Multi-Strategy Investment Approaches
Solutions by Design
Wellington Management's Asset Allocation Strategy Group is dedicated to utilizing the firm's many different investment capabilities to build multi-asset client solutions. The group provides both strategic and active asset allocation services, and offers a number of investment approaches that combine top-down active management of asset allocation with bottom-up security selection.
In many cases, strategies involve diversified exposure to non-core asset classes that typically seek to exploit less efficient areas of the market. Benefits to clients include:
- Risk diversification, as niche areas typically exhibit lower correlations
- Diverse sources of value added
- Operational and reporting efficiencies relative to a multiple manager approach
Wellington Management stands out in this field in two ways:
- We have the resources to actively manage all aspects of broad client mandates and to evolve solutions over time
- We consult with clients, help them understand their liabilities and other risks, and design solutions so that they can manage them along with their assets
Features:
Specialty and Alternative Investment Approaches
Learn more about the way we serve clients in our Case Studies.
Wellington Management provides investment education and information for our clients in a number of ways.