Consultants

We work with consultants globally to identify and evaluate appropriate investment solutions for shared clients. We offer detailed portfolio information and access to our investment professionals to facilitate consultants’ due diligence and independent evaluation of our strategies.

RESOURCES FOR CONSULTANTS

Consultants can access the firm’s thought leadership through many avenues, including a suite of online resources. In addition to the research and commentary on the Insights section of this site, two other sites may be particularly useful to consultants:

CLIENT PORTAL

A password-protected site with client-specific portfolio information, full access to the firm’s thought-leadership publications, and other key materials.

WELLINGTON ALTERNATIVE INVESTMENTS

A secure website providing client-specific hedge fund portfolio information.

EXPLORE INSIGHTS

Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
We explain our decision to join the Net Zero Asset Managers initiative as a founding member. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
January 2021
Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
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Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
We explain our decision to join the Net Zero Asset Managers initiative as a founding member. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
January 2021
Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
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Four forces that could turn the tide for US financial stocks
US Macro Strategist Juhi Dhawan lays out a case for a better performing US financial sector, from attractive valuations to a steeper yield curve, as well as the role of Fed and fiscal policy in shaping the outcome.
January 2021
Four forces that could turn the tide for US financial stocks
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Seeing an end to the ESG blind spot in private equity
ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.
January 2021
Seeing an end to the ESG blind spot in private equity
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Mapping the impact of climate change
In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.
January 2021
Mapping the impact of climate change
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Tim Antonelli
 CFA, FRM, SCR
A new framework for downside mitigation
Learn why Multi-Asset Strategists Nick Samouilhan and Adam Berger argue for a multi-pronged downside mitigation approach in today’s environment.
January 2021
A new framework for downside mitigation
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Nick Samouilhan
 PhD, CFA, FRM
Insurers: a potent plan of attack for 2021
In this video and companion paper, Multi-Asset Insurance Strategist Tim Antonelli lays out several proposed areas of focus to help insurers successfully navigate 2021 after a gruelling 2020.
January 2021
Insurers: a potent plan of attack for 2021
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Tim Antonelli
 CFA, FRM, SCR
Annual letter from our CEO: reflections on passing the baton
After a year like no other, CEO Brendan Swords looks ahead to 2021 and the upcoming transition to the firm's next CEO. He discusses the mission of the firm, career lessons learned and the elevated importance of a strong culture in a more virtual world.
January 2021
Annual letter from our CEO: reflections on passing the baton
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