Research & Insights
Insights Library
Our analysts and consultants cover the latest trends, innovations, and best practices on the issues and challenges that impact the investment management industry.
Spotlight
Jan 12, 2026
2026 Outlook: Total Portfolio Approach – The New Normal
Article
In today’s volatile markets, asset owners and asset managers face unprecedented complexity. For multi-asset strategies where public and private markets converge, traditional siloed approaches — independently managing equities, fixed income, and private markets — are no longer sufficient. Enter Total Portfolio View (TPV) and Total Portfolio Approach (TPA) ─ two interconnected concepts reshaping how institutions allocate capital and manage risk.
TPV and TPA are changing investment management. As more asset owners think in terms of total portfolio outcomes, rather than asset class silos, asset managers will also need to adapt.
Jan 05, 2026
2026 Outlook: AI Adoption – Rolling It Out Is Just the First Step
Article
The financial industry finds itself at a pivotal moment as artificial intelligence moves from a novelty to a necessity. Many investment management firms have adopted AI tools, ranging from chatbots and research assistants to enterprise-wide LLM deployments. But deployment alone rarely delivers meaningful returns.
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