Chronicles of an Allocator

July 2022: Rooted in a Fiduciary Mindset

Issue 29, July 2022

As public and private companies alike wrestle with how to create a strong corporate culture, key issues include promoting equality, diversity and inclusion as well as safety issues such as an effective return to the office versus the merits of a remote workforce.

Roger Urwin, who serves as global head of investment content at Willis Towers Watson, believes that organizations can put their clients first by building trust through “asset gathering, soliciting clear client feedback, and aligning purpose to client needs.”

For the July edition of Chronicles, we're highlighting Roger’s feature in Portfolio for the Future™ and discussing how strong cultural values within an investment organization will ultimately lead to greater long-term success for the client.

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