Portfolio Management
Putting Moneymaking Ideas to Work for Clients
Wellington Management offers over 100 investment approaches, including a broad range of equity, fixed income, currency, specialty, alternative and multi-asset strategies. Approximately half of them are global or regional in their focus. This extensive array of capabilities enables us to meet the needs of our diverse client base.
Portfolios are managed in a number of ways: by individual managers or teams of portfolio managers, by a group of research analysts or by a combination of these structures. We do not have a chief investment officer. Instead, our firm is organized as a collection of teams — each functioning as an entrepreneurial entity within an established organization that provides it with global research, investment and business resources and stability. Each of these:
- Manages in a specific, predetermined style or discipline known as their “investment approach”
- Conducts research as well as manages portfolios
- Has full access to the research and other resources of the firm
- Collaborates openly with our research teams, other portfolio teams and each other
- Has investment decision-making discretion within their approach and client guidelines
Portfolio managers and teams benefit from the broad expertise and analytical capabilities of the firm, and can move swiftly to take advantage of investment opportunities that fit their investment approach.
Features:
Hear from our investors
Anita
Global Industry Analyst
Michael
Fixed Income Credit Analyst