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: Identifying diversifying alpha return drivers from hedge funds
- Private markets: Illiquid investments are seen as "too complex" to access
- Real 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 support clients in solving these challenges, we've created a range of bespoke funds and specialist portfolio solutions. Leveraging WTW's leading research, experienced portfolio management and active implementation capabilities, investors can devote more time to the strategic priorities that matter most, helping deliver stronger outcomes for end savers.
Our approach to building solutions is 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.
