Building Your Investment Management Strategy

Guidance from the Wells Fargo Investment Institute:  

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 Alternative Investments

Global Alternative Investments offers access to investment strategies in the alternative investments space in an effort to improve a portfolio’s risk and return characteristics

Focus Areas:
  • Private equity
  • Private debt
  • Hedge fund strategies
  • Private real estate
  • Market Linked Investments
Global Alternative Investments (GAI) 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 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.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, MA, MO, MS, MT, NH, NV, NY, OH, PA, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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