Consultants

We work with consultants globally to identify and evaluate appropriate investment solutions for shared clients. We offer detailed portfolio information and access to our investment professionals to facilitate consultants’ due diligence and independent evaluation of our strategies.

RESOURCES FOR CONSULTANTS

Consultants can access the firm’s thought leadership through many avenues, including a suite of online resources. In addition to the research and commentary on the Insights section of this site, two other sites may be particularly useful to consultants:

CLIENT PORTAL

A password-protected site with client-specific portfolio information, full access to the firm’s thought-leadership publications, and other key materials.

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WELLINGTON ALTERNATIVE INVESTMENTS

A secure website providing client-specific hedge fund portfolio information.

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EXPLORE INSIGHTS

Seeing an end to the ESG blind spot in private equity
ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate, and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.
Read more
January 2021
Seeing an end to the ESG blind spot in private equity
,
Hillary Flynn
Mapping the impact of climate change
In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.
Read more
January 2021
Mapping the impact of climate change
,
Tim Antonelli
 CFA, FRM, SCR
DC plans: Three investment ideas for 2021
After an extremely trying 2020, DC plan sponsors are hopeful that 2021 will bring more opportunities than challenges. Director of Defined Contribution Jed Petty highlights three areas that may be worth focusing on in the new year.
Read more
January 2021
DC plans: Three investment ideas for 2021
,
Jed Petty
 CFA
A new framework for downside mitigation
Learn why Multi-Asset Strategists Nick Samouilhan and Adam Berger argue for a multi-pronged downside mitigation approach in today’s environment.
Read more
January 2021
A new framework for downside mitigation
,
Nick Samouilhan
 PhD, CFA, FRM
Adam Berger
 CFA
Insurers: A potent plan of attack for 2021
In this video and companion paper, Multi-Asset Insurance Strategist Tim Antonelli lays out several proposed areas of focus to help insurers successfully navigate 2021 after a grueling 2020.
Read more
January 2021
Insurers: A potent plan of attack for 2021
,
Tim Antonelli
 CFA, FRM, SCR
Annual letter from our CEO: Reflections on passing the baton
After a year like no other, CEO Brendan Swords looks ahead to 2021 and the upcoming transition to the firm's next CEO. He discusses the mission of the firm, career lessons learned, and the elevated importance of a strong culture in a more virtual world.
Read more
January 2021
Annual letter from our CEO: Reflections on passing the baton
,
Brendan Swords
Climate: Today’s investment actions to address long-term challenges
This event replay from the 2020 Financial Times Investing for Good conference features Wellington's Director of Sustainable Investment Wendy Cromwell, discussing the importance of bridging the gap between climate science and finance, the kind of research and data required to support that, and work being done in conjunction with asset owners to help scientists and investors speak the same language.
Read more
January 2021
Climate: Today’s investment actions to address long-term challenges
,
Wendy Cromwell
 CFA
Upgrading fintech infrastructure: Don’t forget the incumbents
We explore the fast-growing trend of upgrading fintech infrastructure, profile the key markets driving the opportunity, and share an example of the virtuous innovation cycle this technology can create.
Read more
December 2020
Upgrading fintech infrastructure: Don’t forget the incumbents
,
Scott Kennedy
 CFA
Matt Ross
 CFA
Michael O’Brien
 CFA
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