Wellington Solutions is a comprehensive investment solutions platform that partners closely with clients to solve their investment challenges through tailored investments and advice. Clients benefit from our integrated ecosystem of investment capabilities and cross-discipline expertise spanning asset allocation, research, risk management, portfolio design, and more. Our singular mission is to deliver exceptional investment outcomes.
Mapping markets in 2025
In this video, Head of Solutions 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?
Wellington Solutions: Helping clients pursue better outcomes
The experience of a global powerhouse
Wellington’s nearly 100 years of multi-asset experience began in 1928 with the launch of the first balanced fund in the US. We continue that legacy today by integrating real-world research and portfolio management expertise within one team, enabling the management of diverse strategies and the creation of custom solutions for clients.
Outcome focused, active edge
We draw on the full breadth of Wellington’s intellectual and investment capabilities through our proprietary manager research and deep asset class specialization. Our expertise is grounded in the integration of fundamental insight, quantitative rigor, and advanced risk and factor analysis.
A client-centric mindset
We work in close collaboration with clients, sharing our research on the future of investing, portfolio construction, and manager selection. Our perspective as allocators can enable us to serve as an extension of our clients’ investment teams, helping them evolve with the markets and pursue their long-term objectives.
Core capabilities within our solutions platform
- Strategic asset allocation
- Manager research
- Portfolio construction and risk management
- Fundamental factor investing
- Public/private investing
- Tactical asset allocation
- Liability-driven investing
- Quantitative investing
- Long-only and long/short investing
- Hedging
- Distribution management
- Tax-aware investing
Insights
FAQs: Wellington Solutions
A solution is an investment portfolio designed to pursue specific outcomes and objectives. We design solutions to address a wide range of client needs, grounded in a deep understanding of preferences related to customization, cost, transparency, and governance models.
Wellington Solutions evaluates and utilizes the full breadth of our investment capabilities to build solutions that seek to maximize the value and investment impact for our clients.
Wellington Solutions has deep expertise in diversified asset allocation across public and private markets, robust portfolio design, risk management, and more. Our approach is grounded in actionable research-led insights, which we share in close and ongoing dialogue with clients.
Wellington brings nearly a century of experience in building multi-asset portfolios designed to meet specific client objectives. Our 50+ dedicated investment solutions professionals work in close collaboration to integrate cross-discipline expertise in allocation, research, and implementation. We draw on the full investment and research capabilities of Wellington’s global platform, spanning hundreds of diverse sources of potential alpha.
We design and manage solutions that span the full spectrum from traditional long-only portfolios to multi-strategy hedge funds, extension strategies, liability-driven strategies, and quantitative portfolios.
Wellington Solutions manages assets on behalf of many of the world's largest asset owners and asset managers, including public and corporate pension plans, sovereign wealth funds, wealth management providers, endowments, and foundations. We deliver bespoke investment mandates, pooled vehicles, and advice designed to address the distinct objectives and constraints of institutional and wealth management clients.
The global investment landscape is challenging and growing in complexity. Wellington Solutions helps clients navigate this environment with precision and efficiency. We partner with clients as fellow allocators and investors to understand their needs and design and manage portfolios tailored to their long-term goals.
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