Thought Leaderships

Architecting for Total Portfolio Approach

“Architecture is about the important stuff. Whatever that is.” – Ralph Jophnson. While Strategic Asset Allocation (SAA) and Total Portfolio Approach (TPA) are both investment philosophies, they

Bridging Two Worlds: The Modern Analyst’s Role in Investment Operations

Starting out as a consulting analyst in 2025, I can’t help but notice how different my experience is from those who entered the field a

Why Transformation Efforts Fail – Why Partnership and Trust Determine Success

Summary Organizations across the investment industry continue to spend tens of millions of dollars each year modernizing and optimizing operational processes, aiming to improve efficiency,

The Challenges and Complexities Facing Today’s Pension Plans

The role of the Chief Investment Officer (CIO) within pension plans has evolved significantly in recent years. No longer focused solely on portfolio construction and

The Case for a Total Portfolio Approach

In early 2026, U.S. action in Venezuela triggered a swift market reaction. Venezuela’s 17% share of global oil reserves led some investors to see renewed

Is Poor Quality Custodian Data Constraining the Maturity of Your Performance Operating Model?

Performance reporting plays a vital part in the investment management process, yet upstream systems rarely deliver the data required to support high-quality returns. As a