Our differences, by design
In the pursuit of investment excellence, we’ve chosen to do things a little differently – from how we structure our ownership model and investment platform to the way we generate ideas.
From our global network of investment boutiques to our private ownership model, we are independent by design. This enables our investors to remain focused on our clients’ long-term success.
By debating new ideas and sharing research across asset classes, regions, and investment disciplines, our investors can uncover hidden insights, risks, and opportunities.
Today’s rapidly evolving markets are more uncertain and interconnected than ever before. In this environment, true collaboration is a rare, repeatable competitive edge.
We’ve built an integrated investment ecosystem combining nearly 50 independent investment teams and 950+ investment professionals under a single management framework.
By combining expertise across investing, trading, data science and more, our clients get the benefits of independent thinking without the downsides of a siloed culture.
We combine independent insights across asset classes, skill sets, and investment disciplines because we believe collaboration is a rare, repeatable competitive edge.
Portfolio management
Our globally integrated investment boutique model brings together nearly 50 independent investment teams across all asset classes, under a single management framework.
Investment research
Our independent, research-driven teams draw on insights from 950+ investment professionals worldwide, including our global industry, credit, ESG, and macro teams.
Sustainable investing
We integrate sustainable research and engagement practices across our sustainable investment platform. This includes impact, climate, ESG forefront, and sustainable thematic investing.
Investment strategy
Our Investment Strategy Group (iStrat) draws on our entire investment platform to conduct research, evaluate portfolios, and implement custom client solutions.
Investment science
Working alongside our Investment Science Group (iSci), our investment teams leverage data science innovations to improve efficiency, find new investment ideas, and manage risk.
Risk management
Our investors manage risk by harnessing data-science-powered investment risk tools, a robust risk-management framework, and risk specialists across asset classes.
All figures are for the Wellington Management Group of companies as at 30 June 2023
Our investment approaches span the global equity, fixed income, currency, commodity, liquid alternatives, and private markets.
Spanning regions, industries, market capitalizations, and styles — the strength of our equity strategies comes from Wellington’s independent yet collaborative approach to research.
Our fixed income approaches pursue opportunities across the spectrum of global bond market sectors, backed by multidisciplinary research from investment teams around the world.
We use innovative research to develop multi-asset strategies that enable investors to address diverse and evolving investment challenges.
Our liquid alternatives platform offers a range of solutions that can complement traditional asset-class portfolio allocations, including absolute return and long/short listed equity approaches.
Our Private Investments Team offers differentiated solutions across sectors by drawing on their backgrounds as entrepreneurs, investors, scientists and more, and collaborating with our public market experts to harness insights from all company growth stages.
our history of innovation
We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the United States. Wellington Management Company was incorporated in 1933.
Since its inception, the daily Morning Meeting has been held with the same objectives: to exchange investment ideas, spark wide-ranging discussions, and learn from one another each day.
Four talented investment professionals took on leadership roles at the firm: W. Nicholas Thorndike, Robert Doran, Stephen Paine and George Lewis. Together, they refocused the business and turned it into a global firm, taking on investments and clients outside the US.
Twenty-nine original partners took a risk and bought back the firm after its brief period as a public company. They believed the private form of ownership to be in the best interests of clients and the business.
We opened our London office and began expanding globally at an energetic pace.
We launched our first long/short equity fund, establishing a foundation for the sizable alternatives platform we have today.
To serve our clients in the Asia-Pacific region, we opened our Singapore, Tokyo, and Sydney offices.
We continued to grow globally — in terms of both our client relationships and our investment platform. We opened offices in Hong Kong, Beijing, Frankfurt, Luxembourg, and Zurich during these years.
Today, Wellington Management has a significant presence and long-term track record in nearly all sectors of the global securities markets. Still, our history is perhaps best defined not by the number of years we've been in existence, but rather by our focus on stability and growth to help meet the evolving needs of our clients.
Trends and transformation: Ideas for the year ahead
Explore our latest views on risks and opportunities across the global capital markets as we look ahead to the second half of 2023.
Global Economic Outlook
Our macro strategists continue to expect that the interlinkages between countries, central bank policies, and market pricing will change, creating potentially attractive opportunities for active portfolio management and security selection.
Growth efficiency: The new venture capital regime
Frederik Groce, Deal Lead for Wellington Access Ventures, explores how the 'growth-at-any-cost' venture capital regime has shifted to a focus on growth efficiency, highlighting two key metrics for companies to keep top of mind.
Climate mapping in action: Investment case studies
We describe our Climate Exposure Risk Application (CERA), which can help our investment teams visualize and quantify physical climate risks.
Private investing portfolio company interview with AMP Robotics CEO
Dr. Matanya Horowitz, CEO of AMP Robotics, highlights how the company integrates AI and robotics into the recycling industry and explores the “actionable guidance” Wellington provides on ESG and other strategic issues.
Financial Market Review: Third quarter 2023
A monthly update on equity, fixed income, currency, and commodity markets.
Early 2024 resolutions: Enjoy the yield but be smart with your surplus
What should insurers expect from markets as we approach the end of the year? Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, offers his views and identifies areas that may be worth a closer look.
Could being boring pay dividends for equity income investing?
Can being boring be a good thing? Our expert explains why he believes for equity income investors, it can be.
Why climate change matters in private markets
Private investing portfolio company interview with RayzeBio CEO Ken Song
Dr. Ken Song, President and CEO of RayzeBio, discusses the company’s innovative approach to radiopharmaceuticals and highlights how Wellington’s public and private investment expertise is distinctive in the health care space.
Why sustainable food systems matter to investors
Our climate research expert explores insights from our joint work with Woodwell Climate Research Center on the pivotal relationship between food systems and biodiversity and highlights potential investment opportunities.
URL References
Related Insights
