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How we work with public plans
- As allocators, putting ourselves in plan sponsors’ shoes and conducting timely, relevant asset allocation research
- As advisors, deploying a range of proprietary tools and the breadth of Wellington’s multi-asset research to help plan sponsors with their most pressing issues
- As portfolio managers, building custom solutions to help sponsors pursue their return objectives
- As strategic partners, collaborating with plan sponsors on their goals across their organization
Our public plan research is led by Adam Berger, a multi-asset strategist and portfolio manager who hosts a quarterly Top of Mind webcast that addresses key questions, worries, and opportunities gathered from the hundreds of conversations he has with public plan sponsors.
We’d love to hear your top of mind ideas for future research
Explore our latest top of mind insights
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Insights Posts
What if…? Contemplating five big questions for 2022
Could there be policy, inflation, or market surprises in 2022? Multi-Asset Strategist Adam Berger weighs the possibilities and the portfolio implications.
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ARTICLE
2023-02-28
Changing “weather” patterns in alternatives and climate
Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.
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Article
2022-11-30
Investing for the long term (in a short-term world)
With short-term behavior evident across the financial landscape, Multi-Asset Strategist Adam Berger explores the intuitive and quantifiable advantages of being more long term, and he offers seven habits that can help asset owners cultivate a long-term mindset.
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Article
2022-09-30
Ten more “what if” scenarios for 2022
In his latest Top of Mind session, Multi-Asset Strategist Adam Berger addressed a wide range of what-if scenarios on the minds of our clients. See what he has to say on Russia, China, cryptocurrencies, the IPO market, and many other topics in this brief article.
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Article
2023-02-28
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Helping public plans close the return gap
Many public plans have return targets that pose a high hurdle when compared with capital market return expectations. We think plans can address this gap through a “stepping stones” approach: making incremental changes that can potentially improve returns without significantly increasing risk. Examples include:
- Making more effective use of active strategies
- Investing thematically to take advantage of secular trends
- Mitigating downside risk to help smooth the path to a return target
To help public plans implement the right steps for their needs, we draw on our firm’s multi-asset research and investment solutions.
Let’s talk public plan strategy
To learn more about how we can help public plans pursue their investment objectives, please contact us.
