iStrat, Wellington’s Investment Strategy & Solutions Group, collaborates closely with clients to help solve their investment challenges. This ranges from sharing our research on portfolio construction, markets and manager selection, to drawing on the full breadth of the firm’s capabilities to create and manage investment solutions tailored to each client’s specific goals.
The iStrat vision: How we help clients pursue better outcomes
Our allocator and investor perspective
The practitioner perspective that comes from managing portfolios ourselves helps make our insights and solutions relevant to clients’ goals.
Actionable research
We build solutions and share the research behind them. The drive to understand and articulate investment implications shapes all our findings, from tactical ideas to structural trends.
A client-centric mindset
We seek to understand and anticipate clients’ needs and work with them to deliver solutions tailored to those needs.
Connect with the iStrat platform
The Multi-Asset Team builds and manages multi-asset strategies and custom solutions, and provides strategic advice to help clients address their investment challenges.
The Fundamental Factor Team offers a unique investment solutions platform built on proprietary factor and manager research.
Meet some of our Investment Strategy & Solutions experts
Insights
Can hedge funds play the role?
How should investors select the most suitable types of hedge funds for specific roles? Members of our Investment Strategy & Solutions Group offer a simple and intuitive framework that can help.
Picking the right building blocks for a climate-aware portfolio
For asset owners integrating climate change into their multi-asset portfolios, members of our Investment Strategy & Solutions Group offer five important insights.
Risky business: Is now the time for surplus action?
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, considers insurers' renewed interest in risk assets and offers his views on areas that may be worth a closer look.
Do fundamentals support a risk-on tilt?
Surprisingly strong economic growth, declining inflation, easy financial conditions — can it get any better for markets? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.
A blueprint for building climate-aware multi-asset portfolios
Members of our Investment Strategy & Solutions Group take a deep dive on the issues asset owners should consider when choosing climate-aware portfolio building blocks, from the evolving opportunity set to the active/passive decision.
No bulls in the China shop?
John Mullins, Irmak Surenkok and Steven Ye assess the investment debate surrounding China's prolonged underperformance and outline three investment ideas for active investors to consider.
Facing the inflation dilemma head on
Inflation has already fallen much quicker than most expected. However, there are convincing reasons why inflation might be higher and more volatile going forward. What are the implications for asset allocation?
Thematic investing focus: security in a world of great-power competition
In an environment of accelerating great-power competition and geopolitical instability, policymakers may place a higher emphasis on security – even at the expense of economic efficiency. What could this mean for thematic investors?
Top of Mind: The allocator’s checklist for 2024 and beyond
Head of Multi-Asset Strategy Adam Berger offers near- and longer-term ideas for allocators, including thoughts on areas where capital is scarce, alternatives may be attractive, and risks may bear watching.
Navigating a volatile reality: three ideas for 2024 and beyond
2023 saw investors grapple with a new, more volatile reality. How should portfolios be positioned for opportunities and challenges in 2024?
Multi-Asset Market Outlook
To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group
URL References
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FAQs: Investment Strategy & Solutions Group (iStrat)
Our Investment Strategy & Solutions Group, or iStrat, provides client-focused investment solutions, research, and advice. The integration of investment-driven research and portfolio management distinguishes iStrat, enabling the management of diverse strategies and the creation of custom solutions for clients. iStrat brings together three specialized skill sets, with its Multi-Asset Team, Next Generation Thematic Team, and Fundamental Factor Team.
We define thematic investing as the identification and exploitation of top-down, innovative, or disruptive structural trends that have the potential to drive above-average returns for companies aligned with those trends. Returns to themes cannot be easily explained by traditional country, sector, or style factors.
While thematic investing can be applied to different asset classes, it is often expressed via equities, where the broadest opportunity set can be found. Examples of equity themes include fintech, the future of education, energy efficiency, and automation. By investing in companies within these themes, investors are acting on the belief that their growth potential is not yet fully appreciated by the market but will be over time. Thematic investments often span multiple sectors, which may offer investors a differentiated way to diversify their equity allocations.
Our Multi-Asset Team’s process starts with understanding a client’s objectives, risk tolerances, and implementation considerations. We then develop solutions through:
Factors are quantifiable characteristics that explain risk and return, such as “value” — a low stock price relative to a company’s earnings. Decades of industry and academic research have shown that these factors can potentially outperform markets at lower cost than traditional stock-picking strategies. Factors fall into broad categories with different performance profiles throughout the market cycle, and when combined, can have potential diversification benefits.
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