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Roger Urwin: What a Total Portfolio Approach Looks Like in Practice artwork
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Roger Urwin: What a Total Portfolio Approach Looks Like in Practice

Guiding Assets by CFA Institute

Feb 15, 202648:16Business

What does a total portfolio approach look like inside an investment organization? Roger Urwin, Global Head of Investment Content at Willis Towers Watson, describes how TPA functions in practice, from new roles like the C...

About This Episode

Roger Urwin: What a Total Portfolio Approach Looks Like in Practice is an episode from Guiding Assets by CFA Institute. What does a total portfolio approach look like inside an investment organization? Roger Urwin, Global Head of Investment...

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Published Feb 15, 2026, 48:16 long, audio available.

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