 |
 |
 |
|---|
THE WILLIS GROUP, Inc.
Asset Management Based on Investor Fundamentals.
Consumption-Based Fundamental Asset Allocation
The new global economy and rapid advancements in technology are changing the fundamentals of investing at a rate the industry has never seen before, rendering many mainstream asset management strategies obsolete. The Willis Group helps institutional asset managers recognize and respond to this rapid transformation, so they can stay relevant to their plan members and thrive in the new global economy. We believe that institutional asset managers stand at a historic crossroad where they must embrace transformation to stay relevant to their plan members or risk being completely bypassed by the next generation of Investors and asset management methodologies.
Pensions and institutions need to change their traditional processes to ensure their portfolios remain relevant to their plan members and to identify the next asset managers and asset management methodologies that will thrive in this new era. Institutions that ignore this transformation and stay with their traditional screening processes will continue to hire traditional asset managers, and their portfolios will rapidly lose relevance during this transformation.
Asset management strategies that are not relevant to plan members represent an avoidable liability for pensions and institutions. The focus has been on the fall of the banking industry; however, many pensions and institutions have been hit as hard and will receive increased scrutiny in the years that follow. Plan members have begun to ask how these portfolios were relevant to them. In our opinion, The institutional asset managers that can show their plan members how their investment processes are Investor-Driven will have the advantage.
We believe that Emerging Managers will be the primary source of the next generation of asset managers to lead Investors out of the global financial crisis, because their lean and efficient models are best positioned to adapt to transformation and create new value for Investors. Many established industry leaders are too entrenched in traditional (Industrial Age) processes to adequately recognize and respond to this transformation.
Consumption-Based Fundamental Asset Allocation introduces a new generation of asset management methodologies which utilize the fundamental attributes of the Investor, not the investment. We believe that these consumption and GDP based asset allocation methodologies create the most relevant portfolios for institutions, pensions and plan members.
 |
 |
 |
|---|
The Willis Group, Inc. & thewillisgroup.net © 2009 All Rights Reserved | Privacy policy |
E-mail: info@thewillisgroup.net |
|---|
You should consider investment objectives, risks, charges and expenses carefully before investing. Any performance data quoted here represents past performance and past performance is not a guarantee of future results. Investment return and principal value will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance information quoted.