MA

Multi-asset

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 Today, we challenge convention and outdated asset allocation frameworks, and apply a wide range of investment styles and disciplines to create innovative solutions for clients.

Assets managed firmwide in multi-
asset strategies

USD 207 B

Multi-asset investment professionals

239

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 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

INVESTMENT OPTIONS

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

Absolute return
  • Absolute Return Bonds and Currency
  • Diversified Alpha Strategies
  • Multi-Asset Absolute Return
Alternative risk premia
  • ALTA
  • Alternative Risk Premia
  • Alternative Beta
  • ATLAS
Holistic/diversified growth
  • Active Multi-Asset
Income
  • Dynamic Diversified Income
Inflation sensitive
  • Balanced Real Assets
  • Commodities
  • Diversified Inflation Hedges
Lifecycle
  • Wellington Trust Target Series
Opportunistic/unconstrained
  • Emerging Market Themes
  • Opportunistic Investment
  • Opportunistic Equity
  • Unconstrained Themes
  • 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.

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 31 December 2020

EXPLORE RELATED INSIGHTS​

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.
April 2021
There’s more to inflation risk than meets the eye
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Nick Samouilhan
 PhD, CFA, FRM
<span>Multi-Asset Outlook — </span>The road to recovery: Strong but short?
While global policy support remains in high gear and risk assets have responded, Nanette Abuhoff Jacobson and Danny Cook consider the possibility of a relatively swift turn in the economic cycle and the potential investment implications.
March 2021
Multi-Asset Outlook — The road to recovery: Strong but short?
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Monthly Market Snapshot: February 2021
A monthly update on equity, fixed income, currency and commodity markets.
March 2021
Monthly Market Snapshot: February 2021
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Monthly Market Snapshot: February 2021
A monthly update on equity, fixed income, currency, and commodity markets.
March 2021
Monthly Market Snapshot: February 2021
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<span>Top of Mind</span> Never assume and other tips for 2021
Multi-Asset Strategist Adam Berger stress tests the consensus views on four key issues: rising interest rates, high equity valuations, US market leadership, and the impact of slower globalization on China's growth.
February 2021
Top of Mind Never assume and other tips for 2021
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Monthly Market Snapshot: January 2021
A monthly update on equity, fixed income, currency, and commodity markets.
February 2021
Monthly Market Snapshot: January 2021
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From globalization to a “zero-sum” game
Globalization has increasingly begun to backpedal amid rising populism and a renewed emphasis on global competition over cooperation. Fixed Income Portfolio Manager John Soukas and Investment Director Chris Doherty discuss the implications and the role of active management in this shifting landscape.
February 2021
From globalization to a “zero-sum” game
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LDI Alert —<span><br>Time to prepare for a “clear skies” environment?</span>
Funded-ratio improvements and the associated derisking opportunity can be short-lived. LDI Team members Bill Cole and Connor Fitzgerald offer ideas to help plans ensure they’re ready.
January 2021
LDI Alert —
Time to prepare for a “clear skies” environment?
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