Michelle’s Learning Platform

Asset Owners

Build fluency in the priorities of pension schemes, sovereign funds, central banks and insurers—including total-portfolio thinking, governance and client reporting.

Module

Asset-owner decision making

How pension schemes, sovereign funds and insurers set strategy, govern risk and use a total-portfolio view.

Foundation entry point45 min guided lesson

The total-portfolio view: how asset owners allocate capital

Learn the idea first. Then see a model, walk through a case, practise with support and test recall.

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lesson progress

1. Learn the idea

A total-portfolio approach asks every investment to compete for capital against the same risk and return objectives, rather than allocating a fixed amount to each asset class. It is a governance change before it is an investment change.

What you will be able to do

  • • Explain how a total-portfolio approach differs from asset-class buckets
  • • Describe the governance and data required for whole-portfolio decisions
  • • Frame the servicing implication for a large asset owner
Total portfolio approach