Alternative Investments
Equipped to perform
Altrnatives assets managed firmwide
USD 27 B*
Track record managing alternative investment:
20+ years
Clients in our alternative investment approaches:
1,050+
Alternatives overview
We are one of the largest managers of alternative assets in the world. Over more than two decades, we have built broad capabilities powered by the innovative spirit of an alternatives boutique and the resources and stability of a global asset manager. Our world-class infrastructure and private ownership model help to attract and retain leading investment talent with specialized expertise. Our entrepreneurial investment teams, working in a culture designed to foster collaboration, incubate an active pipeline of new strategies and design custom solutions to client needs.
Our alternative strategies include long/short equity, absolute return fixed income, multi-asset, real asset, and private equity strategies.
INDUSTRY STEWARDSHIP
Wellington Alternative Investments is a signatory to the Standards Board for Alternative Investments (SBAI), an organization that brings together investors and asset managers to help standardize alternative investment practices and improve transparency and governance across the industry.
Capabilities Overview
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 publicationAs the cycle winds down, consider adding to long/short equity
Absolute Return Fixed Income Strategies
Seek to limit exposure to rate and credit cycles
- Macro
- Global relative value
- Long/short credit
Related publication Dislocation, dispersion, dysfunction, and distress: Why credit markets call for alternative strategies
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
Real Asset Strategies
Provide exposure to alternative and inflation-sensitive assets
- Commodities
- Infrastructure
- Real estate
- Multi-asset inflation hedges
Related publication Lessons from 200+ years of energy evolution: What comes next?
Private Equity
Seek capital appreciation through investments in private late-stage growth companies in multiple sectors
- Consumer
- Technology
- Health care
- Financial services
- Biotechnology
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.
Why Alternatives and Why Wellington?
Investments involve risks including possible loss of principal. Please review important investment risks & definitions, and refer to this important disclosure for more information.
A history of Alternatives Solutions to client needs
All figures as of 31 March 2020. *Please note that all alternatives assets are also included in the assets of the Equity, Fixed Income, and Multi-Asset asset-class categories.
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