We often find that institutional investors struggle with issues, such as:
- Equities: High fees for closet "index huggers"
- Alternative credit: Credit returns driven by market beta and not providing diversification
- Liquid Diversifiers: Lack of diversification of return drivers
- Private Markets: Illiquid investments are seen as "too complex" to access
- Secure Income Assets: Finding secure cash flows to match liabilities
- Multi Asset Funds: Mediocre returns from diversified growth funds (DGFs) constrained due to highly liquid investments
To help solve these issues, we have created a range of bespoke funds and manage specialist portfolios for our clients. By providing access to our leading research, skillful portfolio managers and active implementation teams; through our solutions, WTW enables investors to spend more time on what matters most for them – the key strategic decisions that drive the outcomes for end savers.
Our approach to building solutions are designed to target improved financial outcomes, meet the time and expertise requirements of running an effective investment portfolio and deliver value for money for institutional investors by applying:
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Private debt – opportunity in uncertainty
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Going Electric: Transitioning from strategic asset allocation (SAA) to total portfolio approach (TPA)
Shift from strategic asset allocation (SAA) to total portfolio approach (TPA): dynamic, holistic investment approach.
