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Institutional Intermediary

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You are about to enter a website for professional/institutional investors and the information contained herein is not suitable for retail investors. Private/retail investors should not proceed any further.

By clicking “Accept” you expressly acknowledge and confirm that you are accessing this site for the purposes of acquiring information as a professional/institutional investor and accept the Terms of Use.


    Your access to and use of the web sites (“Services”) of Wellington Management are conditioned on your acceptance of and compliance with these Terms of Use (“Terms”). By accessing or using the Services, you agree to be bound by these Terms. If you are accepting these Terms and using the Services on behalf of a company, organization, government, or other legal entity, you represent and warrant that you are authorized to do so. You may use the Services only in compliance with these Terms and all applicable local, state, national, and international laws, rules, and regulations.

    All materials on this web site are owned or licensed by Wellington Management and/or its third-party providers and are protected by US and international intellectual property laws.  Unless otherwise indicated, all service marks, trademarks, and logos appearing on this web site are the exclusive property of Wellington Management. The information, materials, and other content of this web site may not be copied, displayed, distributed, downloaded, licensed, modified, published, reposted, reproduced, reused, sold, transmitted, used to create a derivative work, or otherwise used for public or commercial purposes without the express written consent of Wellington Management.

    Products and services
    The information, materials, products, and services on this web site are current at the time of writing and are subject to change. Not all products and services are available in all geographic areas. Your eligibility for particular products or services is subject to determination by and the approval of Wellington Management. No solicitation is made by Wellington Management to any person to use any information, materials, products, or services in any jurisdiction where the provision of such information, materials, products, and services is prohibited by law.

    The information on this web site or in any communication containing a link to this web site is not intended to constitute investment advice or an offer to sell, or the solicitation of an offer to purchase shares or other securities.

    Investment products and services are available through Wellington Management. Investment products and services are not FDIC-insured, are not deposits or obligations of, or guaranteed by, any bank, and involve investment risks, including the possible loss of the principal amount invested. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or invest in a fund.

    International use
    Wellington Management makes no warranties that materials on this web site are appropriate for use in countries other than the US. Because the web site may be accessed internationally, you agree to comply with all local laws, rules, and regulations including, without limitation, all laws, rules and regulations in effect in the country in which you reside and the country from which you access the web site. The information on this web site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Wellington Management or its affiliates to any registration requirement within such jurisdiction or country.

    No warranty
    Wellington Management does not warrant the accuracy, adequacy, completeness, or timeliness of the information, materials, products, and services on this web site or the error-free use of this web site. All information, materials, products, and services are “as is” and “as available.” No warranty of any kind, express or implied, including but not limited to the warranties of non-infringement of third-party rights, title, merchantability, fitness for a particular purpose, and freedom from computer virus is given in conjunction with the information, materials, products, and services. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Wellington Management does not warrant that the web site will meet your needs. You agree to assume the entire risk as to your use of the web site.

    Limitation of liability
    In no event shall Wellington Management be liable for any damages, losses, or liabilities including without limitation, direct or indirect, special incidental, consequential damages, losses, or liabilities, in connection with your use of this web site or your reliance on or use or inability to use the information, materials, products, and services on this web site, or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus, or line or system failure, even if Wellington Management is advised of the possibility of such damages, losses, or expenses.


    As a condition of your use of the Services, you agree to indemnify and hold Wellington Management, its affiliates, and its and their respective partners, directors, employees, and agents harmless from and against any and all claims, losses, liability, costs, and expenses (including but not limited to attorneys’ fees) arising from your use of the web site or from your violation of these Terms.

    Your use of the hyperlinks on this web site to other Internet web sites is at your own risk. Wellington Management is not responsible for the content or accuracy of third-party web sites hyperlinked from this web site, nor does it guarantee the products or services offered on third-party web sites. You should review the privacy statements of a web site before you provide any personal or confidential information.

    Web site security and restrictions on use
    As a condition to your use of Services, you agree that you will not, and you will not take any action intended to:  (i) access data that is not intended for you; (ii) invade the privacy of, obtain the identity of, or obtain any personal information about any other user of this web site; (iii) probe, scan, or test the vulnerability of this web site or Wellington Management’s network or breach security or authentication measures without proper authorization; (iv) attempt to interfere with service to any user, host, or network or otherwise attempt to disrupt our business; or (v) send unsolicited mail, including promotions and/or advertising of products and services. Unauthorized use of the web site or Services, including but not limited to unauthorized entry into Wellington Management’s systems, misuse of passwords, or misuse of any information posted to a web site, is strictly prohibited. Portions of the web site are designated for password access only as indicated by a lock icon. In these instances, if you do not have an authorized password, no access is permitted.

    Confidentiality and password security
    Certain parts of this web site may be protected by passwords or require a login. You are responsible for maintaining the confidentiality of any user names, passwords, security questions, and answers. All information available through the privileged area of the site is confidential and proprietary to us. This includes all investment information and results, offering materials, financial statements, and other information provided through this part of the site.

    You will use your best efforts to keep all this information strictly confidential. You will not disclose any of this information to any person or use it for any purpose other than those strictly permitted by us, in writing.

    If any provision of these Terms is deemed unlawful, void, or for any reason unenforceable, then that provision will be reformed only to the extent necessary to make it enforceable, and it will be deemed severable from these Terms and will not affect the validity and enforceability of the remaining provisions.

    Applicable law
    These Terms and any action related thereto are governed by Massachusetts law and applicable US federal law. Any dispute relating to the above shall be resolved solely in the state or federal courts located in Massachusetts.

    Privacy statement
    Wellington Management respects the privacy of its clients and the confidentiality of information pertaining to its clients.

    Information we collect
    We may collect non-public personal information about you on RFPs, questionnaires, and other forms we receive from you, as well as from personal contacts such as correspondence, e-mail, telephone calls, or meetings. We may also receive information about you from third parties, such as your accountants, lawyers, financial consultants, and/or other service providers.

    It also is possible to receive information from web browsers and apps regarding certain of your online activities using cookies, or other common tracking technologies.  Some web browsers and other applications may provide a Do Not Track (DNT) preference setting.  When a user turns on a tracking preference, the browser or application may send a message to web sites requesting that they do or do not track the user. At this time, we take no actions in response to any DNT settings or messages.

    Information sharing
    Wellington Management seeks to provide seamless service to all clients. To facilitate that process, information regarding client accounts is shared broadly between affiliates within the Wellington Management group of companies. For example, an affiliate may share information with other affiliates in order to facilitate portfolio management or provide client liaison services to a particular client. Client information may be used by Wellington Management in order to identify potential client needs for additional investment management services.

    Wellington Management generally does not share non-public client information with unaffiliated third parties, except as necessary to perform the investment management services it has been hired to provide. For example, Wellington Management may share non-public client information with brokers and custodian banks in order to buy and sell securities and record those purchases and sales accurately. As a general rule, Wellington Management does not engage in joint marketing arrangements with unaffiliated third parties that involve the sharing of non-public information regarding Wellington Management’s clients. Wellington Management does not provide client information to unaffiliated third parties for their own marketing purposes.

    Wellington Management does not disclose your information except as required or permitted by law. In the event that Wellington Management is involved in a merger, acquisition, reorganization or sale of assets, or bankruptcy, your information may be transferred or sold as part of that transaction.

    Security policies
    We use technical, administrative, and procedural measures in an attempt to safeguard your personal and other information from unauthorized access or use. No such measure is ever 100% effective though, so we do not guarantee that your personal and other information will be secure from theft, loss, or unauthorized access or use, and we make no representation as to the reasonableness, efficacy, or appropriateness of the measures we use to safeguard such information. Users are responsible for maintaining the secrecy of their own passwords. If you have reason to believe that your interaction with us is no longer secure (for example, if you feel that the security of any account you might have with us has been compromised), please immediately notify us by contacting your relationship team member.

    Transfer of data to other countries
    Any information you provide to Wellington Management through use of the Site may be stored and processed, transferred between, and accessed from the US and other countries which may not guarantee the same level of protection of personal information as the one in which you reside. However, Wellington Management will handle your personal information in accordance with this Privacy Statement regardless of where your personal information is stored/accessed.

    Changes to Terms of use

    We may revise these Terms from time to time; the most current version will always be at https://www.wellington.com/terms-use. By continuing to access or use the Services after those revisions become effective, you agree to be bound by the revised Terms.

    Effective as of  17 January 2014

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Community engagement

At Wellington Management, we believe in actively investing in the communities in which we live and work.

Investing in the community

We seek to actively support the communities in which we live and work. The following are just some of the ways we engage:

  • The US Wellington Management Foundation and the Wellington Management UK Foundation support programmes and organisations that improve educational opportunities for youth from economically disadvantaged backgrounds.
  • Our Annual Appeal provides employees with a convenient and meaningful way to donate to global and regional nonprofit and non-governmental organizations.
  • The Matching Gift Program matches employee donations to registered nonprofit organisations.
  • The Volunteer Programme allows each of our employees to give two business days a year to volunteer at nonprofit organisations.
Wellington Management Foundation logo

Our foundations

The Wellington Management UK Foundation was established in 2016 to make grants to charitable organizations in the UK and Europe, and is closely aligned with Wellington Management through our shared culture and values. The UK Foundation relies on Wellington Management employees who volunteer their time and talent through service on the Foundation's Board of Trustees and the Grant Recommendation Committee, which conducts a thorough review of each organisation we fund. Through the combined generosity of the firm and these individuals, the UK Foundation is able to direct 100% of donations to organisations that meet our mission.

close up of written letter


The mission of our foundation is to support programmes and organisations in our communities that improve the education of, and educational opportunities for, youth from economically disadvantaged backgrounds.

  • Grant making process

    We look for organisations that improve academic performance, improve behaviour, reduce absenteeism and develop life skills for economically disadvantaged youth up to 26 years.

    Grantee organisations may use our funding as they see fit, either for programmatic or operating expenses. Scholarship programs, however, are not eligible for funding.

    Eligible organisations must be operating within the United Kingdom, Germany, Switzerland and/or Luxembourg.

    We fund organisations of various sizes. We are interested in supporting organisations where our grants have a meaningful impact on youth, but are not vital to the running of the organisation.

    We provide grants on an annual basis, although multi-year grants will be considered once a relationship is established. We fund newer as well as more established organisations. We do prefer to fund organisations that can demonstrate the strength of their management and that have a measurable track record of success.

  • Annual grants

  • Application process

    The UK Foundation accepts applications from organisations and programmes for the annual grant making programme that coincide with our mission and grant making guidelines. Please read the mission and guidelines with care to evaluate whether your programme is a clear fit with the Foundation’s funding priorities. Here are a few of our guidelines:

    • The charity/non-profit organisation must be registered in the UK, Germany, Switzerland or Luxembourg.
    • Beneficiaries of the charitable operations must reside within the UK, Germany, Switzerland or Luxembourg.
    • The charity/non-profit programme must be to provide educational services and/or life skills.
    • Beneficiaries of the programme must be aged 26 and under.
    • The charity should be willing to allow visits from us before and after the approval process.

    Initial Application Form (IAF)
    Grant applicants will only be considered for participation in the UK Foundation’s grant review process if they have submitted an IAF. This requirement applies to all new and returning applicants.

    Please click here to be taken to the IAF online form. All forms must be received by 31 January 2019 for consideration. Please contact us for more information at wmukf@wellington.com or +44 20 7126 6700

    Detailed Application
    Organisations that have submitted IAFs will be prescreened by the Foundation, and those that best meet our mission and guidelines will be invited to fill out a Detailed Application in February.

    For more information please read the section describing our grant making process. You may contact us at wmukf@wellington.com or +44 20 7126 6700 if you have any questions about the Foundation’s application process.


    The Foundation relies on Wellington Management employees who volunteer their time and talent to conduct a thorough review of each applicant and organisation we fund. The 2019 process will begin in January and grants will be made in August.

    Initial Application forms are submitted and reviewed for mission fit (deadline 31 January 2019).

    Approved organisations are invited to submit a Detailed Application.

    Completed applications are received and processed for review (deadline 31 March 2019).

    Employee volunteers review grant applications and conduct site visits.

    Employee volunteers prepare qualitative and quantitative reports of their findings for the Foundation Board.

    The Foundation Board reviews all reports and determines the year’s grant recipients. Final grant decisions are announced.

    Payments are made to successful applicants.

The Wellington Management UK Foundation is a UK charity registered with the Charity Commission under number 1167369.

General inquiries

For general inquiries in the EMEA region, you may contact us at wmukf@wellington.com or +44 20 7126 6700. For inquiries regarding grant applications please use the contact information provided in the “Application process” section above.

For general inquiries outside EMEA, you may contact Karen Pfefferle, Art Curator and Manager of Philanthropy, at klpfefferle@wellington.com or +1 617 790 7454. Learn more about our US Foundation.

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