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Delivering client-centered investment solutions, research, and advice

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iStrat, Wellington’s Investment Strategy & Solutions Group, collaborates closely with clients to help solve their investment challenges. This ranges from sharing our research on portfolio construction, markets and manager selection, to drawing on the full breadth of the firm’s capabilities to create and manage investment solutions tailored to each client’s specific goals.

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    Mapping markets in 2025

    In this video, Co-Head of Investment Strategy Natasha Brook-Walters shares how the Solutions Team is thinking about investment strategy for 2025. Market concentration, inflation and valuations will remain front of mind in the year ahead, but how can investors position for bumps in the road while also keeping a longer-term perspective? 

    The iStrat vision: How we help clients pursue better outcomes

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    Our allocator and investor perspective

    The practitioner perspective that comes from managing portfolios ourselves helps make our insights and solutions relevant to clients’ goals.

    Meet some of our Investment Strategy & Solutions experts

    Insights

    FAQs: Investment Strategy & Solutions Group (iStrat)

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