ALT

Experience the edge.

The alternatives edge

Alternatives assets managed firmwide

USD 31.4 B*

 
Track record managing alternative investments:

25+ years

 
Clients in our alternative investment approaches:

934

Featured content

Investor roundtable: A holistic approach to climate research

Members of our Alternatives and Sustainable Investment Teams come together in this roundtable session to discuss climate-related risks and opportunities.

 

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 what we believe is the most experienced research team in the market.

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 make us a preferred partner to our clients.

Alternative Investment Research

Find the latest market insights and thought leadership from our alternative investment professionals.

 
Does the credit market still have something to offer long/short investors?
While there may be concerns about the beta potential in credit markets, Multi-Asset Strategist Cara Lafond offers three reasons to stay focused on the attractive alpha opportunities that long/short credit strategies may pursue.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Does the credit market still have something to offer long/short investors?
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The coming wave of disruption in financial services
Portfolio Manager Matt Lipton explains why some financial companies are finally catching up with other sectors that have long benefited from structural change driven by technological innovation — and why some incumbents will be left behind.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
The coming wave of disruption in financial services
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Mid-2021 Investment Outlook
As you look ahead to the second half of 2021, thought leaders from across our investment platform share their views on pressing questions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Mid-2021 Investment Outlook
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Rethinking growth and where long/short directional strategies fit in
With allocators looking for opportunities to recalibrate their growth exposures, Multi-Asset Strategist Cara Lafond shares her “best fit” criteria for long/short directional strategies and explains why the financial sector appears to check all the boxes.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Rethinking growth and where long/short directional strategies fit in
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2021 Alternatives Annual Meeting Highlights
This highlights reel offers a quick look at the topics that are top of mind for our alternatives investors, from credit market dislocations to emerging market themes to cryptocurrencies.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
2021 Alternatives Annual Meeting Highlights
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Why fragility is the new reality for the stock market
Why do cracks seem to appear more quickly in the equity market today? Members of our Global Derivatives Team explain the precarious equilibrium in liquidity supply and demand and what it could mean for portfolio construction and investment strategy going forward.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Why fragility is the new reality for the stock market
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New derivatives regulations: Adapting to rule 18f-4
We explore the impact of new SEC derivatives rule 18f-4 and highlight how we can help our clients adapt to the new requirements.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
New derivatives regulations: Adapting to rule 18f-4
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<em>Future Themes —</em><br> Tomorrow’s world today
For over 40 years, at each new business cycle, Wellington investors have been presented with a challenge: Look past current headlines to find structural trendlines that will shape markets, society, and the economy in the next five to 10 years.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Future Themes —
Tomorrow's world today
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People

Meet some of the dedicated members of our experienced alternatives team.
Mark Sullivan headshot
Mark Sullivan headshot

Mark Sullivan, CFA

Head of Alternatives and Portfolio Manager

 

As the head of Alternatives, Mark is responsible for driving the long-term investment performance of the firm’s liquid alternative strategies. He is also the team leader for our Global Macro Team.

 

Michael Carmen, CFA

Co-Head of Private Investments and Portfolio Manager

 

Michael is the team leader for our late-stage growth investment strategies. In addition, he helps to oversee the firm’s private investment business.

 

Shanna O’Reilly

Co-Head of 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.

 
Hedged Equities icon

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

Related publication
As the cycle winds down, consider adding to long/short equity

Fixed Income icon

Absolute Return Fixed Income Strategies
Seek to limit exposure to rate and credit cycles

Private Equities icon

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
Learn more
Multi-Asset icon

Multi-Asset Strategies
Target specific return and risk objectives

  • Alternative risk premia
  • Managed risk
  • Absolute return
  • Portable alpha

Related publication
Understanding the role of alternative risk premia

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.

 
Alternative investments timeline
Timeline showing what years funds were started

All figures as of 30 June 2021. *Please note that all alternatives assets are also included in the assets of the Equity, Fixed Income, and Multi-Asset asset-class categories.