Is your organisation more

SAA or TPA?

Strategic Asset Allocation (SAA) has long been the dominant investment paradigm. Increasingly, investors are exploring and adopting Total Portfolio Approach (TPA) that focuses on holistic, fund-wide capital allocation beyond traditional asset-class siloes.

Thinking Ahead’s work helps investors navigate this shift in practice. This short survey is designed to help investors calibrate where their organisation currently sits – conceptually and operationally – on the SAA-TPA spectrum.

The questions cover five models of best practice: people, investment, governance, risk and sustainability. There are no right or wrong answers. The aim is to help organisations build a clearer picture of where they might be positioned on the SAA-TPA spectrum (0-5) across the industry.

The survey has 20 questions and should take 10 – 15 minutes to complete.

TAI will treat all responses confidentially and results will be provided in aggregate only. All voting is indicative and informative. TAI will use these polling results as inputs to our work.

TAI reserves the right to use non-attributable polling results as inputs to further research.