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Traditional asset allocation has long been the standard for portfolio construction, but many family offices are beginning to question whether it's the right framework for today's investment landscape. In this panel discussion, Brian Adams is joined by Musan Duric, Alex Herman, and Vadym Doroshenko to explore the Total Portfolio Approach (TPA)—an investment philosophy that evaluates every opportunity based on its contribution to the overall portfolio rather than fitting investments into predetermined asset class "buckets."
The conversation explores why more family offices are adopting this mindset, how TPA differs from traditional strategic asset allocation, the role of liquidity, governance, and risk management, and practical considerations for implementation.
To learn more about Mack International, please visit www.mackinternational.com
By Brian Adams5
77 ratings
Traditional asset allocation has long been the standard for portfolio construction, but many family offices are beginning to question whether it's the right framework for today's investment landscape. In this panel discussion, Brian Adams is joined by Musan Duric, Alex Herman, and Vadym Doroshenko to explore the Total Portfolio Approach (TPA)—an investment philosophy that evaluates every opportunity based on its contribution to the overall portfolio rather than fitting investments into predetermined asset class "buckets."
The conversation explores why more family offices are adopting this mindset, how TPA differs from traditional strategic asset allocation, the role of liquidity, governance, and risk management, and practical considerations for implementation.
To learn more about Mack International, please visit www.mackinternational.com

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