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
Our investment services
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.
Disclaimer
In Canada, Towers Watson Canada Inc. and WTW Investment Management Canada Limited have implemented an OCIO service, WTW Delegated Investment Services ("WTW DIS"). WTW Investment Management Canada Limited is registered with the Provincial regulatory authorities, the Yukon and Northwest Territories as a portfolio manager and exempt market dealer; as a registered investment fund manager in Newfoundland and Labrador, Ontario and Quebec.
WTW has prepared this material for general information purposes only and it should not be considered a substitute for specific professional advice. In particular, its contents are not intended by WTW to be construed as the provision of investment, legal, accounting, tax or other professional advice or recommendations of any kind, or to form the basis of any decision to do or to refrain from doing anything. As such, this material should not be relied upon for investment or other financial decisions and no such decisions should be taken based on its contents without seeking specific advice.
We incorporate sustainable investment considerations, including sustainability risks, into our investment research, due diligence and manager assessments. We believe that sustainability risks and wider sustainability considerations can influence investment outcomes from a risk and return perspective. Where sustainability risks and other sustainability considerations are most likely to influence investment risk and return, we encourage and expect fund managers to have a demonstrable process in place that identifies and assesses material sustainability risks and the impact on their investment strategy and end portfolio.
This material is based on information available to WTW at the date of this material and takes no account of developments after that date. In preparing this material we have relied upon data supplied to us or our affiliates by third parties. Whilst reasonable care has been taken to gauge the reliability of this data, we provide no guarantee as to the accuracy or completeness of this data and WTW and its affiliates and their respective directors, officers and employees accept no responsibility and will not be liable for any errors, omissions or misrepresentations by any third party in respect of such data.
Services related to institutional investor solutions
Related