United States, Intermediary

Changechevron_right
highlight_off

Thank you for your registration

You will shortly receive an email with your unique link to our preference center.

Wellington Alternative Investments

...

Contact us

menu
search
Skip to main content
search

Search to find the correct information:
search
Search

Portfolio construction

Showing of Insights Posts
1270413720
Active management Equity Portfolio construction Wealth Program EMEA Focused European Equity Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

Continue reading

By

Thomas Horsey

Thomas Kramer

event
4 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1319451878
Portfolio construction Sustainability Net zero Institutional Program Multi-asset Whitepaper Sustainable Investing Program
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Implementing decarbonisation guidelines: lessons learned in collaboration with clients

For asset owners with net-zero ambitions, balancing decarbonisation goals with investment objectives can be a challenge. Climate Transition Risk Analyst Julie Delongchamp outlines a practical five-step approach to implementing tailored guidelines.

Continue reading

By

Julie Delongchamp, CFA

event
10 min
Whitepaper
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
487586301
Equity Factors Macro and market Content CoE Program Global Program iStrat Active management Portfolio construction Whitepaper Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Concentrated markets: Implications for active management, manager research, and multi-manager capital allocation

Members of our Fundamental Factor Team share research insights on the portfolio impact of benchmark concentration and highlight tools that may help, including extension strategies, passive-share analysis, and index-completion approaches.

Continue reading

By

Gregg Thomas, CFA

Megan Kelly, CFA

event
18 min
Whitepaper
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Book with green Boards
Liability-driven investing Portfolio construction DB Private Program iStrat Equity Fixed income Whitepaper Tactical allocation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Amy Trainor, FSA

Jacqueline Yang, CFA

event
25 min
Whitepaper
2026-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
956835436
Macro and market Asset allocation Portfolio construction Balance sheet iStrat Multi-asset Equity Fixed income iStrat program Article Tactical allocation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2024 Insurance Outlook: Position portfolios for the unexpected

Tim Antonelli offers two critical ideas for insurers' 2024 investment planning: doubling down on diversification and rethinking risk, including geopolitical and default risk.

Continue reading

By

Tim Antonelli, CAIA, CFA, FRM, SCR

event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1069159866
Climate Climate tech Portfolio strategy Portfolio construction Sustainable investing Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Climate mapping in action: Investment case studies

We describe our Climate Exposure Risk Application (CERA), which can help our investment teams visualize and quantify physical climate risks.

Continue reading

By

Christopher Goolgasian, CFA, CPA, CAIA

Victoria Landaeta

event
Article
2024-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Portfolio construction iStrat Multi-asset Portfolio strategy Article Tactical allocation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How to weather the storm: A roadmap for more resilient portfolios

As we face a new era of elevated market and cycle volatility, Co-Head of Investment Strategy Natasha Brook-Walters assesses how asset owners can ensure that their portfolios are up for the challenge.

Continue reading

By

Natasha Brook-Walters

event
Article
2024-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
97971096
Liability-driven investing Portfolio construction Multi-asset iStrat Private pension (DB) Article Strategic allocation Liquid alternatives & hedge funds
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Mind the liquidity (and cost) gap: Revisiting a plan’s hedge-ratio approach

Members of our LDI Team take a fresh look at the process of setting and managing liability hedge ratio targets, including liquidity considerations that are top of mind today and the implementation toolkit.

Continue reading

By

Amy Trainor, FSA

Jeremy Forster

event
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
woman-standing-between-mountains
Outlook Liquid alternatives & hedge funds Hedge funds Alternatives investing Asset allocation Manager selection Portfolio construction Volatility Fixed income Private equity Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid-2022 Alternative Investments Outlook
As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategist Cara Lafond explains how alternative investments could potentially play a role in improving portfolio resilience and returns.
Continue reading

Multiple authors

event
Article
2023-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
668800361
Outlook Yield Commodities Interest rates Inflation Portfolio construction Risk management Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Fixed Income Outlook
Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.
Continue reading

Multiple authors

event
Article
2022-11-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
10 LOAD {count} MORE

URL References

Related Insights

© Copyright 2025 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.

View More

Enjoying this content?

Get similar insights delivered straight to your inbox. Simply choose what you’re interested in and we’ll bring you our best research and market perspectives.

View More
highlight_off

Thank you for joining our email preference center.

You’ll soon receive an email with a link to access and update your preferences.

Sorry, not interested

View More