Global Investment Strategy
The Global Investment Strategy team offers investors guidance on economic trends and market and sector preferences around the world. This team is dedicated to helping investors achieve financial success by identifying potential opportunities in financial, real estate, and commodity markets, and in hedge fund and private capital strategies.Focus Areas:
- Fixed income
- Real assets
- Alternative investments
- Equities
Global Investment Strategy is a division of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment advisor and wholly-owned subsidiary of Wells Fargo Bank, N. A., a bank affiliate of Wells Fargo & Company
Global Manager Research
The Global Manager Research team provides in-depth research on investment products that can help financial professionals build investment strategies designed to help pursue clients’ financial goals.Focus Areas:
- Mutual funds
- Exchange-traded products (ETPs)
- Separately managed accounts
- Private placements
- Closed-end funds (CEFs)
- Collective investment
trusts (CITs) - Money market funds
Global Manager Research is a division of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. GMR may provide research analysis for mutual funds, private funds and other products where Wells Fargo has a non-controlling ownership interest ("associated products"). GMR may be consulted by product managers in order to provide insight and guidance into product creation and management. The analysis utilizes the same processes and scrutiny as for non-associated products and WFII is committed to providing research that is fair an unbiased, but a conflict may arise as Wells Fargo may benefit from a favorable recommendation for an associated product.
Global Portfolio Management
The Global Portfolio Management team combines WFII’s asset allocation guidance and investment product research to provide investment professionals with globally diversified discretionary portfolios to help manage their clients’ financial success.Global Portfolio Management (GPM) is a division of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company
Global Investment Strategy
The Global Investment Strategy team offers investors guidance on economic trends and market and sector preferences around the world. This team is dedicated to helping investors achieve financial success by identifying potential opportunities in financial, real estate, and commodity markets, and in hedge fund and private capital strategies.Focus Areas:
- Fixed income
- Real assets
- Alternative investments
- Equities
Global Investment Strategy is a division of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment advisor and wholly-owned subsidiary of Wells Fargo Bank, N. A., a bank affiliate of Wells Fargo & Company
Global Manager Research
The Global Manager Research team provides in-depth research on investment products that can help financial professionals build investment strategies designed to help pursue clients’ financial goals.Focus Areas:
- Mutual funds
- Exchange-traded products (ETPs)
- Separately managed accounts
- Private placements
- Closed-end funds (CEFs)
- Collective investment
trusts (CITs) - Money market funds
Global Manager Research is a division of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. GMR may provide research analysis for mutual funds, private funds and other products where Wells Fargo has a non-controlling ownership interest ("associated products"). GMR may be consulted by product managers in order to provide insight and guidance into product creation and management. The analysis utilizes the same processes and scrutiny as for non-associated products and WFII is committed to providing research that is fair an unbiased, but a conflict may arise as Wells Fargo may benefit from a favorable recommendation for an associated product.
Global Portfolio Management
The Global Portfolio Management team combines WFII’s asset allocation guidance and investment product research to provide investment professionals with globally diversified discretionary portfolios to help manage their clients’ financial success.Global Portfolio Management (GPM) is a division of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company
Tax-Efficient Portfolio Construction
Portfolios are optimized to compound wealth over the long-term.Like institutional investors, ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients often benefit from a multigenerational investment horizon and significant portfolio size. However, unlike most institutions, our UHNW and HNW clients are primarily taxable investors.
For these types of taxable investors, we recommend three areas of focus that should drive key portfolio construction decisions:
| Choose an optimal mix of traditional and alternative investments |
| Implement tactical allocation and risk factor shifts |
| Allocate capital to active and passive strategies |
> Read the latest research, strategies, and investment insights from the Wells Fargo Advisors Investment Institute.