Future-Proofing Asset Management with a Total Portfolio View | Panel Recap
Events and Conferences
Key Takeaways from Alpha’s Panel Event Co-Hosted with Jacobi
As the investment landscape evolves, firms are embracing data centralization, total portfolio management, and AI-driven solutions to navigate an increasingly complex market. At ‘Future-Proofing Asset Management with a Total Portfolio View’, panelists explored the challenges and opportunities in building a unified portfolio approach, optimizing risk, and future-proofing investment operations.
Key Takeaways & Topics of Discussion:
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Data Centralization in Asset Management
Data architecture is the foundation of investment success, ensuring consistent, structured, and secure data across public and private markets.
Key considerations for system architecture:
- Data sources and models: Cloud vs. on-premise solutions
- Security master and risk data management
- Integrating risk and analytics data for deeper insights
Jason Almeida stated, “Like the foundation of your house, a strong data architecture is essential for investment success.”
Challenge:
Firms struggle to normalize data across asset classes, making cross-portfolio analysis difficult without automation.
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Achieving a Total Portfolio View
Investors are moving away from siloed investment strategies and adopting a Total Portfolio Approach (TPA) to optimize risk-adjusted returns and improve capital allocation.
Key themes:
- Strategic Asset Allocation (SAA) vs. TPA: Finding the right balance
- Performance measurement and optimization
- Managing risk and diversification effectively
Panelists further discussed, “Bridging public and private investments in a unified framework remains one of the biggest hurdles for investors today.”
Challenge:
Communicating risk-reward dynamics across an entire portfolio remains difficult, requiring more advanced analytics and reporting tools.
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Engagement with the Total Portfolio View
For firms adopting TPA, investor reporting, client views, and downstream integration are critical. Transparency and seamless communication with stakeholders ensure better engagement.
Key themes:
- Customizing outputs for different investor views.
- Client reporting in a TPA model.
- Challenges in integrating reporting across multiple asset classes.
Challenge:
Firms must standardize data outputs and investor reporting while maintaining flexibility for customized insights.
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Future-Proofing in a TPA World
As technology, AI, and market structures evolve, firms need agile, scalable solutions to remain competitive.
Key themes:
Adapting investment strategies in an evolving landscape.
The future of AI in investment research, reporting, and automation.
Vendor innovations and the impact on asset management.
Challenge:
Avoiding vendor lock-in while leveraging emerging AI and data technologies for enhanced investment decision-making.
Conclusion
The industry is shifting toward a data-driven, objective-based investment approach, but success depends on:
- Building a scalable data architecture to support cross-portfolio analysis
- Optimizing total portfolio views for better performance measurement
- Leveraging AI and automation to enhance reporting and investment research
- Staying ahead of technology evolution to remain competitive in a changing market
As firms navigate these challenges, technology, automation, and smarter data strategies will separate industry leaders from the rest.
Event Moderator:
Patrick Eldridge – Director, Lead for Investments, Practice West Coast, Alpha FMC
Event Panelists:
Peter Ottomanelli – Head of Investment Management Technology, American Century
Owais Rana – Head of Investment Solutions, Principal
Jeff Iverson – Chief Operating Officer, Eldridge
Tony Mackenzie – CEO & Co-Founder, Jacobi
Jason Almeida – Senior Partner, Alpha Alternatives