Resonanz Spotlight Total Portfolio Approach: Upgrade or Risk?
What happens when investors stop managing portfolios in silos and start looking at the whole system instead?
In this episode, Vincent and Saâd unpack the Total Portfolio Approach — a framework that challenges traditional asset allocation by asking a simple but powerful question: where should the next dollar go?
They discuss why more institutional investors are moving beyond static portfolio buckets, what makes total-portfolio thinking attractive, and where the approach can go wrong. From governance and benchmarking to model risk, discretion, and the temptation of macro timing, this is a clear-eyed conversation about both the promise and the limits of TPA.
A short, sharp discussion for investors thinking seriously about portfolio construction, decision-making, and modern sources of diversification.