Strategy Hub

Total Portfolio Approach

Explore resources, research, and perspectives from the leaders in total portfolio analysis.

Why Take a Total Portfolio Approach

When investment decisions happen in silos, outcomes can suffer. A Total Portfolio Approach realigns investment teams to pursue the best portfolio outcome, with risk and diversification evaluated in one common language across all asset classes.

Venn's TPA Expertise

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Beyond asset classes: Why factor analysis is reshaping manager selection and portfolio construction

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Flirting with Models Podcast

 

Flirting With Models: Factor Models, Institutional Insights, and Portfolio Diagnostics – featuring Venn's Chris Carrano

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Venn’s Christopher Carrano On The Total Portfolio Approach

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Key Benefits of Using Venn for a TPA

An Intuitive Factor Lens

Venn's Factor Lens distills portfolio risk into 18 academically grounded factors, not hundreds. Like a nutritional label, it captures the most fundamental exposures across all asset classes, focusing on what matters most for decision-making.

A Returns-Based Approach

Traditional total portfolio analysis often requires holdings data, which is unavailable for opaque investments like hedge funds. Venn needs only returns, removing a major barrier and making implementation seamless.

Purpose-Built Private Asset Analytics

A true Total Portfolio Approach can't stop at liquid assets. Venn is purpose-built to analyze private and public investments side-by-side.

A Total Portfolio Platform

A TPA shouldn't require a system overhaul. Venn was designed around holistic portfolio analysis from day one, integrating total portfolio insights into familiar workflows across due diligence, portfolio construction, and reporting.

TPA Resources

Incorporating a Total Portfolio Approach

Dive deeper into the frameworks and tools behind total portfolio decision-making.

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Extending the Total Portfolio Approach to Private Assets

Learn how Venn Daily Private Asset Returns (VDPARs) integrate private assets into factor analysis and a Total Portfolio Approach.

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How to Enable a Total Portfolio Approach Across Public and Private Assets

In this webinar, discover how investors can seamlessly analyze and report on private assets in Venn as part of a TPA.

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From Theory to Practice: Venn Guide to a Total Portfolio Approach

This exclusive guide walks you through the most common barriers investment teams face when implementing a TPA, and the practical ways to break through them.

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Total Portfolio Strategy: Managing Liquidity Across Private and Public Investments

See how a total portfolio approach can sharply reduce funding risk by modeling private and public assets together—and why small liquidity and allocation decisions matter.

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Three Ways to Take a Total Portfolio Approach From Theory to Practice

In this webinar, learn how to overcome barriers when implementing a Total Portfolio Approach, with actionable design choices and real-world examples.

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