Our commitment to investment excellence

We aspire to excellence in everything we do for our clients. If we succeed, we can impact the lives of millions of real people — educators and first responders working for a secure retirement, patients seeking care at hospitals, scholarship recipients attending universities, families relying on social programs in countries around the world, and the next generation, whose success depends on a sustainable future.

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
Marketplace of ideas
Integrated investment capabilities

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. Learn more

 

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. Learn more

 

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. Learn more

 

Sustainable investments

The alternatives edge

Emerging markets: Core to niche

Racial injustice and the path forward

We have been deeply engaged in conversations with our colleagues about issues of racial injustice and the implications for our employees, our clients, and our communities. Read about our commitment to real and lasting progress.

Learn more about our Diversity and inclusion efforts.

 

Wellington News

Swords Brendan

Wellington Joins Corporate Call to Action: Coalition for Equity and Opportunity

Jean Hynes in Bloomberg: Wellington’s Next CEO Sees Active Management Regaining Clout

Wellington joins Net Zero Asset Managers Initiative

Wall Street Journal article: Wellington Amasses Up to $2.2 Billion for Late-Stage Deals

Our people

Hear from Niraj Bhagwat, CA, Equity Portfolio Manager, on the strengths of working with a diverse team, how becoming a better investor is a never-ending journey not a destination, and why collaborating with other Wellington investors across the globe deliver better outcomes for our clients.

 

FEATURED INSIGHTS

<span>Top of Mind</span> Never assume and other tips for 2021
Multi-Asset Strategist Adam Berger stress tests the consensus views on four key issues: rising interest rates, high equity valuations, US market leadership and the impact of slower globalisation on China's growth.
February 2021
Top of Mind Never assume and other tips for 2021
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Mission critical: the vital role of alternatives in pursuing investment success
Multi-Asset Strategist Cara Lafond considers three alternatives ideas for the current environment, including private equity vintages that coincide with market downturns; long/short directional strategies that may aid the pursuit of stability across the cycle and long/short risk-mitigating strategies that complement other diversifiers.
February 2021
Mission critical: the vital role of alternatives in pursuing investment success
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Power move: why electric utilities may be the key to the energy transition
As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernised. While renewables like wind and solar have attracted much of the attention from investors looking to play the energy transition, electric networks utilities may offer more upside today.
February 2021
Power move: why electric utilities may be the key to the energy transition
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Monthly Market Snapshot: January 2021
A monthly update on equity, fixed income, currency and commodity markets.
February 2021
Monthly Market Snapshot: January 2021
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From globalisation to a “zero-sum” game
Globalisation has increasingly begun to backpedal amid rising populism and a renewed emphasis on global competition over cooperation. Fixed Income Portfolio Manager John Soukas and Investment Director Chris Doherty discuss the implications and the role of active management in this shifting landscape.
February 2021
From globalisation to a “zero-sum” game
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Three reasons for quality as a complement to value
Learn why we believe a quality allocation has the potential to offer diversification, to avoid unintended sector biases and to help mitigate downside risks.
January 2021
Three reasons for quality as a complement to value
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A new inflationary regime: why the next decade could look different from the last
We explore why the risk of structurally higher inflation may be the highest it has been in decades and profile the key investment implications this presents.
January 2021
A new inflationary regime: why the next decade could look different from the last
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Rewriting the recovery playbook
Multi-Asset Strategist Nick Samouilhan and Investment Directors Andrew Sharp-Paul and Matthew Bullock outline a proposed new playbook for navigating an economic recovery unlike any other.
January 2021
Rewriting the recovery playbook
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