Investment Advisory Consulting

Market volatility, limited resources and external service demands have created challenges for institutional decision-makers seeking to meet investment, fiduciary and operational goals. Aon offers flexible solutions designed with the goal to ease implementation, diversify investments, manage assets/liabilities and reduce fees, to help improve outcomes. They are fully integrated investment management services, delivered with transparency and independence.

Our expert teams collaborate with corporate defined benefit and defined contribution plans, public/governmental plans, non-profit and other institutions to provide portfolio management, alternatives consulting, manager research, and investment policy services.

How Our Investment Consulting Process Works

 

Asset Manager Research and Selection Process

 

An important foundation of our investment consulting practice is our extensive global asset manager research, selection, and ongoing monitoring process.

Asset Manager Research and Selection Process

 

Aon Investment Consulting Strives to Deliver

 
  1. Diverse Opportunities – Our Outsourced Chief Investment Officer (OCIO) delegated management services, give you access to alternative asset classes and innovative strategies.
  2. Reduced Fees – By leveraging the scale of our assets under management, we can offer access to investment managers at institutional pricing, potentially reducing costs.
  3. Tailored Solutions – Whether passive or active, long-only or alternatives, our openarchitecture platform allows each investment program to be customized according to your organization’s financial and risk management needs.

 

Learn about our OCIO solutions here.


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