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 Today, we challenge convention and outdated asset allocation frameworks, and apply a wide range of investment styles and disciplines to create innovative solutions for clients.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 173 B

Multi-asset investment professionals

104

Average years' experience

20

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 2020

EXPLORE RELATED INSIGHTS​

Monthly Market Snapshot: August 2020
A monthly update on equity, fixed income, currency, and commodity markets.
Read more
September 2020
Monthly Market Snapshot: August 2020
,
Brett Hinds
Greg Galajda
Sharpening our edge: Investing with data science
In the first part of our new iSci stories series, we explore how data science is increasingly providing our investors with differentiated insights and discuss the value of robust collaboration between our investors and data scientists.
Read more
September 2020
Sharpening our edge: Investing with data science
,
Peter Carpi
 CFA
Tomas Bok
 PhD
Setting ROAs for 2021: A guide for US public and corporate 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.
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September 2020
Setting ROAs for 2021: A guide for US public and corporate plans
,
Amy Trainor
 FSA
Jacqueline Yang
Ian Spencer
Opportunistic investing: 20 years, 8 lessons
Multi-Asset Portfolio Manager Brian Garvey humbly reflects on 20 years of opportunistic and thematic investing.
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September 2020
Opportunistic investing: 20 years, 8 lessons
,
Brian Garvey
Interested in structural opportunities in emerging markets? Be prepared to think differently
A new investing paradigm for emerging markets? We look at the evidence for economic development over economic progress as a key determinant in these markets.
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August 2020
Interested in structural opportunities in emerging markets? Be prepared to think differently
,
Daire Dunne
Dáire Dunne
 CFA
Emerging markets: Navigating opportunities and risks in today’s crisis
We explore today's key emerging markets themes including the impact of COVID-19, China's evolving global relationships and an increased focus on sustainability.
Read more
August 2020
Emerging markets: Navigating opportunities and risks in today’s crisis
,
Niraj Bhagwat
 CA
Daire Dunne
Dáire Dunne
 CFA
Books and podcasts we’re enjoying
What we’re reading and listening to…
Read more
August 2020
Books and podcasts we’re enjoying
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Multiple contributors
Replacing the protective role of bonds in client portfolios
Have bonds, by themselves, become unequal to the task of offsetting portfolio drawdowns? Multi-Asset Strategist Nick Samouilhan believes they have and argues for a multi-pronged downside mitigation approach in today’s environment.
Read more
July 2020
Replacing the protective role of bonds in client portfolios
,
Nick L. Samouilhan
 PhD, CFA
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