From Fragmented to Decision-Ready: Making Total Portfolio View real

As investment portfolios become increasingly complex, achieving a consolidated Total Portfolio View (TPV) is becoming more important. Yet while 58% of firms have TPV transformation activity planned within the next three years, many are addressing it as part of broader data modernization initiatives rather than as a standalone priority.

The pressure behind it is real. Investors are rapidly increasing private market exposure, creating new challenges in visibility across liquidity, exposures, and risk. As portfolios grow more complex, an operating model built for public markets starts to strain, and the cost of assembling a consolidated picture manually rises with every new allocation.

Join Rimes and Citisoft for a fireside chat that cuts through the noise on total portfolio view, tackling the practical realities of breaking down data fragmentation and building a scalable, decision-grade view across asset classes. 

What to expect

• Why Total Portfolio View has become essential: How the growth of private assets has made visibility and governance more challenging. 
• What a complete Total Portfolio View requires: The data model, operating model, and analytics capabilities needed to support investment and risk decisions. 
• How to integrate and normalize private markets data: Practical guidance for achieving consistent look-through across funds, co-investments, and multi-layer structures. 
• Real examples of portfolio-wide transparency: How firms are improving insight into exposures, liquidity, concentrations, and factor sensitivities. 
• A practical readiness and maturity model: How organizations can benchmark where they are today and define a realistic path forward. 
• Steps to get started: Actionable recommendations for firms at any stage of their data journey. 
• Live Q&A: Attendees can ask questions directly to the speakers.