Market volatility, limited resources and public scrutiny have created challenges for institutional decision-makers seeking to meet investment, fiduciary and operational goals. The experienced advisors at Aon aim to develop flexible solutions to help ease implementation, diversify investments, manage assets/liabilities and reduce fees, to improve outcomes. You choose how to partner with us–from investment consulting to full delegation.
Advisory and OCIO Client - Related Services
Endowments and Foundations
Our sizable global team pro-actively explores new investment ideas in fundamentally uncorrelated strategies. By first understanding your unique portfolio objectives and composition, hedge fund allocation goals, liquidity needs and tolerance for complexity, we seek to uncover opportunities across alternative asset classes.
Investment Advisory Consulting
Aon consulting solutions are fully integrated investment management services focused on strategy, implementation, and execution. Our teams collaborate with defined benefit and defined contribution plans, non-profits and other institutional investors to provide portfolio management, alternatives consulting, manager research, and investment policy services.
Outsourced Chief Investment Officer
We offer a spectrum of investment services to suit the level of engagement that’s right for you–from traditional investment advisory consulting to partial delegation to full delegation, or Outsourced Chief Investment Officer (OCIO).
Operational Due Diligence – ODD IQ*
Aon’s proprietary solution, ODD IQ, offers a comprehensive review of how an asset management firm is run. ODD IQ helps investors identify and quantify operational risks to make informed, consistent decisions, enhancing your qualitative evaluations.
Pooled Employer Plans (PEPs)
Pooled retirement plans can help lower fees and improve retirement outcomes for employees, provide better governance for plan fiduciaries, and streamline administration for HR.
Real Asset Solutions – The Townsend Group
The Townsend Group, an Aon company, is a global team of practitioners in real assets and private equity that secures prime deals from top managers. The group aims to create opportunities by drawing upon a worldwide, multi-manager investment platform exclusively focused on real assets.
Backed by Aon’s expert consultants and a vast vendor database, our recordkeeper search and selection process helps plan sponsors identify a vendor who can best meet their needs and fulfill fiduciary responsibilities.
Aon's Commitment and Evolution
Aon is committed to allocating capital toward high-value solutions that address client needs and keep pace with the laws that shape retirement and investing. Through its legacy organizations, Aon has served growing needs in the human capital space, specifically focused on employee benefits, human resources services and productivity solutions.
PPA reformed pension laws and added greater accountability, while UPMIFA provided guidance for spending and investment decisions made by endowments and other non-profits. Following the global financial crisis, Aon responded to demand for aligned risk management and investment advice by merging with Hewitt Associates, which acquired EnnisKnupp prior to the merger.
Aon Hewitt became a global brand, offering innovative advisory and outsourced investment services, pension risk management, and human capital solutions. Aon divested of its employee benefits outsourcing business to invest in the alternative investment industry. Townsend Group delivers global, customized real asset investment strategies for institutional investors seeking greater portfolio diversification. In March 2020, Aon Hewitt became Aon Investments USA Inc.**
* Aon’s Operational Risk Solutions and Analytics Group is an independent entity from Aon Investments USA Inc. Investment advice is provided by Aon Investments USA Inc.
** Diversification does not ensure a profit nor does it protect against loss of principal. Diversification among investment options and asset classes may help to reduce overall volatility.