Depth with purpose.

Move from simply allocating to alternatives to understanding the role each strategy plays. Start by assessing whether each strategy contributes something distinct — diversification, differentiated return potential, or access to opportunities beyond traditional markets. Then evaluate manager skill, risk, liquidity, operational controls, and how individual exposures interact across the total portfolio.

Wellington can help advisors examine where a capability may complement the managers they already use. Our platform encompasses more than 60 alternative strategies and over US$58 billion in alternatives assets under management, spanning liquid alternatives, hedge funds, and private investments. The goal is not necessarily to add more alternatives, but to make an allocation more intentional and better aligned with the outcomes your clients are seeking.

The opportunity set extends beyond traditional public markets. Alternatives can give advisors additional ways to pursue client outcomes, particularly when conventional asset-class exposures do not provide all the diversification or opportunity you need. Liquid alternatives, hedge funds, and private investments can access different markets, structures, and return drivers to help advisors achieve their specific client objectives. Our liquid alternatives and hedge fund platform includes long/short equity, macro, multi-strategy, long/short credit, and relative-value capabilities.

Begin with the portfolio challenge, not the product. Does the client need other sources of diversification, return, or exposure to opportunities not be available through traditional public stocks and bonds? Alternative investments may fit their objectives.

Before allocating, understand how hedge funds, private equity, and private credit differ, along with their respective risks, structures, fees, and operational considerations and whether the client has the appropriate time horizon and liquidity capacity. This allows the advisor to introduce alternatives selectively rather than reconsidering their entire investment process.

We’re here to help. Talk to us about the different types of alternative investments on our platform. Wellington can help advisors examine where a capability may complement the managers they already use. Our platform encompasses more than 60 alternative strategies and over US$58 billion in alternatives assets under management, spanning liquid alternatives, hedge funds, and private investments. The goal is not necessarily to add more alternatives, but to make an allocation more intentional and better aligned with the outcomes your clients are seeking.

Advisors are looking for additional ways to strengthen client portfolios. Alternatives may offer differentiated sources of diversification or performance potential and can provide exposure to investment opportunities beyond traditional public markets. However, their potential benefits should be considered alongside differences in liquidity, fees, structure, complexity, and risk.

Wellington can help advisors understand the basics of different types of alternatives so that they feel ready to have informed portfolio conversations with clients. Our Advisor Learning Center offers education about different types of alternative strategies to help advisors get started.

We bring nearly a century of active-management experience to these conversations and more than 30 years working with alternative investments. We’re here to help. Contact us today.