Our investment capabilities

Our investment approaches span the global equity, fixed income, currency, commodity and alternatives markets. We also offer multi-asset, multi-manager, liability-driven and speciality strategies.

A COMMUNITY OF BOUTIQUES

We do not have a chief investment officer. Instead, our firm is organised as a collection of teams — each functioning as an entrepreneurial entity within the organisation. This helps ensure each team has the resources it needs to seek to deliver strong, consistent results for clients.

Combining stability with agility, global reach with local depth, and broad multi-asset skill with specialisation, we believe we are well positioned to address our clients’ challenges.

Asset-class capabilities

EQ

Equity

Spanning regions, industries, market capitalisations and styles, our equity strategies benefit from Wellington’s independent yet collaborative approach to research.

FI

Fixed Income

Our fixed income professionals pursue opportunities across the spectrum of global bond market sectors, backed by multidisciplinary research from investment teams around the world.

MA

Multi–Asset

We employ innovative research and approaches to develop strategies that enable investors to address diverse investment challenges.

ALT

Alternatives

With 20+ years’ experience in alternatives, we offer strategies that aim to help investors improve diversification, mitigate volatility and potentially enhance returns.

Additional capabilities​

Multi-manager solutions

We design solutions that seek to combine independent sources of alpha from Wellington Management’s broad array of investment approaches.

Liability-driven investing

Our dedicated LDI team draws on Wellington’s global expertise and full-spectrum of strategies to partner with plan sponsors at all stages of the LDI process.

Sustainable investing

We integrate sustainable research and ESG engagement practices to assess investment risks and opportunities.

Global trading

With an annual transaction volume of more than US$10 trillion, our Global Trading platform has specialist expertise in all major asset classes, regions, sectors and derivatives.

All figures as of 30 June 2020