Advice for every decision an investment committee must make
We advise retirement funds, medical schemes and other institutional investors. Every engagement starts from the client’s obligations and its own policy limits, and draws on local research alongside WTW’s global manager and capital-marketswork.
Investment strategy & ALM
Asset-liability modelling and liability-driven design that tie every portfolio decision to what the fund owes its members.
Strategic asset allocation · LDI · Liquidity management · Stress testing
Investment governance
The policies, mandates and committee support that let boards govern with clarity and meet their fiduciary duties.
Investment Policy Statements · Mandate design · IC support · Trustee education
Manager research & selection
South African manager research backed by WTW’s global manager ratings, with searches and monitoring carried out with no commercial tie to the managers we rate.
Manager searches · Due diligence · Global ratings access · Performance monitoring
Private markets & infrastructure
We help institutions build, structure and oversee private-market programmes across private equity, private credit and infrastructure, with a focus on Africa.
Programme design · Fund due diligence · Infrastructure · Impact
Monitoring & reporting
Clear, decision-ready reporting that shows trustees whether their strategy and managers are delivering.
Performance attribution · Risk monitoring · Investment committee reports · Strategy reviews
Specialist mandates
Tailored advice for pools of capital with distinct obligations and horizons.
Mining rehabilitation trusts · Unclaimed benefit funds · Endowments · Corporate boards
Ready to partner with us?
Whether you need independent investment and actuarial advice, insight, or want to learn more about our approach, we welcome the opportunity to connect.