What We Do
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Anticipate macro investment themes
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Formulate long-term capital market assumptions
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Build and maintain strategic asset allocations
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Recommend tactical and cyclical asset allocations
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Set global price and earnings targets
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Página principalEducation, guidance and insights to inform investment decisions.
Strength in Numbers
Guidance and advice on assets under advisement* (as of 10/14/21)
Articles and reports published each month
Made up of industry leading investment strategists and analysts
We provide in-depth analysis on equities, fixed income, real assets and alternative investments while advising on risk to portfolios. Our insights serve to:
We deliver insights through commentary allowing strategists to offer their views on current market and economic conditions as well as helping build financial acumen. For example:
The Wells Fargo Investment Institute provides investment advice and insights our financial professionals use to help clients succeed financially including:
The Global Investment Strategy team helps investors understand what’s happening now and prepare for what may be on the horizon. Asset allocation strategies assist with building and maintaining an investment portfolio.
What We Do
Anticipate macro investment themes
Formulate long-term capital market assumptions
Build and maintain strategic asset allocations
Recommend tactical and cyclical asset allocations
Set global price and earnings targets
Focus Areas
Asset allocation
Equities
Fixed income
Real assets
Alternative assets
Thematic research
The Global Manager Research team provides in-depth research on investment products that can help financial professionals build investment strategies designed to help achieve clients’ financial goals.
Focus Areas
Using the guidance of the Global Alternative Investments’ analysts and strategists can help investment professionals use alternative investment strategies to potentially improve a portfolio’s risk and return characteristics.
Options involve risk and are not appropriate for all investors. Before opening an option position, a person must receive a copy of “Characteristics and Risks of Standardized Options” available from The Options Clearing Corporation, 125 S. Franklin St., Ste. 1200, Chicago, IL 60606. Please read it carefully before investing.
The Global Portfolio Management team combines our asset allocation guidance and investment research recommendations to provide our financial professionals with portfolio strategies that can help meet their clients’ investment objectives.
What We Do
Focus Areas
Not all programs shown are available to all clients. Check with your Wells Fargo financial professional for availability. Wells Fargo Investment Institute (WFII) is responsible for providing portfolio recommendations to Wells Fargo advisory affiliates. Portfolios are managed on a fully discretionary basis by the affiliates taking into account the portfolio guidelines provided by WFII.
Advisory products are not designed for excessively traded or inactive accounts and may not be suitable for all investors. You should carefully review the Wells Fargo Advisory Disclosure document associated with the program for a full description of the services, including fees and expenses, offered with each specific product.
*Assets under advisement represents total Wealth Investment Management (WIM) client assets held in WIM businesses including Wells Fargo Advisors and Private Wealth Management. WFII provides asset allocation advice to the WIM businesses. Assets include deposits and Wells Fargo Fund holdings.
Opinions represent WFII’s opinion and are for general informational purposes only and are not intended to predict or guarantee the future performance of any individual security, market sector or the markets generally. WFII does not undertake to advise you of any change in its opinions or the information contained on this website. Wells Fargo & Company affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report.
The information contained herein constitutes general information and is not directed to, designed for, or individually tailored to, any particular investor or potential investor. This website is not intended to be a client-specific suitability analysis or recommendation, an offer to participate in any investment, or a recommendation to buy, hold or sell securities. Do not use the information contained in this website as the sole basis for investment decisions. Do not select an asset class or investment product based on performance alone. Consider all relevant information, including your existing portfolio, investment objectives, risk tolerance, liquidity needs and investment time horizon.
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Global Investment Strategy (“GIS”), Global Manager Research (“GMR”), Global Alternative Investments (“GAI”) and Global Portfolio Management (“GPM”) are divisions of Wells Fargo Investment Institute, Inc. (“WFII”). GPM provides model investment advice based upon the universe of products researched by GMR and asset allocation advice provided by GIS. GMR may provide research analysis for Wells Fargo affiliated mutual funds, private funds and other products, which may also be advised by WFII or a Wells Fargo affiliate (“Wells Fargo”). The analysis utilizes the same processes and scrutiny as for non-affiliated products and WFII is committed to providing research that is fair and unbiased, but a conflict may arise as Wells Fargo may benefit from a favorable recommendation for an affiliated product. Information and opinions have been obtained or derived from sources we consider reliable, but we cannot guarantee their accuracy or completeness. Opinions and estimates are as of a certain date and subject to change without notice.
Wells Fargo Investment Institute, Inc., (WFII) is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Alternative strategies may carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. They are complex investment vehicles which generally have higher costs and substantial risks. The high expenses often associated with these investments must be offset by trading profits and other income. They tend to be more volatile than other types of investments and present an increased risk of investment loss. There may also be a lack of transparency as to the underlying assets. Other risks may apply as well, depending on the specific investment product.
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