United Kingdom, Professional
Change
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Press Releases
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Highlights
Press Releases
Showing of news
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Wellington Management to Acquire Hartford Funds from The Hartford
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Wellington Management and The Hartford announced they have entered into a definitive agreement under which Wellington will acquire Hartford Funds. Upon closing, Hartford Funds will be integrated into Wellington’s US Wealth business and going forward the business will operate under the Wellington brand.
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Wellington Management expands liquid alternatives range with new Absolute Return Global Equity UCITS fund
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Wellington Management announced the launch of the Wellington Absolute Return Global Equity Fund, a market neutral, multi manager global equity UCITS strategy with the aim of delivering returns above cash, independent of market direction.
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Vanguard launches new blended model portfolio range in partnership with Wellington
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Vanguard today is delighted to launch the Vanguard BlendedLife Dynamic model portfolio service (MPS). To deliver the service, Vanguard has extended its longstanding relationship with Wellington Management, one of the world's largest independent investment management firms, into the MPS space for the first time, drawing on their deep research and multi-asset heritage.
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Wellington Management Appoints Alex Behm to Strengthen Secondaries Capabilities
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Alex will oversee the development and management of the secondary investment capabilities for the firm’s Venture Growth Evergreen platform, working alongside the firm’s established direct private investment platform.
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Wellington Management President, Managing Partner and Head of the Client Platform Announces Retirement; Samantha Schoen Named Next Head of the Client Platform
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Wellington Management today announced that Steve Klar, President, Managing Partner, and Head of the Client Platform, will retire in June 2026 after a distinguished 21-year career with the firm. Mr. Klar has played a pivotal role in expanding Wellington’s client platform and strengthening the firm’s commitment to delivering exceptional client service and innovative solutions. His leadership has been instrumental in deepening relationships with clients, expanding Wellington’s global reach, and ensuring the firm consistently delivers outstanding value.
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Wellington Management appoints Michael Trihy as Head of Portfolio Management to expand Private Investment capabilities into evergreen market
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Wellington Management announces the appointment of Michael Trihy, CFA, as Head of Portfolio Management, Venture Growth Evergreen, Private Investments. In this position, Mr. Trihy will lead the expansion of Wellington’s evergreen private investing capabilities for private wealth clients.
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Wellington announces fund name and benchmark change: Wellington Enduring Infrastructure Assets Fund
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Wellington Management today announced recent changes to the Wellington Enduring Assets Fund, effective 7 August 2025, aimed at more accurately reflecting the Fund’s investment strategy and positioning.
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Global LPs stay the course with private market allocations despite geopolitical risks, Wellington Private Investing Survey shows.
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At the SuperReturn International Conference in Berlin, Wellington Management surveyed 165 private markets professionals. Read the press release for a snapshot of the key insights.
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Wellington, Vanguard, and Blackstone to collaborate on investment solutions combining public and private assets
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Wellington Management, Vanguard, and Blackstone announce a strategic alliance to transform how investors access institutional-caliber investment opportunities. The three firms will collaborate on developing simplified multi-asset investment solutions that seamlessly integrate public and private markets as well as active and index strategies.
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Wellington Management launches new Global Equity Value Fund
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Wellington Management today announced the launch of its actively managed Wellington Global Equity Value Fund.
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Wellington Management expands private investing capabilities with formation of a private real estate credit platform
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Ravi S. Anand appointed Head of Private Real Estate Credit and is joined by team of seasoned industry veterans.
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Wellington Management introduces four UCITS funds to the UK wealth market
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Wellington Management, one of the world’s largest independent investment management firms, today announced the merger of four long standing UCITS funds.
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Wellington Management launches first interval fund and expands investment offerings for U.S. wealth investors
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Wellington Management announced the launch of its first interval fund, Wellington Global Multi-Strategy Fund, which seeks to generate consistent and positive returns across market cycles while managing market risk exposure and seeking to minimize drawdowns and volatility. The Fund will be managed by Portfolio Manager Roberto Isch, CFA, who will be supported by an 11-member management team of key leaders across the platform.
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Wendy Cromwell re-elected to PRI board
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Our Vice Chair and Head of Sustainable Investment, Wendy Cromwell, has been re-elected for a 3rd term to the United Nations-backed Principles for Responsible Investment Board as an investment manager representative.
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Wellington Management hires a new head of Investor Relations, Private Investments.
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We are pleased to welcome Laura Kirk to our Private Investing Team to help support and lead the acceleration and expansion of the Private Investing platform. Laura joins, joining us from Goldman Sachs where she most recently served as the Chief of Staff for President & COO, following 14 years in leadership positions within GSAM.
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Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”
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Congratulations to Shanna O’Reilly, Co-head, Private Investments, who was named to GrowthCap’s “Top Women Leaders in Growth Investing” list. This recognition highlights her impact building Wellington’s global private investing business and her mentorship both within our firm and across the industry.
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Wellington Management did not pay a fee to be considered. The selection of winners was carried out through a nomination process that involved reviewing feedback from colleagues, portfolio company executives, and others in the industry for each nominee. The evaluation of each candidate was based on factors such as their success in their roles, the breadth of their experience, their longevity in the field, and their consistent performance. This award was announced on June 18, 2024, a submission made in January 2024. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
Source: GrowthCap
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Wellington Management announces US$385 million final close for Climate Innovation I
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We are pleased to announce the final close of Wellington’s inaugural fund to invest solely in private companies developing solutions to help mitigate and adapt to climate change.
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Press release: Wellington Management opens new office in Dubai
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Wellington Management establishes local presence in the Middle East with a new office based in Dubai International Financial Centre
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Wellington Management announces US$150 million final close for Wellington Venture Investments I
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We are pleased to announce the final close of Wellington's first early-stage venture fund focused on investing in large and growing markets like the B2B software, fintech, and consumer sectors.
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iCapital® and Wellington Management forge global partnership
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iCapital® and Wellington Management Forge Global Partnership to Enhance Access to Institutional-Quality Alternative Investments
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Wellington Management closes fourth late-stage private fund, exceeding $2.5 billion target
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Hadley Harbor IV brings total capital raised to invest in late-stage private companies to over $6.6 billion since 2014.
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Wellington Management announces US$476 million final close for Biomedical Innovation II
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We are excited to announce the final close of Wellington Biomedical Innovation II, which invests in private biotech companies that are developing the next generation of treatments that seek to improve the standard of care in medicine.
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Large investors join GREEN to speed up climate action in real estate
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We are pleased to join the Global Real Estate Engagement Network (GREEN), which aims to encourage real estate companies to improve their sustainability performance and reduce exposure to financial and non-financial climate risks. Wellington portfolio manager Bradford Stoesser and ESG research analyst Lauren White will sit on GREEN’s steering and engagement committees, respectively.
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Press release: Wellington Management expands Alternative Investment Resources
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We are excited to announce the strategic expansion of our Alternatives Investments platform through the hiring of the investment team of Shelter Haven Capital Management.
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Erin K. Murphy to Succeed Edward J. Steinborn as Chief Financial Officer of Wellington Management
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Wellington announces new Chief Financial Officer.
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Press release: Wellington Management and the MIT Joint Program announce climate change research collaboration
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Through this alliance, the MIT Joint Program’s integrated team of natural and social scientists will provide our investment teams with comprehensive climate change projections that address various environmental, economic, and policy scenarios . The objective of this research is to outline decarbonization pathways for corporate operations, supply chains, and products, while also assessing their potential economic impacts.
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Wellington Management expands private investing capabilities with new climate-focused senior investors
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Wellington Management, today announced it has hired two senior investors focused on private market sustainable investing. This additional investment in resources builds on the firm’s 14 years in climate investing, over 25 years in alternatives investing and close to US$5 billion in dedicated committed capital in the private markets.
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Wellington Joins Corporate Call to Action: Coalition for Equity and Opportunity
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Wellington is proud to be a member of the Corporate Call to Action and to commit to transparency around our diversity, equity, and inclusion efforts. A diverse workforce and inclusive culture are critical to the pursuit of our mission: to exceed the investment and service expectations of our clients.
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Wellington Management expands European presence with new office in Milan
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Wellington has opened a new office in Milan, underscoring our commitment to the Italian market, which we see as a key strategic priority. Wellington has been serving Italian clients such as pension funds, insurance companies and intermediaries for 20 years. The new office will bring us closer to our clients and help us to serve them better, giving them access to our broad expertise across asset classes.
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Jean Hynes to Succeed Brendan Swords as Chief Executive Officer of Wellington Management
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Wellington Management announced that Brendan Swords, Chief Executive Officer, will retire from Wellington on 30 June 2021. At that time Jean Hynes, Managing Partner, will succeed Mr. Swords as Chief Executive Officer.
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Press release: Wellington Management launches Global Property Fund
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The new fund focuses on tenant demand in its search for listed property companies with consistent or improving free cash flow and the potential to grow dividends.
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Wellington and leading Canadian pension plan to further integrate climate science research
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Wellington Management, one of the world’s largest independent investment management firms, and Ontario Teachers’ Pension Plan (“Ontario Teachers’”), the largest single-profession pension plan in Canada, announced they have expanded their strategic relationship to further integrate leading climate science research into the pension plan’s investment process. For this new initiative with Ontario Teachers, Wellington will continue to collaborate with Woods Hole Research Center, the world’s top-ranked climate change think tank.
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Press release: Wellington Management launches US Dynamic Equity Fund
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This UCITS fund aims to outperform the US equity market by investing in a select group of high-conviction “best ideas” as well as passive exposure to the S&P 500 Index. We believe this is a cost-effective approach which will appeal to investors seeking a fund that combines passive investing with active management’s potential for outperformance.
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Press release: Wellington Management selected as manager for EM sub-fund
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Brunel Pension Partnership, a UK-based Limited Partnership which brings together circa £30 billion investments of 10 like-minded Local Government Pension Schemes, announced that Wellington Management was one of three managers selected to manage an Emerging Markets equity sub-fund. According to the release, the three winning managers selected for the mandate were culled from among more than 160 strategies.
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Press release: Wellington Management Announces Distribution Agreement with Raymond James UK
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Expands Investment Offering to Wealth Market
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Press release: Wellington and CalPERS announce new framework for assessing climate change risks
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Wellington Management and the California Public Employees’ Retirement System (CalPERS) have launched a new framework designed to help companies and their executive teams assess and disclose the potential impacts of the physical risks of climate change (P-ROCC) on their business. This new P-ROCC framework seeks to improve how companies disclose their physical vulnerabilities, and thereby help asset owners and investment managers better evaluate the ability of the companies they invest in to adapt to or mitigate such risks.
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Press release: Wellington joins the Association of British Insurers as associate member
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Wellington is honoured to be the first investment manager to become an associate member of the Association of British Insurers. As a trusted steward of our clients’ assets, our commitment to British insurers requires a deep understanding of both the regulatory environment and the challenges facing their investment portfolios. This includes climate change, where the ABI has been actively helping insurers to understand the related risks and policy initiatives.
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Portfolio Adviser: Modi’s millennials drive India’s online revolution
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Simon Henry, portfolio manager of Wellington EM Development Fund, highlights the findings of a recent grassroots research trip to India where he participated in consumer interviews and focus group discussions to identify important investable themes. – Sponsored content
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Press release: Wellington Management Launches Global Impact Bond UCITS Fund
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This Fund seeks to have a measurable, positive impact on major global social and environmental challenges while also aiming to deliver attractive total returns for investors.
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Press release: Wellington Management launches Climate Strategy UCITS fund
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Wellington Management today announced the launch of the Wellington Climate Strategy Fund. This UCITS-compliant equity fund seeks long-term total returns by investing globally, primarily in companies the investment team believes are directly addressing environmental sustainability or climate risks through their products, services or capital.
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Press release: Strategic climate science initiative
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Wellington Management, one of the world’s largest independent investment management firms, and Woods Hole Research Center, the world’s leading independent climate research institute, today announced a collaborative initiative to integrate climate science and asset management.
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Press release: Wellington Management opens new office in Toronto
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Wellington today announced the opening of its first Canadian office. Located in the Exchange Tower at 130 King Street West in Toronto, the new office creates greater proximity to better serve Wellington’s clients.
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Highlights
Showing of news
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Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2026.”
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Congratulations to Matt Witheiler, Head of Late-Stage Growth, who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2026, for the sixth year in a row!
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Wellington Management did not pay a fee to be considered for this award. Winners were selected for Forbes’ 2026 Midas List through a data-driven evaluation process based on a combination of public data sources and submissions from investment partners across hundreds of firms. This award was announced on 27 May 2026, following a submission made in April 2026, and is based on five years of trailing data. Wellington Management was recognized in the Top Tech Investors category based on Forbes’ criteria. Honorees are evaluated based on investment performance and industry impact using Forbes’ methodology and editorial review process. The recognition is not paid, not client-survey-based, and is not an endorsement or predictor of investment performance. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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Steve Klar and the New 60/40: Facing the Convergence of Public and Private Markets
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On his second official visit to Spain with Wellington Management and on the verge of retirement, the firm’s chairman reflects on the transformation of an industry to which he has dedicated 30 years of his professional career.
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Electricity Is the New Oil
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Tom Levering has been analyzing publicly traded infrastructure for decades and has been investing in networks, pipelines, and utilities for 16 years. His fund delivered a return of over 25 percent in 2025. And he never even considered AI.
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Irina Margine, Sector Lead for Biotech Private Investments at Wellington, has been named to this year’s WSJ Pro Private Equity Women to Watch list.
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The annual recognition from The Wall Street Journal highlights women across private equity whose investment work and leadership are helping shape the direction of the industry.
Irina’s path into investing began in the lab. With scientific training in microbiology, she brings technical fluency to conversations with founders and management teams working on complex therapies. That combination of scientific depth and long-term investment perspective continues to shape how we approach private biotech investing.
Wellington Management did not pay a fee to be considered for this award. Winners were selected by Wall Street Journal Pro Private Equity based on nominations submitted by their individual firms. This award was announced on 9 March, 2026, and is based on Irina Margine’s career experience 2014 to present with a focus on her time as an investor at Wellington Management from 2019 to present. Wellington Management was one of the winners in the Senior Deal Makers category. WSJ Pro Private Equity’s Women to Watch honorees are evaluated on a holistic basis, with senior professionals assessed based on career‑long accomplishments. Honorees are selected through an editorial process based on nominations, written submission materials, and independent editorial review by WSJ Pro. The recognition is not paid, not client‑survey‑based, not tied to subscription status, and is not an endorsement or predictor of investment performance. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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Wellington Management is ranked #16 out of 579 hedge fund managers in the With Intelligence “Global Billion Dollar Club”
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We are thrilled to be ranked #16 again in the With Intelligence “Global Billion Dollar Club” list for 2025. Additionally, we remain in the top 10 for biggest asset growth during this period.
The Billion Dollar Club has now eclipsed US$4 trillion in AUM amid strong inflows last year:
- Billion Dollar Club assets have risen 19% over the last 12 months
- 579 managers run US$1bn or more in hedge fund assets
- Equities experienced the largest growth in the hedge fund space, followed by multi-strategy
- AQR tops the rankings after a US$50bn+ jump in AUM
- A number of firms remain in the US$70bn – US$80bn+ AUM range
View the full list of With Intelligence rankings
View the With Intelligence article about the Billion Dollar Club
Wellington Management did not pay a fee to be considered for this award. Winners were selected by With Intelligence. The award was announced on 16 March 2026 and is based on AUM as of 31 December 2025. Wellington Management was one of 579 managers named on the list, and the selection methodology is based on AUM. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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DAS Investment: Portrait of Wellington Management
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What has made Wellington Management successful for almost 100 years? One principle, one ritual – and the courage to ignore trends sometimes.
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The Marathon Man
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Konstantin Leidman has been managing high-yield funds at Wellington in London since 2019. He explains how this came about and what motivates him during a meeting in the British capital.
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Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”
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Congratulations to Shanna O’Reilly, Co-head, Private Investments, who was named to GrowthCap’s “Top Women Leaders in Growth Investing” list. This recognition highlights her impact building Wellington’s global private investing business and her mentorship both within our firm and across the industry.
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For professional investors only. Wellington Management paid a fee to be considered for this award. Winners were selected based on demonstrated success in leadership roles, breadth of experience, longevity in the field, and consistency in performance, among other factors. This award was announced on June 25, 2025 and is based on the following time period: Shanna O’Reilly’s Wellington career 2004-2025. Shanna O’Reilly was one of the winners in the Top Women Leaders in Growth Investing category and was selected based on demonstrated success in leadership roles, breadth of experience, longevity in the field, and consistency in performance, among other factors. This award may not represent any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. Further information on the award and awarding criteria: https://growthcapadvisory.com/award-usage/.
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Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2025.”
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Congratulations to Matt Witheiler, Head of Late-Stage Growth, who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2025, for the fifth year in a row!
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Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on May 27, 2025, a submission made in April 2025 and is based on 5 years of trailing data. Wellington Management was a winner in the Top Tech Investors category, which was judged based on Forbes’ criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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Bloomberg Zero | How to invest in climate in the Trump era
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Head of Private Climate Investing Greg Wasserman recently appeared on the Bloomberg Zero podcast, which covers the policies, tactics, and clean technologies taking us to a future of zero emissions, among other climate-change-related topics. In the episode, Greg outlines private market investment opportunities and innovation in this space.
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Wellington Global Impact Fund awarded Best Sustainable Multi Thematic Fund by MainStreet Partners
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We are delighted to share that the Wellington Global Impact Fund has won the “Best Sustainable Multi Thematic Fund”, one of the categories in MainStreet Partners “ESG and Sustainability Champions 2025”. Their Fund Research team has selected winners based on their ESG & Sustainability ratings, considering the renowned three Pillars: Asset Manager, Strategy, and Portfolio. This year's evaluation includes over 9,500 strategies managed by more than 460 Asset Managers.
MainStreet Partners is a leading provider of ESG and sustainability data for top-tier investors and distributors. Their awards acknowledge excellence in sustainable investing and highlight the asset managers and funds that have demonstrated exceptional performance in addressing environmental, social and governance (ESG) and sustainability challenges.
Wellington Management did not pay a fee to be considered for this award. The award winners were announced on January 21st, 2025. MainStreet Partners’ methodology involves a three-pillar holistic assessment which considers: the overall asset management firm; and the fund’s strategy; and the individual portfolio holdings. For further information please visit https://wealthdfm.com/mainstreet-partners-announces-2025-esg-and-sustainability-champions/. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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Wellington Management wins “LDI Manager of Year” (mega category) award as part of CIO Magazine’s 2024 Industry Innovation Awards program.
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Wellington Management is honored to have been named “LDI Manager of Year” (mega category) by CIO Magazine as part of their 2024 Industry Innovation Awards program. Learn more about this achievement and CIO Magazine’s 2024 Industry Innovation Awards program.
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Wellington did not pay to be considered for the award, compensation was provided for costs associated with attending the award ceremony and publicizing our win. Winners were selected by CIO Magazine after reviewing written submissions. The award winners were announced on December 10, 2024, a two-part submission was made on September 19, 2024 and was judged based on written responses about Wellington’s liability-driven investing business. Wellington Management was the only winner in the LDI (mega) category, which was judged based on CIO Magazine’s criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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IPE | Can central banks retain their independence?
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Can central bank independence survive? Macro Strategist John Butler discusses the challenges faced by central banks in an increasingly fraught political environment and why investors should start adjusting to this new reality.
Source: IPE
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Private Market Talks: Pacing Growth and Maintaining Discipline with Wellington Management’s Shanna O’Reilly
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Shanna O'Reilly, Co-head, Private Investments joined the Proskauer podcast, Private Market Talks during their first episode of the podcast's fourth season discussing Wellington's disciplined approach to future growth areas, investing in talent, and much more. The episode also dives into "the nuances of venture investing," risk diversification, and navigating today's competitive landscape.
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Private Equity International | AI drives transformational technology shift
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Head of Late-Stage Growth, Matt Witheiler and Sector Lead, Rob Mazzoni spoke with Private Equity International during a Keynote Interview about how advances in artificial intelligence offers new use cases and productivity gains, opening opportunities for late-stage companies.
Source: Private Equity International
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Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2024.”
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Congratulations to Matt Witheiler, Sector Lead, Consumer & Technology who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2024, for the fourth year in a row!
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Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on June 4, 2024, a submission made in January 2023 and is based on 5 years of trailing data. Wellington Management was the only winner in the Top Tech Investors category, which was judged based on Forbes’ criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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Pensions&Investments | Wellington, the quiet giant, wades into private credit amid boom in lending
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Director, Private Credit, Emily Bannister and Head of Client Group, Scott Geary, spoke with Pensions&Investments on the firm’s move into Private Credit as part of its growing Private Investing platform. In 2023, the firm launched its Private Credit capability with the investment-grade private placements strategy and is expanding into growth lending this year.
Source: Pensions&Investments
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Axios | Exclusive: Wellington raises $385M for first private climate fund
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Greg Wasserman, Head of Private Climate, sat down with Alan Neuhauser at Axios to discuss the final close of the private investing platforms first climate innovation fund and the sector opportunities the investment team is focusing on.
Source: Axios
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Wellington’s Private Investing co-heads, Michael Carmen and Shanna O’Reilly, are named to the Diversity, Equity and Inclusion Power100 Angels List
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We’re proud to announce that on the heels of our Wellington Access Ventures (WAV) team’s recognition on the Diversity, Equity & Inclusive Capitalism (DEIC) Power100 Asset Management list, our Private Investing co-heads, Michael Carmen and Shanna O’Reilly, have been chosen for the DEIC Power100 Angels list. The Angels list recognizes trailblazers across the asset management industry who are helping to move toward a more inclusive future. Michael and Shanna are committed to promoting change in venture capital and their work has been recognized for effecting positive change.
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Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisors. This award was announced on 25 February 2024. Wellington Management was one of 100 winners in the Angels category, and the selection methodology included a collective consensus based on a broad cross-section of industry participants. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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Wellington Access Ventures is named on the Diversity, Equity and Inclusive Capitalism Power100 List
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We’re excited to announce that Wellington Access Ventures, and our deal team leads, Jackson Cummings, Frederik Groce, Sasha McKenzie, and Van Jones, have been selected as part of Blueprint Capital Advisor’s Diversity, Equity and Inclusive Capitalism Power100 List. This first-of-its-kind acknowledgement recognizes people and organizations that are leading by example, breaking color and gender barriers, supporting diverse firms, and promoting a more inclusive investment management industry. It is an honor to be included on this list that supports our mission of investing in underrepresented founders has only just begun.
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Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisor’s. This award was announced on February 25, 2024 . Wellington Management was one of 100 winners in the Asset Manager category, and the selection methodology included a collective consensus based on a broad cross section of industry participants. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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RBC Capital Markets | Pathfinders in Sustainability: Integrating ESG from Private to Public Markets
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Read this interview from the Pathfinders in Sustainability series to learn more about how Wellington’s Director of ESG, Private Investments Hillary Flynn works to help private companies break down core issues across ESG.
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Environmental Finance IMPACT Awards 2023 – Impact Investing Platform and Impact Reporting (fund) of the year
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We are honored to be recognized for two awards at the 2023 Environmental Finance IMPACT Awards. Learn more about our impact investing platform and the enhancements we have made over the past year to further our objective of generating attractive financial returns alongside positive, measurable impact.
For professional or institutional investors only. The advisor did not pay a fee to be considered. Winners were selected by submitting a written application, and Wellington Management was the only winner in each category. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. Award date and time period: December 2023; April 2022-September 2023.
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HFJ | 50 Leading Women in Hedge Funds - 2023
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We are pleased to announce that Portfolio Manager Rebecca Sykes was recently recognized as one of The Hedge Fund Journal’s “50 Leading Women in Hedge Funds.” For more on Rebecca, view the full article here.
Wellington paid a sponsorship fee to be considered for this list. Editors of The Hedge Fund Journal selected 50 women to feature in their publication based on the biographies of the individuals. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities. October 2023.
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Forbes | Wellington Access Ventures Raises $150 Million To Back Underrepresented Founders
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Our Wellington Access Ventures Team sat down with Forbes to discuss the final close of the private investing platform’s first early-stage venture capital fund and how they look to partner with "the next industry-defining companies."
Source: Forbes.
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Morningstar | What is Stewardship? Wellington's Yolanda Courtines.
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Watch Yolanda Courtines’ interview with James Gard at Morningstar on why strong and empowered boards are central to good stewardship.
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Capital Allocators with Ted Seides podcast featuring Co-head Private Investments, Michael Carmen
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Our dedicated team of investors continues to see compelling investment potential in private markets. Listen to this episode of the Capital Allocators with Ted Seides podcast to hear Wellington’s Co-Head of Private Investments Michael Carmen share his journey from public to private markets, detail his investment philosophy, and highlight what sets Wellington apart in this space.
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Catch Nanette Abuhoff Jacobson on the Hartford Funds podcast
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Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson recently joined the Hartford Funds podcast, sharing her views on the global economy and outlining risks and opportunities for investors. Nanette also spoke about her passion for mental health — a cause she devotes personal time to in her capacity as a member of the board for the Brookline Community Mental Health Center in Brookline, Massachusetts. Watch the replay here.
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The Wall Street Journal News Exclusive: Wellington Banks at Least $2.6 Billion for Growth Investment Strategy
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Co-Head, Private Investments Michael Carmen and Sector Lead, Consumer & Technology, Matt Witheiler spoke with the Wall Street Journal to disucss the recent oversubscribed $2.6 billion final close of late-stage growth fund, Hadley Harbor IV and how Wellington is supplying capital to transformative businesses enabling them to scale from the private to the public market.
Source: WSJ Pro Private Equity
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WSJ Pro Venture Capital: Wellington Management Raises US$476 Million for Second Biotech Venture Fund
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Co-heads of biotech private investments I-hung Shih and Nilesh Kumar spoke with the Wall Street Journal to discuss the recent US$476M final close of Biomedical Innovation Fund II and how Wellington is a “one-stop shop” for the next generation of innovative biotech companies.
Source: WSJ Pro Venture Capital. Permission required for reproduction.
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Wellington awarded Febelfin ‘Towards Sustainability’ label.
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Camiel de Vries, Head of Benelux says: “We are delighted to announce that three Wellington UCITS funds have achieved the Febelfin Towards Sustainability Ecolabels. The initiative aims to help all types of retail and institutional investors looking for more sustainable savings and investment solutions. This recognition will play an important role as we grow in the Belgian wealth channel.
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Environmental Finance Impact Awards 2022 – Fund of the year, listed equity
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We are proud to announce that the Wellington Global Impact Fund was named “Fund of the year – listed equity” at the recent Environmental Finance 2022 Impact Awards. Across our impact platform, we are committed to setting a high bar for materiality, additionality, and measurability.
For professional or institutional investors only. The award may not be representative of any one client's experience. Past performance is no guarantee of future results. Wellington did not pay a fee to be considered. Award sponsor: Environmental Finance Award; Time period: December 2021 – December 2022.
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Institutional Investor | Every Asset Manager Wants More Alts. Here’s How Wellington Is Achieving It.
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In a recent interview with Institutional Investor, Wellington’s Mark Sullivan shares his take on how alternatives could be an important investment strategy for investors dealing with inflation and geopolitical uncertainty.
Source: Institutional Investor. Permission required for reproduction.
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50 Leading Women in Hedge Funds
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We are pleased to announce that Portfolio Manager Irene Tse and Director of Alternatives, Americas, May Yu were recently recognized as two of The Hedge Fund Journal's "50 Leading Women in Hedge Funds."
Wellington paid a sponsorship fee to be considered for this list. Editors of The Hedge Fund Journal selected 50 women to feature in their publication based on the biographies of the individuals. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities.
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For more on Irene, view the full article here.
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For more on May, view the full article here.
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Responsible Investor webinar: Impact in emerging markets — Grassroots research and IMM Practice
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In this event replay from Responsible Investor, Portfolio Manager Liliana Castillo Dearth and Impact Measurement & Management Practice Leader Oyin Oduya look at opportunities available in emerging markets for impact investors, with a focus on perspectives from end users in their local communities, as well as the research process for evaluating and measuring impact investments through a strong IMM practice.
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Top 1000 Funds Sustainability in Practice | Physical climate risks: Implications for investors
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In this event replay from Top 1000 Funds Sustainability in Practice forum, Director of Climate Research Chris Goolgasian joins Woodwell Climate Scientist Zach Zobel to assess the socioeconomic risks associated with climate change, and highlight how investors may use climate science insights as an input for financial decision-making.
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The Business Times | Fintech’s transformative power
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In a recent roundtable with The Business Times, 3 experts — including Wellington’s Matt Lipton — share their views of the major fintech themes for the short and long term, and principles that will help investors sift for potential winners.
Source: The Business Times
© Singapore Press Holdings Limited. Permission required for reproduction.
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Environmental Finance Sustainable Investment Awards 2022 — ESG innovation of the year, research
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We are proud to receive this award for our continued work to enhance the ability to assess material financial risks of climate change. The advisor did not pay a fee to be considered. Winners were selected by submitting an application, and Wellington was the only winner in the category. The award is not representative of any one client’s experience nor indicative of Wellington’s future performance.
The advisor did not pay a fee to be considered. Winners were selected by submitting a written application, and Wellington Management was the only winner in the ESG innovation of the year (research) category. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. Award date and time period: July 2022; July 2021-July 2022
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Oyin Oduya named to inaugural Black Women in Asset Management’s 40 Under 40 list
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Congratulations to Oyin Oduya, Impact Measurement and Management Practice Leader, who was selected in the Impact category of this year’s BWAM 40 Under 40 list honoring Black women shaping the future of asset management. Congratulations to all the honorees!
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CityWire Selector: What success as Wellington’s CEO would look like
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Ten months in her new role, Wellington Chief Executive Officer Jean Hynes shares a taster of what she hopes to achieve in a wide-ranging interview with CityWire Selector. She discusses how she aspires to have the whole of humanity represented at Wellington, why she wants to remain an active investor and what the potential areas of growth are for the firm.
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Economist’s Climate Risk US panel: Understanding climate data (event replay)
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In this event replay from the 2022 Economist’s Climate Risk US conference, Head of Sustainable Investment Wendy Cromwell joins a panel to discuss where firms can access high-quality, decision-relevant climate data—and where the data gaps are.
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Opinion: Five investment essentials for 2022
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As the world continues to recover over the coming year, a cautiously optimistic outlook seems warranted. Nick Samouilhan, portfolio manager at Wellington Management, highlights five trends that should shape the next 11 months for investors. The coming year should welcome in a post-pandemic recovery — albeit with many fits and starts along the way.
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Wellington announces EGM approval of cross-border merger of Irish-domiciled Wellington Dynamic Diversified Income Fund into Luxembourg-domiciled Wellington
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Wellington Management has announced the merger of the Wellington Dynamic Diversified Income Fund (a sub-fund of the Wellington Management Funds (Ireland) plc) into the Wellington Multi-Asset High Income Fund (a sub-fund of Wellington Management Funds (Luxembourg) III SICAV).
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Financial Times Investing for Good USA panel: Building Equality and Diversity into Investment Portfolios (event replay)
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In this event replay from the 2021 Financial Times Investing for Good USA conference, Portfolio Manager Yolanda Courtines joins a panel to discuss the role of investors in nudging the corporate sectors towards more responsible practices with regard to employees, consumers, and other stakeholders.
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Financial Times Investing for Good USA panel: Opportunities in the Green Recovery (event replay)
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In this event replay from the 2021 Financial Times Investing for Good USA conference, Investment Director Erika Murphy joins a panel to discuss the opportunities offered to investors from the Biden administration’s ambitious climate goals focused on job creation.
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Wendy Cromwell re-elected to PRI board
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Wendy Cromwell, Vice Chair and Head of Sustainable Investment, has been re-elected for a 2nd term to the board of the United Nations-backed Principles for Responsible Investment.
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Building a solid foundation: The latest steps in our net-zero journey
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We are pleased to announce an initial commitment of US$146 billion in client assets aligned with achieving net-zero emissions by 2050 or sooner. In this statement from CEO Jean Hynes and Wendy Cromwell, Vice Chair and Head of Sustainable Investment, we outline our methodical, strategy-by-strategy approach that sets the foundation for further progress.
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Wellington Management’s Emerging Market Development Fund named the Best Sustainable ESG Thematic Fund category at Investment Week Awards.
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Wellington Management is pleased to have won the Best Sustainable & ESG Thematic Fund category for its Wellington Emerging Market Development Fund at Investment Week Sustainable & ESG Investment Awards.
These awards are intended to honour best-in-class fund providers, research & ratings teams and service providers who have a key part to play as sustainable and ESG investing moves firmly mainstream. During a time of transition and rapid development, these awards are more important than ever in scrutinising sustainable and ESG investment propositions and highlighting excellence in this space. Entries were judged by a panel of sustainable and ESG investing experts drawn from across the industry.
For professional or institutional investors only. The award may not be representative of any one client’s experience. Past performance is no guarantee of future results. Wellington Management did not pay a fee to be considered.
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Mary Pryshlak featured on FCLTGlobal’s Going Long Podcast
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What will it take for crypto to become a viable asset class? Have we put the right price on water? Listen to Mary Pryshlak, CFA, head of Investment Research, explore these and other Future Themes topics on the latest episode of FCLTGlobal’s Going Long Podcast.
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Wall Street Journal | 15 CEOs reflect on their pandemic year and the lessons they’ve learned
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In this photo essay from the Wall Street Journal, 15 CEOs — including Wellington’s incoming CEO Jean Hynes — share how and where they’ve been working during the pandemic, and offer some lessons learned during this unprecedented time.
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2021 Refinitiv Lipper Fund Award Winner
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We are pleased to announce Wellington’s Global Health Care team have won a 2021 Lipper Fund Award within the Germany Fund Awards – Equity Sector Healthcare category.
These awards have been running for more than three decades, recognising funds and fund management firms for consistently strong risk-adjusted three-, five- and 10-year performance relative to their peers. Based on Lipper’s quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance.
Capital at risk. Past performance is no guarantee of future results. Awards should not be considered a recommendation. Data being linked to is that of a third party. No assurance is being provided as to its accuracy or completeness.
The Refinitiv Lipper Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months, Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com .
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Barron’s report | The 100 Most Influential Women in US Finance
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Congratulations to our incoming CEO Jean Hynes on being named one of the 100 Most Influential Women in US Finance for the second consecutive year by Barron’s!
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Bloomberg Opinion | Masters in Business Podcast, featuring Jean Hynes
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Wellington’s incoming CEO Jean Hynes sat down with Barry Ritholtz for Bloomberg’s Masters in Business podcast series. Hear Jean and Barry cover a number of topics ranging from career advice — including the three things Jean’s mentor taught her and what advice she would give to recent college graduates, health care as a growth industry on the brink of making dramatic changes in oncology, Wellington’s expansion into alternatives and private equity, and more.
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Wellington joins Net Zero Asset Managers Initiative
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We are pleased to announce that Wellington Management is joining the Net Zero Asset Managers Initiative as a founding member. Through this initiative, we commit to work in partnership with clients on their decarbonization goals and to set an interim target for the proportion of assets to be managed in line with the attainment of net-zero emissions by 2050.
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Wellington Management was awarded in three categories at 2022 Citywire Spain Awards
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We are proud to announce that last October, Wellington Management was awarded in three categories at the 2022 Citywire Spain Awards, a ceremony hosted in Madrid in which they honor the year's best fund managers and asset management companies for their risk-adjusted returns.
Wellington was named for:
- Bonds – Euro High Yield for Best Fund Group 2022
- Alan Hsu for Best Fund Manager 2022 | Equity – Ecology
- Konstantin Leidman for Best Fund Manager 2022 | Bonds – Euro High Yield.
The 2022 Citywire Spain Awards was judged based on an assessment of a few accounts managed by Wellington Management; therefore, it is not to be representative of any individual account or Fund. Wellington Management did not pay a fee to be considered for the award. Winners were selected by a points-based scoring system of a large panel of industry experts and institutional investors active in the market.
The award is not indicative of Wellington Management’s future performance and should not be construed as a recommendation or endorsement.
Past performance does not predict future returns. An investment can lose value.
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50 Leading Women in Hedge Funds
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We are pleased to announce that Portfolio Managers Ann Gallo and Arancha Cano were recently recognized as two of The Hedge Fund Journal’s ”50 Leading Women in Hedge Funds.” For more on Ann and Arancha, view the full article here.
Wellington Management did not pay a fee to be considered. Editors of Hedge Fund Journal selected 50 women to feature in their publication based on the biographies of the individuals. Inclusion in this publication is not indicative of Wellington Management’s past or future performance.
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Jean Hynes featured in recent Boston Globe article
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The Boston Globe published an article, in late October, featuring Jean Hynes, titled “Wellington appoints its first female CEO, still a rarity in the fund management world.” In the article, Jean shares her vision for the future of our firm — including a deliberate approach to diversity and inclusion and a focus on private equity, sustainable investing, and climate change initiatives.
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Citywire Selector: Fintech opportunities in the wake of the pandemic
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Bruce Glazer, portfolio manager of the Wellington FinTech Fund, profiles how the COVID-19 pandemic is accelerating fintech’s most compelling themes and explores the likely leaders of this enduring growth story.
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2020 Environmental Finance IMPACT Award Winner
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We are honoured that Wellington Management’s Global Impact Bond Fund has been named Fixed Income Impact Fund of the Year 2020 by Environmental Finance. Our Global Impact Bond Fund — our first global, multi-sector fixed income impact fund — was launched in May 2019, and seeks to have a positive, measurable impact by investing exclusively in debt issued by companies and other organisations whose products, services and projects address major social and environmental challenges. Learn more about the award here and about our Global Impact Bond Fund here.
For professional or institutional investors only. The award may not be representative of any one client’s experience. Past performance is no guarantee of future results. The award is not indicative of Wellington Management’s or the Fund’s future performance. Wellington Management did not pay a fee to be considered. Winners were selected on a points-based scoring system by a large panel of industry experts and institutional investors active in the market. Wellington Management was the only winner in this category, which was judged based on Environmental Finance’s criteria.
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Wendy Cromwell featured on Capital Allocators podcast
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Tune in to hear Wellington’s Wendy Cromwell discuss sustainable investing with Ted Seides, host of the popular investing podcast Capital Allocators. Wendy is the first of 10 industry leaders to be featured in a series called Sustainable Investing: The Next Frontier. In the 70-minute episode, Wendy shares her insights on this growing global market, Wellington’s sustainable investing capabilities, and why several market inefficiencies present avenues for active investors to deliver value.
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2020 Refinitiv Lipper Fund Award Winner
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We are pleased to announce Wellington Management have won two categories in the 2020 Refinitiv Lipper Fund Awards.
- Europe Group Awards, Equity, Large Company
- France Group Awards, Equity, Large Company
These awards have been running for 30 years, recognising funds and fund management firms for consistently strong risk-adjusted performance relative to peers over three, five and 10 years. Winners are calculated using a combination of Refinitiv data and quantitative analysis by Lipper’s internal analysts.
Capital at risk. Past performance is no guarantee of future results. Awards should not be considered a recommendation. Data being linked to is that of a third party. No assurance is being provided as to its accuracy or completeness. The Refinitiv Lipper Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.
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Insurance Asset Risk Awards 2020 — Investment Innovation of the Year
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Wellington Management is pleased to have won the 2020 Investment Innovation of the Year award from Insurance Asset Risk. Climate risk is a key topic for global insurance companies, and this award highlights our commitment to climate science and our research partnership with Woods Hole Research Center, the world’s leading independent climate science institute.
For professional or institutional investors only. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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Wellington Management’s Global Impact Bond Fund named Best New Entrant at Investment Week’s 2019 Sustainable & ESG Investment Awards
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Wellington Management is pleased to have won the Best New Entrant award for Wellington Global Impact Bond Fund at Investment Week’s 2019 Sustainable & ESG Investment Awards.
The awards celebrate firms that demonstrate expertise and commitment to environmental, social and ethical issues, as well as good corporate behaviour. Finalists were chosen by Investment Week’s judging panel based on criteria including clarity of ESG investment objectives, strong performance, experience in the sector, communication to investors, transparency, good reputation and compliance.
For professional or institutional investors only. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
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The Business Times | Successful innovation investing
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In a recent roundtable with The Business Times, three experts — including Wellington’s Michael Masdea — shared their views on today’s megatrends and the investable opportunities sparked by innovation that extends far beyond technology alone.
Source: The Business Times
© Singapore Press Holdings Limited. Permission required for reproduction.
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Reactions magazine’s Women’s Leadership Forum 2019
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Insurance Fixed Income Portfolio Managers Alyssa Irving and Elizabeth Kleinerman were recently featured as part of Reactions magazine’s Women’s Leadership Forum 2019. Alyssa and Liz reflect on valuable personal and professional advice they have received throughout their careers and provide insightful lessons learned both inside and outside of Wellington. – Sponsored content
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Hear Jean Hynes on the Capital Allocators podcast
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Wellington’s Jean Hynes was recently featured on the Capital Allocators podcast, discussing her nearly three decades as a health care investor and her experience as a senior leader of our firm. During the interview, she touches on Wellington’s collaborative culture, our approach to globalisation, and changes in the health care sector.