Alternative Investments
We help clients tap into a wide variety of alpha streams to pursue their return-seeking and risk-mitigation goals
managed firmwide
alternative investments
investment approaches
* as at 31 March 2020
Platform
We offer a range of alternative investments, from long/short equity and credit to global multi-strategy and private equity, as well as custom solutions
Fixed Income
Hedged Equity
Multi-Asset
Absolute Return Fixed Income
Private Equity
We are an established investor in private assets, including pre-IPO private equity approaches.Real Assets
We have experience managing exposure to real assets including commodity strategies and equity strategies that invest in securities of physical assets.Hedged Equity


Multi-Asset


Absolute Return Fixed Income


Private Equity


Real Assets


This is not an all-inclusive list of strategies that may be offered. Investments involve risks including possible loss of principal. This is not to be construed as investment advice or a recommendation to buy or sell any security. Please review important Investment Risks & Definitions.
This is not an all-inclusive list of
strategies that may be offered. Investments
involve risks including possible loss of principal.
This is not to be construed as investment advice
or a recommendation to buy or sell any security.
Please review important Investment
Risks & Definitions.
Research
Research is a respected career path — not a stepping-stone — giving clients access to what we believe is the most experienced research team in the market.

Mission critical: the vital role of alternatives in pursuing investment success
Cara Lafond

Shorting stocks in China: the emerging opportunity
Soonki Kook
Jamie Rice

Seeing an end to the ESG blind spot in private equity

2021 Investment Outlook

2021 Alternative Investment Outlook

Talking Alternatives — Alternatives allocations: wishful thinking or attainable goals?
Manuel Kalbreier

Arancha Cano: alternatives manager profile

The future of alternative investments
People


Mark Sullivan, CFA
Head of Alternatives and Portfolio Manager
As the head of Alternatives, Mark is responsible for driving the long-term investment performance of the firm’s liquid alternative strategies. He is also the team leader for our Global Macro Team.


Michael Carmen, CFA
Co-Head of Private Investments and Portfolio Manager
Michael is the team leader for our late-stage growth investment strategies. In addition, he helps to oversee the firm’s private investment business.


Shanna O’Reilly
Co-Head of Private Investments
As co-head of Private Investments, Shanna helps to lead the expansion and oversight of the firm’s private investment business. She previously served as the chief operating officer of Wellington Alternative Investments.
Scale
As one of the world’s largest independent investment managers, our scale and resources make us a preferred partner to our clients.
1928 Wellington Management
establishes the first
balanced fund in the US.
which is still running today.1994 We offer our first
long/short strategy2006 We establish our first global
macro approach. Our Alternatives business
reaches USD 20 B.2012 We launch our multi-strategy
and quantitative equity
long/short approaches.2013 We include alternative risk
premia strategies into our
multi-asset approaches.2014 Our suite expands into the
world of private equity.
We also launch our first
credit long/short approach.2017 Successful close of
our second private
equity fundNOW Wellington Management
today is one of the world's
foremost managers in
alternative investments.