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ALT

Alternative Investments

Equipped to perform

Alternatives assets managed firmwide:

USD 38 B*

Track record managing alternative investments:

20+ years

Number of alternative investment approaches:

50

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, while our collaborative culture provides a laboratory for new solutions to the complex challenges our clients face.

Our alternative strategies include long/short equity, absolute return fixed income, multi-asset, real asset, and private equity strategies.

Capabilities Overview

  • real assets icon

    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 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
     Learn more

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.

View less

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.

View less

A history of Alternatives Solutions to client needs

 

All figures as of 31 March 2019. *Please note that all alternatives assets are also included in the assets of the Equity, Fixed Income, and Multi-Asset asset-class categories.

View less

Explore related insights

Adam Berger, CFA

Top of Mind: What to make of hedge funds, alt risk premia, and quant

April 2019

Multi-Asset Strategist Adam Berger puts the recent performance of hedge funds and alternative risk premia strategies in perspective, and sheds light on the questions investors should be asking their quant...

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Chris Perret, CFA; Lori Whiting, CFA; Paul Skinner

Taking notice: Five reasons to consider absolute return fixed income

April 2019

A possible convergence of several current and anticipated macroeconomic trends argues for a thoughtful consideration of why absolute return fixed income may merit portfolio inclusion.

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Nathan Ritsko

Understanding the role of fundamental alpha in holistic alternatives strategies

March 2019

Fundamental alpha is one of the building blocks for alternatives strategies developed by our Alternative Market Premia Strategies team. Investment Director Nathan Ritsko discusses the team’s universe of fundamental alpha...

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Gordon R. Lawrence, CFA

Still room to add risk in fundamental and systematic strategies?

March 2019

Options may offer an attractive way for investors to position for further equity upside potential — without taking as much risk of being “late to the party.”

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Carolina San Martin, CFA

2019 ESG Investment Outlook: Resilience and adaptability as competitive advantages

December 2018

Climate change resilience, human capital management, and risk oversight are key ESG considerations for companies across sectors. We believe engagement on these issues can help us identify potential sources of...

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David Chang, CFA, Joy Perry

2019 Commodities Investment Outlook: Can positive fundamentals outweigh lingering headwinds?

December 2018

Following several years of capital restraint, we think commodity fundamentals are as attractive as they have been in a decade. But trade disputes and fears of a global growth slowdown...

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Nathan Ritsko

Alternative risk premia’s “Buffett” moment?

December 2018

The low market volatility of recent years may have masked an underappreciated reality: Underlying differences in ARP strategies can have meaningful implications. In this paper, we consider what’s behind the...

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Don Tunnell

Using systematic techniques to help build a zero-beta strategy and improve diversification

December 2018

One of our senior quantitative investors discusses the pursuit of market-neutral returns and his team’s differentitated alpha and risk models.

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Guest speaker

Highlights from a conversation with a climate expert

November 2018

Phil Duffy, PhD, president and executive director of the Woods Hole Research Center, spoke at Wellington’s 2018 Research Forum about climate change and key climate-related risks. Watch excerpts of his...

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Jean Hynes, CFA, Adele Kohler, CFA

Vital signs: Long/short opportunities in the health care sector

November 2018

Structural changes in health care, along with a history of low cross correlations and idiosyncratic return drivers, create an attractive environment long/short investors.

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Evan Hornbuckle

The consumer sector: Tailor-made for beta-neutral long/short investing

November 2018

Over the long term, there has been significant dispersion in returns of consumer stocks, driven by fundamentals and structural changes in the sector. At the same time, short periods of...

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Multiple speakers

The future of energy

September 2018

We are at the beginning of a major transition — from a world dominated by fossil fuels to one with a rising share of renewables. So what will the future...

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Michael Carmen, CFA; Matthew Witheiler

Tapping into a new opportunity: The late-stage growth market

September 2018

Companies are staying private longer and, as a result, are often more mature when they do go public. Amid these changes, we look at why late-stage growth companies may be...

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Don Tunnell

The systematic pursuit of absolute return

September 2018

One of our senior quant investors discusses the principles of his team’s approach to absolute-return investing, from using a diversified and evolving mix of core and opportunistic strategies to ensuring...

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Nathan Ritsko

Understanding the role of alternative risk premia

September 2018

Investors are increasingly looking for opportunities to tap into alternative risk premia. Here we consider four categories of alternative risk premia that we have found to be historically persistent and...

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All insights

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