Transitioning to a Total Portfolio Approach

Transitioning to Total Portfolio Approach

A total portfolio approach presents an opportunity to improve collaboration across investment teams, in order to deliver better retirement outcomes.

September 2023

Frank Smietana
Head of Thought Leadership,
State Street Alpha®

Clive Maguchu
Senior Strategist,
State Street Global Advisors

Sandra Ng
Director of Sales Engineering,
APAC, Charles River® Development

Yulan Lu
Head of Middle Office Hangzhou,
State Street

Australia’s superannuation fund sector has undergone significant changes in recent years, driven largely by growing regulatory and stakeholder demands. As a result, members expect greater transparency of their investments and want to ensure they align with their personal value systems.

The challenge for funds is to provide outcome-based solutions that address individual preferences. Traditional portfolio management approaches that allocate to specific asset classes were not designed to deliver these types of outcomes.

In this article, we discuss how forward-looking funds are taking a total portfolio approach by shifting from asset class to risk factor exposures and promoting a collaborative culture across their investment teams, focused on delivering targeted outcomes.


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