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What We Do

About Wells Fargo Investment Institute

Education, guidance and insights to inform investment decisions.

Strength in Numbers

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1.9 TRILLION DOLLARS

Guidance and advice on assets under advisement (as of 12/31/17)

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100+ PUBLICATIONS

Articles and reports published each month

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120+ TEAM MEMBERS

Made up of industry leading investment strategists and analysts

Informing Investments

We provide in-depth analysis on equities, fixed income, real assets and alternative investments while advising on risk to portfolios. Our insights serve to:

  • Help you understand investing principles
  • Share commentary focused on investor’s needs
  • Provide innovative, actionable investment strategies

Engaging Publications

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:

  • Timely, actionable insights for investors
  • In-depth market analysis
  • Worldwide market event commentary

Focused Expertise

The Wells Fargo Investment Institute provides investment advice and insights our financial professionals use to help clients succeed financially including:

  • Investment strategy
  • Asset allocation
  • Manager review
  • Options strategies
  • Alternative investments

Global areas of Expertise

Global Investment Strategy’s analysts and strategists can help you understand what’s happening now and how you can prepare for what may be on the horizon. Asset allocation strategies can assist with building and maintaining your 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 targets

Focus Areas

  • Asset allocation

  • Equities

  • Fixed income

  • Real assets

  • Alternative assets

  • Thematic research 

The Global Manager Research team can help your financial professional build investment solutions designed to achieve your financial goals.

What We Do

  • Focus on potential return and risk in selecting managers

  • Provide global perspectives through offices located in Europe, Asia, and North America

  • Utilize institutional investment research technology and databases

Focus Areas 

  • Mutual funds

  • Exchange-traded funds (ETFs)

  • Separately managed accounts

  • Offshore funds

  • Private placements

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.

What We Do

  • Offer single-source access to multiple asset classes

  • Provide an extensive range of fund types

  • Offer access to world-class investment names

  • Provide investment professionals access to options strategies for their clients

Focus Areas

  • Alternative investments

  • Real assets

  • Derivative strategies

  • Private placements

  • Options strategies

The Global Portfolio Management team can help your financial professional find and combine professional money managers to provide the expertise and discipline to effectively manage your investment portfolio.

What We Do

  • Help ensure appropriate asset class and market exposures

  • Provide a sophisticated discipline to seek investment opportunities and seek to mitigate risk

  • Develop and manage diversified investment strategies

  • Select and blend complementary mutual funds, separately managed accounts, exchange traded funds and alternative strategies into diversified, objective- and risk-based portfolios

Focus Areas

  • Investment advice to advisers using Global Investment Strategy, asset allocation strategy and Global Manager Research recommendations.

Learn how you can invest with Wells Fargo

Call 1-866-413-1466

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