Whole of portfolio view

Article

Whole of portfolio view

A holistic approach for multi-asset management

Executive Summary

In a world of constant disruption, access to information and the agility to act on that information for investment decisions have never been more important. COVID-19 is one of the key challenges investment management firms face today; pandemic related government policies in Australia for example have provided individuals with early access to their superannuation (pension). Meeting these drawdown commitments has led to investment managers seeking liquidity across their portfolios, with timely access to their ‘whole of portfolio view’ (WPV) – whether it is to meet their commitments, or to de-risk – being of increased importance.

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Performance magazine issue 33, September 2020

Performance is a triannual digest, dedicated to investment management professionals, which brings you the latest articles, news and market developments from Deloitte’s professionals and clients.

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