A fiduciary management mandate is one where an institutional investor (e.g. corporate pension fund, endowment, foundation, family office) delegates implementation of an agreed investment strategy to our investment professionals. In this way, the institution can gain access to WTW’s best investment ideas, real-time decision making and portfolio management, while relieving the governance burden and operational constraints faced by many institutions.
Having worked with, advised and learned from some of the largest and most successful institutional investors in the world, we have developed a fiduciary management model that incorporates best practices and latest thinking.
Why WTW?
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Financial outcomes
For many institutional investors, investment outcomes have disappointed – failing to meet objectives. We help enhance portfolio efficiency by targeting more return for the risk taken. To achieve this, we seek out the best investments from across the full opportunity set of asset classes. Our integrated decision-making process enables us to find value in surprising places, ideas that may be overlooked as they don’t fit into well-known or conventional investment categories.
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Time and Expertise
By delegating the execution and implementation to us, investment committees can focus their time on making strategic decisions, overseeing the plan sponsor and managing the plans’ stakeholders. Delegated portfolios are supported by more than 70 Portfolio Management Group colleagues, a 200-strong operational team and informed by four research teams comprising more than 100 researchers and economists. (Source: WTW Personnel as of December 31, 2023).
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03
Value for money
Aggregation creates the scale to drive real value for money. WTW’s collective buying power, with assets under management of over US$160 billion, places us in a strong position to negotiate a better fee deal on behalf of all our fiduciary management clients, no matter their size. Scale also allows us to influence product design. We research and identify what we believe is the most attractive risk-adjusted returns and work with highly rated selected asset managers to develop innovative products that meet our clients’ needs. (Source: WTW December 2022)
Our fiduciary management clients enjoy the full spectrum of our Sustainable Investment approach, from the genesis and assessment of investment ideas, through portfolio construction, to the way in which we monitor the performance of our clients' funds.
Disclaimer
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, or to form the basis of any decision to do or to refrain from doing anything. As such, this material should not be relied upon for investment or other financial decisions and no such decisions should be taken on the basis of its contents without seeking specific advice. This material is based on information available to WTW at the date of this material and takes no account of subsequent developments after that date. In preparing this material we have relied upon data supplied to us by third parties. Whilst reasonable care has been taken to gauge the reliability of this data, we provide no guarantee as to the accuracy or completeness of this data and WTW and its affiliates and their respective directors, officers and employees accept no responsibility and will not be liable for any errors or misrepresentations in the data made by any third party.
This material may not be reproduced or distributed to any other party, whether in whole or in part, without WTW’s prior written permission, except as may be required by law. In the absence of our express written agreement to the contrary, WTW and its affiliates and their respective directors, officers and employees accept no responsibility and will not be liable for any consequences howsoever arising from any use of or reliance on this material or the opinions we have expressed herein.
Towers Watson Investment Services Hong Kong Limited is registered and regulated by the Securities and Futures Commission in Hong Kong. It is also registered with the Mandatory Provident Fund Schemes Authority as a Primary Intermediary.
