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United States, Institutional
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Solutions for a variety of client needs
Nearly 300 equity investment professionals around the world pursue independent research and investment approaches, while tapping colleagues worldwide in a highly communicative environment. We believe this combination of autonomy and collaboration is a powerful advantage when investing in the vast global equity markets.
Why invest with us?
Local knowladge, global reach
We believe that thorough understanding of a region makes us better investors. Members of our global equity research and investment team live, work, and travel around the world, seeking broader insight and deeper knowledge.
Diversity of thought
Having a variety of perspectives helps generate new ideas, encourage sound investment decisions, and may mitigate risk. We believe our clients may benefit from our ability to consider a range of worldviews spanning age, gender, and culture.
Collaboration is a shared value
We believe that exchanging and debating ideas puts risks and opportunities into clearer focus and generates a wider range of ideas. We work interdependently, leveraging each other’s insights and always remembering that better client results are the collective goal.
Communication and research
Portfolio managers and analysts regularly participate in our daily global Morning Meeting, travel to speak with companies around the world, and welcome company management teams to onsite meetings at Wellington.
Global industry research: deep sector specialization
In-depth, proprietary research drives our active approach to sector investing. Over 50 seasoned global industry analysts are the heart of this multidimensional effort, which includes single- and multi-sector strategies. Many of our global industry analysts build entire careers following one industry, deepening their knowledge of companies over time and using a global perspective to more fully understand secular trends and cyclical shifts.
Featured video: Learn more about how our global industry analysts conduct research and invest on behalf of our clients.
Representative strategies: fundamental equities
This is not an all-inclusive list of strategies that may be offered. Investments involve risks including possible loss of principal. This is not to be construed as investment advice or a recommendation to buy or sell any security. Please review important Investment Risks & Definitions.
Vehicles
Wellington clients can invest in many of our investment approaches through separate accounts and an array of funds. For more information about investing in a separate account or US fund, please contact us.
All figures as of 31 December 2021
Fundamental equity strategies
Our actively managed equity approaches span disciplines, geographies, industries, market capitalizations, and styles in order to meet our clients’ objectives.
Quantitative equity strategies
We use systematic analysis to detect and exploit factors that influence equity prices.
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Fintech innovation: A pure play on enduring disruption
We explore why fintech merits a pure-play approach, discuss the importance of an investment team with deep industry expertise in both financial services and technology, and highlight the long-term nature of this disruption
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Article
2023-09-30
Fintech industry outlook in a recession
We explore the current environment for the fintech industry and highlight a few factors that show why the outlook for payments and other related subindustries may be less challenging than many may anticipate.
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Quick take
2023-07-31
Impact investing: Increasing needs, broadening opportunities
Members of our impact investing team, offer a brief update on our impact platform, which continues to evolve amid an expanding opportunity set in developed and emerging market equities and fixed income.
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Quick Take
2022-12-31
Global Impact Annual Report
Discover how we evolved our impact platform in 2021 and tracked the impact progress of select portfolio companies and issuers.
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Report
2023-11-09
Evolving impact investing for better potential outcomes
Our impact portfolio managers provide a snapshot of recent highlights and developments in impact investing.
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Quick Take
2022-09-30
Closing the return gap: A new set of “stepping stone” ideas
Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.
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White paper
2023-06-30
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Article
2023-01-27
Impact investing in practice: supporting the shift to alternative energy
In this case study, we explore how our impact team supports the shift to alternative energy while seeking to capture the associated return potential.
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Article
2022-12-31
Tech WELLcovered: experience transformed
5G, AI and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalised for your interests. Join us on a journey to witness the past, experience the present and transform the way you see the future of fun and the investable opportunities it creates.
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Article
2022-10-31
Rising short-termism in fintech has a silver lining
Global Industry Analyst Matt Ross looks at the fintech sector as an example of the long-term alpha opportunity that may be available to patient equity investors.
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Article
2022-03-14
Game on: Fintech disruptors vs old-school banks
Fintech companies are forcing traditional banks to up their game and rethink their business strategy, including the products they offer. Global Industry Analyst Matt Ross takes a closer look.
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Article
2021-08-31
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