The key to implementing a successful total portfolio approach is not about creating complexities, but rather maintaining simplicity within the shared lexicon of an investment team, said two of the approach's most well-known adopters.
The key to implementing a successful total portfolio approach is not about creating complexities, but rather maintaining simplicity within the shared lexicon of an investment team, said two of the approach's most well-known adopters.
Understanding the drivers of your portfolio risk and return, and then using that information to more dynamically adjust the portfolio, is one of the benefits of the total portfolio approach according to CPP's Manroop Jhooty, whose total fund management team is exploring whether to include emerging factors in portfolio design.
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