United States, Institutional

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We’re different by design

As one of the world’s largest privately held asset managers, we are free to take the long view, innovate, and invest when others pull back. Since 1928, we’ve been exploring new ideas and challenging each other’s thinking — because we believe unique perspectives lead to better investment decisions for our clients and their beneficiaries.

At Wellington, our research-driven approach and long-term thinking are at the heart of our investment solutions, which span all major asset classes.

Our mission and purpose

We aspire to excellence in everything we do for our clients.

If we succeed, we can impact the lives of millions of real people, from educators and first responders working for a secure retirement, to scholarship recipients at universities, to scientists pursuing cures for previously incurable diseases.

That’s why for almost 100 years, we’ve chosen to do things differently. This includes the way we structure our ownership model, organization, and investment platform.

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How we do it: Our solutions and capabilities

We’ve built an integrated ecosystem of more than 1,000 investment professionals, bringing together experts in research, trading, data science, and more — all to help ensure we can be an effective partner and solutions provider to our clients. 

GIF

Our integrated boutique model connects nearly 50 independent investment teams across all asset classes under a single management framework.

We draw on the insights of hundreds of research professionals worldwide, including specialists in macro, credit, and ESG research, as well as our global industry analysts, who conduct fundamental company analysis and manage sector portfolios.

We apply data science innovations to improve efficiency, find new investment ideas, and manage risk through iSci, our Investment Science Team.

Our multifaceted approach to managing investment risk leverages data science-powered tools, a robust risk-management framework, and risk specialists across asset classes.

With an annual trading volume of more than US$13 trillion, we have the scale to develop deep relationships with broker-dealers for the benefit of our clients, maintain a robust risk-management infrastructure, and provide our investors with a leading-edge trading platform. 

All figures are for the Wellington Management Group of companies as at 30 June 2023.

Moments that define us

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Global diversity, equity, and inclusion

At Wellington Management, we believe that a diverse workforce thrives in an equitable and inclusive culture. Our unwavering commitment to GDEI is imperative; we are in a knowledge business focused on achieving investment excellence for our clients. We can achieve that objective by hiring, developing, and retaining differentiated talent to collaborate for stronger business and investment outcomes.