Multi-asset investment management
We began blending asset classes in pursuit of specific objectives nearly 90 years ago. Today, we challenge convention and outdated asset allocation frameworks, and apply a wide range of investment styles and disciplines to create innovative multi-asset strategies and solutions for clients.
Assets managed firmwide in multi-
USD 209 B
Multi-asset investment professionals
Average years' experience
Our multi-asset investors bring deep experience to every strategy they manage. They apply skill in fundamental, macro, quantitative and technical analysis, and they tap into the broad resources of Wellington Management, including specialists in equities, bonds, currencies and commodities.
CREATIVITY, RIGOR AND COLLABORATION
We provide an entrepreneurial environment, encouraging our investment professionals to seek out new directions for research and new strategies to help meet our clients’ needs. We create macro frameworks that help identify potential opportunities at a given point in time, and then we explore those opportunities from multiple angles.
Featured video: Watch the video to hear more from our multi-asset professionals.
EXPERIENCED INVESTORS, DISTINCTIVE MULTI-ASSET VIEWS
With multi-asset investors in Asia, Europe and the US, we bring diverse perspectives to investment research. We have more than 100 multi-asset investment professionals, including specialist portfolio managers and analysts.
Peter Wilke, Multi-Asset Portfolio Manager
OUR MULTI-ASSET STRATEGIES
We offer a broad range of multi-asset investment strategies — many of which are global or regional in focus. This array of capabilities allows us to help meet the varied needs of our clients.
This is not an all-inclusive list of strategies that may be offered. Investments involve risks including possible loss of principal. This is not to be construed as investment advice or a recommendation to buy or sell any security. Please review important Investment Risks & Definitions.
All figures as of 31 March 2021