From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
Globally, investors are rethinking the "pie chart" of traditional asset allocation. Many are adopting the total portfolio approach (TPA) - a holistic way of assessing how every investment contributes to the risk and return of the entire portfolio. In this episode, Oleg Ruban, MSCI's Head of APAC Research, and Ian Patrick, Chief Investment Officer of Australian Retirement Trust, discuss how that shift is taking shape across Asia-Pacific. They explore why some institutions are embracing TPA while others remain cautious, the cultural challenges of breaking down investment silos and how climate goals and AI are reshaping portfolio decisions.
Perspectives
From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
