MA

Multi-asset

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 Today, we challenge convention and outdated asset allocation frameworks, and apply a wide range of investment styles and disciplines to create innovative solutions for clients.

Assets managed firmwide in multi-
asset strategies

USD 173 B

Multi-asset investment professionals

164

Average years' experience

17

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 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

INVESTMENT OPTIONS

We offer a broad range of investment approaches — many of which are global or regional in focus. This array of capabilities allows us to help meet the varied needs of our clients.

Absolute return
  • Absolute Return Bonds and Currency
  • Diversified Alpha Strategies
  • Multi-Asset Absolute Return
Alternative risk premia
  • ALTA
  • Alternative Risk Premia
  • Alternative Beta
  • ATLAS
Holistic/diversified growth
  • Active Multi-Asset
Income
  • Dynamic Diversified Income
Inflation sensitive
  • Balanced Real Assets
  • Commodities
  • Diversified Inflation Hedges
Lifecycle
  • Wellington Trust Target Series
Opportunistic/unconstrained
  • Emerging Market Themes
  • Opportunistic Investment
  • Opportunistic Equity
  • Unconstrained Themes
  • 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.

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 30 September 2020

EXPLORE RELATED INSIGHTS​

Financial Market Review: Fourth quarter 2020
A quarterly review of results in the global equity, fixed income, currency and commodity markets.
January 2021
Financial Market Review: Fourth quarter 2020
,
Monthly Market Snapshot: December 2020
A monthly update on equity, fixed income, currency and commodity markets.
January 2021
Monthly Market Snapshot: December 2020
,
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
,
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
,
Tim Antonelli
 CFA, FRM, SCR
Climate: today’s investment actions to address long-term challenges
This event replay from the 2020 Financial Times Investing for Good conference features Wellington's Director of Sustainable Investment Wendy Cromwell, discussing the importance of bridging the gap between climate science and finance, the kind of research and data required to support that and work being done in conjunction with asset owners to help scientists and investors speak the same language.
January 2021
Climate: today’s investment actions to address long-term challenges
,
Monthly Market Snapshot: November 2020
A monthly update on equity, fixed income, currency and commodity markets.
December 2020
Monthly Market Snapshot: November 2020
,
Insurance Multi-Asset Outlook — Is the market rotation the real deal or just a head-fake?
In their latest multi-asset outlook for insurers, Tim Antonelli and Danny Cook argue that a durable rotation from growth- to value-type equity exposures may be in the offing for 2021.
December 2020
Insurance Multi-Asset Outlook — Is the market rotation the real deal or just a head-fake?
,
Tim Antonelli
 CFA, FRM, SCR
2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
December 2020
2021 Investment Outlook
,