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USD 1 T+
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Assets managed firmwide
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Switzerland, Institutional
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- <p>Unique Perspectives from Wellington</p>
- 2023 Investment Outlook
About Wellington management
Wellington Management has been managing assets on behalf of institutions for more than two decades. Our clients are corporate and local pension schemes, endowments and foundations, insurance companies, financial intermediaries and family offices.
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1,063
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Investment professionals
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2,565
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Number of clients
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61
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Client locations by country/region
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All figures are for the Wellington Management Group of companies as at 31 March 2023.
Our culture: a diverse marketplace of ideas
Investing is so fascinating because there are no black and white answers. Interpreting information about the economy, sectors, and companies requires nuanced analysis. We aspire to create an environment where sharing different perspectives about the world is welcomed and encouraged.
Our investment solutions
Wellington Management’s investment capabilities span the global equity, fixed income, currency, commodity, and alternatives markets.
Equity
Actively managed equity approaches that spans disciplines, geographies, industries, market capitalisations and styles.
Fixed income
Actively managed fixed income capabilities that span all publicly traded global bond market sectors.
Multi-Asset
Our multi-asset investors bring deep experience to every strategy they manage.
Alternatives
We help clients tap into a wide variety of return streams to pursue their return-seeking and risk-mitigation goals. How?
Focus on sustainable investing
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- Impact investing
- Climate investing
- Stewardship investing
- Sustainable thematic investing
Latest sustainable investing Insights
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Insights Posts
Climate resiliency factor: Helping asset owners go “long” climate change
We aim to offer asset owners an intuitive way to integrate climate risks into their portfolios and shift their expected return profile for better potential outcomes.
Article
2024-05-31
Blue bonds: long-awaited innovation or yet to make a splash?
Blue bonds – which aim to support projects related to ocean conservation – are on the rise. How effective are they and what do investors need to know before they invest?
Article
2024-05-31
A guide to ESG materiality assessments
We continue our "ESG insights for private companies" series by exploring ESG materiality assessments, including why they are important and how to conduct one for your private company.
Continue reading
Article
2024-05-31
Will emerging Asia leapfrog the energy transition?
Decarbonizing while maintaining economic growth presents tremendous challenges for developing countries in Asia. Is technological innovation the solution?
Article
2024-05-31
2022 Sustainability Report
We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
Report
2024-04-30
The state of climate investing: Asset owner perspectives
Discover what we learned from our 2022 global study on asset owners' interest and engagement around climate investing.
Collection
2024-04-30
Designing a climate-aware strategic asset allocation
Members of our Investment Strategy Team explain how they incorporate climate metrics into their asset allocation optimization process. They also discuss implementation — the choice of specific climate-aware building blocks and strategies to express the desired asset allocation.
Whitepaper
2024-04-30
Cybersecurity for private companies
We highlight today's rising cybersecurity risks, explore how they impact private companies, discuss key regulatory considerations, and share best practices for companies facing these threats.
Article
2024-04-30
The value in valuing employees
Companies able to adapt and respond to challenges in the labor market will find themselves well positioned for the future, say Equity Portfolio Managers Yolanda Courtines and Mark Mandel.
Article
2024-03-31
Navigating the opportunities and challenges of the energy transition
Two of our climate- and energy-focused investment professionals discuss what the low-carbon transition may look like and how investors can think about the challenges and opportunities it represents.
Article
2024-03-31
How can impact investing help address the water scarcity challenge?
In acknowledgement of World Water Day, Louise Kooy-Henckel, Joy Perry and Paul Skinner highlight impact investing can help to address the world's water and sanitation crises.
Article
2024-03-31
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Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees.
Source: Wellington Management
Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed and can go down as well as up. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the offering documents for the relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.
