Resilient Portfolio Strategies

Total Portfolio Thinking for an Unstable World

Today's reality—marked by geopolitical fractures reshaping capital flows and climate and AI transitions rewriting the future—demands more than diversification. It demands integrated intelligence capable of navigating uncertainty while building systemic resilience.

Dragonfly Investing operationalizes the Total Portfolio Approach (TPA) by combining expert human judgment, bespoke investment workflows and AI's capability to simultaneously evaluate multiple futures. It also seeks to leverage AI’s potential to enhance human expert-to-expert collaboration.

"You need a new mindset, thinking about the whole portfolio rather than a siloed asset class perspective. But to do that you need to have collaboration, the systems in place and a common language."

–Stephen Gilmore, CIO CalPERS

What We Deliver

Total Portfolio Thinking

Break down asset-class silos to reveal interconnected risks and opportunities across your entire investment strategy.

Resilience Alpha Generation

Capture superior returns by positioning portfolios strategically across multiple possible futures, leveraging systemic foresight to thrive amid uncertainty.

Mission-to-Market Alignment

Clearly translate institutional missions—such as intergenerational equity and climate resilience—into disciplined investment strategies delivering both financial and societal value.

“The early evidence I've seen on the impact of AI on human collaboration is really encouraging. If the pain of collaborating with other experts is lessened or, heaven forbid, it becomes enjoyable, the sky is the limit. I think it will allow us to think very differently about how we invest portfolios.”

– Sue Brake, ex CIO Future Fund

Core Methods

  • Total Portfolio Foundations

    Understand the downstream implications of your statements of investment objectives, beliefs and risk appetite. Explore alternatives. Design programmes to enhance collaboration and crystalise alignment to what matters most.

  • Tailored Proposal Assessment

    Analyse investment proposals for alignment with your objectives, beliefs and appetites. Facilitate and integrate risk analysis from independent experts. Act as a devil’s advocate. Produce committee-ready papers.

  • Opportunity Mapping

    Build tailored frameworks and use them to compare opportunities to improve your investment portfolio given your investment objectives.

Proven Impact

The Total Portfolio Approach is a prime example of Dragonfly Thinking in action. TPA moves beyond traditional asset class silos, enabling investment teams to evaluate the entire portfolio collectively. This holistic view allows for more agile and informed decisions, aligning investments with long-term objectives and adapting to evolving market conditions.

Sue Brake, former Chief Investment Officer of Australia's Future Fund, has been instrumental in developing and implementing TPA at NZ Super Fund and the Future Fund, two pioneers of the approach. Under her leadership, the Future Fund leveraged its unified team structure and shared purpose to prepare the investment portfolios for geo-fragmentation back in 2022, having done the forward thinking in 2020.

TPA leads to measurably better results. NZ Super Fund has been the best performing fund worldwide for the last 20 years and the Thinking Ahead Institute estimates that the combination of TPA and good governance improves portfolio performance by around 1.0 to 1.5% per annum over the long term--an enormous gain when dealing with large investments and complex dynamics.

By embedding Dragonfly Thinking and Total Portfolio Thinking into AI-driven tools, organizations can replicate the benefits of TPA—such as integrated analysis and cross-functional collaboration—across various sectors and decision-making contexts. We also work with teams to develop the necessary Human + AI collaborative intelligence to ensure best results.

Who we serve

  • Projects

    Sovereign Wealth Funds

    Navigating global markets with national development mandates.

  • Pension Funds
    Managing intergenerational obligations amid uncertainty.

  • Endowments & Foundations
    Aligning values with sustainable, resilient returns.

  • Family Offices

    Balancing legacy preservation, family values, and portfolio resilience.

Ready for the Dragonfly Dividend?
In a world of radical uncertainty, integrated intelligence isn't optional,
it's essential.