Research Capabilities

Wellington Management's Distinctive Strength

The purpose of our research is to generate differentiated, moneymaking ideas for our clients. We believe the best way to accomplish this is through multi-dimensional, hands-on research, shared freely throughout the firm.

Our broad and deep research infrastructure:

  • Encompasses virtually the entire spectrum of liquid securities around the world
  • Includes equity, fixed income and commodity analysis from both fundamental and quantitative perspectives, as well as capital markets, currency, macroeconomic and technical analysis
  • Encourages close communication and integration between our research and portfolio management teams worldwide
  • Is critical to our solutions-based approach to meeting client needs

The purpose of our research is to produce returns in our clients' portfolios. Therefore, we do not publish or share our recommendations outside of the firm. Because we do recognize our clients' needs for research on relevant investment topics, we publish a variety of communications pieces that help to address their needs as investors. Click here for examples.

"Research is the underlying trade skill of investing."

—Robert Doran, former CEO, Wellington Management