WTW Investments

Have you explored the agenda for 2024 Manager Ideas Exchange, North America? Sessions will include deep dives on the present and future of WTW Investments, our perspective on evolutions in defined contribution, defined benefit and wealth spaces, and our research across different asset classes. Sign up today: https://ow.ly/R1py50SJva5 #WTWINV_US #MiX2024 #AssetManagement

To help clients achieve optimal results and mitigate volatility, our investment strategy involves curating a selection of best-in-class managers picking their highest conviction 10 - 20 stock ideas. Fabio Cecutto, CFA, our Head of Listed Equity, discusses how we combine our managers' best-idea portfolios in CAMRADATA's latest Global Equities Whitepaper. Learn more: https://ow.ly/HKVm50SXztw #investments #equity #GlobalEquity #AssetManagement #WTWINV_EMEA

Late July marked the end of one of the longest consecutive periods of gains in the S&P 500 price index without a meaningful fall — which we define as a 2% fall — over the last 20 years. Our newest Global Markets Overview features the chart of the month, showcasing the number of trading days without a drop greater than 2%. Learn more and subscribe to receive our next issue: https://ow.ly/zJvC50SXwIz #investments #GlobalEquity #equity #AssetManagement #WTWINV_EMEA

Did you know that upon retirement, women are expected to accumulate only 74% of the wealth that men have? Thinking Ahead Institute's latest podcast explores breaking barriers in gender wealth equity while revisiting our 2022 WTW Global Gender Wealth Equity Report and featuring atomos wealth, our strategic alliance partner. This report has stood the test of time, making it even more crucial to address the issue. To view our report visit: https://lnkd.in/ezYJKAcE #investments #wealth #WealthEquity #GenderGap #retirement #WTWINV_UK

Increasingly more funds are embracing the total portfolio approach, but can we define the real benefits of this method? We speak with Roger Urwin of the Thinking Ahead Institute and Jayne Bok of WTW about how the results from the recent Global Asset Owner Peer Study shed some more light on this issue https://lnkd.in/gF3g8Acu #investment #TPA Nick Kelly, CFA Aongus O'Gorman Paul Colwell Martin Goss Ellie Boston-Clark Sean Hollins, CFA, CAIA Michael Vassilopoulos Jack Sutherland, CFA C. Marc Bautista Clara Goh Tim Hodgson Marisa Hall Vidu Weerasuria, CFA Jess Gao Joyce Wong Nick Barrett

Our Head of Listed Equity, Fabio Cecutto, CFA, was thrilled to participate in CAMRADATA's latest global equity roundtable. The discussion covered research strategies, magnificent concentration, regulatory intervention, and more. Check out CAMRADATA's Global Equity Whitepaper for all the insights: https://lnkd.in/d9HT4RE #investments #equity #GlobalEquity #AssetManagement #WTWINV_EMEA

The S&P 500 experienced its largest single-day fall earlier this month in over a year, the longest period without a 2% daily fall since 2007. Check out our latest Global Markets Overview to find out more: https://lnkd.in/eUcisas6 This drop was driven by disappointing US labor market and economic activity data. Simultaneously, Japan increased its policy interest rate hike and the Japanese yen also began to appreciate sharply. These caused a rapid unwinding of leveraged global trades that borrowed in low interest rate currencies and invested in a range of different assets, including global equities. #investments #GlobalEquity #equity #AssetManagement #WTWINV_EMEA

New insights on asset owner best practice in, the Global Asset Owner Peer Study. The latest study by the Thinking Ahead Institute, in partnership with Future Fund, explores global asset owner best practices, focusing on key themes such as governance, investment strategy, and risk management. Highlighting the importance of organisational agility and collaboration, this research offers valuable guidance for asset owners navigating an increasingly complex investment landscape. Discover the summary report of the study, insights and video interviews here: https://ow.ly/OcYl50SM7Cv #AssetManagement #InvestmentStrategy #RiskManagement #ThinkingAhead #Governance #Innovation #investing #research #ThinkingAhead #InvestmentInsights

In this article, Ben Johnson, CFA, Senior Director, Investments, speaks to the Financial Times about changes in how endowments and foundations invest for the long-term. With increasing interest in private markets and alternative assets, endowments and foundations of all sizes are diversifying their assets and taking advantage of the illiquidity premium available to ultra-long term investors. Read more: https://ow.ly/hTBw50SOUSr #investments #endownments #foundations #charity #PrivateMarkets #PrivateEquity #IllquidAssets #LongTermInvesting #WTWINV_EMEA

I’ll be at Manager Ideas Exchange, North America – will you? Join us on September 24 – 25 in Chicago, IL for interactive panels and interview sessions with WTW leadership, clients and industry thought leaders, 1on1 meetings with WTW colleagues, and topical breakout sessions. We’ll be discussing challenges and innovation possibilities across the asset management industry. Explore the agenda and register here: https://lnkd.in/eWfHQ8X4 #MiX2024 #WTWINV_US #AssetManagement  WTW Investments