Our culture

At Wellington Management, we believe our collegial, collaborative culture is our sustainable competitive advantage.

COLLABORATION BY DESIGN

We decided long ago that an open, collaborative culture was the right choice for our firm and our clients. By actively sharing research and challenging one another’s views and potential blind spots, our investors create a diverse marketplace of ideas. They decide independently how to draw on it to help sharpen their own portfolio decisions and manage risk.

Collaboration in action: Our daily Morning Meetings

Every morning, hundreds of portfolio managers, research analysts and other investment professionals — connecting remotely from our offices around the world — gather together to discuss timely investment ideas. Wellington Management’s Morning Meeting is an enduring example of our collegial culture in action. For nearly 60 years, we’ve begun every business day with this dynamic exchange, sharing and debating the insights of our global, multidisciplinary investment teams.

Brendan Swords

Even the most brilliant investor will be wrong at times, which makes it valuable to hear and, in fact, welcome different perspectives. We aspire to create an environment where this is possible, and you can see it every day in our Morning Meeting.

Brendan Swords, CFA, Chief Executive Officer

Foundations of our culture

Foundations of our culture

We value integrity

We hold ourselves to the highest ethical standards. Trust is at the core of our relationships with clients and with each other. We work hard to earn and sustain that trust.

We are a meritocracy

We value excellence and set the bar high in all facets of our business. We seek to attract, retain and inspire the best and most dedicated individuals.

We are innovative

We believe that continual improvement is critical amid constant change. Our emphasis on learning and our entrepreneurial spirit enable us to meet the evolving needs of our clients.

We are collaborative

We expect and value collaboration — it is a hallmark of our culture. A sense of community exists at our firm. Teamwork predominates.

We are inclusive

Ideas have no hierarchy. Our transparency and open architecture facilitate the exchange of ideas, giving each of us a voice and a responsibility. We value feedback for our own development and are willing to offer it to others.

We are humble

We are focused on achievement, but are humble about our accomplishments and try to learn from our mistakes. We take what we do seriously, but we do not take ourselves too seriously.

We are humanistic

We recognise that careers and lives are not linear. Acceptance of this ebb and flow of life is an important part of who we are.