- Co-Head of Investment Strategy
United States, Institutional
Change
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.
Mapping markets in 2025
In this video, Co-Head of Investment Strategy Natasha Brook-Walters shares how the Solutions Team is thinking about investment strategy for 2025. Market concentration, inflation and valuations will remain front of mind in the year ahead, but how can investors position for bumps in the road while also keeping a longer-term perspective?
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
- Co-Head of Investment Strategy
- Head of Multi-Asset Strategy
- Head of Next Generation Thematic
- Director of Multi-Asset Research
- Head of Manager Research
Insights
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Insights Posts
Four achievable New Year’s resolutions for investors
Are New Year’s Resolutions for investors purely aspirational or a helpful tool? Investment Strategy Analyst Alex King believes the latter and proposes four achievable resolutions.
5
min
Article
2026-02-28
Monthly Asset Allocation Outlook
Is your portfolio all set for 2025? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views. For professional, institutional or accredited investors only. Capital at risk.
4
min
Article
2026-01-31
Balancing bumps in the road and big-picture thinking in 2025
How can investors position portfolios for bumps in the road without losing sight of longer-term opportunities?
8
min
Article
2025-12-31
The allocator’s checklist for 2025 and beyond
Head of Multi-Asset Strategy Adam Berger offers near- and longer-term ideas for allocators, including thoughts on alternatives, potential market surprises, and risk management.
15
min
Article
2026-01-30
LDI in 2025: Ten questions corporate plan sponsors are asking
Members of our LDI Team address a range of topics that US corporate plans will be thinking about this year, from pension funding and accounting issues to portfolio diversification opportunities.
12
min
Article
2026-01-31
Three performance drivers could help hedge funds rev up returns
Alex King and Adam Berger, members of our Investment Strategy & Solutions Group, explain why we're at a turning point for economic and market conditions that could benefit hedge funds and make them a potentially valuable addition to a multi-asset portfolio.
6
min
Article
2025-12-31
Concentrated markets: Implications for active management, manager research, and multi-manager capital allocation
Members of our Fundamental Factor Team share research insights on the portfolio impact of benchmark concentration and highlight tools that may help, including extension strategies, passive-share analysis, and index-completion approaches.
18
min
Whitepaper
2025-12-31
Trump 2.0: Time to curb your enthusiasm?
How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.
12
min
Article
2025-12-31
A guide to investing in the age of anxiety
There's a long list of issues worrying asset owners, from geopolitical risk to high valuations. To help, Head of Multi-Asset Strategy Adam Berger offers coping tips for an uncomfortable investment backdrop and a world where investing rules of thumb may be broken.
15
min
Article
2025-12-01
Multi-Asset Investment Outlook
To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.
Article
2025-12-31
Don’t let recency bias get in the way of good investment ideas
Tim Antonelli, Head of Multi-Asset Strategy – Insurance, offers ideas to help insurers avoid being anchored to recent events and build portfolio resilience, from locking in higher yields to taking a more dynamic approach with surplus assets.
14
min
Article
2025-11-30
URL References
Related Insights
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:
- Strategic asset allocation — Risk-focused asset allocation with a longer time horizon
- Manager research and security selection — Identification of underlying managers and exposures, with a focus on delivering security-selection alpha
- Active allocation — Discrete processes that seek to enhance returns and mitigate risk
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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