Whole Portfolio Approach for Wealth Investors

Speakers: Jayne Bok, Head of Investments, Asia, WTWAlexandra McGuigan, Head of APAC, Qblue BalancedDr. Owi Ruivivar, Chief Portfolio Strategist, Bank of SingaporeJean Chia, Global Chief Investment Officer, Bank of SingaporeModerator: Joseph Ng, Senior Investment Strategist, Bank of SingaporeTraditional portfolio design that has served investors well for decades may need to be reassessed. Measures of diversification and correlation that once guided investment decisions have become less reliable amid evolving market regimes. What is needed today is a refreshed framework – structured enough to anchor risk, yet flexible enough to adapt to an increasingly complex investment environment. In that regard, Bank of Singapore's CIO II is proud to share our unique perspective on navigating this dynamic investing landscape today. Drawing inspiration from the Total Portfolio Approach (TPA) adopted by leading institutional investors, we distilled the best of those principles and practices into a framework purpose-built for the private wealth domain – the Whole Portfolio Approach (WPA). At the core of WPA is a fundamental shift – away from siloed asset class thinking towards portfolio-level decision-making anchored on client objectives. Every allocation is assessed not in isolation, but through a whole portfolio lens and the underlying drivers of risk and return that cut across asset classes. The result is a framework calibrated to deliver resilient, long-term outcomes.Visit ⁠⁠⁠⁠⁠⁠this page⁠⁠⁠⁠⁠⁠ for the latest investment insights from Bank of Singapore.Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.