United States, Intermediary
Change
USD 200 B+
assets managed firmwide in multi-asset strategies
175+
multi-asset investment professionals
18
average years of investing experience
All figures are for the Wellington Management Group of companies as of 31 December 2024.
Wellington’s edge in multi-asset
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.
Experienced investors, distinctive multi-asset views
With multi-asset investors in Asia, Europe and the US, we bring diverse perspectives and deep experience to investment research and portfolio management.
Among our specialised teams is the iStrat Multi-Asset Team. As members of our Investment Strategy & Solutions Group, they build and manage multi-asset strategies and custom solutions, and provide strategic advice to help clients address their investment challenges.
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.
Explore related insights
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The Fed’s growing footprint on the market has a cost
Brij Khurana explains what the Federal Reserve's balance sheet expansion may mean for inflation and asset prices.
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2027-02-26
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Opportunity ahead: Optimism or illusion?
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2027-01-08
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Warsh as Fed chair: Something for everyone
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2027-02-28
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5 min
Portfolio construction and volatility management in 2026
Multi-Asset Strategist Nanette Abuhoff Jacobson discusses adapting portfolios for 2026, focusing on diversification, hedge funds, and private markets.
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2027-02-28
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9 min
An active management partner for the near and long term
CEO Jean Hynes focuses on key themes driving our evolving capabilities and client collaboration, including AI's transformative potential and new thinking about equity, fixed income, and alternative allocations.
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2027-01-31
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3 min
Oil: The real influencer in the Venezuela intervention
Multi-asset Strategist Nanette Abuhoff Jacobson details the role of oil in the recent events in Venezuela and shares the investment implications.
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2027-01-31
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16 min
Top of Mind: The allocator’s checklist for 2026 and beyond
Multi-Asset Strategist Adam Berger offers near- and longer-term ideas for allocators, including thoughts on alternatives, potential market surprises, and risk management.
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2027-01-31
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11 min
Elections, earnings, and global stimulus driving returns
With strong results across the major asset classes, 2025 may be a hard act to follow. Our experts discuss the factors shaping their outlook for stocks, bonds, and commodities, from earnings growth to political winds.
11 min
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2026-12-31
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Quarterly Market Review — 4Q2025
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