MA

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 Today, we challenge convention and outdated asset allocation frameworks, and apply a wide range of investment styles and disciplines to create innovative multi-asset strategies and solutions for clients.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-
asset strategies

USD 209 B

Multi-asset investment professionals

248

Average years' experience

15

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

Successful multi-asset investing is not just a function of capabilities, it’s about culture. We believe in the power of sharing and collaboration as this can deliver a constant flow of innovative and differentiated investment ideas from around the world.

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.

Income
  • Dynamic Diversified Income
  • Multi-Asset Total Return Income
Inflation sensitive
  • Balanced Real Assets
  • Commodities
  • Diversified Inflation Hedges
Total return
  • Global Multi-Asset Target Return
Opportunistic/unconstrained
  • Opportunistic Investment
  • Emerging Market Development
  • Opportunistic Equity
  • Opportunistic Fixed Income
Risk parity
  • Global Managed Risk

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.

MULTI-ASSET VEHICLES

Wellington clients can invest in many of our investment approaches through separate accounts and an array of funds. For more information about investing in a separate account or US fund, please contact us. For information about our global funds, visit Wellington Management Funds.

All figures as of 31 March 2021

EXPLORE RELATED INSIGHTS​

Using climate science to uncover investment opportunities
Investors are increasingly aware of the risks posed by climate change, but perhaps less so of the unexpected opportunities that climate science can help uncover.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Using climate science to uncover investment opportunities
,
publish
Monthly Market Snapshot: June 2021
A monthly update on equity, fixed income, currency and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Monthly Market Snapshot: June 2021
,
publish
Financial Market Review: Second quarter 2021
A quarterly review of results in the global equity, fixed income, currency and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Financial Market Review: Second quarter 2021
,
publish
Mid-2021 Investment Outlook
As you look ahead to the second half of 2021, thought leaders from across our investment platform share their views on pressing questions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Mid-2021 Investment Outlook
,
publish
Investing implications of a three-speed economy
Multi-Asset Strategist and Portfolio Manager Nick Samouilhan and Investment Directors Andrew Sharp-Paul and Matthew Bullock highlight how key regional differences globally have led to three distinct ”blocks” of the world economy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Investing implications of a three-speed economy
,
publish
<span>Insurance Multi-Asset Outlook — </span>The rising tide of inflation: risks and opportunities for insurers
COVID vaccination progress and ample policy support may warrant a more pro-risk investment stance in the future, but persistent inflation concerns continue to loom. Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook share insights to help insurers navigate these competing forces.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Insurance Multi-Asset Outlook — The rising tide of inflation: risks and opportunities for insurers
,
publish
Tim Antonelli
 CFA, FRM, SCR
Building climate resilience within a strategic asset allocation framework
Driving volatility and dispersion, climate change could have lasting effects on the risk and return profile of a strategic asset allocation plan. We suggest allocators factor climate change into their structural planning today, and we propose a climate-aware allocation framework to help them do so.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Building climate resilience within a strategic asset allocation framework
,
publish
Erika Murphy
 CFA, CAIA
<span>Multi-Asset Outlook — </span>Inflation is here: how long, how strong?
Weighing the potential for inflation pressures to threaten the recovery, Nanette Abuhoff Jacobson and Daniel Cook offer their views on the second half of 2021, including what makes European, EM and value equities attractive.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Multi-Asset Outlook — Inflation is here: how long, how strong?
,
publish