-
-
USD 1 T+
-
Client assets managed
-
United States, Intermediary
Change
Collaboration By Design
We decided long ago that an open, collaborative culture was the right choice for our firm and our clients. By actively sharing research and challenging one another’s views and potential blind spots, our investors create a diverse marketplace of ideas. They decide independently how to draw on it and help sharpen their own portfolio decisions and manage risk.
Featured insight
Showing
of
Insights Posts
2023 Investment Outlook
As you consider your investment strategy for 2023, our Outlook collection provides you with unique perspectives across the macro environment and all major capital markets, drawing on our global marketplace of ideas more than 800 investors strong.
Collection
2023-12-31
URL References
Related Insights
Related insights
Showing
of
Insights Posts
URL References
Related Insights
Quick takes
Showing
of
Insights Posts
February Fed meeting: Chair Powell strikes a more optimistic tone
Continue reading
Quick Take
2023-09-30
Spread the risk: Our top three fixed income diversifiers for 2023
Continue reading
Quick Take
2024-01-31
URL References
Related Insights
Meet the manager
Mary Pryshlak, CFA
Mary Pryshlak, CFA, head of Investment Research, describes her investment philosophy, what distinguishes Wellington from competitors, and how our experienced global industry analysts translate research into actionable ideas.
People and purpose
Global Diversity, Equity, and Inclusion
The Global Diversity, Equity, and Inclusion (GDEI) Report stems from our shared values of integrity, collaboration, and differentiation. By sharing diversity data and information, we can provide insight on where we are and where we want to be when communicating with clients, recruitment candidates, and colleagues.
Learn more about our commitment to real and lasting progress in our 2021 GDEI Report.
Why Wellington
-
By the numbers
-
The Wellington edge
By the numbers
-
-
976
-
Investment professionals
-
-
-
2,486
-
Clients
-
-
-
62
-
Client locations by country/region
-
The Wellington edge
In the pursuit of investment excellence, we’ve chosen to do things a little differently, including the way we structure our ownership model, organization, and investment platform.
Independence & scale
As one of the world’s largest privately held asset managers, we take the long view, innovate and invest when others pull back, and are accountable only to our clients. Our ownership model contributes to the depth and continuity of our talent.
Marketplace of ideas
Our collaborative culture is not just talk. We’ve spent decades designing an open organization in which our investors can leverage every pocket of intellectual capital to sharpen their own insights and portfolio decisions.
Integrated investment capabilities
We believe that our clients’ challenges require an integrated approach to research, portfolio management, and solutions design across asset classes. We pair deep multi-disciplinary research resources — career analysts, embedded data scientists, client strategists — with independent portfolio teams operating in an entrepreneurial “boutique” environment.
All figures as of 30th June 2022.
Key capabilities
Sustainable investing
We believe achieving our clients’ goals requires integrating sustainable research and engagement practices across our sustainable investment management platform.
Alternatives
Experience the edge.
The Alternatives Edge helps clients tap into a wide variety of return streams to pursue their return-seeking and risk-mitigation goals.
Emerging markets
Discover where we’re finding differentiated investment ideas, meet our EM investment teams, and read our latest research about potential opportunities in emerging markets.
Wellington news
-
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.
-
Jean Hynes on CNBC Asia TV: Markets, strategy and business outlook