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.

 

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

Cromwell

Wendy Cromwell re-elected to PRI board

Jean Hynes receives 2021 North American Industry Leadership Award from 100 Women in Finance

Wellington and Enel Green Power form a groundbreaking renewables initiative

Terry Burgess elected new Managing Partner

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 can help better outcomes for our clients.

 

FEATURED INSIGHTS

Impact investing in practice: supporting the shift to alternative energy
In this case study, we explore how our impact team supports the shift to alternative energy while seeking to capture the associated return potential.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
January 2022
Impact investing in practice: supporting the shift to alternative energy
,
publish
Decarbonisation and the energy transition: the next supercycle
The low-carbon transition could be the biggest capital cycle of our lifetime, fuelled by massive spending and extensive infrastructure development. We break down the investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
January 2022
Decarbonisation and the energy transition: the next supercycle
,
publish
Annual letter from our CEO: embracing change
In a fast-changing world, CEO Jean Hynes discusses some of the strategic initiatives our firm has undertaken to ensure that we’re aligned with and ready to support our clients’ goals for years to come.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
January 2022
Annual letter from our CEO: embracing change
,
publish
<span>2022 Insurance Outlook — </span>Three transition year themes — inflation, capital, ESG
Insurance Multi-Asset Strategist Tim Antonelli believes 2022 is going to be a year of transition for the global insurance industry, with the three big themes of inflation, capital and ESG likely to play prominent roles in many insurers' strategic planning and decisions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
December 2021
2022 Insurance Outlook — Three transition year themes — inflation, capital, ESG
,
publish
Tim Antonelli
 CFA, FRM, SCR
Blast from the past: are we watching the return of 1970s-style stagflation?
How worried should investors be about the risk of stagflation? Portfolio Manager Nick Petrucelli offers his take, digging into previous occurrences for clues about the causes that may be most relevant today and outlining the potential outcomes and capital market implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
December 2021
Blast from the past: are we watching the return of 1970s-style stagflation?
,
publish
Reflation or stagflation? assessing the investment outlook for 2022
Are investors right to fear a return of stagflation? What areas of portfolios may need repositioning? And how do they think about inflation and climate risk? In this replay, the speakers explore the outlook for the economy and our longer-term return expectations. In addition, you’ll get an insight into recent developments in China and Germany and why they matter so much, as well as learning about our speakers’ areas of focus for 2022.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
December 2021
Reflation or stagflation? assessing the investment outlook for 2022
,
publish
When public and private equity converge: an allocator’s guide
Multi-Asset Strategist Cara Lafond believes the time has come to recalibrate private equity portfolios to keep up with the evolution of the equity ecosystem. She offers a case for a more holistic view of public and private allocations, a fresh look at how allocators access growth and the use of private and crossover strategies in innovative sectors.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
December 2021
When public and private equity converge: an allocator's guide
,
publish
2022 Investment Outlook
As you look ahead to 2022, we invite you to explore investable ideas and trends across all major asset classes curated from our marketplace of ideas — more than 900 investors strong.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
December 2021
2022 Investment Outlook
,
publish