Two hands from separate people are putting together three giant puzzle pieces. The puzzle pieces have different images on them representing different forms of investment and currency.

January 14, 2026

Total Portfolio Approach: A Holistic Management Solution

Dane Fickel, CFA, CAIA , Director, Investment Strategy;
Richard Fong, CFA, Managing Director, Overlay Solutions

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Discover why a Total Portfolio Approach is gaining traction with asset owners and how holistic management requires advanced tools to align risk and return.

Tags: Overlay, Institutional investor

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