Lessons learned from 40+ years of investing
- Build a portfolio of best ideas vs. what mean-variance optimization tells you
“WTW Total Portfolio Approach” - Fees can make a material difference to net outcomes and scale is key in some areas
- Access asset class specialists and high conviction ideas with limited capacity to derive greater alpha
- Portfolio dynamism at market inflection points is crucial
- Approach hedging and portfolio risk with efficiency and nimbleness
The WTW Investments difference
Our investment philosophy
Our investment philosophy cuts through complexity to deliver predictability and performance through changing markets.
Using the total portfolio approach (TPA), we believe asset allocation should be both thematic and dynamic. We look beyond traditional standards to integrate smarter ways to invest and deliver returns.
Our teams constantly explore the investable landscape to find asset classes and allocate capital to those areas with the best risk-adjusted returns. This may include ideas that don’t fit traditional labels — often the most attractive yet ignored by others. Distinctly, our manager research is focused on finding specialist managers and innovative implementation routes. By leveraging our economies of scale, we can significantly drive net of fees outcomes.
We adapt strategies as your objectives and circumstances evolve or as market conditions change by dynamically shifting positioning and managers. Leveraging our proprietary construction tools and portfolio quality metrics, we can easily find potential improvements in capital deployment and allocation changes, thereby consistently driving long-term wealth accumulation for clients.
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