Client Resources
Client Communications and Resources
Our clients welcome our insights and views on current investment issues. We provide investment education and information in a number of ways, including:
Seminars
Every year we hold numerous seminars around the world focusing on investment ideas and issues that are important to our clients.
Client Forums, Roundtables, and Education Programs
Forums are focused on special topics, such as compliance, research, or a specific client sector. Education programs are provided for certain clients with specific educational needs. Programming is tailored to the interests of attendees.
Publications and Webinars
We provide a variety of communications pieces to our clients via hard copy, webinars, and other media. These include:
- Solutions — action-oriented pieces that offer an in-depth look at Wellington Management's capabilities and how they can be used to implement various investment strategies
- Viewpoints — differentiated observations about markets and thematic issues
- Market Commentary — financial market commentaries
- Investment Insights — educational materials providing foundation-level investment knowledge
- Videostreamed Presentations — selected recorded presentations from our seminars and forums
Features:
Sample Our Communications
GLOBAL ECONOMIC OUTLOOK:
A world economic review and outlook
WHITE PAPERS:
Think Function, Not Form
Basing asset allocation on the function of asset classes across various economic environments, rather than on security type as in traditional allocation models, may improve portfolio diversification.
LDI in a Twisted World: Funding Risk Revisited
In the current interest rate environment, a broader view of risk is required in the LDI framework — one that takes into account different risk factors and incorporates them into a more dynamic asset allocation process.