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 can help better outcomes for our clients.

 

FEATURED INSIGHTS

The macroeconomic effects of climate change interventions — developed-market perspectives
Green spending has been a key element in the stimulus packages announced by Western governments and the EU. But how will these measures play out economically? Macroeconomic Strategist Jens Larsen explains what he believes are the most likely outcomes.
May 2021
The macroeconomic effects of climate change interventions — developed-market perspectives
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Vicious liquidity cycles, volatility and the role of alternative investments
Dennis Kim and Lori Whiting, members of our Alternatives Team, consider the changing relationship between volatility and liquidity, and offer ideas on alternatives strategies for what they expect will be an enduring trend.
May 2021
Vicious liquidity cycles, volatility and the role of alternative investments
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Global ESG Research Update — <br> 2021 stewardship priorities
We outline our stewardship priorities for the balance of 2021. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
May 2021
Global ESG Research Update —
2021 stewardship priorities
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Widespread tech innovation: don’t miss the forest for the really big tree
We explore the innovations driving a multi-decade journey of disruption and highlight the importance of in-depth research to capturing this opportunity.
May 2021
Widespread tech innovation: don’t miss the forest for the really big tree
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Asia tech — Innovation beyond the index: Q&A
In this Q&A, Portfolio Manager Yash Patodia shares views on how best to access the massive Asia tech opportunity and profiles a few potential risks for the sector.
April 2021
Asia tech — Innovation beyond the index: Q&A
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Central bank digital currencies: debunking five common myths
We discuss how disruptive central bank digital currencies are likely to be and dispel some commonly held CBDC myths.
April 2021
Central bank digital currencies: debunking five common myths
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Wellington’s client portal
Learn about our redesigned client portal with this video tour from our Head of Client Service Management Scott Weinberg and Client Analyst Abi Adewale.
April 2021
Wellington’s client portal
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Financial Market Review: First quarter 2021
A quarterly review of results in the global equity, fixed income, currency and commodity markets.
April 2021
Financial Market Review: First quarter 2021
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