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Harnessing manager, factor, and risk research to build client solutions

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With risk management in its DNA, our Fundamental Factor Team specializes in improving portfolio outcomes and addressing client challenges through factor-based investing. 

Factor-based capabilities

From factor and manager research to outcome-driven client solutions

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Factor construction

The Fundamental Factor Team identifies new areas of factor research through collaboration with fundamental portfolio managers. Proprietary factors are created by quantifying fundamental equity characteristics and are then made investable through portfolio construction.

meet some of our factor-based investing experts

Connect with the iStrat platform

iStrat, Wellington’s Investment Strategy & Solutions Group, collaborates closely with clients to help solve their investment challenges. The iStrat platform consists of three teams: the Next Generation Thematic Team, the Multi-Asset Team, and the Fundamental Factor Team.

Insights

FAQs: Factor-based investing 

Contact the team

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