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Wellington Management expands investment platform with new CLO offerings
HFJ | 50 Leading Women in Hedge Funds - 2023
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.
Forbes | Wellington Access Ventures Raises $150 Million To Back Underrepresented Founders
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.
Wellington Management announces US$150 million final close for Wellington Venture Investments I
iCapital® and Wellington Management forge global partnership
iCapital® and Wellington Management Forge Global Partnership to Enhance Access to Institutional-Quality Alternative Investments
Capital Allocators with Ted Seides podcast featuring Co-head Private Investments, Michael Carmen
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.
Catch Nanette Abuhoff Jacobson on the Hartford Funds podcast
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.
The Wall Street Journal News Exclusive: Wellington Banks at Least $2.6 Billion for Growth Investment Strategy
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
Wellington Management closes fourth late-stage private fund, exceeding $2.5 billion target
Matt Witheiler named to Forbes’ "The Midas List: The World’s Best Venture Capital Investors in 2023."
Congratulations to Matt Witheiler, Sector Lead, Consumer & Technology who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2023, for a third year in a row! It is an incredible achievement.
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 4, 2023, 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.
WSJ Pro Venture Capital: Wellington Management Raises US$476 Million for Second Biotech Venture Fund
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.
Wellington Management announces US$476 million final close for Biomedical Innovation II
Citywire Amplify | Alts Insider: Wellington’s plan to push beyond one-way markets
Mark Sullivan and Shanna O’Reilly discuss with Citywire our history investing in alternatives across four decades. Learn more about alternatives investing at Wellington, where we see opportunities in the years ahead, and what sets us apart.
Source: Citywire. Permission required for reproduction.
Sasha McKenzie named to PitchBook’s annual list of "Black Founders and Investors to Watch" in 2023
We’re thrilled to share that Sasha McKenzie has been included in PitchBook’s annual list of Black Founders and Investors to Watch this year. In the US, only 3% of venture capital partners are Black and only 0.27% of all VC investments have gone to Black women founders in recent years. As a deal lead for the Wellington Access Ventures (WAV) Team, Sasha is one of the investors pushing to change the private market landscape. Explore PitchBook's full list.
Sources: NVCA, Deloitte, and TechCrunch
List published by PitchBook on February 8 and is for the year 2023. Wellington did not pay a fee to be considered for the list. Past performance is no guarantee of future results.
Environmental Finance Impact Awards 2022 – Fund of the year, listed equity
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.
Institutional Investor | Every Asset Manager Wants More Alts. Here’s How Wellington Is Achieving It.
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.
50 Leading Women in Hedge Funds
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.
For more on Irene, view the full article here.
For more on May, view the full article here.
Insurance Asset Risk Award win
The Business Times | Fintech’s transformative power
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.
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
Wellington Management has been named Insurance Asset Manager of the Year by Insurance ERM as part of their Americas 2022 Awards. Learn more about Insurance ERM’s Americas 2022 Awards and this achievement.
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: Insurance ERM
Award Time Period: June 2022
Wellington Management did not provide any compensation for this award.
Matt Witheiler named to Forbes’ "Midas List of The World’s Best Venture Capital Investors" in 2022.
Congratulations to Matt Witheiler, who has been recognized for a second year in a row by the Forbes “Midas List of the World’s Best Venture Capital Investors” in 2022. An amazing achievement!
Congratulations to Shanna O’Reilly, Co-Head, Private Investments, who was recognized by WSJ Pro on its Private Equity Women to Watch list. A wonderful achievement!
WSJ Pro Private Equity selected 7 women playing an active role in the limited-partner and fundraising communities as part of their 2021 Women to Watch list. 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.
The Business Times | Successful innovation investing
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.
Congratulations to Wellington Management’s CEO, Jean Hynes, on receiving 100 Women in finance’s 2021 North American Industry Leadership Award! Learn more about the award on the 100 Women in Finance website .
Wellington and Woodwell Climate Research Center announced P-ROCC 2.0, extending the 2019 framework designed to help companies disclose the potential effects of physical risks of climate change on their business. The new framework outlines how companies can share location data that will enhance transparency and help investors make more informed investment decisions. View P-ROCC 2.0 here.
Wellington’s Head of Investment Science, Michael Masdea, discusses how we seek to marry the traditional art of investing with all the latest benefits of data science in this Institutional Investor article.
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.
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:
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.
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.
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.
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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