Hewitt has emerged as a leading investment consulting firm that provides fiduciary services to institutional investors. With a strong focus on outcome-oriented solutions, Hewitt leverages its investment expertise and innovative capabilities to help clients meet their investment goals. Some of Hewitt’s distinguishing capabilities in investment consulting include manager research, asset allocation, risk management, performance measurement and plan governance. Hewitt maintains a rigorous manager research process, utilizing both quantitative and qualitative techniques to evaluate investment managers across various asset classes. Its asset allocation advice is grounded in the latest academic research and customized to each client’s unique objectives and constraints. Hewitt also assists clients in measuring, monitoring and managing total portfolio risk through advanced analytics and modeling. Its performance measurement and attribution analysis provides clients with insights to make informed decisions. Hewitt further helps clients establish and improve governance structures aligned with industry best practices. With its deep resources and commitment to investment expertise, Hewitt has become a trusted partner for many pension funds, endowments and other institutional investors seeking to optimize their investment programs.
Hewitt offers robust manager research capabilities
Hewitt employs a rigorous process for evaluating and selecting investment managers on behalf of its clients. Its manager research team comprises over 50 experienced investment professionals with diverse expertise across asset classes. Hewitt leverages both quantitative and qualitative techniques to assess managers’ investment processes, performance and organizations. This bottoms-up research is highly customized for each client’s unique objectives. On the quantitative side, Hewitt analyzes managers’ returns relative to benchmarks and peers through statistical techniques. It examines return patterns, risk exposures, consistency and other metrics to determine managers’ value-add capabilities. Hewitt also scrutinizes managers’ investment processes, philosophy and portfolio construction approach through qualitative analysis. Further, its operational due diligence assesses managers’ business operations, compliance infrastructure and stability of investment team. By combining quantitative metrics with qualitative insights, Hewitt’s manager research provides clients with a 360-degree perspective on a manager’s ability to deliver risk-adjusted outperformance.
Hewitt provides innovative asset allocation advice to clients
Hewitt has extensive experience in advising institutional investors on asset allocation, which is a key determinant of portfolio performance. Its asset allocation guidance stems from the latest academic research on optimal portfolio construction theory. Hewitt utilizes advanced analytical tools such as risk factor modeling, Monte Carlo simulations and proprietary analytics to develop strategic asset allocation recommendations aligned to each client’s investment objectives, risk tolerance and constraints. Beyond strategic asset allocation, Hewitt also provides tactical asset allocation overlays responding to near-term market opportunities. Its asset allocation advice is highly customized, backed by rigorous analysis and focused on managing overall portfolio risk and return tradeoffs. Hewitt assists clients in designing appropriate policy benchmarks and optimized fund structures. It also offers dynamic asset allocation services, adjusting allocations in real-time based on market conditions and always keeping the portfolios aligned with clients’ targeted risk budgets.
Hewitt helps clients effectively measure and manage investment risks
Risk management is a vital component of Hewitt’s investment consulting capabilities. It assists clients in establishing appropriate risk measures and tolerance levels aligned with their investment goals and constraints. Hewitt provides advanced analytical tools to identify, monitor and manage various risks at the total portfolio level as well as individual manager and asset class exposures. Its quantitative risk analysis incorporates sophisticated multi-factor risk models and various stress testing methodologies. Hewitt also analyzes risks related to liquidity, leverage, counterparties and other structural factors relevant for alternative asset classes. Further, it assists clients in developing and implementing dynamic risk management strategies to maintain risk exposures within acceptable ranges in different market environments. With its end-to-end risk analytics and modelling, Hewitt enables clients to make informed risk-adjusted decisions to meet their investment objectives.
Hewitt delivers robust performance measurement and attribution analysis
Hewitt has extensive expertise in performance measurement and attribution analysis, providing clients with in-depth insights on investment results. It works closely with clients to develop customized benchmarks aligned with their strategic asset allocation and objectives. Hewitt then measures performance relative to those benchmarks for the total portfolio as well as constituent asset classes and strategies. Its attribution analysis provides granular insights into the key drivers of relative performance versus the benchmarks. This helps identify managers or strategies that are adding or detracting value relative to expectations. Hewitt utilizes various analytical tools such as holdings-based analysis and returns-based attribution to diagnose performance based on multiple perspectives. Its performance measurement and attribution analysis ultimately empowers clients to make informed decisions aligned with their investment objectives.
Hewitt provides thought leadership on plan governance
Strong governance and oversight processes are essential for effective investment programs. Hewitt assists clients in designing and implementing robust investment governance frameworks aligned with industry best practices. It provides education to clients’ boards and committees on key governance matters such as fiduciary responsibilities, risk management oversight and organizational design. Hewitt also shares insights from its extensive experience working with clients globally across various sectors. It helps clients establish appropriate policies, procedures and documentation covering critical areas like investment objectives, asset allocation, risk appetite, manager selection criteria and performance benchmarking. Hewitt further assists with board assessment, self-evaluation, succession planning and capacity building. With Hewitt’s governance expertise, clients are able to execute their investment programs consistently aligned with long-term goals.
In summary, Hewitt Investments stands out for its rigorous investment process, innovative capabilities and commitment to outcomes for institutional investors. Its strength in manager research, asset allocation, risk management and performance analysis empowers clients to meet their investment objectives. Hewitt also enables robust governance and oversight of investment activities. With its deep resources and expertise, Hewitt has become a trusted partner for pension funds, endowments and other institutional investors seeking to optimize investment performance.