Who we serve

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Central banks and sovereign institutions

We manage over US$95 billion in fixed income, equity, and alternative investment strategies for a distinguished group of more than 50 sovereign clients across the globe. Central banks, government investment agencies, and supranational and government-sponsored entities have benefitted from our global presence and breadth of expertise. Many of the firm’s relationships with sovereign clients extend across decades.

Our private and independent ownership model appeals to investors who place a high priority on confidentiality, while our focus on investment management helps align our goals more closely.

Resources for sovereign clients

Forums and educational programs explore such topics as compliance, research, and asset allocation. For example, Wellington Institute, an in-depth exploration of financial markets, is held annually in Boston for investment executives from our global client base.

Wellington Institute is our signature educational program for investment executives from our global client base who are seeking to grow their knowledge of equity and fixed income markets, derivatives, asset allocation strategies, and risk-management practices. The Institute is structured as a series of presentations, group discussions, and observations of the investment process in action. Programs take place in two four-day segments: Equity Week and Bond Week. Our goal is to expose participants to the analytical tools and techniques our investment professionals use to construct portfolios.

Since 1997, we have hosted more than 500 clients at Wellington Institute. For capacity reasons, participation is by invitation only.

White papers explore issues of interest to central banks and sovereign institutions. In our paper Overcoming negative yields: How currency hedging can turn a negative into a positive, three of our investment professionals discuss how negative bond yields don’t necessarily have to result in negative returns. The issues of negative yielding bonds and currency risk are intimately linked, and we describe how bond investors referenced to certain currencies can use dynamic currency hedging to minimize the impact of negative yields.

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All figures as of 31 December 2016