We focus on what matters: You
We don’t just help you invest. We start by understanding your needs and objectives — whether you’re a pension fund manager, the sponsor of a workplace retirement plan, a board member at an endowment, or a financial advisor.
Seeing from your perspective guides us to develop distinctive approaches and solutions. Then we draw on the firepower of our investment teams and the breadth of our expertise to put those ideas into practice — helping achieve the outcomes we’ve identified together.
Nico Marais, CEO of Wells Fargo Asset Management, speaks about the importance of listening to clients and delivering solutions that are intensely focused on their needs.
Thinking Differently to Deliver Client Solutions
Nico Marais, Chief Executive Officer: At the end of the day, clients are only looking for four needs to be satisfied. The first would be, could you protect my wealth? The second would be, could you grow my wealth? The third would be, how do I receive income from my wealth? And the fourth and an emerging outcome or emerging need that's rapidly growing is how do I feel good about those latter three? How do I feel good in how I invest my money? And how am I doing good, through the investment of my money? Those are the four investment outcomes that we are intensely focused on at Wells Fargo Asset Management.
I think what makes us unique at Wells Fargo Asset Management is not only our ability to truly listen to what a client wants but translate those needs into effective solutions. And the way we do it is by putting our solutions and capabilities central in the firm, using these alpha building blocks we have that we are so proud of in very effective combinations in order to protect a portfolio or to grow a portfolio or provide income in a diversified manner to our clients. And also be thought leaders around how should we think about the environment, how do we think about social issues, how do we think about governance and lead our investors in order to do better and feel good about their investments?
Our intense focus on truly understanding clients' needs and listening to what they want in terms of our four investment outcomes forces us to think differently. If you're truly acting in the interests of a client, you have to think about what's important to them, not what's important to you. And that's sort of the drive and the genesis behind being creative, being innovative, and in the process, thinking differently.
The expertise to deliver what matters
Results matter: They’re essential for achieving your investment objectives. We draw on deep capabilities across investments, solutions, and risk management, including the expertise of our 29 independent investment teams. Companywide collaboration also helps us deliver on a full range of needs — capturing exposure to specific asset classes, manufacturing alpha, solving complex portfolio challenges, managing risk, and improving defined contribution plans, to name a few. We encourage intellectual rigor, healthy debate, and a problem-solving approach with our teams so they have the ability to bring you our best.
Helping you build a better future
Your needs matter to us. Regardless of where you sit as an investor, we want to understand your unique situation and figure out how we can use our expertise and passion for problem-solving to help you meet them. We do this through:
- Understanding the pressures faced by pension managers, sovereign funds, insurance companies, foundations, and endowments
- Appreciating that employers are focused on retirement and the financial well-being of their employees
- Valuing the role our consultant partners play in guiding and assisting corporate decision-makers
- Knowing that advisors want to help their clients with effective tools and new ideas, not just with their investing
- Empathizing with the challenges individuals face when trying to invest in what matters to them — from growing and preserving wealth, to preparing for retirement, to aligning their investments with their values
*As of March 31, 2020. AUM includes $95.6B from Galliard Capital Management, an investment advisor that is not part of the WFAM trade/GIPS firm. †Global investment talent includes directors and associate level professionals.
Fueling the future
We work every day to build on Wells Fargo’s deep legacy of innovation. We encourage our teams to imagine the future, think differently, advocate for their ideas, and collaborate. And we strive to engage with our clients in ways that help sharpen our focus on building what matters.
Constantly expanding our expertise helps us stay at the forefront of evolutions in the markets and client needs.
We have been addressing investors’ needs for more than 100 years. Innovation is at the core of our history — from introducing some of the earliest mutual funds in the 1930s to pioneering index investing in the 1970s to co-launching the first target date fund in the 1990s.
Growing our expertise
Our investment capabilities are broad and deep. Since the 1970s, we have built on our index investing heritage to develop expertise across fundamental active, quant, factor-based, and multi-asset solutions.
Looking to the future
We look to solve today’s challenges and to harness tomorrow’s opportunities. We believe it’s essential to build solutions for investors’ needs, not to just deliver products. Today that means focusing on technology, retirement needs, ESG, and delivering total portfolio solutions.