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Towers Watson Investment Services, Inc. logo

Towers Watson Investment Services, Inc.

Alpha Nasdaq OCIO Indices - Contributor

CHICAGO, IL

Form ADV and provider website profile · CRD 110473 · regulatory data as of Jul 30, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Towers Watson Investment Services, Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$62.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
138Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$54.4BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$8.2BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameTOWERS WATSON INVESTMENT SERVICES, INC.

CRD number110473

Firm foundedNot reported

SEC registration dateMar 22, 1994

Employees239

Advisory professionals233

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

233 SOUTH WACKER DRIVE, SUITE 1800, CHICAGO, IL, 60606

312-288-7700

https://www.wtwco.com/en-us/solutions/services/outsourced-chief-investment-officer-ocioLinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$62.7B

As of Jul 30, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans98.6%$61.8B
Other Pooled Vehicles1.4%$872M

Percentages and AUM are shown from the same reported Form ADV client-type records.