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Showing 1 - 10 of 37 results for "Total Portfolio Approach"

Asset owners staying invested in the US: Morningstar

RIDDHIMA TALWANI  |  MONDAY, 1 JUN 2026
... including 12 across Australia and New Zealand. Asset owners in Australia and New Zealand are pursuing a total portfolio approach to address continued global market volatility, policy uncertainty and the disruptive impact that artificial intelligence ...

HESTA snags TelstraSuper investment leader

MATTHEW WAI  |  FRIDAY, 24 APR 2026
... classes, including internal management, which will be invaluable for HESTA as we continue to leverage our total portfolio approach," she said. "Her deep knowledge and trusted leadership will be invaluable as we continue to evolve, internalise and strengthen ...

Rest strengthens investment approach, digital member services

MATTHEW WAI  |  THURSDAY, 16 APR 2026
Rest is bolstering its total portfolio approach with a new mandate, while appointing an executive to help grow its digital member services. Rest will implement UK-based Rimes' total portfolio view capability through its investment platform, Matrix ...

Aware Super overhauls investment team structure

JAMIE WILLIAMSON  |  FRIDAY, 20 FEB 2026
... markets, and defensive assets in a more connected operating framework. It said it is also supportive of the Total Portfolio Approach (TPA) to investing. The new structure is underpinned by the fund's whole-of-fund investment and data platform. Under ...

Global pension assets near $90tn: Research

MATTHEW WAI  |  TUESDAY, 10 FEB 2026
... policy may continue to support growth and keep yields relatively elevated." She added that adopting a total portfolio approach should be the primary focus for investments as uncertainty and volatility persist. "Rapid technological change as well as more ...

UN pension fund confirms leadership

JAMIE WILLIAMSON  |  MONDAY, 9 FEB 2026
... However, over the next 12 months, the pension fund will progress a feasibility study for transitioning to total portfolio approach to improve its investment model.

IFM Investors hires global investment research lead

JAMIE WILLIAMSON  |  WEDNESDAY, 4 FEB 2026
... investment strategy, Australia and Asia Pacific. "Jeff has been a contributor and early adopter of the Total Portfolio Approach (TPA), including its application in multiple client contexts via multi-factor portfolio dashboards," IFM Investors said. "He ...

Wilkin-Smith, Hales join trustee board for AMP Super

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... Future Fund, where he was a key architect of its investment model and a long-time practitioner of the total portfolio approach. He has since established advisory firm Long Horizon Enterprises. Earlier in his career, Wilkin-Smith worked at van Eyk Research ...

Australia's 'Super 6' embrace total portfolio approach: Study

KARREN VERGARA  |  FRIDAY, 5 DEC 2025
... top 100 asset owners, the Thinking Ahead Institute's latest report shows, as they increasingly adopt a total portfolio approach (TPA). The Asset Owner 100 report labelled the top super funds based on asset size as the "Super 6," noting that they are ...

CalPERS adopts total portfolio approach

JAMIE WILLIAMSON  |  TUESDAY, 18 NOV 2025
One of the world's largest pension funds is shifting to a total portfolio approach (TPA), saying it will improve transparency and provide flexibility to capitalise on opportunities. Following a board vote, the California Public Employees' Retirement ...
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