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

2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
December 2020
2021 Investment Outlook
,
2021 Fixed Income Outlook
Mercifully for many market participants, 2020 is drawing to a close. Despite persistent risks and challenges in today's extraordinary environment, Fixed Income Portfolio Managers Rob Burn and Campe Goodman see areas of value and opportunity for fixed income investors heading into 2021.
December 2020
2021 Fixed Income Outlook
,
2021 Equity Outlook
In our 2021 Equity Outlook we offer our Fundamental Factor Team's latest insights, share multiple views on value investing, explore the latest opportunities in emerging markets post COVID, profile the increasing impact of innovation and technology, and outline Wellington’s growing ESG integration capabilities.
December 2020
2021 Equity Outlook
,
The post-COVID economy: A productivity booster shot
Macro Strategist Juhi Dhawan thinks US growth will benefit from a revival in labor productivity in coming years, aided by a digital revolution that's getting a boost from recent technology investments across many areas of the economy.
December 2020
The post-COVID economy: A productivity booster shot
,
Fighting downgrade drag to reduce pension liability lag
Even robustly constructed liability benchmarks can struggle to keep pace with the liabilities they are meant to represent, and credit-rating downgrades of issuers in the benchmark are a primary culprit. In this paper, members of our LDI Team define the problem and offer ideas to help plan sponsors and LDI managers work together to fight back.
November 2020
Fighting downgrade drag to reduce pension liability lag
,
Bill Cole
 CFA, CAIA
Louis Liu
 PhD, CFA, ASA, MAAA
2021 Multi-Asset Outlook
Will 2021 bring another roller-coaster ride for markets? Our 2021 Multi-Asset Outlook, looks at 2020's market rotation and offers investment themes for 2021.
November 2020
2021 Multi-Asset Outlook
,
2021 Global Economic Outlook
Our 2021 economic outlook describes the forces we believe will shape macro & market events, including significant geopolitical risks with strong 2021 growth likely.
November 2020
2021 Global Economic Outlook
,
An insurer’s guide to fixed income: Setting the record straight on rates and credit
Investment Directors Abigail Babson, Amar Reganti, and Anand Dharan lay out their proposed framework for building a more resilient fixed income allocation that is equal to the challenges of today's environment.
November 2020
An insurer's guide to fixed income: Setting the record straight on rates and credit
,