Our approach to sustainability
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 900+ 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 900+ 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 31 December 2022
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.
Crypto innovation enables new business models
Lead Crypto Asset Strategist Yaro Pan outlines how the crypto ecosystem has expanded and analyzes how crypto technology could revolutionize business models.
Will higher rates sap US consumer spending?
Higher interest rates have increased borrowing costs. Could a consumer-led US recession be looming? Fixed Income Portfolio Manager Kyra Fecteau sees three factors that may help mitigate the impact.
Health care investing: new opportunities in a challenging environment
In this insightful session moderated by Wellington CEO Jean Hynes, our global industry experts assess the current environment for health care investing and outline why advances in biopharmaceutical innovation and the evolving landscape in health care services should favor active managers with deep subsector expertise.
Private placement amid today’s financial distress
We explore how today's challenging environment impacts private credit markets, including its effects on spreads, issuance, and terms.
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.
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.
Macro risks to watch in this rapidly oscillating global cycle
Macro Strategist John Butler explores the two key questions he believes macro investors should focus on in the current volatile environment.
Financial stability versus inflation: The Fed’s balancing act has gotten much trickier
The Fed’s policy calculus has clearly changed somewhat over the past few weeks but the central bank may not be done hiking rates just yet, says Fixed Income Portfolio Manager Jeremy Forster.
Securitized assets: Caught in the storm but with scattered bright spots
Securitized assets have been on the front lines of the ongoing turmoil in the banking sector, but not all securitized subsectors appear equally vulnerable.
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.
The allocator’s perspective: three key decisions on EM equities
How can investors best access opportunities within an improving outlook for emerging market equities? Natasha Brook-Walters, co-head of iStrat, shares three key decision points for allocators.
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