Investments

Our investment consulting services provide a modern approach to investment for Swiss pensions funds as well as other institutional investors and bring a new and sustainable view to the allocation of their assets, within the required guidelines of the occupational pension law. We are here to help you with every step of the investment cycle. We can assist in reviewing your investment mission statement and beliefs, aligning on long-term objectives with a focus on environmental, social, and governance (ESG) considerations. We will work together to create a clear roadmap for implementation, define a new investment policy if needed, select suitable managers and custodian banks, and efficiently implement and monitor your portfolio's returns.

Goals of investment consulting

Our focus is on optimizing investment strategies which are tailored to the unique needs and risk profiles of each fund. This involves conducting thorough assessments of the financial objectives and constraints, along with the long-term liabilities of the pension fund. By providing an in-depth analysis and expert advice, the aim is to enhance portfolio diversification, risk management, and performance, while ensuring compliance with regulatory requirements and ensuring the funds objectives and beliefs. We seek to offer innovative solutions and strategic guidance to help Swiss pension funds achieve their financial objectives and secure sustainable growth over time. Ultimately, the goal is to assist pension funds in making informed decisions that safeguard the financial well-being of all their stakeholders.

Core elements of Investment consulting

• Advisory Investment Services: Our expertise lies in providing guidance on crucial trustee responsibilities, including portfolio construction, risk capacity review, asset allocations (ALM) as well as selection of third-party asset managers.
• Assets classes: Next to considering the traditional asset-classes such as bonds, equities, real estates and infrastructure, we also review all other alternative assets to improve the diversification and the risk-return profile of a portfolio to reach long term sustainable goals.
• Sustainable Investment: Our expertise lies in assisting you to determine a robust and enduring sustainable investment strategy, that is driven by finance-focused, long-term approaches that seamlessly integrate ESG factors, while also emphasizing the importance of effective stewardship.
• Manager Research: We help building portfolios that seek to deliver differentiated investment outcomes, both from a return and risk perspective. As an investment solutions provider with multi-asset capability and a fiduciary mindset, we focus on innovating managers who are changing the investment industry for the better.
• Funds and Strategies: We apply an open architecture approach to alternatives, illiquid assets, credit, secure income assets and equities to manage specialized portfolios for our clients. We have also created some pooled fund of funds which help our clients invest directly in capital markets and managers that may be otherwise difficult to access or might be too expensive.
• Fiduciary management: We design solutions that enable clients to delegate responsibility for implementing asset strategies, whilst retaining strategic control and decision making. These solutions contain our best investment ideas, underpinned by extensive research and robust implementation. We manage over CHF 120 billion of delegated assets around the world seeking to deliver lower risk, and/or higher returns.

Why WTW?

Our client base includes a diverse range of Swiss and international institutional investors, including Swiss pension funds, insurance companies, sovereign wealth funds, government funds, wealth management companies, endowments and foundations.

Looking forward with innovation is at the center of our culture. We strive to consistently and proactively bring our best and innovative ideas and opportunities put in the Swiss context to our clients, drawn from our extensive worldwide practice and our dedicated Thinking Ahead Group.