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ALT

Alternative Investments

Equipped to perform

Alternative assets managed firmwide:

USD 38 B*

Track record managing alternative investments:

25+ years

Number of alternative investment approaches:

1,250+

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

  • 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
    • Biotechnology
     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

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Michael Carmen, CFA; Matthew Witheiler

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

June 2019

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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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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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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Understanding the role of fundamental alpha in holistic alternatives strategies

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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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Alternative risk premia’s “Buffett” moment?

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

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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

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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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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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Dennis Kim, CFA

Equity long/short: Are your shorts delivering alpha?

September 2018

Although evaluating managers’ skill on the short side is difficult, shorting can play multiple roles in portfolios — and can potentially add substantial value, especially in certain sectors.

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August 2018

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

June 2018

We believe that increasing an allocation to long/short equity approaches during the later stages of the economic cycle may help enhance portfolio returns and mitigate overall risk.

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