Understanding CPP Investments' Total Portfolio Investment Framework
Earlier today, I watched a panel discussion on Total Portfolio Approach (TPA) posted on LinkedIn featuring Derek Walker, Managing Director, Head of Portfolio Design & Construction, Total Fund Management and Global Leadership Team at CPP Investments. I embedded the discussion below and it's well worth watching it all. Derek and Geoffrey Rubin, Senior Managing Director & Chief Investment Strategist, Total Portfolio Management, shared insights into CPP Investments' Total Portfolio Investment Framework in “Innovation Unleashed: The Rise of the Total Portfolio Approach”, published by the CAIA Association. You can download this important and detailed paper here and it's definitely well worth reading. In this post, I will focus on Derek and Geoffrey's contribution but have a look here as there are other valuable contributions: So what is Total Portfolio Approach (TPA) and why should we care? In short, and these are my expert (or non-expert) opinions, TPA is th