Investment Solutions

We provide institutional investors with peace of mind by offering clear, insightful, and confident guidance for the future. Our investment solutions play a transformative role in helping you navigate challenging decisions and develop strategies in an ever-evolving market, all while focusing on disciplined risk management to achieve better returns.

At WTW, we have over 40 years of experience providing innovative solutions to complex institutional investor challenges. We pride ourselves on a culture of collaboration, partnership and diversity of thought, which extends to how we work with you. Our approach is focused on solving your most significant investment needs. We find investment solutions that fit your requirements, not the other way around.

We serve a diverse range of investors and asset owners, including:

• Plan sponsors
• Insurance companies
• Endowments and Foundations
• Wealth and Financial Intermediaries

The WTW Investments difference

Our business model is built around long-term partnerships as we are incentivized by your results and performance.

Our investment approach offers you:

• Insightful perspectives: Leveraging our expertise and experience to holistically understand the challenges facing your institution
• Collaborative partnerships: Working in partnership to pioneer solutions, uncover insights and tailor strategies to your needs
• Skilled investor: Providing a thematic approach to allocation with a relentless pursuit of performance
• Disciplined approach: Meeting your objectives with a rigorous commitment to risk management

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.