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

Demystifying decumulation: A practical guide
Investors seeking a sound decumulation strategy must consider a host of variables, including risks that weren't on the radar when they were accumulating assets. Members of our Investment Strategy team consider the interaction between portfolio withdrawals and specific characteristics of the portfolio's realized return. They also offer thoughts on successful decumulation strategies, focusing on portfolio construction, process design, and implementation.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2022
Demystifying decumulation: A practical guide
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2021 Sustainability Report
Sustainability is a strategic priority for our firm and an integral part of our commitment to our clients. By focusing on our clients’ objectives and pairing intellectual curiosity with discipline, we believe we can help our clients meet their long-term goals in a changing world. We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2022
2021 Sustainability Report
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The evolution of private equity and implications for allocators
Multi-Asset Strategist Cara Lafond highlights key themes in private equity markets and explores implications for asset owners.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2022
The evolution of private equity and implications for allocators
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Monthly Market Snapshot: March 2022
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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April 2022
Monthly Market Snapshot: March 2022
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Climate investing: The case for a market-neutral approach
We explore why climate change is a compelling organizing principle for investing and highlight the potential benefits and risks of market-neutral implementations.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2022
Climate investing: The case for a market-neutral approach
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Allocating to hybrid strategies: A multiple-choice decision
Multi-Asset Strategist Cara Lafond considers the options available to allocators deciding where hybrid or crossover strategies fit best in their asset mix.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2022
Allocating to hybrid strategies: A multiple-choice decision
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<span>Insurance Multi-Asset Outlook — </span>Higher inflation, rising rates: Front and center for insurers
With macro and market complications piling up through the first few months of 2022, Insurance Multi-Asset Strategist Tim Antonelli provides his investment implications for global insurers.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2022
Insurance Multi-Asset Outlook — Higher inflation, rising rates: Front and center for insurers
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Tim Antonelli
 CFA, FRM, SCR
Russia/Ukraine: Transformational, <em>not</em> transitory   
Four Wellington thought leaders share their distinct individual perspectives on the short- and longer-term implications of the tragic watershed conflict between Russia and Ukraine: Geopolitical Strategist Thomas Mucha on the geopolitical backdrop; Macro Strategist John Butler on what it means for Europe; Macro Strategist Santiago Millán on the role of China; and Portfolio Manager David Chang on the commodities markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
April 2022
Russia/Ukraine: Transformational, not transitory  
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publish