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 every aspect

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 every aspect of 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

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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 investment approaches span the global equity, fixed income, currency, commodity, liquid alternatives, and private markets.

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Fixed income

Our fixed income approaches pursue opportunities across the spectrum of global bond market sectors, backed by multidisciplinary research from investment teams around the world.

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Multi-asset

We use innovative research to develop multi-asset strategies that enable investors to address diverse and evolving investment challenges.

Alternatives English
Liquid Alternatives

Our liquid alternatives platform offers a range of solutions that can complement traditional asset-class portfolio allocations, including absolute return and long/short listed equity approaches.

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Private Investments

Our Private Investments Team offers differentiated solutions across sectors by drawing on their backgrounds as entrepreneurs, investors, scientists and more, and collaborating with our public market experts to harness insights from all company growth stages.

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.

Funds returns are shown net of fees. Fund returns shown are net of actual (but not necessarily maximum) withholding and capital gains tax but are not otherwise adjusted for the effects of taxation and assume reinvestment of dividends and capital gains. If an investor’s own currency is different from the currency in which the fund is denominated, the investment return may increase or decrease as a result of currency fluctuations.

Source: Wellington Management.

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Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed and can go down as well as up. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the offering documents for the fund which contain further information on the risks and features of the fund. Unless stated otherwise data is as at previous month end.