Willis Towers Watson addresses common myths surrounding the outsourced chief investment officers model, to help asset owners better understand this alternative management approach to portfolio construction and implementation.
Willis Towers Watson
Willis Towers Watson advocates a bespoke modelling framework to answer those “what if” questions when reviewing or changing portfolios.
Investors should re-assess their approach to constructing equity portfolios now or risk posting disappointing returns.
It is crucial to identify which parts of an investment portfolio need treatment to make it work better. Here are some practical examples of weaknesses that could be detected earlier and need attention to fix.
Private markets help complete portfolios by accessing exposure that is not available through publicly listed assets. Willis Towers Watson looks at how to implement such strategies.
A fiduciary management relationship is being increasingly recognised for its benefits, but its rationale and key factors need to be understood in order for investors to utilise to the fullest its outsourcing potential.
If you are responsible for the investment of a pool of assets on behalf of others – whether a pension fund, insurance company, endowment fund, sovereign wealth fund or private assets – you will be all too aware that the job has become progressively more difficult over time.
Think and invest thematically to capture the long-term trends in economies and markets.
Willis Towers Watson says smart beta strategies are a new avenue for institutional investors, but evaluating and monitoring these strategies over time is essential.
It’s time for asset owners to modernise their risk management practices, argues Willis Towers Watson. The possibility of mission impairment gives rise to the need for buffers.
Willis Towers Watson explains how important it is to use an adaptive approach when managing private-markets portfolios.