Aon Plc is a leading global professional services firm that provides a wide range of risk, retirement, and health solutions to its clients. One of the key services offered by Aon is investment solutions, which are designed to help clients achieve their investment objectives and manage their risk. Aon's investment solutions are tailored to meet the specific needs of its clients, which include institutional investors, such as pension funds, endowments, and foundations, as well as individual investors.
Aon's investment solutions are built on a foundation of research and analysis, which enables the firm to provide its clients with actionable insights and recommendations. The firm's investment team is comprised of experienced professionals who have a deep understanding of the investment markets and the ability to navigate complex investment strategies. Aon's investment solutions include a range of services, such as investment consulting, portfolio management, and investment implementation. The firm also offers a range of investment products, including mutual funds, exchange-traded funds (ETFs), and alternative investments, such as private equity and hedge funds.
Investment Consulting Services
Aon’s investment consulting services are designed to help clients develop and implement investment strategies that are tailored to their specific needs and objectives. The firm’s investment consultants work closely with clients to understand their investment goals, risk tolerance, and time horizon, and then develop a customized investment plan that is designed to achieve those objectives. Aon’s investment consulting services include asset allocation, portfolio construction, and investment manager selection. The firm also provides ongoing monitoring and evaluation of investment portfolios to ensure that they remain aligned with the client’s objectives and are performing in line with expectations.
Asset Allocation
Asset allocation is a critical component of Aon’s investment consulting services. The firm’s investment consultants work with clients to develop an asset allocation strategy that is designed to achieve their investment objectives while minimizing risk. Aon’s asset allocation approach is based on a thorough analysis of the client’s investment goals, risk tolerance, and time horizon, as well as an evaluation of the current market conditions and economic trends. The firm’s asset allocation strategies include strategic asset allocation, which involves allocating assets to different investment classes, such as stocks, bonds, and alternative investments, based on the client’s long-term investment objectives.
| Asset Class | Target Allocation |
|---|---|
| Stocks | 40% |
| Bonds | 30% |
| Alternative Investments | 30% |
Portfolio Management Services
Aon’s portfolio management services are designed to help clients achieve their investment objectives through the management of their investment portfolios. The firm’s portfolio managers work closely with clients to understand their investment goals, risk tolerance, and time horizon, and then develop a customized investment portfolio that is designed to achieve those objectives. Aon’s portfolio management services include discretionary portfolio management, which involves the firm’s portfolio managers making investment decisions on behalf of the client, and non-discretionary portfolio management, which involves the firm’s portfolio managers providing investment recommendations to the client.
Discretionary Portfolio Management
Aon’s discretionary portfolio management services are designed to provide clients with a high level of investment expertise and oversight. The firm’s portfolio managers have the authority to make investment decisions on behalf of the client, which enables them to respond quickly to changes in the market and to take advantage of investment opportunities as they arise. Aon’s discretionary portfolio management services include portfolio construction, which involves the selection of individual investments and the allocation of assets to different investment classes, as well as ongoing portfolio monitoring, which involves the regular review and evaluation of the portfolio to ensure that it remains aligned with the client’s objectives.
- Portfolio construction
- Ongoing portfolio monitoring
- Investment decision-making
Investment Implementation Services
Aon’s investment implementation services are designed to help clients implement their investment strategies in a cost-effective and efficient manner. The firm’s investment implementation services include trading and execution, which involves the buying and selling of securities, as well as custody and administration, which involves the safekeeping and administration of client assets.
Trading and Execution
Aon’s trading and execution services are designed to provide clients with access to a wide range of investment markets and to enable them to execute trades in a timely and cost-effective manner. The firm’s trading and execution services include order management, which involves the receipt and execution of client orders, as well as trade settlement, which involves the settlement of trades and the transfer of assets.
- Order management
- Trade execution
- Trade settlement
What is Aon’s investment approach?
+Aon’s investment approach is based on a thorough analysis of the client’s investment goals, risk tolerance, and time horizon, as well as an evaluation of the current market conditions and economic trends. The firm’s investment approach includes asset allocation, portfolio construction, and investment manager selection.
What is discretionary portfolio management?
+Discretionary portfolio management is a type of portfolio management service that involves the firm’s portfolio managers making investment decisions on behalf of the client. This type of service is designed to provide clients with a high level of investment expertise and oversight.
What is ESG investing?
+ESG investing, also known as environmental, social, and governance investing, is a type of investing that considers the environmental, social, and governance practices of companies when making investment decisions. This type of investing is designed to promote sustainable and responsible investing practices.
