Investments

Investments
Capability Overview

Investments

Market volatility, limited resources and public scrutiny have created challenges for institutional decision-makers.

Partnering to Help Improve Outcomes

Our investment advisors partner with clients to develop flexible solutions that help to ease program implementation, diversify investments, improve the management of assets and liabilities and reduce fees. You choose how to partner with us – from investment consulting to full delegation.

We are committed to allocating capital toward high-value solutions that address client needs and keep pace with the laws that shape investing. Explore our offerings below to learn more about how we can support you and your organization with your investment strategy and goals.

Resources:

Form ADV Part 2A

Explore Our Investment Offerings

  • Product / Service

    Alternative Investing

    Alternative investments make up a broad spectrum of non-traditional asset classes. They can include private equity, venture capital, private credit, hedge funds/liquid alternatives, infrastructure and real estate.

  • Product / Service

    Asset Allocation Strategy

    Our strategists, economists and global asset allocation professionals consider key economic and market events and investment risks and opportunities to support clients in making effective allocation decisions.

  • Product / Service

    Investment Advisory Consulting

    To meet the unique needs of each institutional investor, investment advisory consulting blends investment and asset modeling experience to help build tailor-made investment programs.

  • Product / Service

    Non-Profit Investment Strategy

    Non-profit investment strategy supports the missions of non-profit organizations through investment advice, guidance on governance, portfolio management, manager research, specialized focus on alternative investing and responsible investing, and asset allocation and capital markets insights.

  • Product / Service

    Taft-Hartley Investment Strategy

    Taft-Hartley plans face complex investment decisions, often with limited internal resources and evolving regulatory requirements. Trustees and staff need solutions that balance risk and align with plan liabilities, while protecting participants and beneficiaries.

  • Product / Service

    Operational Due Diligence*

    Operational due diligence (ODD) helps clients identify operational risks in investment management. This includes pre-investment ODD and a range of additional operational monitoring and consulting services.

  • Product / Service

    Outsourced Chief Investment Officer

    An outsourced chief investment officer (OCIO) is a resource for clients that can take on accountability and fiduciary responsibility for an asset pool, including strategic investment decisions.

  • Product / Service

    Responsible Investing

    Responsible investing advice, data, tools and solutions can help clients make more informed decisions in alignment with their fiduciary duties, regulatory requirements and values or commitments.

* Operational due diligence services are provided by Aon’s Operational Risk Solutions and Analytics Group, which is an independent entity from Aon Investments USA Inc.

Investment advice and consulting services provided by Aon Investments USA Inc. (“AIUSA”). The information contained herein is given as of the date hereof and does not purport to give information as of any other date. The delivery at any time shall not, under any circumstances, create any implication that there has been a change in the information set forth herein since the date hereof or any obligation to update or provide amendments hereto.

The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice.

This document is not intended to provide, and shall not be relied upon for, accounting, legal or tax advice or investment recommendations. Any accounting, legal, or taxation position described in this presentation is a general statement and shall only be used as a guide. It does not constitute accounting, legal, and tax advice and is based on AIUSA’s understanding of current laws and interpretation.

This document is intended for general information purposes only and should not be construed as advice or opinions on any specific facts or circumstances. The comments in this summary are based upon AIUSA’s preliminary analysis of publicly available information. The content of this document is made available on an “as is” basis, without warranty of any kind. AIUSA disclaims any legal liability to any person or organization for loss or damage caused by or resulting from any reliance placed on that content. AIUSA. reserves all rights to the content of this document. No part of this document may be reproduced, stored, or transmitted by any means without the express written consent of AIUSA.

Aon Investments USA Inc. is a federally registered investment advisor with the U.S. Securities and Exchange Commission. AIUSA is also registered with the Commodity Futures Trade Commission as a commodity pool operator and a commodity trading advisor, and is a member of the National Futures Association. The AIUSA ADV Form Part 2A disclosure statement is available upon written request to:

Aon Investments USA Inc.
200 E. Randolph Street
Suite 600
Chicago, IL 60601
ATTN: Aon Investments USA Inc. Compliance Officer

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