuation Fund and GIC will provide input and insight into the approach, which represents “one unified instrument for assessing risk and return across a portfolio”.
Amherst, Massachusetts, March 19, 2024–(BUSINESS WIRE)–The Chartered Association of Alternative Investment Analysts (CAIA), the global professional body for the alternative investment industry, delivered a passionate appeal to managers and allocators alike this morning at the ALTSLA conference. A new report has been released. Rethink and recalibrate nearly every aspect of the traditional portfolio construction process. Innovation unleashed – the rise of the total portfolio approach.
Geoffrey Rubin, senior managing director and One Fund strategist at CPP Investments and one of the report’s contributing authors, describes it as “one unified way to assess the risk and return of an entire portfolio.” I am. The Total Portfolio Approach (TPA) is the next era of portfolio construction, a methodology that evolves and strengthens the industry inertia associated with Strategic Asset Allocation (SAA) and all that entails.
Joining Rubin in contributing to this seminal research are:
-
Mr. Rubin’s co-author and fellow senior leader at CPP Investments, Derek Walker, Managing Director and Head of Portfolio Design and Construction;
-
Charles Hyde, Head of Asset Allocation, New Zealand Pension Fund
-
Ben Samirud, Chief Investment Officer, Future Fund;
-
Swee Chiang Chiam, Head of Total Portfolio Policy and Allocation at GIC, said:
-
Jane Bok, Head of WTW Asia Investments.and
-
CAIA Managing Director of Curriculum Steven Novakovic, Director of Content and Research Christie Hamilton, Managing Director and Head of UniFi by CAIA™ Aaron Filbeck, and CAIA Association President John L. Bowman.
“We are very grateful to all the authors who lent their voices to this report. We believe that this report should serve as a guide to the global investment industry. We appreciate the guidance provided by these experts. is a transformative force that has been demonstrated not just within our own organizations, but across our profession,” Bowman said.
“As we point out in the report, TPA is not a monolithic methodology that can be applied off-the-shelf; rather, variations of the process exist that differ from organization to organization,” Bowman continued. “To that end, the authors each approached a key element of TPA, and the resulting report not only explains why rethinking the calcification approach is so important, but also how forward-looking, future-proofing organizations We provide a wealth of information on how you can do this.’ “
Each part of this extensive report presents readers with key lessons and provides an in-depth analysis of TPA on governance, drivers, culture, capital competition, and more.
Jayne Bok of WTW, who provided the best article on how to assess TPA suitability and avoid common pitfalls, added: Innovation unleashed – the rise of the total portfolio approach Together, they represent more than $1.5 trillion in capital and decades of experience in managing that capital. “When this group speaks, it’s important that we all listen,” he added of WTW’s Bok. “WTW has benefited from working with multiple clients who have adopted or implemented, so I am happy to contribute my insights to this report as well. We have seen time and time again how the Principles have the potential to reinvigorate all of our efforts on behalf of our end investors.”
some of the authors Innovation unleashed – the rise of the total portfolio approach They will be speaking as a panel discussion today at ALTSLA in Los Angeles, California at 8:10 a.m. PT. The full report can be downloaded here. Senior leaders from the CAIA team are standing by to discuss the most pertinent details and answer all questions related to today’s release.
About CAIA Association
The CAIA Association is a global professional association pioneering a new era in investment management. At the forefront of the transition of alternative investment asset classes from “alternative” to mainstream, CAIA brings diverse expertise and interdisciplinary knowledge essential to responsible capital allocation and client management. A member-driven organization representing professionals from more than 100 countries, the organization prepares investors for a dynamic future, disrupting tradition, creating opportunity, and promoting long-term sustainability. We aim to do so. To learn more about the CAIA Association and to join the network of professionals shaping the future of investing, visit https://caia.org/.
View source version on businesswire.com. https://www.businesswire.com/news/home/20240319447979/en/
contact address
media:
chris sullivan
craft and capital
chris@craftandcapital.com
[ad_2]
Source link
