Harnessing deep and differentiated asset allocation research, our iStrat Multi-Asset Team builds and manages investment solutions that reflect how individual clients define success.
Multi-asset investing that starts and ends with each client’s objectives
Solution scope and design
Our team works with clients to define their risk and return goals and to incorporate specific constraints like volatility, liquidity, and downside sensitivity.
Strategic asset allocation
We use a risk-focused asset allocation approach that incorporates a longer time horizon and integrates active allocation and risk-hedging strategies.
Manager research and security selection
We select underlying managers and exposures in pursuit of security-selection alpha within the asset class allocations, leveraging insights from our Fundamental Factor Team.
Active allocation
We incorporate discrete processes that seek to enhance returns and mitigate risk via allocation tilts that draw on our multi-asset research and broad Wellington insights.
Oversight and evolution
Over time, the team validates, challenges, and evolves investment solutions in line with the client’s objectives, market conditions, and the opportunity set.
The structural research that supports our investment solutions
Our long-term research agenda is informed by our experience managing portfolios and questions that arise from client engagement, and focuses on specific challenges around the construction, management, and governance of multi-asset portfolios. Here, we highlight several key areas of research.
Investment objectives
Insights on the benefits and trade-offs of different allocation decisions when pursuing objectives such as income and decumulation.
Resilience testing
Understanding how different asset classes may respond to changes in the economic cycle or the market regime.
Implementation
Practical guidance on mitigating the impact of inflation, hedging currency risk, and other portfolio objectives.
MEET SOME OF OUR MULTI-ASSET EXPERTS
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Featured research
A climate-change framework for multi-asset portfolios
Whether investors are interested in holistically incorporating climate objectives into their portfolios or simply want to better understand different climate-aware investment options and their potential trade-offs, our three-pillar framework can help.
Time for a closer look at income’s role
Many investors underestimate the impact income has on a multi-asset portfolio over time. Today’s shifting interest rate environment only adds to the need for a fresh look at different income allocations and their potential risks and rewards.
Insights
“Goldilocks” and the three drivers of hedge fund outperformance
Members of our Investment Strategy & Solutions Group explain why shifting economic conditions may bode well for hedge funds broadly but also see reasons that manager selection may be more important than ever.
What do the US election results mean for investors?
The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.
Insurance Quick Takes: Navigating the Principles-Based Bond Definition Project
In our latest Insurance Quick Takes video, Tim Antonelli breaks down the NAIC’s Principles-Based Bond Definition (PBBD) project and implications for US insurers.
Take it “ease”-y
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, explains why he thinks insurers should consider locking in current yields and sticking with global equity exposure.
US election special: which investment themes win at the polls?
The upcoming US election could be one of the most momentous in recent history. How could the result affect different investment themes? Our thematic team investigate the potential implications for investors.
Chart in Focus: What does the rate cut mean for equities and bonds?
Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.
Extra credit for corporate plans: Advanced topics in LDI implementation
To help corporate DB plans refine their liability-hedging strategies, members of our LDI Team take a deep dive on 3 key liability risks and offer ideas to help improve the design of hedging portfolios.
Four investment perspectives amid a pivotal US election
How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.
Insurance Quick Takes: US life insurers’ utilization of private placements
In our latest Insurance Quick Takes video, Tim Antonelli discusses research on US life insurers’ use of private placement investments, and shares observations for insurers globally.
Massive market sell-off: Justified or an overreaction?
What's behind the global market meltdown, and what should investors consider doing? Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson shares her views.
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FAQs: Multi-asset investing
Multi-asset solutions can be designed to pursue a wide range of investment outcomes, from generating growth and outperforming a benchmark to beating inflation and earning income. They can also be built to reflect client-specific preferences and constraints, including those related to volatility, liquidity, tax liabilities, cost, and regulation, among others.
The Multi-Asset Team partners with clients to understand their objectives and constraints. The team conducts proprietary, actionable research undertaken with a practitioner’s mindset. They offer a range of multi-asset investment solutions managed by a dedicated team. Their active asset allocation process incorporates fundamental and quantitative inputs across multiple time horizons.
The Multi-Asset Team collaborates with investment specialists across the firm to address specific client objectives, including those related to ESG and sustainability. For example, the team can tap into the expertise of our ESG Research Team and our Climate Research Team, as well as Wellington’s partnership with the Woodwell Climate Research Center.
Wellington has extensive experience in multi-asset investing. We began blending asset classes in pursuit of specific objectives more than 90 years ago. Today, we manage multi-asset strategies for asset owners around the world, including public and private pensions, endowments, foundations, sovereign institutions, insurance companies, family offices, and intermediaries. We believe the Multi-Asset Team is distinguished by the strength of its client partnerships; its multidisciplinary research and commitment to continuous improvements in investment processes and decisions; the breadth of its investment platform; and its ability to leverage the full resources of the firm to tailor portfolio solutions to clients’ needs and constraints.
Members of our Multi-Asset Team partner with fixed income, equity, and other experts across our investment platform to provide a full range of LDI capabilities. Learn more about our LDI solutions, team, and research.
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Chart in Focus: Can this equity bull market last?
Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.
Multiple authors