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USD 1 T+
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Client assets managed
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Australia & NZ, Institutional
Change
Collaboration By Design
We decided long ago that an open, collaborative culture was the right choice for our firm and our clients. By actively sharing research and challenging one another’s views and potential blind spots, our investors create a diverse marketplace of ideas. They decide independently how to draw on it and help sharpen their own portfolio decisions and manage risk.
Why Wellington
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By the numbers
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The Wellington edge
By the numbers
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900+
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Investment professionals
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17 years
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Avg. industry experience
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60+
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Client locations by country/region
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As of 31 December 2023.
The Wellington edge
In the pursuit of investment excellence, we’ve chosen to do things a little differently, including the way we structure our ownership model, organization, and investment platform.
Independence & scale
As one of the world’s largest privately held asset managers, we take the long view, innovate and invest when others pull back, and are accountable only to our clients. Our ownership model contributes to the depth and continuity of our talent.
Marketplace of ideas
Our collaborative culture is not just talk. We’ve spent decades designing an open organization in which our investors can leverage every pocket of intellectual capital to sharpen their own insights and portfolio decisions.
Integrated investment capabilities
We believe that our clients’ challenges require an integrated approach to research, portfolio management, and solutions design across asset classes. We pair deep multi-disciplinary research resources — career analysts, embedded data scientists, client strategists — with independent portfolio teams operating in an entrepreneurial “boutique” environment.
Key capabilities
Sustainable investing
We believe achieving our clients’ goals requires integrating sustainable research and engagement practices across our sustainable investment management platform.
Alternatives
Experience the edge.
The Alternatives Edge helps clients tap into a wide variety of return streams to pursue their return-seeking and risk-mitigation goals.
Meet the manager
Mary Pryshlak, CFA
Mary Pryshlak, CFA, Head of Investment Research, describes her investment philosophy, what distinguishes Wellington from competitors, and how our experienced global industry analysts translate research into actionable ideas.
Featured insight
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Insights Posts
Trends and transformation: Ideas for 2024
Explore our latest views on risks and opportunities across the global capital markets as we look ahead to 2024.
2024-06-30
URL References
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Quick takes
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People and purpose
Global Diversity, Equity, and Inclusion
The Global Diversity, Equity, and Inclusion (GDEI) Report stems from our shared values of integrity, collaboration, and differentiation. By sharing diversity data and information, we can provide insight on where we are and where we want to be when communicating with clients, recruitment candidates, and colleagues.
Learn more about our commitment to real and lasting progress.
Wellington news
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Citywire Amplify | Alts Insider: Wellington’s plan to push beyond one-way markets
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Mark Sullivan and Shanna O’Reilly discuss with Citywire our history investing in alternatives across four decades. Learn more about alternatives investing at Wellington, where we see opportunities in the years ahead, and what sets us apart.
Source: Citywire. Permission required for reproduction.
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The Business Times | Fintech’s transformative power
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In a recent roundtable with The Business Times, 3 experts — including Wellington’s Matt Lipton — share their views of the major fintech themes for the short and long term, and principles that will help investors sift for potential winners.
Source: The Business Times
© Singapore Press Holdings Limited. Permission required for reproduction.
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Environmental Finance Sustainable Investment Awards 2022 — ESG innovation of the year, research
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We are proud to receive this award for our continued work to enhance the ability to assess material financial risks of climate change. The advisor did not pay a fee to be considered. Winners were selected by submitting an application, and Wellington was the only winner in the category. The award is not representative of any one client’s experience nor indicative of Wellington’s future performance.
The advisor did not pay a fee to be considered. Winners were selected by submitting a written application, and Wellington Management was the only winner in the ESG innovation of the year (research) category. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. Award date and time period: July 2022; July 2021-July 2022
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Insurance ERM Annual Americas Awards 2022 — Insurance Asset Manager of the Year
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Wellington Management has been named Insurance Asset Manager of the Year by Insurance ERM as part of their Americas 2022 Awards. Learn more about Insurance ERM’s Americas 2022 Awards and this achievement.
For professional or institutional investors only. The award may not be representative of any one client's experience. Past performance is no guarantee of future results. Wellington did not pay a fee to be considered.
Award Sponsor: Insurance ERM
Award Time Period: June 2022
Wellington Management did not provide any compensation for this award. -
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Oyin Oduya named to inaugural Black Women in Asset Management’s 40 Under 40 list
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Congratulations to Oyin Oduya, Impact Measurement and Management Practice Leader, who was selected in the Impact category of this year’s BWAM 40 Under 40 list honoring Black women shaping the future of asset management. Congratulations to all the honorees!
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Equity Market Outlook
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