TCorp is nearly four years into a transformational journey toward a risk-based total portfolio approach. With very strong client alignment and without the need to give regard to peer portfolios or be subject to a material profit motive, TCorp has arguably higher ability to leverage several comparative advantages. Where has TCorp reached and what have been the unexpected opportunities and challenges on the journey of rebuilding the investment model?
Speaker:Stewart Brentnall, Chief investment officer, TCorp
Moderator: Colin Tate, Chief executive, Conexus Financial
The move away from traditional 60/40 benchmark portfolios may have been hastened by the pandemic and our ultra-low rate environment, says the fund’s head of strategic partnership, but the writing has been on the wall for a number of years.
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