What is a Total Portfolio Approach?

A Total Portfolio Approach is an investment framework that evaluates decisions at the total fund or total portfolio level, rather than within isolated asset class siloes. It focuses on aligning risk exposures, return objectives, liquidity needs and portfolio constraints to the organisation’s overall investment objectives.

Do investment teams need perfect data before adopting a Total Portfolio Approach?

No. Investment teams can begin Total Portfolio Approach adoption by defining objectives, assumptions and high-level macro risk exposures while continuing to improve bottom-up data foundations in parallel.

What is the difference between Total Portfolio View and Total Portfolio Approach?

Total Portfolio View is a bottom-up exercise focused on understanding the exposures currently held across the portfolio. Total Portfolio Approach is a top-down investment framework focused on determining which exposures the portfolio should hold to achieve its objectives.

Who is this guide for?

This guide is designed for institutional investors, asset owners, OCIOs, wealth managers, asset managers, portfolio construction teams and investment risk teams exploring how to adopt or improve a Total Portfolio Approach.

What does the guide cover?

The guide covers the data strategy, analytics framework, technology operating model, governance considerations and cultural shifts required to support successful Total Portfolio Approach adoption. It also includes a readiness checklist to help organisations assess their current state.

A Practical Guide to Adopting A Successful Total Portfolio Approach

Still managing portfolios in siloes? It’s costing you more than you think

Most investment organizations are still operating in siloes. Asset class teams optimize in isolation. Data is fragmented across systems. Decisions are made without a clear view of total portfolio risk.

The result?

Misaligned investment decisions
Hidden risk exposures
Missed opportunities for true diversification

And despite growing awareness of the Total Portfolio Approach (TPA), many teams still struggle to implement it in practice.

What you'll learn about TPA

Inside this practical guide, you’ll discover:

How to start TPA without a “big bang” data project

Move forward with strategy and modeling while your data foundation evolves.
The difference between Total Portfolio View vs Total Portfolio Approach

Why confusing the two slows down progress.
How to create a unified analytics framework across asset classes

So public and private assets can finally be assessed on a consistent basis.
The operating model required to support TPA

Including how to balance flexibility with governance and avoid “closed system” traps.
Why culture and incentives are the biggest barriers to change

And how to align teams around total portfolio outcomes.
A TPA Readiness Checklist

Quickly assess where your organization stands and what’s holding you back.

Customization & Scalability Without Complexity

Jacobi’s Total Portfolio Approach (TPA) solution is built for flexibility—offering a range of configuration options to meet the diverse needs of institutional investors. By enabling user-defined groupings, custom scenario modeling, and tailored risk factor-based simulations, it seamlessly integrates with existing governance processes and reporting workflows. The result is a holistic, multi-asset framework that can be adapted to changing market conditions—without adding layers of operational complexity.

Moving Beyond Siloes: A Practical Guide to Adopting a Successful Total Portfolio Approach

Still managing portfolios in siloes? It’s costing you more than you think

What's in the TPA guide?

A TPA guide for investment teams like yours!

OCIOs & Outsourced Investment Teams

Asset Owners & Institutional Investors

Multi-asset Portfolio Managers

Investment Strategy and Risk Teams

What you'll learn about TPA

Some of the investment management teams already scaling with Jacobi

Customization & Scalability Without Complexity

Get the guide!