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

Manager Research

WTW helps institutional investors build portfolios that seek to deliver differentiated investment outcomes, both from a return and risk perspective. As an investment solutions provider with multi-asset capability and a fiduciary mindset, we focus on innovation and changing the investment industry for the better.

Contact Us

We believe this requires a different approach to manager research. First we identify investment opportunities that we believe offer the most attractive risk adjusted return. We then partner with some of the best asset managers to help develop innovative products that suit our clients’ needs.

Our global scale helps allow us to carry out comprehensive research and engage directly with some of the high-conviction asset managers in all major markets.

We specialize in finding, researching and monitoring some of the largest asset management firms in the world. The primary aims of the manager research team are to:

  • Find best value added investment opportunities net of fees around the world and across all asset classes
  • Seek to deliver best investment outcomes to our clients and sustain our long-term track record of outperformance
  • Focus on innovation and develop differentiated products in partnership with asset managers
  • Ensure our best ideas inform our fiduciary management and investment solutions to help deliver great outcomes for our clients

How our process is different:

  1. 01

    Identify and isolate

    We seek to identify and isolate the best investment opportunities offering the best risk-adjusted total returns. Then we find the high-conviction, specialist managers who can execute on the investment opportunity. We do this by using proprietary technology to cover the full universe and free up our research analysts to identify, build exceptional depth of knowledge, and engage with asset managers capable of delivering sustainably differentiated returns aligned with our Environmental, Social and Governance (ESG) and culture selection criteria.

  2. 02

    Design

    We work with specialist asset managers to design the optimal mandate to help ensure we are isolating the investment opportunity, playing to their particular strengths and maximising how it might fit with the rest of the portfolio.

  3. 03

    Value for money

    We help deliver value for money, by working in partnership with asset managers so clients can look to benefit from our scale and intellectual capital when creating innovative new implementation options, all of which we pass through to our clients.

Annually we research more than 14,300 investment products managed by over 4,900 asset managers globally. We have designed and helped to launch in excess of 200 new products for our clients over the last 10 years.”

Source: WTW Research Products as of December 31, 2022

Thinking Ahead Institute

The Thinking Ahead Institute brings together the world’s major investment organizations to be at the forefront of changing the industry for the benefit of the end saver, through thought leadership research and innovation. Funded by WTW 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