Delegated Investment Services

Delegated investment services address the gap that can exist between investment strategies and the governance capabilities at many funds.

In today's complex and volatile financial environment, pension funds may lack the resources, expertise or time to effectively meet investment objectives. Towers Watson addresses this challenge with Advanced Investment Solutions™, an outsourcing solution that can provide effective execution throughout your asset planning cycle, leaving you free to concentrate on the more critical strategic aspects of fund management.

Drawing on our proprietary investment strategy and analytical tools, we help funds develop a policy that enables them to improve investment outcomes and outsource implementation. This approach offers a number of advantages:

• Customization — Investment strategies and policies tailored to each client's needs
• Flexibility — Flexibility in incorporating changes in the client's objectives, capital market environment and regulations into policy implementation
• Liability-driven investment (LDI) expertise — Towers Watson draws on its experience with more than $100 billion in LDI implementations
• Exit strategy/settlement expertise — We offer best-in-class advice
• Implementation and operational support — Talented professionals backed by superior analytics

This delegated investment management solution can combine our industry-leading investment strategy and asset/liability modeling (ALM) capabilities with our long-standing fiduciary management model, including investment management and trust/custody services.

The result is an integrated and structured process that delivers the right solutions for your needs.

Why Towers Watson Investment Services

• We work with more than 1,000 institutional investors with assets in excess of US$2.1 trillion.
• We currently have more than $50B in assets under advisement for our delegated investment services.
• We pioneered many of the ALM techniques used today.
• We offer independent investment advice and have processes in place to ensure there are no commercial compromises.

This information does not constitute legal, accounting, tax, consulting or other professional advice. Before making any decision or taking any action related to this information, please engage a qualified professional advisor.