Investment Consulting

Services

	Services
	Investment Consulting

Retirement plan sponsors are in a difficult position: They must balance their duty to meet future benefit obligations while controlling financial risk for the organization.

The Right Solutions
You need to be certain that your portfolio meets your present and future commitments, and anticipates economic volatility. Our job is to maximize the return on your organization's investment assets — at an acceptable level of risk.

Watson Wyatt Investment Consulting provides innovative, practical and objective advice to ensure that your investment program achieves its financial goals.

Innovative

Our unique Pension Risk Management service quantifies the risk your pension plan faces now, and helps you determine the right amount of risk to take going forward. It also helps you choose the investment programs that will maximize financial returns relative to risk.

Our industry-leading asset-liability modeling and portfolio structure tools provide you with a unique ability to develop the right investment strategy for your pension plan and organization.

Practical

Our advice is based on deep and continuous research into financial markets and best investment practices worldwide. Our global network of investment analysts evaluates investment managers across every asset class.

Objective

Watson Wyatt is independent. We are not a broker, a money manager, a custodian or an investment bank. Our only interest is your success.

We can help you develop disciplined and efficient investment strategies to meet your investment goals through:

• Governance – By analyzing the fund’s performance expectations, risk sensitivity and liability profile, we can establish a clear and appropriate investment policy benchmark for the fund.
• Policy – Using our industry-leading Asset/Liability Modeling and Structured Alpha™ tools, we help clients find the most efficient allocation of funds across asset classes and investment managers. The result is an optimal balance of risk and expected return.
• Implementation – With our global network of manager research, we can identify the investment management vendors with the right capabilities for our clients’ needs. We also help clients implement strategies to lower fund management expenses, like commission recapture and securities lending.
• Control – We complete the asset cycle by monitoring fund manager and portfolio performance, recommending actions where appropriate.

Investment advisory and investment consulting services are provided in the United States by Watson Wyatt Investment Consulting, Inc., a subsidiary of Watson Wyatt and Company. Watson Wyatt Investment Consulting, Inc., is registered as an investment adviser with the Securities and Exchange Commission.