Wellington, Vanguard, and Blackstone to collaborate on investment solutions combining public and private assets
Wellington Management, Vanguard, and Blackstone announce a strategic alliance to transform how investors access institutional-caliber investment opportunities. The three firms will collaborate on developing simplified multi-asset investment solutions that seamlessly integrate public and private markets as well as active and index strategies.
Wellington Management launches new Global Equity Value Fund
Wellington Management today announced the launch of its actively managed Wellington Global Equity Value Fund.
Wellington Management expands private investing capabilities with formation of a private real estate credit platform
Ravi S. Anand appointed Head of Private Real Estate Credit and is joined by team of seasoned industry veterans.
Wellington Global Impact Fund awarded Best Sustainable Multi Thematic Fund by MainStreet Partners
We are delighted to share that the Wellington Global Impact Fund has won the “Best Sustainable Multi Thematic Fund”, one of the categories in MainStreet Partners “ESG and Sustainability Champions 2025”. Their Fund Research team has selected winners based on their ESG & Sustainability ratings, considering the renowned three Pillars: Asset Manager, Strategy, and Portfolio. This year's evaluation includes over 9,500 strategies managed by more than 460 Asset Managers.
MainStreet Partners is a leading provider of ESG and sustainability data for top-tier investors and distributors. Their awards acknowledge excellence in sustainable investing and highlight the asset managers and funds that have demonstrated exceptional performance in addressing environmental, social and governance (ESG) and sustainability challenges.
Wellington Management did not pay a fee to be considered for this award. The award winners were announced on January 21st, 2025. MainStreet Partners’ methodology involves a three-pillar holistic assessment which considers: the overall asset management firm; and the fund’s strategy; and the individual portfolio holdings. For further information please visit https://wealthdfm.com/mainstreet-partners-announces-2025-esg-and-sustainability-champions/. 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.
Wellington Management launches first interval fund and expands investment offerings for U.S. wealth investors
Wellington Management wins “LDI Manager of Year” (mega category) award as part of CIO Magazine’s 2024 Industry Innovation Awards program.
Wellington Management is honored to have been named “LDI Manager of Year” (mega category) by CIO Magazine as part of their 2024 Industry Innovation Awards program. Learn more about this achievement and CIO Magazine’s 2024 Industry Innovation Awards program.
Wellington did not pay to be considered for the award, compensation was provided for costs associated with attending the award ceremony and publicizing our win. Winners were selected by CIO Magazine after reviewing written submissions. The award winners were announced on December 10, 2024, a two-part submission was made on September 19, 2024 and was judged based on written responses about Wellington’s liability-driven investing business. Wellington Management was the only winner in the LDI (mega) category, which was judged based on CIO Magazine’s criteria. 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.
Wendy Cromwell re-elected to PRI board
Citywire | Why $1.25tn Wellington ‘really resonates’ with Swiss private banks
IPE | Can central banks retain their independence?
Can central bank independence survive? Macro Strategist John Butler discusses the challenges faced by central banks in an increasingly fraught political environment and why investors should start adjusting to this new reality.
Source: IPE
Private Market Talks: Pacing Growth and Maintaining Discipline with Wellington Management’s Shanna O’Reilly
Shanna O'Reilly, Co-head, Private Investments joined the Proskauer podcast, Private Market Talks during their first episode of the podcast's fourth season discussing Wellington's disciplined approach to future growth areas, investing in talent, and much more. The episode also dives into "the nuances of venture investing," risk diversification, and navigating today's competitive landscape.
Wellington Management hires a new head of Investor Relations, Private Investments.
Private Equity International | AI drives transformational technology shift
Head of Late-Stage Growth, Matt Witheiler and Sector Lead, Rob Mazzoni spoke with Private Equity International during a Keynote Interview about how advances in artificial intelligence offers new use cases and productivity gains, opening opportunities for late-stage companies.
Source: Private Equity International
NZZ 11 questions: Roy Smale
Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”
Congratulations to Shanna O’Reilly, Co-head, Private Investments, who was named to GrowthCap’s “Top Women Leaders in Growth Investing” list. This recognition highlights her impact building Wellington’s global private investing business and her mentorship both within our firm and across the industry.
Wellington Management did not pay a fee to be considered. The selection of winners was carried out through a nomination process that involved reviewing feedback from colleagues, portfolio company executives, and others in the industry for each nominee. The evaluation of each candidate was based on factors such as their success in their roles, the breadth of their experience, their longevity in the field, and their consistent performance. This award was announced on June 18, 2024, a submission made in January 2024. 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.
Source: GrowthCap
Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2024.”
Congratulations to Matt Witheiler, Sector Lead, Consumer & Technology who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2024, for the fourth year in a row!
Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on June 4, 2024, a submission made in January 2023 and is based on 5 years of trailing data. Wellington Management was the only winner in the Top Tech Investors category, which was judged based on Forbes’ criteria. 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.
Pensions&Investments | Wellington, the quiet giant, wades into private credit amid boom in lending
Director, Private Credit, Emily Bannister and Head of Client Group, Scott Geary, spoke with Pensions&Investments on the firm’s move into Private Credit as part of its growing Private Investing platform. In 2023, the firm launched its Private Credit capability with the investment-grade private placements strategy and is expanding into growth lending this year.
Source: Pensions&Investments
Wellington Management announces US$385 million final close for Climate Innovation I
Axios | Exclusive: Wellington raises $385M for first private climate fund
Greg Wasserman, Head of Private Climate, sat down with Alan Neuhauser at Axios to discuss the final close of the private investing platforms first climate innovation fund and the sector opportunities the investment team is focusing on.
Source: Axios
Wellington’s Private Investing co-heads, Michael Carmen and Shanna O’Reilly, are named to the Diversity, Equity and Inclusion Power100 Angels List
Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisors. This award was announced on 25 February 2024. Wellington Management was one of 100 winners in the Angels category, and the selection methodology included a collective consensus based on a broad cross-section of industry participants. 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.
Wellington Access Ventures is named on the Diversity, Equity and Inclusive Capitalism Power100 List
Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisor’s. This award was announced on February 25, 2024 . Wellington Management was one of 100 winners in the Asset Manager category, and the selection methodology included a collective consensus based on a broad cross section of industry participants. 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.
Morningstar | Wellington wins ‘Best Asset Manager’ in Switzerland
RBC Capital Markets | Pathfinders in Sustainability: Integrating ESG from Private to Public Markets
Read this interview from the Pathfinders in Sustainability series to learn more about how Wellington’s Director of ESG, Private Investments Hillary Flynn works to help private companies break down core issues across ESG.
Press release: Wellington Management opens new office in Dubai
Wellington Management establishes local presence in the Middle East with a new office based in Dubai International Financial Centre
Javier Grevely named to Business Insider’s "Rising Stars of Venture Capital" list
Congratulations to Private Investing Research Associate Javier Grevely, who was named one of Business Insider’s "Rising Stars of Venture Capital"!
Wellington did not pay a sponsorship fee to be considered for this list. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities. (December 2023.)
Javier Grevely named to BostInno’s "25 under 25 for 2023."
Congratulations to Javier Grevely for being named one of BostInno's 25 under 25 for 2023!
Learn more about this impressive group of honorees
Wellington did not pay a sponsorship fee to be considered for this list. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities. [November 2023.]
Environmental Finance IMPACT Awards 2023 – Impact Investing Platform and Impact Reporting (fund) of the year
We are honored to be recognized for two awards at the 2023 Environmental Finance IMPACT Awards. Learn more about our impact investing platform and the enhancements we have made over the past year to further our objective of generating attractive financial returns alongside positive, measurable impact.
For professional or institutional investors only. 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 each 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: December 2023; April 2022-September 2023.
HFJ | 50 Leading Women in Hedge Funds - 2023
We are pleased to announce that Portfolio Manager Rebecca Sykes was recently recognized as one of The Hedge Fund Journal’s “50 Leading Women in Hedge Funds.” For more on Rebecca, view the full article here.
Wellington paid a sponsorship fee to be considered for this list. Editors of The Hedge Fund Journal selected 50 women to feature in their publication based on the biographies of the individuals. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities. October 2023.
Forbes | Wellington Access Ventures Raises $150 Million To Back Underrepresented Founders
Our Wellington Access Ventures Team sat down with Forbes to discuss the final close of the private investing platform’s first early-stage venture capital fund and how they look to partner with "the next industry-defining companies."
Source: Forbes.
Wellington Management announces US$150 million final close for Wellington Venture Investments I
iCapital® and Wellington Management forge global partnership
iCapital® and Wellington Management Forge Global Partnership to Enhance Access to Institutional-Quality Alternative Investments
Capital Allocators with Ted Seides podcast featuring Co-head Private Investments, Michael Carmen
Our dedicated team of investors continues to see compelling investment potential in private markets. Listen to this episode of the Capital Allocators with Ted Seides podcast to hear Wellington’s Co-Head of Private Investments Michael Carmen share his journey from public to private markets, detail his investment philosophy, and highlight what sets Wellington apart in this space.
Catch Nanette Abuhoff Jacobson on the Hartford Funds podcast
Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson recently joined the Hartford Funds podcast, sharing her views on the global economy and outlining risks and opportunities for investors. Nanette also spoke about her passion for mental health — a cause she devotes personal time to in her capacity as a member of the board for the Brookline Community Mental Health Center in Brookline, Massachusetts. Watch the replay here.
The Wall Street Journal News Exclusive: Wellington Banks at Least $2.6 Billion for Growth Investment Strategy
Co-Head, Private Investments Michael Carmen and Sector Lead, Consumer & Technology, Matt Witheiler spoke with the Wall Street Journal to disucss the recent oversubscribed $2.6 billion final close of late-stage growth fund, Hadley Harbor IV and how Wellington is supplying capital to transformative businesses enabling them to scale from the private to the public market.
Source: WSJ Pro Private Equity
Wellington Management closes fourth late-stage private fund, exceeding $2.5 billion target
WSJ Pro Venture Capital: Wellington Management Raises US$476 Million for Second Biotech Venture Fund
Co-heads of biotech private investments I-hung Shih and Nilesh Kumar spoke with the Wall Street Journal to discuss the recent US$476M final close of Biomedical Innovation Fund II and how Wellington is a “one-stop shop” for the next generation of innovative biotech companies.
Source: WSJ Pro Venture Capital. Permission required for reproduction.
Wellington Management announces US$476 million final close for Biomedical Innovation II
Wellington awarded Febelfin ‘Towards Sustainability’ label.
Camiel de Vries, Head of Benelux says: “We are delighted to announce that three Wellington UCITS funds have achieved the Febelfin Towards Sustainability Ecolabels. The initiative aims to help all types of retail and institutional investors looking for more sustainable savings and investment solutions. This recognition will play an important role as we grow in the Belgian wealth channel.
Environmental Finance Impact Awards 2022 – Fund of the year, listed equity
We are proud to announce that the Wellington Global Impact Fund was named “Fund of the year – listed equity” at the recent Environmental Finance 2022 Impact Awards. Across our impact platform, we are committed to setting a high bar for materiality, additionality, and measurability.
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: Environmental Finance Award; Time period: December 2021 – December 2022.
Institutional Investor | Every Asset Manager Wants More Alts. Here’s How Wellington Is Achieving It.
In a recent interview with Institutional Investor, Wellington’s Mark Sullivan shares his take on how alternatives could be an important investment strategy for investors dealing with inflation and geopolitical uncertainty.
Source: Institutional Investor. Permission required for reproduction.
We are proud to announce that last October, Wellington Management was awarded in three categories at the 2022 Citywire Spain Awards, a ceremony hosted in Madrid in which they honor the year's best fund managers and asset management companies for their risk-adjusted returns.
Wellington was named for:
The 2022 Citywire Spain Awards was judged based on an assessment of a few accounts managed by Wellington Management; therefore, it is not to be representative of any individual account or Fund. Wellington Management did not pay a fee to be considered for the award. Winners were selected by a points-based scoring system of a large panel of industry experts and institutional investors active in the market.
The award is not indicative of Wellington Management’s future performance and should not be construed as a recommendation or endorsement.
Past performance does not predict future returns. An investment can lose value.
50 Leading Women in Hedge Funds
We are pleased to announce that Portfolio Manager Irene Tse and Director of Alternatives, Americas, May Yu were recently recognized as two of The Hedge Fund Journal's "50 Leading Women in Hedge Funds."
Wellington paid a sponsorship fee to be considered for this list. Editors of The Hedge Fund Journal selected 50 women to feature in their publication based on the biographies of the individuals. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities.
For more on Irene, view the full article here.
For more on May, view the full article here.
The Business Times | Fintech’s transformative power
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.
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
Wellington Management is pleased to have won the Best Sustainable & ESG Thematic Fund category for its Wellington Emerging Market Development Fund at Investment Week Sustainable & ESG Investment Awards.
These awards are intended to honour best-in-class fund providers, research & ratings teams and service providers who have a key part to play as sustainable and ESG investing moves firmly mainstream. During a time of transition and rapid development, these awards are more important than ever in scrutinising sustainable and ESG investment propositions and highlighting excellence in this space. Entries were judged by a panel of sustainable and ESG investing experts drawn from across the industry.
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 Management did not pay a fee to be considered.
In this photo essay from the Wall Street Journal, 15 CEOs — including Wellington’s incoming CEO Jean Hynes — share how and where they’ve been working during the pandemic, and offer some lessons learned during this unprecedented time.
Barron’s report | The 100 Most Influential Women in US Finance
We are pleased to announce Wellington’s Global Health Care team have won a 2021 Lipper Fund Award within the Germany Fund Awards – Equity Sector Healthcare category.
These awards have been running for more than three decades, recognising funds and fund management firms for consistently strong risk-adjusted three-, five- and 10-year performance relative to their peers. Based on Lipper’s quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance.
Capital at risk. Past performance is no guarantee of future results. Awards should not be considered a recommendation. Data being linked to is that of a third party. No assurance is being provided as to its accuracy or completeness.
The Refinitiv Lipper Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months, Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com .
We are pleased to announce that Portfolio Managers Ann Gallo and Arancha Cano were recently recognized as two of The Hedge Fund Journal’s ”50 Leading Women in Hedge Funds.” For more on Ann and Arancha, view the full article here.
Wellington Management did not pay a fee to be considered. Editors of Hedge Fund Journal selected 50 women to feature in their publication based on the biographies of the individuals. Inclusion in this publication is not indicative of Wellington Management’s past or future performance.
The Boston Globe published an article, in late October, featuring Jean Hynes, titled “Wellington appoints its first female CEO, still a rarity in the fund management world.” In the article, Jean shares her vision for the future of our firm — including a deliberate approach to diversity and inclusion and a focus on private equity, sustainable investing, and climate change initiatives.
We are honoured that Wellington Management’s Global Impact Bond Fund has been named Fixed Income Impact Fund of the Year 2020 by Environmental Finance. Our Global Impact Bond Fund — our first global, multi-sector fixed income impact fund — was launched in May 2019, and seeks to have a positive, measurable impact by investing exclusively in debt issued by companies and other organisations whose products, services and projects address major social and environmental challenges. Learn more about the award here and about our Global Impact Bond Fund here.
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. The award is not indicative of Wellington Management’s or the Fund’s future performance. Wellington Management did not pay a fee to be considered. Winners were selected on a points-based scoring system by a large panel of industry experts and institutional investors active in the market. Wellington Management was the only winner in this category, which was judged based on Environmental Finance’s criteria.
We are pleased to announce Wellington Management have won two categories in the 2020 Refinitiv Lipper Fund Awards.
These awards have been running for 30 years, recognising funds and fund management firms for consistently strong risk-adjusted performance relative to peers over three, five and 10 years. Winners are calculated using a combination of Refinitiv data and quantitative analysis by Lipper’s internal analysts.
Capital at risk. Past performance is no guarantee of future results. Awards should not be considered a recommendation. Data being linked to is that of a third party. No assurance is being provided as to its accuracy or completeness. The Refinitiv Lipper Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.
Wellington Management is pleased to have won the 2020 Investment Innovation of the Year award from Insurance Asset Risk. Climate risk is a key topic for global insurance companies, and this award highlights our commitment to climate science and our research partnership with Woods Hole Research Center, the world’s leading independent climate science institute.
For professional or institutional investors only. 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.
Wellington Management is pleased to have won the Best New Entrant award for Wellington Global Impact Bond Fund at Investment Week’s 2019 Sustainable & ESG Investment Awards.
The awards celebrate firms that demonstrate expertise and commitment to environmental, social and ethical issues, as well as good corporate behaviour. Finalists were chosen by Investment Week’s judging panel based on criteria including clarity of ESG investment objectives, strong performance, experience in the sector, communication to investors, transparency, good reputation and compliance.
For professional or institutional investors only. 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.
Simon Henry, portfolio manager of Wellington EM Development Fund, highlights the findings of a recent grassroots research trip to India where he participated in consumer interviews and focus group discussions to identify important investable themes. – Sponsored content
Insurance Fixed Income Portfolio Managers Alyssa Irving and Elizabeth Kleinerman were recently featured as part of Reactions magazine’s Women’s Leadership Forum 2019. Alyssa and Liz reflect on valuable personal and professional advice they have received throughout their careers and provide insightful lessons learned both inside and outside of Wellington. – Sponsored content
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