A fiduciary management mandate delegates implementation of the agreed investment strategy to our investment professionals. We believe it gives you access to more efficient portfolios, our best investment ideas, real-time decision making, and relieves the governance constraints of the investment committee.
Investors' decision-making processes have a material impact on their long-term financial outcomes. We know, funds of all sizes can be effective decision makers, but when combined with substantial scale they will be more likely to achieve their investment goals. We have worked with, advised and learned from some of the largest and most successful institutional investors in the world, and developed a delegated model that provides clients with the very best of what we have learned.
For many institutional investors, funding levels have gone sideways, despite strong returns and substantial contributions. We help provide greater control over funding level risk by targeting more return for the risk taken, and access to a wider set of return-seeking assets. Our integrated decision-making process enables us to find value in surprising places, ideas that may be overlooked as they don’t fit into well-known investment categories.
Time and Expertise
By delegating the execution and implementation to us, investment committees can focus their time on making strategic decisions, overseeing the plan sponsor and managing the plans’s stakeholders. With more than 30 dedicated, portfolio management specialists, supported by a 100-strong operational team and informed by four research teams comprising more than 100 researchers and economists, we have the focus and expertise to implement the right solution for our clients at the right time. (Source: Willis Towers Watson December 2018)
Value for money
Aggregation creates the scale to drive real value for money. Our collective buying power places us in a stronger position to negotiate a better fee deal on behalf of all our delegated clients, no matter their size. Scale also allows us to influence product design. We research and identify what we believe is the most attractive risk-adjusted returns and work with selected asset managers to develop innovative products that suit our clients’ needs.
Our delegated clients enjoy the full spectrum of our Sustainable Investment approach, from the genesis and assessment of investment ideas, through portfolio construction, to the way in which we monitor the performance of our clients' funds.