Beyond Bulls & Bears

Alternative Allocations: The rise of the Total Portfolio Approach
Alternatives

Alternative Allocations: The rise of the Total Portfolio Approach

In the latest Alternative Allocations podcast, Aaron Filbeck discusses the Total Portfolio Approach (TPA), an evolution of Modern Portfolio Theory. TPA focuses on fund goals, total return, and risk factors, with a CIO-centric governance process. It emphasizes a factor-based lens and competition for capital, evaluating each investment in the context of the entire portfolio.

Alternative Allocations: A CIO’s perspective on allocating to alts
Alternatives

Alternative Allocations: A CIO’s perspective on allocating to alts

In the latest Alternative Allocations podcast, the benefits of evergreen structures in private credit are discussed, as well as the "four Ps" of due diligence (people, philosophy, process, performance).

Portfolio construction for alpha generation and risk mitigation
Fixed Income

Portfolio construction for alpha generation and risk mitigation

In this period of higher interest rates, the quest to capture alpha and mitigate risk in corporate credit requires a more refined approach. Josh Lohmeier of Franklin Templeton Fixed Income uncovers a dynamic portfolio construction process that is adaptable to various kinds of investors and repeatable in different types of environments.