Wealth management: Financial advisors

Wellington Management’s dedicated team of wholesalers can serve your clients' diverse investment needs with products and solutions that are designed to build sustainable, long-term value.

financial-advisor

USD 58 B+

Alternative assets managed firmwide

USD 1.3 T

Client assets managed

30+ years

Managing alternative investments

All figures as of 31 December 2025.
*Please note that all alternatives assets are also included in the assets of the equity, fixed income, and multi-asset asset class categories.

View More

Alternatives overview

We leverage in-depth research, specialized teams, and our firm’s scale and resources to develop alternative investment solutions to meet clients’ evolving needs — including a broad range of liquid alts/hedge funds and private investing strategies.

View More

Latest insights

Showing of Insights Posts
hf roundtable image hero
Video
5 min
Liquid alternatives & hedge funds Macro and market Hedge funds Global Video
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2026 Hedge Fund Roundtable | The AI opportunity through a hedge fund lens

In this six-part video series, members of our hedge fund team examine how AI has evolved from a focused technology theme into a broad, cross-industry investment opportunity.

Continue reading

Multiple authors

event
5 min
Video
2027-07-27
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
topofmind-hero-banner
Article
11 min
Inflation Asset allocation Hedge funds Top of Mind Article Multi-asset
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Top of Mind: Next-generation diversifiers for a changing market landscape

Multi-Asset Strategist Adam makes a case for a set of “next-generation diversifiers” — asset classes that may help protect portfolios against equity downside and other risks in the market environment investors are likely to face in coming years.

Continue reading

By

Adam Berger
Adam Berger, CFA
event
11 min
Article
2028-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
ehab-hosny-still
Video
5 min
Liquid alternatives & hedge funds Macro and market Wealth Video Rapid fire questions
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rapid fire questions with Ehab Hosny

In this edition of “Rapid fire questions,” Ehab Hosny, portfolio manager on the hedge fund multi-manager team, provides an inside perspective at Wellington’s hedge fund operations. He discusses the firm’s competitive advantages, its approach to risk management and talent, and where he sees the most compelling opportunities in equity long/short today.

Continue reading

By

Ehab Hosny
Ehab Hosny, CFA, FRM, CAIA
event
5 min
Video
2027-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Night View Highway Traffic Lights
Article
4 min
Market disruptions Yielding insights Global Commodities Equity Fixed income Liquid alternatives & hedge funds Multi-asset Article Artificial intelligence (AI) Spotlight
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The economy needs more competition. AI can make that happen.

Brij Khurana believes that as AI evolves, it will challenge traditional business moats and revitalize competition across industries. This transformation could lead to increased productivity, higher real wages, and stronger economic growth.

Continue reading

By

Brij Khurana
Brij Khurana
event
4 min
Article
2027-03-25
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
Article
5 min
Inflation Monetary policy Commodities Equity Fixed income Liquid alternatives & hedge funds Multi-asset USA Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The Fed’s growing footprint on the market has a cost

Brij Khurana explains what the Federal Reserve's balance sheet expansion may mean for inflation and asset prices.

Continue reading

By

Brij Khurana
Brij Khurana
event
5 min
Article
2027-02-26
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Modern Apartment Building Balcony
Article
4 min
Diversification Real estate Liquid alternatives & hedge funds Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Public REITs at a turning point: Value, growth, and diversification potential

After several years of rate‑driven headwinds and post‑COVID earnings pressure, fundamentals are turning—and we believe the setup for public real estate today is one of the strongest in years.

Continue reading

By

Bradford Stoesser
Bradford Stoesser
Eric Krusell
Eric Krusell, CFA
event
4 min
Article
2027-03-05
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
151419772
Article
12 min
Liquid alternatives & hedge funds Article Alternatives investing Equity Institutional Fundamental equity Portfolio construction
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

More from the core: How fundamental extension (140/40) strategies could help

Extension strategies may offer investors more flexibility in portfolio construction, along with potential to achieve greater risk-adjusted returns, thus delivering “more from core” in equity allocations without taking on significantly more tracking risk. 

Continue reading

Multiple authors

event
12 min
Article
2027-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
jean hynes upstairs by michael prince
Article
9 min
Multi-asset Liquid alternatives & hedge funds Active management Asset allocation Article Artificial intelligence (AI) Fixed income Equity Institutional
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

An active management partner for the near and long term

CEO Jean Hynes focuses on key themes driving our evolving capabilities and client collaboration, including AI's transformative potential and new thinking about equity, fixed income, and alternative allocations.

Continue reading

By

Jean Hynes
Jean Hynes, CFA
event
9 min
Article
2027-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
topofmind-hero-banner
Article
16 min
Multi-asset Liquid alternatives & hedge funds Risk management Asset allocation Article Macro and market Top of Mind Institutional
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Top of Mind: The allocator’s checklist for 2026 and beyond

Multi-Asset Strategist Adam Berger offers near- and longer-term ideas for allocators, including thoughts on alternatives, potential market surprises, and risk management.

Continue reading

By

Adam Berger
Adam Berger, CFA
event
16 min
Article
2027-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
privates
Article
5 min
Liquid alternatives & hedge funds Article Asset allocation Manager selection Institutional Outlook
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Inflation, volatility, and valuations: 3 reasons hedge funds fit today’s market

Our multi-asset strategists explain why economic and market conditions in the year ahead could make a compelling case for adding hedge funds to the asset allocation mix, including multi-strategy and equity long/short hedge funds.

Continue reading

By

Nanette Abuhoff Jacobson
Nanette Abuhoff Jacobson
Adam Berger
Adam Berger, CFA
event
5 min
Article
2026-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Baking preparation background
Article
16 min
Liquid alternatives & hedge funds Asset allocation Diversification Inflation Strategic allocation Manager selection Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Are hedge funds the missing ingredient?

Inflation, volatility, and valuations — they all raise questions about portfolio diversification and resilience. Multi-Asset Strategists Nanette Abuhoff Jacobson and Adam Berger explain why multi-strategy and equity long/short hedge funds could provide the answers. They offer insights on adding allocations to a traditional portfolio mix and a recipe for manager selection.

Continue reading

By

Nanette Abuhoff Jacobson
Nanette Abuhoff Jacobson
Adam Berger
Adam Berger, CFA
event
16 min
Article
2026-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
11 LOAD {count} MORE

URL References

Related Insights

© Copyright 2026 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.

View More