Meet Nanette Abuhoff Jacobson

Where do you source your investment ideas?

My views are based on my own independent research. I also draw on Wellington Management’s extensive body of research, and I regularly speak with our multi-asset strategists, portfolio managers and macro-analysts, all of whom help me form my investment opinions.

Are you offering Wellington Management’s house view?

No, my views are always my own and do not represent a firm-wide view. In fact, the firm does not offer a house view, and the perspectives of our investment professionals often vary. Wellington Management believes that a strong culture of collaboration across asset classes and investment disciplines helps generate highly informed portfolio ideas for our clients. We have no chief investment officer, and diversity of thought is encouraged as we feel it strengthens our investment discussions and decisions.

How often will you share your views?

I will articulate my multi-asset outlook each quarter. I will also highlight my insights on individual themes or sectors and their investment implications every month.

Are your views reflected in clients’ portfolio positioning?

Because of the rich diversity of views at Wellington Management, my thinking may or may not concur with that of our portfolio managers, so the positioning of their portfolios may differ from my views.

More about Nanette

Nanette has been the Global Investment Strategist for Wellington’s US subadvisory clients since 2013, communicating her multi-asset outlook views in a variety of forums. She currently has 12,000 subscribers to her monthly insights tailored to financial advisers. Previously, Nanette was head of Fixed Income Product Management. Before joining Wellington Management in 2005, she was a managing director at JP Morgan’s investment banking unit. She was also a client relationship manager for pension funds in North America (from 2003) and the senior US fixed income strategist (from 1989). Nanette received her BA in computer science from Barnard College, Columbia University.