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 Today, we challenge convention and outdated asset allocation frameworks, and apply a wide range of investment styles and disciplines to create innovative multi-asset strategies and solutions for clients.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 221 B

Multi-asset investment professionals

262

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.

Featured video: Watch the video to hear more from our multi-asset professionals.

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.

Successful multi-asset investing is not just a function of capabilities, it’s about culture. We believe in the power of sharing and collaboration as this can deliver a constant flow of innovative and differentiated investment ideas from around the world.

Peter Wilke, Multi-Asset Portfolio Manager

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 June 2021

EXPLORE RELATED INSIGHTS​

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.
publish
August 2021
Monthly Market Snapshot: July 2021
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publish
Mid-2021 Investment Outlook
As you look ahead to the second half of 2021, thought leaders from across our investment platform share their views on pressing questions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Mid-2021 Investment Outlook
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publish
Update on key sustainability initiatives
We highlight progress on key sustainability initiatives: interim targets for our net-zero commitment, inclusion of location data in climate disclosures, and expanding our compliance with SFDR.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Update on key sustainability initiatives
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Using climate science to uncover investment opportunities
Investors are increasingly aware of the risks posed by climate change, but perhaps less so of the unexpected opportunities that climate science can help uncover.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Using climate science to uncover investment opportunities
,
publish
Monthly Market Snapshot: June 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.
archive
July 2021
Monthly Market Snapshot: June 2021
,
archive
Financial Market Review: Second 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
July 2021
Financial Market Review: Second quarter 2021
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publish
Investing implications of a three-speed economy
Multi-Asset Strategist and Portfolio Manager Nick Samouilhan and Investment Directors Andrew Sharp-Paul and Matthew Bullock highlight how key regional differences globally have led to three distinct ”blocks” of the world economy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Investing implications of a three-speed economy
,
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Books and podcasts we’re enjoying
What we’re reading and listening to…
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Books and podcasts we’re enjoying
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