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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Willis Towers Watson - Investing long term - A sustainable investing roadmap

The paper defines sustainable investing as encompassing long-term, finance-driven strategies that integrate environmental, social and/or governance factors in investment arrangements. The result is long-term investing that is efficient and intergenerationally fair, positioning sustainable investing in line with fiduciary principles of loyalty to all beneficiaries without undue bias to any one segment. This promotes long-term and inter-generational equity in strategy, reflects good risk management and supports a robust investment industry.

We outline an approach for determining allocation to sustainable investing, beginning with the establishment of beliefs in sustainable investment. Missions and values derived from that evaluation influence the focus on integrated and/or targeted investments.

Company: Willis Towers Watson
Date added: 15-09-2016
Sector: Environmental, social and governance (ESG)

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Willis Towers Watson - UK: Effective pension scheme governance - the good-bad governance gap and its impact on asset performance

Summary: Research suggests that better governance leads to better outcomes – between 1% and 2% per annum* additional returns, compared to weak governance; The most important success factor** in exceptional scheme governance is the investment executive, allowing separation between the governing function and the executive function where this function can be in-house or delegated to a fiduciary manager; A fast growing fiduciary management industry provides the opportunity for pension schemes to position themselves very competitively versus others in the search for investment and de-risking opportunities.

Company: Willis Towers Watson
Date added: 15-06-2016
Sector: Governance

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Willis Towers Watson - Global Pension Finance Watch — Second quarter 2016

Market volatility with investment returns and interest rates continues during 2016, driven by various global events and economic news. The recent decision by the U.K. electorate to leave the European Union (i.e., Brexit) has resulted in interest rates dropping dramatically in all global regions during the first half of 2016. Despite positive investment returns in almost all regions during the quarter and the year to date, the downward movements in interest rates resulted in pension liability increases outweighing the portfolio returns, which resulted in overall declines in the pension index over the quarter and the year to date.

Company: Willis Towers Watson
Date added: 15-06-2016
Sector: Markets

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Willis Towers Watson - Global Pension Assets Study 2016

The 2016 GPAS (Global Pensions Asset Study) adds Chile, India and Spain to its study of the 19 largest pension markets in the world, (other countries being: Australia, Brazil, Canada, France, Germany, Hong Kong, Ireland, Japan, Malaysia, Mexico, Netherlands, South Africa, South Korea, Switzerland, the UK and the US). The 2016 GPAS study analyzes asset size (comparison with GDP and growth statistics), asset allocation, DC (Defined Contribution) and DB (Defined Benefit) shares of pension assets, and six medium-term factors that are increasingly influential on pension fund development known as 'The Faces of Change'.

Company: Willis Towers Watson
Date added: 14-03-2016
Sector: Briefing - Investment

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Willis Towers Watson - Is Performance Management Working?

It’s not surprising that employers, managers and employees all question their current performance management processes. The prevailing approach — with its single year-end rating and a reliance on past results — is hardly a formula for ensuring effective performance management and keeping up with evolving business demands.

Yet, despite headline grabbing accounts of companies going ratingless, only a small number of organisations have actually abandoned performance management programs or plan to eliminate ratings altogether.

Company: Willis Towers Watson
Date added: 14-03-2016
Sector: Active Management

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Willis Towers Watson - Management Presentation

Willis Towers Watson - Management Presentation December 2015

Company: Willis Towers Watson
Date added: 14-03-2016
Sector: Briefing - Investment

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