research & insights from Jacobi

Why asset owners are trading SAA for a Total Portfolio Approach

Share this resource
company

Jacobi's storyboard technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform

View Solution Provider Profile

Connect with Jacobi

by Jacobi
| 05/08/2025 00:00:00

This year, CalPERS, the largest pension fund in the US, announced plans to transition its US$533bn portfolio from a Strategic Asset Allocation (SAA) to a Total Portfolio Approach (TPA) - part of a growing recognition of the merits of a TPA.

Click here to access the full insight.