Quant Radio: What is Total Portfolio Approach?

For decades, Strategic Asset Allocation (SAA) was the gold standard for institutional investing. But as markets grow more complex and volatile, many leading investors are turning to a new paradigm: the Total Portfolio Approach (TPA). In this episode, we unpack what TPA really is, why it's gaining traction, and how it fundamentally differs from traditional models like SAA.

Join us as we explore:

- Why the assumptions behind SAA are breaking down

- How TPA offers a more flexible, dynamic framework

- The critical shifts in governance, culture, and technology required for implementation

- The challenges and risks of moving to a TPA model

This is more than a technical change—it's a mindset shift toward adaptability and holistic portfolio management. Whether you're a CIO, trustee, or finance professional, this conversation will challenge your assumptions and spark new thinking about how institutions manage risk, liquidity, and long-term goals.

Find the full research paper here: https://community.quantopian.com/c/community-forums/what-is-total-portfolio-approach-a-practitioner-summary

For more quant-focused content, join us at ⁠⁠⁠⁠https://community.quantopian.com⁠⁠⁠⁠. There, you can explore a wealth of resources, connect with fellow quants, engage in insightful discussions, and enhance your skills through our extensive range of online courses.

Quant Radio is an AI-generated podcast, intended to help people develop their knowledge and skills in Quant finance. This podcast is not intended to provide investment advice.