United States, Intermediary
Change
Client, firm, self
This philosophy guides everything we do. That’s why we work not only to deliver superior investment returns to our clients, but also to provide “service alpha” — to go above and beyond what our clients expect.
Our goal is to build strong, long-term relationships with our clients. Our experienced relationship management and client service management professionals typically specialze by client type or geography, providing a thorough understanding of each client’s unique needs in pursuit of investment and operational excellence.
Who we serve
Central banks and sovereign institutions
Our sovereign clients include central banks, government investment agencies, and supranational and government-sponsored entities worldwide.
Consultants
We work with well over 200 consultants globally to identify and evaluate appropriate investment solutions for our common clients.
Defined benefit plans
We have worked with defined benefit (DB) plan sponsors for more than 40 years, and today we manage money for hundreds of corporate and public plans worldwide.
Defined contribution plans
We provide DC plans with advanced investment thinking and holistic solutions to help improve participant outcomes.
Endowments and foundations
We have been serving the investment needs of diverse nonprofit organizations since 1963.
Family offices
We manage assets for a worldwide clientele of family offices in a wide range of equity, fixed income, alternative, and multi-asset approaches.
Insurers
Insurance companies worldwide depend on us for investment solutions tailored to their unique needs.
Intermediaries and wealth managers
We serve as investment adviser or subadviser to clients who sponsor mutual funds and other commingled vehicles, including banks, insurance companies, and asset managers.
All figures are for the Wellington Management Group of companies as at 31 March 2023.
