Beyond Asset Allocation: A Total Portfolio Approach for DB Schemes

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Webinar Overview

As DB pension schemes increasingly focus on generating sustainable income and achieving long-term objectives, a Total Portfolio Approach (TPA) is emerging as a more holistic way to construct portfolios, manage risk and identify opportunities across public and private markets.

Join our latest webinar in partnership with Professional Pensions to explore what TPA means in practice, why it is attracting growing interest across the pensions industry, and how it can support DB run-on and income-focused investment strategies. Drawing on insights from investment specialists and a professional trustee, the panel will discuss practical implementation challenges and opportunities.

Our panel of experts will focus on:

How TPA differs from traditional strategic asset allocation.
Why governance is critical to successful implementation.
Supporting DB run-on through a holistic portfolio framework.
The role of OCIO and delegated investment solutions.
Lessons from emerging themes such as AI and identifying hidden portfolio exposures.

Presenters

Jonathan Stapleton

Editor, Professional Pensions

Jonathan is editor of Professional Pensions and has been reporting on UK occupational pensions since 2001. He has won a number of awards during his career, most recently the SPP Trade Journalist of the Year Award in 2019. He is also holder of the PMI's Retirement Provision Certificate.

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