Asset Allocation Research

Contributing Asset Class Perspectives

Wellington Management's asset allocation research team uses a multi-disciplined approach that combines fundamental and quantitative analyses as well as top-down and bottom-up perspectives. The team:

  • Forecasts capital markets returns and evaluates relative attractiveness of asset classes, sectors and styles
  • Identifies trends and other moneymaking ideas and helps investors firmwide to capitalize on those ideas
  • Recommends asset class and sector weightings
  • Supports our Asset Allocation Strategy Group in providing policy and portfolio solutions for clients

Features:

Multi-Asset and Multi-Strategy Investment Approaches

Learn more

Specialty and Alternative Investment Approaches

Learn more