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.
Our investment services
Outsourced Chief Investment Officer (OCIO)
Our OCIO services enable your institution to delegate implementation of your asset strategy while you maintain strategic control. With over $162 billion in delegated assets, we aim to deliver lower risk and higher returns through diversification.
Funds and Strategies
We manage specialist portfolios using an open architecture approach, including alternatives, illiquid assets, credit and equities. Our solutions and strategies seek to help investors of any asset size benefit from capital markets that are otherwise difficult to access or too expensive. They provide access to top asset managers and dynamically allocate to best investment ideas and market opportunity.
Advisory Investment Services
Our advisory services cover all aspects of asset-owner responsibilities, from mission and beliefs to investment strategy, risk management, asset allocation, portfolio construction, manager research selection, monitoring and reporting.
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.
