Investment Thesis
Aon is a global professional services firm providing risk, retirement, and health solutions. Data & analytics, cyber insurance, and reinsurance advisory expand wallet share with multinational clients.
- Analytics Platform: Proprietary datasets and modeling tools fuel differentiated advice.
- Health & Wealth Solutions: Benefit advisory and retirement consulting support employers under cost pressure.
- Margin Expansion: One Aon cost initiatives and digitization drive operating leverage.