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 Today, we challenge convention and outdated asset allocation frameworks, and apply a wide range of investment styles and disciplines to create innovative solutions for clients.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 209 B

Multi-asset investment professionals

248

Average years' experience

15

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 March 2021

EXPLORE RELATED INSIGHTS​

Monthly Market Snapshot: May 2021
A monthly update on equity, fixed income, currency, and commodity markets.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Monthly Market Snapshot: May 2021
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publish
Brett Hinds
Greg Galajda
Inflation’s big comeback: Should corporate pensions care?
It's been a long time since anyone worried about inflation getting off the ground. That seems to be changing, and for corporate plans, we think the risk is greater for return-seeking portfolios than liability-hedging portfolios. But we also believe that falling inflation is more worrisome than rising inflation. In this paper, we consider the implications and the potential role of different return-seeking allocations in preparing for various inflation outcomes.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Inflation’s big comeback: Should corporate pensions care?
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publish
Amy Trainor
 FSA
New derivatives regulations: Adapting to rule 18f-4
We explore the impact of new SEC derivatives rule 18f-4 and highlight how we can help our clients adapt to the new requirements.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
New derivatives regulations: Adapting to rule 18f-4
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Lance Dial
Peter Matheos
Ashan Ramakrishnan
 CFA
ESG playbook for insurers: Tune out the noise
In this video interview, Insurance Multi-Asset Strategist Tim Antonelli provides a playbook for how insurers should approach ESG. Tim offers an actionable to-do list, addresses common misconceptions, and shares forward-thinking ideas to anticipate and manage risk. Tim is interviewed by Account Manager Sarah Marschok who offers color on the investment themes she is observing in the market.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
ESG playbook for insurers: Tune out the noise
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Tim Antonelli
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Sarah Marschok
A source-based approach to managing inflation risk
Multi-Asset Strategists Nick Samouilhan and Adam Berger present a source-based investment “playbook” that asset allocators can follow as they seek to neutralize the looming threat of higher inflation.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
A source-based approach to managing inflation risk
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Nick Samouilhan
 PhD, CFA, FRM
Adam Berger
 CFA
Cash-balance liabilities: A new investment framework
A cash-balance plan is very different from a traditional pension plan, and the differences can have a major impact on the interest-rate sensitivity of the plan’s liability. In this paper, we consider the implications of a cash-balance plan’s design and propose an investment framework focused on capital preservation, consistent income, and liquidity.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Cash-balance liabilities: A new investment framework
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Amy Trainor
 FSA
Louis Liu
 PhD, CFA, ASA, MAAA
<em>Future Themes —</em><br> Tomorrow’s world today
For over 40 years, at each new business cycle, Wellington investors have been presented with a challenge: Look past current headlines to find structural trendlines that will shape markets, society, and the economy in the next five to 10 years.
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Future Themes —
Tomorrow's world today
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Multiple authors
Monthly Market Snapshot: April 2021
A monthly update on equity, fixed income, currency, and commodity markets.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Monthly Market Snapshot: April 2021
,
publish
Brett Hinds
Greg Galajda
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