Skip to main content
main content, press tab to continue
Solution

Investments

Institutional investors require portfolios that are tailored to their goals, cost-effective and deliver strong returns with controlled risk. As a company with multi-asset capability and a fiduciary mindset, our investment professionals can help our clients to invest optimally, with a wider mission to change the way the investment industry operates.

Contact Us

Our client base includes a diverse range of institutional investors, including pension funds, insurance companies, sovereign wealth funds, government funds, wealth management companies, endowments, charities and foundations. The success of our business depends critically on our ability to help our clients succeed, and to achieve and maintain a competitive edge.

Our solutions comprise:

  • Advisory Investment Services: We advise on critical asset-owner responsibilities, including mission and beliefs, risk management plans, asset allocations and risk budgets, portfolio construction and selection of third-party asset managers. Our Manager Research team specialises in finding, researching and monitoring the best asset management firms in the world, covering a wide range of mainstream and alternative asset classes.
  • Funds and Strategies: We manage specialist portfolios for our clients applying an open architecture approach to alternatives, illiquid assets, credit, secure income assets and equities. We have also created a number of multi-manager portfolios via a pooled fund of funds approach, which help institutional and professional investors invest in capital markets and managers that may be otherwise difficult to access or might be too expensive.
  • Fiduciary Management: Our global delegated/portfolio management group designs solutions to enable clients to delegate responsibility for implementing asset strategies, whilst retaining strategic control and decision making in areas where they add most value. Our solutions contain our best investment ideas, underpinned by extensive research and robust implementation.

Innovation permeates our culture. We strive to consistently and proactively bring our best and innovative ideas and opportunities to our clients, drawn from our extensive worldwide practice and our dedicated Thinking Ahead Group.

Related service

Fiduciary Management

Fiduciary Management is a model that enables institutional investors to delegate the more detailed aspects of their investment management responsibilities to a professional service provider.

Related

Thinking Ahead Institute

The Thinking Ahead Institute brings together the world’s major investment organisations to be at the forefront of changing the industry for the benefit of the end saver, through thought leadership research and innovation. Funded by Willis Towers Watson and member subscriptions, the Institute was established in January 2015 as a global not-for-profit group comprising asset owners, investment managers and service providers. As of May 2022, it has over 55 members with a combined responsibility for over US$16 trillion.

Contact us