Capital Decanted Episode 9: Total Portfolio Approach: An Unexpected Journey with Ben Samild and Jayne Bok
Mar 19, 2024
Ben Samild, Chief Investment Officer at Future Fund, and Jayne Bok, Head of Investments, Asia at Willis Towers Watson, dive into the innovative Total Portfolio Approach (TPA). They discuss the shift from traditional asset allocation to a more dynamic and integrated strategy, showcasing collaboration among global asset owners. Their conversations cover the risks and benefits of TPA, digital asset strategies, and the need for a cultural shift in investment management. They even share amusing personal tales about how social media shaped their relationships!
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Episode notes
Challenge the Status Quo
- Christy Hamilton advises questioning established processes, especially if the rationale is "that's how it's always been done."
- Examine if your processes truly serve your organization's needs.
WTW's Shift to Risk Premia
- Jayne Bok recalls WTW's shift from asset class buckets to risk premia around 2005-2010.
- This shift intensified post-GFC, highlighting the need to look beyond traditional classifications.
Joined Up Portfolio
- Ben Samild highlights Future Fund's "joined up" approach, emphasizing curiosity and breadth.
- He contrasts this with narrow, siloed approaches focused solely on specific domains.