Alloq presents:

Total Portfolio Approach

from Ambition to Implementation

Alloq presents:

Total Portfolio Approach

from Ambition to Implementation

Alloq presents:

Total Portfolio Approach

from Ambition to Implementation

Institutional investors are increasingly moving away from managing portfolios asset class by asset class, toward a Total Portfolio Approach: a single, integrated view of risk, return and every other factor that matters.

In this webinar, Alloq brings together the strategic, governance and technology perspectives on what it actually takes to make that shift, with Alpha FMC and PGGM joining as guest speakers to share their view from the field.

The webinar is for registered institutional asset owners only.

1

Wednesday 7th of October 2026, 15:30 CEST (2:30 PM London, 9:30 AM New York)

Private, online TPA seminar

Setting the scene

Bruce Russell of Alpha FMC opens the session with a view from the front line: why TPA is replacing SAA as the dominant paradigm, and a shared view of what the TPA investment process looks like. From there, Bruce and the Alloq team unpack the TPA triangle together: how governance, investment consulting and technology need to work together to make TPA operational rather than theoretical.

TPA in production

Alloq and PGGM show what this looks like in practice: a live demo of building a Target Asset Allocation within a TPA framework, connected directly to asset allocation and rebalancing.

The case of PGGM

Jeroen Rijk, Head of Total Portfolio Management at PGGM, shares how PGGM built this process in practice. He walks through the choices behind governance, risk, return and sustainability, and the lessons learned along the way.

Open discussion

The floor opens up for questions across regions. Bruce, Jeroen and the Alloq team reflect together on where TPA adoption is heading and what a realistic next step looks like, wherever you stand today.

2

Live Webinar

Meet the speakers

This webinar is hosted by Alloq on what it actually takes to move from managing portfolios asset class by asset class toward a Total Portfolio Approach. Alloq brings together the strategy, governance and technology sides of that shift for institutional asset owners and asset managers, with guest speakers from Alpha FMC and PGGM.

Our lineup pairs a global authority on Total Portfolio Approach with a client who has lived the transition and the team building the technology behind it.
Expect a grounded view of where TPA adoption stands today, a first hand account of the choices and lessons behind PGGM's own process, and a live look at how that process runs in Alloq.

Bruce Russell

Senior Partner, Alpha FMC

Bruce leads Alpha FMC's Asset Owner client segment globally and has over 30 years of industry and consulting experience. He advises leading asset owners on the shift from strategic asset allocation to a Total Portfolio Approach, and sets out where adoption stands today and what a well governed process actually requires.

Bruce Russell

Senior Partner, Alpha FMC

Bruce leads Alpha FMC's Asset Owner client segment globally and has over 30 years of industry and consulting experience. He advises leading asset owners on the shift from strategic asset allocation to a Total Portfolio Approach, and sets out where adoption stands today and what a well governed process actually requires.

Jeroen Rijk

Head of Total Portfolio Management, PGGM

Jeroen leads Total Portfolio Management at PGGM, one of the largest pension investors in the Netherlands with nearly EUR 300 billion AUM, and drives its 3D investing strategy: setting targets for risk, return and sustainability at the level of the whole portfolio rather than per asset class. He shares how PGGM built this process in practice, the choices behind governance, and the lessons learned along the way.

Jeroen Rijk

Head of Total Portfolio Management, PGGM

Jeroen leads Total Portfolio Management at PGGM, one of the largest pension investors in the Netherlands with nearly EUR 300 billion AUM, and drives its 3D investing strategy: setting targets for risk, return and sustainability at the level of the whole portfolio rather than per asset class. He shares how PGGM built this process in practice, the choices behind governance, and the lessons learned along the way.

Kees de Koning

Founder and CEO, Alloq

Kees founded VI Company in 2007 and launched Alloq in 2019, the platform now used to manage rebalancing and FX hedging across over 800 billion euros in institutional assets. He now leads Alloq's move into Total Portfolio Approach, and shows what building a Target Asset Allocation looks like inside the platform.

3

REGISTER

Sign up for free

English (Australia)

© VI Company Group, 2007 - 2026. All Rights Reserved.

English (Australia)

© VI Company Group, 2007 - 2026. All Rights Reserved.

English (Australia)

© VI Company Group, 2007 - 2026. All Rights Reserved.