Towers Watson Investment Services, Inc.
Alpha Nasdaq OCIO Indices - ContributorCHICAGO, IL
Form ADV and provider website profile · CRD 110473 · regulatory data as of Jul 30, 2026
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.
$62.7BTotal Firm AUM
$54.4BDiscretionary AUM
$8.2BNon-discretionary AUM
138Total accounts
134Discretionary accounts
4Non-discretionary accounts
Client Mix by Firm AUM
$62.7BFirm AUM
Retirement Plans98.6%
Other Pooled Vehicles1.4%
Reported Client Types
Source: Form ADV client recordsRetirement Plans98.6%
106 clients$61.8B firm assets
Other Pooled Vehicles1.4%
1 clients$872M firm assets
Reported total107 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $61.8B | 106 | 98.6% |
| Other Pooled Vehicles | $872M | 1 | 1.4% |
| Reported total | $62.7B | 107 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…