Skip to main content
- Insights
- Sustainability
- About Us
- Careers
- My Account
Formats
Sustainable Investing
Stewardship Principles
Investment Solutions
15 June 2021 – I am very pleased to provide an update on our firm’s leadership. Effective 1 July 2021, Terry Burgess will join Jean Hynes and Steve Klar as one of three Managing Partners of Wellington Management Group, LLP. Terry was elected by the Partners to succeed me as Managing Partner following my retirement on 30 June 2021. Separately, as previously announced, Jean Hynes will succeed me as CEO.
Terry is the head of Investment Boutiques, which includes nearly 50 investment teams working across asset classes and around the world. He will continue in this role in addition to assuming the responsibilities of Managing Partner. Over the course of his 15 years at the firm, Terry has held a variety of management roles across product and investment groups, including serving as head of Investment Research. He has served on a variety of firmwide committees, and he became a Partner in 2014.
Prior to joining the firm in 2005, Terry held various positions at MFS Investment Management (1993 – 2005), including equity analyst covering basic resources, cable, media, and telecom. He earned his MBA from Boston College (1999) and his BA in economics and political science from Bates College (1993).
Sincerely,
Brendan J. Swords
CEO
Beyond the hype: finding AI’s long-term winners
Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
Time to derisk? Funded status up, but potential volatility ahead
LDI Team Chair Amy Trainor explains why US corporate DB plans may have a rare and limited opportunity to derisk and offers suggested action steps.
Innovation and M&A driving biotech recovery
We are optimistic that the biotech market will continue to recover, supported by innovation, an improving macroeconomic environment, continued M&A activity, and improved fundamentals for the sector.
Exploring active opportunities amid continued regime change
Head of Multi-Asset Strategy, APAC, Nick Samouilhan outlines why today's environment of dispersion, divergence and disruption offers potentially compelling opportunities for active investors.
Powell back to waiting on inflation data
Our expert's key takeaways from the May FOMC meeting.
2023 Sustainability Report
We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
Impact investing in emerging markets: Growing opportunities, shifting challenges
Members of our impact bond team discuss their evolving emerging markets opportunity set and the importance of a bottom-up approach to value creation.
Can hedge funds play the role?
How should investors select the most suitable types of hedge funds for specific roles? Members of our Investment Strategy & Solutions Group offer a simple and intuitive framework that can help.
Why an impact lens is an important tool in the fixed income investor's arsenal
Campe Goodman, Will Prentis and Oyin Oduya discuss how an impact lens can be an important tool in the fixed income investor's arsenal.
URL References
Related Insights