Research shows that historically there has been a meaningful shortfall in the returns of defined contribution plans versus those of defined benefit plans. Best practices in institutional investing can potentially help close this gap. Central to our investment philosophy is the belief that diversification, downside risk mitigation, and active management at compelling fees can be key drivers of retirement success.
Whether using premixed investment options or constructing portfolios from a core menu, participants may be better served by having access to a broader set of asset classes.
We think it is important to consider strategies that help diversify a portfolio by economic environment, asset class, and return source, including strategies with the potential to perform independently of the markets.
DC plans have scale to obtain active management at compelling fees. Even modest incremental returns may have a meaningful impact on retirement outcomes. Wellington has a long history of successful active management and we believe DC plans should ensure they offer quality active choices to their participants.
Collective investment trusts
Wellington Trust Company, NA, an affiliate of Wellington Management Company LLP, offers a variety of investment approaches through daily valued collective investment trusts that are available solely to certain qualified employee retirement plans.
Wellington Management Company LLP offers management of separate accounts for DC plans interested in bespoke strategies with customized guidelines.
Mutual funds
Many of our strategies are available in mutual funds offered by our subadvisory clients.
The role of multi-asset credit in DC plans
In this paper, we examine the potential benefits of pairing traditional fixed income exposure with multi-asset credit (MAC) in DC plans.
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How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of Wellington Solutions Group's asset class views.
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Our multi-asset strategists analyze the market’s exuberance and share their overweight and underweight views on equities, credit, government bonds, and commodities.
Trends and transformation distilled: Our 2024 outlook in brief
Our experts explore investment opportunities and risks for the year ahead.
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Kristin O’Donnell
, CFA
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Monthly Market Review — October 2025
A monthly update on equity, fixed income, currency, and commodity markets.
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