Our approach to sustainability
Decades of unique perspectives
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+ investor professionals under a single management framework.
By combining expertise across every aspect of investing, trading, data science and more, our clients get the benefits of independent thinking without the downsides of a siloed culture.
Our investment ecosystem
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.
James Bradbury
Sophie Fall
Steve Jones
David King
William Lockhart
James Myhill
Ciara O Murchadha Flynn
Victoria Rowland Rouse
Bob Sharma
Nicola Staunton
Our first UCITS fund was launched more than 20 years ago, but our firm’s history goes back almost 90 years. Since 1928, we’ve been serving a wide range of institutions around the world, including pension funds, sovereign-wealth funds, endowments and foundations, family offices, fund sponsors and insurance companies.
We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the US.
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 UCITS fund in Luxembourg. The same year, we also launched our first long/short equity fund, establishing a foundation for the sizeable alternatives platform we have today.
To serve our fund investors and other clients in the Asia-Pacific region, we opened our Singapore, Tokyo and Sydney offices.
We launched our Irish fund family, giving our clients the flexibility of two European fund domiciles (Ireland and Luxembourg).
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.
We are a global organisation with a significant presence and long-term track record in nearly all sectors of the securities markets. Wellington Management Funds include UCITS and non-UCITS funds and specific fund families domiciled outside of Europe. They draw on the broad equity, fixed income, multi-asset and alternatives investment capabilities of our investment teams.
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