Willis Towers Watson upgrades strategic asset allocation software

Cloud-based tool helps insurers to find “optimal weightings”

Willis Towers Watson upgrades strategic asset allocation software


By Duffie Osental

Willis Towers Watson has launched the latest version of its strategic asset allocation software, Optimum SAA.

Optimum SAA is a cloud-based application that helps insurers and wealth management companies find their optimal asset allocation weightings to achieve better risk management and investment return.

In a statement, Willis Towers Watson said Optimum SAA uses “superior modelling and stable optimisation techniques to help companies better understand their current asset allocation position and to determine the optimised asset allocation within set constraints.”

“Drawing on over 30 years of assumptions committee experience and robust processes for producing asset return assumptions, Willis Towers Watson Optimum SAA provides trusted calibrations for a broad range of asset classes, with flexibility to reflect specific investment views held by an insurer or wealth management company,” the firm said in its statement.

Key features include stochastic modelling, reduced risk of unstable optimisation, and what WTW calls an “intuitive” client interface.

“Investment professionals want to develop robust strategic asset allocations to meet their specific needs and to optimise investment returns and manage risks,” said Ash Belur, director at Willis Towers Watson. “Optimum SAA cuts through the complexity of strategic asset allocation to produce optimised and practical investment portfolios that reflect a company’s constraints, objectives and risk appetite.”

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