Not-for-profit investors

Invest today for a more sustainable tomorrow

In today’s complex world, not-for-profit organisations face the dual challenge of fulfilling their immediate financial needs while staying true to their long-term missions. With our deep expertise and commitment, WTW empowers endowments, foundations, and charities with tailored advice and effective strategies to ensure your investment portfolio not only supports your financial goals but also supports your organisation’s mission.

How we help you achieve this

1. Simplifying Complexity: Not-for-profit investors face unique challenges, from limited resources to balancing impact with returns. We understand these needs and simplify the investment process, removing complexity and aligning strategies with your specific goals.
2. Tailored Advice: WTW’s close, trusted relationships with not-for-profit clients ensure that our advice aligns with your broader organisational needs. Our specialists can advise on specific elements (e.g.sustainable investment) through to entire investment governance framework and portfolio design.
3. Effective Implementation: Beyond strategy, we handle the implementation, allowing you to focus on your mission. Our approach targets improved financial outcomes, carefully considers and manages risk, and delivers value for money.

Why is WTW the right partner?

• Proven Expertise: With over 30 years of experience, WTW understands the challenges you are facing, but also has the experience to assist you as you consider the next steps in advancing your investment approach.
• Extensive Management: Globally, we manage over A$254 billion in assets (as of 31 December 2023), providing our clients with operational and portfolio management capabilities in addition to investment advice.
• Flexible Solutions: Whether you need support across your entire portfolio or within specific asset classes, we offer customised strategies to meet your goals effectively. (read more about our specific funds and strategies service).

What do our clients have to say?

At WTW, our goal is to build meaningful partnerships by truly understanding the needs of every client. We're proud to hear how our approach has resonated with our partners. As Peter Allwood, Former Head of Strategy and Investment at the National Breast Cancer Foundation, shared: "There was something quite special and unique about WTW from the outset. They just seemed to get it! The team spoke our language, displayed a genuine commitment to understanding our business, and quickly became true partners."

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There was something special about WTW from the outset. They just seemed to get it! The team spoke our language, displayed a bona fide commitment in understanding our business, and quickly became genuine partners.”

Peter Allwood | Former Head of Strategy and Investment National Breast Cancer Foundation

Disclaimer

Towers Watson Australia Pty Ltd ABN 45 002 415 349 AFSL 229921 (“WTW”) has prepared this material for general information purposes only and it should not be considered a substitute for specific professional advice. In particular, its contents are not intended by WTW to be construed as the provision of investment, legal, accounting, tax or other professional advice or recommendations of any kind.