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USD 29.1B*
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Alternatives assets managed firmwide
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United States, Intermediary
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Featured content
The world is undergoing major transformative shifts and financial markets have come along for the ride. In this brief video, investors from across our macro research and hedge fund teams explore the unstable geopolitical landscape, the new regime of higher inflation and more volatile cycles, the convergence of public and private equities, and key trends like climate-change adaptation and digital tokenization. Discover where they see alternative investment opportunities amid the disruption.
Alternative investment research
Find the latest market insights and thought leadership from our alternative investment professionals.
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Insights Posts
Mid-year Investment Outlook
Explore our latest views on risks and opportunities across the global capital markets as we look ahead to the second half of 2023.
Article
2024-06-30
Time for a new playbook on bonds
Is it time to add to fixed income allocations? Multi-Asset Strategist Adam Berger and Fixed Income Strategist Amar Reganti offer their views, as well as thoughts on specific areas of opportunity.
Article
2024-05-31
A guide to ESG materiality assessments
We continue our "ESG insights for private companies" series by exploring ESG materiality assessments, including why they are important and how to conduct one for your private company.
Continue reading
Article
2024-05-31
Closing the return gap: A new set of “stepping stone” ideas
Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.
Continue reading
Whitepaper
2024-08-02
Private biotech market: Innovation, valuations, and capital efficiency
Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.
Podcast
2024-03-31
Today’s sweet spot for yield, the growing role of alts
Insurance Multi-Asset Strategist Tim Antonelli provides his latest multi-asset views for insurers, with an emphasis on the value of core fixed income in today's environment.
Whitepaper
2023-10-15
How do bank failures impact fintech?
Global Industry Analyst Matt Ross analyzes the ways in which recent US bank failures could impact the fintech sector in public and private markets.
Quick Take
2024-04-30
Private market perspectives
We share insights from our private market experts in early-stage diverse venture, multi-stage climate, late-stage biomed, late-stage diversified growth, and ESG in private markets.
Video
2023-11-30
Cybersecurity for private companies
We highlight today's rising cybersecurity risks, explore how they impact private companies, discuss key regulatory considerations, and share best practices for companies facing these threats.
Article
2024-04-30
Private biotech: Innovation amid disruption
We explore the state of the private biotech market, highlight key areas of innovation, and share three themes we expect to continue.
Article
2024-04-30
Private placement amid today’s financial distress
We explore how today's challenging environment impacts private credit markets, including its effects on spreads, issuance, and terms.
Quick Take
2024-03-31
Crypto innovation enables new business models
Lead Crypto Asset Strategist Yaro Pan outlines how the crypto ecosystem has expanded and analyzes how crypto technology could revolutionize business models.
Article
2024-03-31
URL References
Related Insights
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25+ years
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Track record managing alternative investments
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1140
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Clients in our alternative investment approaches
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All figures as of 31 March 2023. *Please note that all alternatives assets are also included in the assets of the Equity, Fixed Income, and Multi-Asset asset-class categories.
THE ALTERNATIVES EDGE
We help clients tap into a wide variety of return streams to pursue their return-seeking and risk-mitigation goals. How?
Research
Research is a respected career path — not a stepping-stone — giving clients access to the deep knowledge and differentiated insights of a highly experienced team.
People
Our portfolio managers are highly specialized and performance-driven. And they stay with us, putting their savvy and skill to work for clients.
Platform
We offer a range of alternative investments, from long/short equity and credit to global multi-strategy and private equity, as well as custom solutions.
Scale
As one of the world’s largest independent investment managers, our scale and resources help makes us an innovative, collaborative partner to our clients.
People
Meet some of the dedicated members of our experienced alternatives team.
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Mark Sullivan
, CFA, CMT
- Head, Hedge Fund Group
- Mark is responsible for driving the long-term investment performance of the firm’s hedge fund strategies. He is also the team leader for our Global Macro Team.
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Michael Carmen
- Co-Head, Private Investments
- As co-head of Private Investments, Michael manages our diversified late-stage growth equity business that invests across technology, consumer, health care, and financial services sectors. In addition, he leads the firm’s effort to deepen and broaden private investment capabilities to support growth and ensure strong overall investment results. He has spent a large part of his career investing in diversified portfolios in the small- and mid-cap equity markets, and he authors papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios. He works in our Boston office.
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Shanna O'Reilly
- Co-Head, Private Investments
- As co-head of Private Investments, Shanna helps to lead the expansion and oversight of the firm’s private investment business. She previously served as the chief operating officer of Wellington Alternative Investments.
Platform
See the breadth of styles, sectors, and strategies in our alternative investment platform.
Long/short equity strategies
Seek to limit volatility of equity exposure
- Long/short equity
- Long/short sector (e.g. financial services, health care, technology)
- Multi-strategy
Absolute Return Fixed Income Strategies
Seek to limit exposure to rate and credit cycles
- Macro
- Global relative value
- Long/short credit
Private Equity
Seek capital appreciation through investments in private late-stage growth companies in multiple sectors
Our investment universe includes:
- Consumer
- Technology
- Health care
- Financial services
- Biotechnology
Multi-Asset Strategies
Target specific return and risk objectives
- Alternative risk premia
- Managed risk
- Absolute return
- Portable alpha
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.
Scale
We have a long history of leveraging our scale and resources to develop alternative investment strategies based on clients’ evolving needs.
Questions? Contact us
For more information on our Alternative's capabilities, fill out the form below to continue the conversation with a member of Wellington's client group.
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