Thought Leadership & Executive Education

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Published by CAIA Association in collaboration with the Thinking Ahead Institute (an innovation network founded by WTW), this report is the follow-up to CAIA's 2024 paper Innovation Unleashed: The Rise of Total Portfolio Approach.

Drawing on interviews with twelve leading asset owners across five continents — including Future Fund, CPPIB, GIC, CalPERS, NZ Super, and USS — the report explores how institutional investors are moving from theory to practice in adopting the Total Portfolio Approach (TPA). 

Rather than prescribing a single model, it maps the common milestones of the journey from traditional Strategic Asset Allocation (SAA) to TPA, identifying three consistent themes across all organizations: the primacy of governance and culture as foundational enablers; the recognition that TPA is a multi-year evolution rather than an overnight transformation; and the insight that portfolio composition is an output of the TPA process — not a starting point.

For professionals navigating the complexities of private equity investment, the Oxford Private Equity Programme offers intensive analysis of an asset class that continues to reshape global capital markets. 

Led by Professor Tim Jenkinson, the programme draws on research from the Private Equity Institute to examine the complete value chain—from institutional investor perspectives and fee structures through to leveraged buyouts, emerging markets, and exit strategies.

Programme Details:

• Dates: 9 February 2026
• Duration: 5 days
• Location: Oxford
• Investment: £9,000 (plus £1,200 accommodation)
• Special offer: 10% discount for applications before 2 December 2025 

(Discount code: PMG10)

Who Should Attend: 

Senior professionals with 5+ years in private equity or leadership roles, significant M&A and LBO experience. Managing directors, bankers, lawyers, and chief executives with strong financial backgrounds. Not suitable for early-stage PE professionals.

Key Benefits:

• Insights from institutional investors, top PE firms, and corporate lawyers (Kirkland & Ellis, Paul Weiss)
• Analysis of AI's impact on PE processes with industry experts from Intapp
• Coverage of emerging markets in Africa and Asia
• Lifetime membership of Oxford Saïd Alumni Network

Industry contributors include Anne Fossemalle (EBRD/Invest Europe), Richard Moon (Railpen), specialists from General Atlantic and leading law firms.