Sep 22, 2026 · 29 min · 10 segments
If system-level investing is now an operating imperative, the next question is how institutions actually see and manage these risks across the whole portfolio. Lynn Paquin (CalSTRS) and Adam Connaker…
Joining Bill for a fireside chat about the Total Portfolio Dashboard will be Adam Conacher, Vice President of Investments at Certinet Foundation, and Lynn Paquin, Portfolio Manager in the Sustainable Investment and Stewardship Strategies Team at CalSTRS.
The Total Portfolio Dashboard is a new decision support tool designed to help institutional investors identify, manage, and act on system-level risks and opportunities across asset classes and strategies.
The tool is for CIOs and investment teams operating in a world where beta is increasingly shaped by system health.
The dashboard translates complex systems dynamics into portfolio-wide view that connects asset allocation, stewardship, risk management, and governance.
Joining Bill for a fireside chat about the Total Portfolio Dashboard will be Adam Conacher, Vice President of Investments at Certinet Foundation, and Lynn Paquin, Portfolio Manager in the Sustainable Investment and Stewardship Strategies Team at CalSTRS.
The Total Portfolio Dashboard is a new decision support tool designed to help institutional investors identify, manage, and act on system-level risks and opportunities across asset classes and strategies.
The tool is for CIOs and investment teams operating in a world where beta is increasingly shaped by system health.
The dashboard translates complex systems dynamics into portfolio-wide view that connects asset allocation, stewardship, risk management, and governance.
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