Building strong foundations: Effective manager line-ups

Creating a fit-for-purpose investment manager line-up

February 11, 2019
| Australia

This piece covers some key decisions and considerations for asset owners to make when reviewing the appropriateness of their investment manager line-up in the context of their respective investment programs. Further, it prompts investors to consider whether they are getting the most out of their manager relationships.

Topics explored in this paper include:

  • determining whether to insource or outsource investment management;
  • how to develop a framework for manager evaluation
    –  an overview of Willis Towers Watson’s approach to manager evaluation is provided as a useful reference;
  • how to create alignment with managers; and
  • the potential to develop deeper relationships through strategic partnerships.