MA

Multi-asset investment management

We began blending asset classes in pursuit of specific objectives nearly 90 years ago. Today, we challenge convention and outdated asset allocation frameworks, and apply a wide range of investment styles and disciplines to create innovative multi-asset strategies and solutions for clients.

Assets managed firmwide in multi-
asset strategies

USD 222 B

Multi-asset investment professionals

290

Average years' experience

14

Our multi-asset investors bring deep experience to every strategy they manage. They apply skill in fundamental, macro, quantitative, and technical analysis, and they tap into the broad resources of Wellington Management, including specialists in equities, bonds, currencies, and commodities.

CREATIVITY, RIGOR, AND COLLABORATION

We provide an entrepreneurial environment, encouraging our investment professionals to seek out new directions for research and new strategies to help meet our clients’ needs. We create macro frameworks that help identify potential opportunities at a given point in time, and then we explore those opportunities from multiple angles.

EXPERIENCED INVESTORS, DISTINCTIVE MULTI-ASSET VIEWS

With multi-asset investors in Asia, Europe, and the US, we bring diverse perspectives to investment research. We have more than 100 multi-asset investment professionals, including specialist portfolio managers and analysts.

OUR MULTI-ASSET STRATEGIES

We offer a broad range of multi-asset investment strategies — many of which are global or regional in focus. This array of capabilities allows us to help meet the varied needs of our clients.

Income
  • Dynamic Diversified Income
  • Multi-Asset Total Return Income
Inflation sensitive
  • Balanced Real Assets
  • Commodities
  • Diversified Inflation Hedges
Lifecycle
  • Global Multi-Asset Target Return
Opportunistic/unconstrained
  • Opportunistic Investment
  • Emerging Market Development
  • Opportunistic Equity
  • Opportunistic Fixed Income
Risk parity
  • Global Managed Risk

This is not an all-inclusive list of strategies that may be offered. Investments involve risks including possible loss of principal. This is not to be construed as investment advice or a recommendation to buy or sell any security. Please review important Investment Risks & Definitions.

MULTI-ASSET VEHICLES

Wellington clients can invest in many of our investment approaches through separate accounts and an array of funds. For more information about investing in a separate account or US fund, please contact us. For information about our global funds, visit Wellington Management Funds.

All figures as of 30 September 2021

EXPLORE RELATED INSIGHTS​

Monthly Market Snapshot: October 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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November 2021
Monthly Market Snapshot: October 2021
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<span>Top of Mind</span> Changing “weather” patterns in alternatives and climate
Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
November 2021
Top of Mind Changing “weather” patterns in alternatives and climate
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2022 Investment Outlook
As you look ahead to 2022, we invite you to explore investable ideas and trends across all major asset classes curated from our marketplace of ideas — more than 900 investors strong.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
2022 Investment Outlook
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2022 Multi-Asset Outlook
In our 2022 Multi-Asset Outlook, we expect markets to focus on central bank efforts to tame inflation without derailing the cycle, and take a look at five post-pandemic essentials for the year ahead.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
November 2021
2022 Multi-Asset Outlook
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Portfolio sensitivity to interest-rate ups and downs: An analysis of the key drivers
For investors thinking about changes in interest rates and the impact on their portfolios, it's important to consider what’s driving the change. Investment Strategy Analyst Daniel Cook explains how different asset classes react to changes in real yields and inflation expectations, to help investors manage risk and better understand portfolio bets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
November 2021
Portfolio sensitivity to interest-rate ups and downs: An analysis of the key drivers
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Setting ROAs for 2022: A guide for US corporate and public plans
How are pension plans adjusting their ROA assumptions? How do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
November 2021
Setting ROAs for 2022: A guide for US corporate and public plans
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publish
Financial Market Review: Third quarter 2021
A quarterly review of results in the global equity, fixed income, currency, and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
October 2021
Financial Market Review: Third quarter 2021
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publish
Monthly Market Snapshot: September 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.
publish
October 2021
Monthly Market Snapshot: September 2021
,
publish