Our Firm

As an investor who has studied hundreds of companies over my career, I’m a strong believer that culture is the key ingredient in driving success over the long term.

— Jean Hynes, CFA, Chief Executive Officer

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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.

Independent thinking at scale

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.

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Discovering by debating

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.

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Expertise across multiple aspects

We’ve built an integrated investment ecosystem combining nearly 50 independent investment teams and 900+ investment professionals under a single management framework.

By combining expertise across investing, trading, data science and more, our clients get the benefits of independent thinking without the downsides of a siloed culture. 

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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

GIF

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.

FACTS AND FIGURES

USD 1 T+

Client assets managed

976

Investment professionals

2,486

Clients

62

Client locations by country/region

All data refers to companies belonging to Wellington Management Group, data as of 30 June 2022

WELLINGTON IN ASIA

Since opening our first office in Singapore over 25 years ago, we have expanded our network across Asia and are now based in Shanghai, Hong Kong, Singapore, Tokyo and Sydney.

Our INVESTMENT Capabilities

Our offering is designed to help meet clients’ differing goals, and our investment approaches span across global markets and multiple asset classes. Each solution is underpinned by extensive proprietary research and a collaborative culture of idea sharing and stress testing at global scale.

equity@3x
Equity
USD 526 B

assets managed firmwide

Diversified strategies that span different geographies, sectors, investment styles and market capitalisation.

fixed-income-en
Fixed income
USD 467 B

assets managed firmwide

Broad range of strategies that invest across the full spectrum, leveraging expertise from macro, credit and currency specialists.

multi-asset@3x
Multi-asset
USD 195 B

assets managed firmwide

Our specialists within the multi-asset team focus on creating balanced solutions to address income needs.

All data refers to companies belonging to Wellington Management Group, data as of 30June 2022

More insights

a 90-YEAR hISTORY OF INNOVATION

Since 1928, we’ve been serving a wide range of institutions and individuals around the world. Our clients in Asia include pension funds, sovereign wealth funds, endowments and foundations, insurance companies, fund sponsors, family offices, individuals and their advisers.

DISCLOSURES

Past results are not necessarily indicative of future results and an investment can lose value. Funds returns are shown net of fees.
Source: Wellington Management

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