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

US public debt: Is there a downgrade in the making?
US Macro Strategist Juhi Dhawan looks at the surging US debt through the lens of the credit rating agencies and offers thoughts on what it will take to avert a downgrade.
Read more
April 2021
US public debt: Is there a downgrade in the making?
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Juhi Dhawan
 PhD
There’s more to inflation risk than meets the eye
Understanding and evaluating inflation risk in your portfolio is the first step to managing it effectively. Multi-Asset Strategists Nick Samouilhan and Adam Berger lay out a framework for investors to do just that.
Read more
April 2021
There’s more to inflation risk than meets the eye
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Nick Samouilhan
 PhD, CFA, FRM
Adam Berger
 CFA
The future of payments
We profile the innovations fueling the next stage of disruption in the payments industry.
Read more
April 2021
The future of payments
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Matt Ross
 CFA
Michael O’Brien
 CFA
The digital transformation of financial services
We highlight the fintech innovations driving the digitization and disruption of financial services.
Read more
April 2021
The digital transformation of financial services
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Scott Kennedy
 CFA
Michael O’Brien
 CFA
Why Europe offers a robust hunting ground for small caps
Portfolio Manager Anna Lundén offers her local perspective on Europe, highlighting the inefficiencies created over time by the outperformance of small-cap companies vs large-cap companies.
Read more
April 2021
Why Europe offers a robust hunting ground for small caps
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Anna E. Lundén
 CFA
Giuliana Loukas
EM small caps: Hidden gems in plain sight?
Our team makes the case for strategically investing in EM small caps and for employing an actively managed approach to this underutilized asset class.
Read more
March 2021
EM small caps: Hidden gems in plain sight?
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Liliana Castillo Dearth
Alexandra H. Melhuish
 CFA
<em>Investment bytes – Asia tech</em><br><span>Faster computation with smaller, more powerful computer chips</span>
We explore the technology fueling the next stage of computer chip innovation.
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March 2021
Investment bytes – Asia tech
Faster computation with smaller, more powerful computer chips
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Anita Killian
 CFA
Yash Patodia
APAC Investment Forum 2021
Wellington specialists offer their views on the key themes transforming the investment opportunity set today.
Read more
March 2021
APAC Investment Forum 2021
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Multiple speakers
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