A Delegated or OCIO (outsourced chief investment officer) model delegates implementation of the agreed investment strategy to our investment professionals. We believe it gives you access to more efficient portfolios, our best investment ideas, real-time decision making, and relieves some of the governance constraints of the investment committee.
Investors' decision-making processes have a material impact on their long-term financial outcomes. We know, funds of all sizes can be effective decision makers, but, when combined with substantial scale, they will be more likely to achieve their investment goals. We have worked with, advised and learned from some of the largest and most successful institutional investors in the world, and developed a delegated model that provides clients with the very best of what we have learned.
Our delegated clients enjoy the full spectrum of our Sustainable Investment approach, from the genesis and assessment of investment ideas, through portfolio construction, to the way in which we monitor the performance of our clients' funds.
Note:
In Canada, WTW’s Delegated Investment Services are implemented by Towers Watson Canada Inc. and WTW Investment Management Canada Limited. Towers Watson Canada Inc. is a WTW company that provides non-registered investment advisory consulting services to its Canadian clients. WTW Investment Management Canada Limited is a WTW company that provides portfolio management, dealer, and settlement services to Canadian investors. WTW Investment Management Canada Limited is registered with the regulatory authorities of the Canadian Provinces, Yukon and Northwest Territories as a portfolio manager and exempt market dealer. WTW Investment Management Canada Limited is registered as an investment fund manager in Newfoundland and Labrador, Ontario and Quebec and as a commodity trading manager in Ontario.
