Skip to main content
Press Release

Willis Towers Watson tops Australian asset consultant ranking

Investments
N/A

May 3, 2021

MELBOURNE, May 3, 2021 – Willis Towers Watson (WTW) Investments has topped the asset consultant ranking in an independent survey of Australian institutional investors, conducted by Peter Lee Associates.

The 2021 Investment Management survey polled Chief Investment Officers, Chief Executive Officers and other leading investors and ranked Willis Towers Watson number one in the highly regarded and all-important Relationship Strength Index (RSI). This is the second year in a row that Willis Towers Watson has achieved this top ranking.

Willis Towers Watson was ranked first in five of the six research and advice based sub-categories: Strategy, International Manager Research, Capital Markets Research, Risk Advice and Dynamic Asset Allocation Advice. Martin Goss, Director, Investments for Willis Towers Watson in Australia commented: “At the core of what we provide to clients is our intellectual property, and to be rated so highly across these categories is a testament to that strength, particularly in research and investment strategy.

This recognition from our clients shows our approach is highly valued. I am enormously proud of our team and their commitment to our clients.”

Martin Goss | Director, Investments, Australia

“This recognition from our clients shows our approach is highly valued. I am enormously proud of our team and their commitment to our clients.”

The survey results are determined from individual interviews with industry respondents, where they are asked for their views on the services and capabilities of asset consulting firms. Eleven sub-categories make up the overall RSI rating and Willis Towers Watson ranked first in eight and second in three of the sub-categories.

Peter Lee Associates Investment Management survey 2021

Investment Management survey sub-categories
Sub-categories Willis Towers Watson rank
Relationship Strength Index 1
Quality of Strategic Investment Advice 1
Quality of Dynamic/Tactical Advice 1
Quality of Risk Assessment and Advice 1
Quality of Capital Markets Research 1
Quality of International Manager Research 1
Performance Against Agreed Benchmarks 1
Reasonable Fees 1
Portfolio Performance 1
Capability of Consultant 2
Overall Quality of Service 2
Quality of Domestic Manager Research 2

Goss added: “We are delighted to know our clients rank us as the market leader for performance against KPIs, portfolio performance, quality of peer benchmarking and reasonable fees. We have a committed and energetic team in Australia, backed by exceptional global resources and that has resounded very positively with our clients.”

Managing Director of Peter Lee Associates Sandhya Chand “Fund executives are increasingly seeking specialist advice on topics such as sustainability and ESG more broadly, risk, performance analytics, dynamic and strategic advice. The Willis Towers Watson team is well regarded across a number of these areas and well positioned to serve the Australian market.”

About Willis Towers Watson

Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 45,000 employees serving more than 140 countries and markets. We design and deliver solutions that manage risk, optimise benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential.

Related content tags, list of links Press Release Investments Australia

Related Services

Contact Us