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.

WELLINGTON ALTERNATIVE INVESTMENTS

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

EXPLORE INSIGHTS

<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of retirement: Aging in 2050
We explore the long-term investment trends associated with global aging through the story of Fang, a fictional Chinese retiree living in 2050.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021

FUTURE THEMES | SOCIETY

The future of retirement: Aging in 2050
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Investing in innovation: Disruption is everywhere
We outline our definition of innovation and answer questions about our views on the breadth and depth of the innovation opportunity, how we identify and compare disruptive companies across industries, and the importance of robust research capabilities — including a private-equity mindset and strong ESG expertise.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Investing in innovation: Disruption is everywhere
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Adapting to climate change: Investing in the resiliency imperative
As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires, and water scarcity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Adapting to climate change: Investing in the resiliency imperative
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Chris Goolgasian
 CFA, CPA, CAIA
Erika Murphy
 CFA, CAIA
Chinese government bonds: How do they measure up in a multi-asset framework?
As China's bond market continues to grow in size and liquidity, we consider the potential role the country's government bonds can play in diversifying a broader sovereign portfolio, improving yields, and offsetting equity risk.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Chinese government bonds: How do they measure up in a multi-asset framework?
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Monthly Market Snapshot: July 2021
A monthly update on equity, fixed income, currency, and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Monthly Market Snapshot: July 2021
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of youth: Education, entertainment, and relationships transformed
Through the story of Aisha, a hypothetical future teenager in India, we explore how technological disruption will transform how young people prepare for work through education, their forms of entertainment, and how they develop new relationships.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021

FUTURE THEMES | SOCIETY

The future of youth: Education, entertainment, and relationships transformed
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publish
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SCIENCE</p>Robots won’t take our jobs (and other reasons to be excited about factory automation)
We profile three key areas in the future of factory automation – collaborative robotics, the industrial software revolution, and the economic and social implications of automation – and explore the investment opportunities this innovation creates.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021

FUTURE THEMES | SCIENCE

Robots won’t take our jobs (and other reasons to be excited about factory automation)
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Asia equity investing: The contrarian advantage
An approach targeting underappreciated or misunderstood assets may be particularly suited to Asia market dynamics and to the current potentially reflationary environment.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021
Asia equity investing: The contrarian advantage
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publish