United States, Institutional

menu
search
Skip to main content
91164386
multi-asset@3x

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 Today, we challenge convention and outdated asset allocation frameworks, and apply a wide range of investment styles and disciplines to create innovative multi-asset strategies and solutions for clients.

USD 175 B+

Assets managed firmwide in multi-asset strategies

300+

Multi-asset investment professionals

15

Average years' experience

All figures are for the Wellington Management Group of companies as at 30 June 2023

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.

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 300 multi-asset investment professionals, including specialist portfolio managers and analysts.

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

  • Multi-Asset Total Return Income
  • Diversified Inflation Hedges

Inflation sensitive

  • Balanced Real Assets
  • Commodities
  • Diversified Inflation Hedges

Lifecycle

  • 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.

Explore related insights