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Matt Witheiler named to Forbes’ "The Midas List: The World’s Best Venture Capital Investors in 2023."
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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.
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WSJ Pro Venture Capital: Wellington Management Raises US$476 Million for Second Biotech Venture Fund
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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.
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Wellington Management announces US$476 million final close for Biomedical Innovation II
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We are excited to announce the final close of Wellington Biomedical Innovation II, which invests in private biotech companies that are developing the next generation of treatments that seek to improve the standard of care in medicine.
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Citywire Amplify | Alts Insider: Wellington’s plan to push beyond one-way markets
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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.
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Sasha McKenzie named to PitchBook’s annual list of "Black Founders and Investors to Watch" in 2023
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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.
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Environmental Finance Impact Awards 2022 – Fund of the year, listed equity
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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.
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Institutional Investor | Every Asset Manager Wants More Alts. Here’s How Wellington Is Achieving It.
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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.
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50 Leading Women in Hedge Funds
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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.
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For more on Irene, view the full article here.
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For more on May, view the full article here.
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Responsible Investor webinar: Impact in emerging markets — Grassroots research and IMM Practice
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In this event replay from Responsible Investor, Portfolio Manager Liliana Castillo Dearth and Impact Measurement & Management Practice Leader Oyin Oduya look at opportunities available in emerging markets for impact investors, with a focus on perspectives from end users in their local communities, as well as the research process for evaluating and measuring impact investments through a strong IMM practice.
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Top 1000 Funds Sustainability in Practice | Physical climate risks: Implications for investors
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In this event replay from Top 1000 Funds Sustainability in Practice forum, Director of Climate Research Chris Goolgasian joins Woodwell Climate Scientist Zach Zobel to assess the socioeconomic risks associated with climate change, and highlight how investors may use climate science insights as an input for financial decision-making.
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Jean Hynes on CNBC Asia TV: Markets, strategy and business outlook
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Wellington's CEO Jean Hynes spoke with CNBC's Tanvir Gill at the 2022 Milken Asia Summit about inflation, interest rates, private investing and recent developments in the treatment of Alzheimer's disease.
©2022 CNBC, All rights reserved, used with permission. -
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Wellington Management announces expansion of alternatives investment resources
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Hiring of Ferat Ongoren expands alternatives investments platform
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Insurance Asset Risk Award win
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Wellington Management is proud and honored to have been named Structured Debt Manager of the Year by Insurance Asset Risk as part of its Americas 2022 Awards. Learn more about Insurance Asset Risk's 2022 Awards and this achievement.
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The Business Times | Fintech’s transformative power
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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.
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Environmental Finance Sustainable Investment Awards 2022 — ESG innovation of the year, research
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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
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Insurance ERM Annual Americas Awards 2022 — Insurance Asset Manager of the Year
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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. -
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Oyin Oduya named to inaugural Black Women in Asset Management’s 40 Under 40 list
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Congratulations to Oyin Oduya, Impact Measurement and Management Practice Leader, who was selected in the Impact category of this year’s BWAM 40 Under 40 list honoring Black women shaping the future of asset management. Congratulations to all the honorees!
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Press release: Wellington Management opens Madrid office, expanding its presence in Europe
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We are excited to announce we have secured regulatory approval to open a new local office in Madrid.
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Matt Witheiler named to Forbes’ "Midas List of The World’s Best Venture Capital Investors" in 2022.
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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!
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Milken Institute Global Conference panel: Asset Management - Don't Stop Me Now
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In this event replay from the 2022 Milken Institute Global Conference, President and Managing Partner Steve Klar joins a fascinating discussion with some of the leading figures in asset management to share their perspectives on the market outlook.
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CityWire Selector: What success as Wellington’s CEO would look like
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Ten months in her new role, Wellington Chief Executive Officer Jean Hynes shares a taster of what she hopes to achieve in a wide-ranging interview with CityWire Selector. She discusses how she aspires to have the whole of humanity represented at Wellington, why she wants to remain an active investor and what the potential areas of growth are for the firm.
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Economist’s Sustainability Week interview: Analyzing environmental and social impact investments (event replay)
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In this event replay from the 2022 Economist’s Sustainability Week conference, Impact Measurement and Management Practice Leader Oyin Oduya discusses how Wellington defines impact investing, what the key benefits are, and how it differs from responsible investing.
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Large investors join GREEN to speed up climate action in real estate
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We are pleased to join the Global Real Estate Engagement Network (GREEN), which aims to encourage real estate companies to improve their sustainability performance and reduce exposure to financial and non-financial climate risks. Wellington portfolio manager Bradford Stoesser and ESG research analyst Lauren White will sit on GREEN’s steering and engagement committees, respectively.
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Economist’s Climate Risk US panel: Understanding climate data (event replay)
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In this event replay from the 2022 Economist’s Climate Risk US conference, Head of Sustainable Investment Wendy Cromwell joins a panel to discuss where firms can access high-quality, decision-relevant climate data—and where the data gaps are.
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Opinion: Five investment essentials for 2022
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As the world continues to recover over the coming year, a cautiously optimistic outlook seems warranted. Nick Samouilhan, portfolio manager at Wellington Management, highlights five trends that should shape the next 11 months for investors. The coming year should welcome in a post-pandemic recovery — albeit with many fits and starts along the way.
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Press release: Wellington Management expands Alternative Investment Resources
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We are excited to announce the strategic expansion of our Alternatives Investments platform through the hiring of the investment team of Shelter Haven Capital Management.
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Erin K. Murphy to Succeed Edward J. Steinborn as Chief Financial Officer of Wellington Management
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Wellington announces new Chief Financial Officer.
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Press release: Wellington Management and the MIT Joint Program announce climate change research collaboration
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Through this alliance, the MIT Joint Program’s integrated team of natural and social scientists will provide our investment teams with comprehensive climate change projections that address various environmental, economic, and policy scenarios . The objective of this research is to outline decarbonization pathways for corporate operations, supply chains, and products, while also assessing their potential economic impacts.
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Wendy Cromwell on Bloomberg TV: We’re Bridging The Gap Between Climate & Finance
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Wellington’s Director of Sustainable Investment Wendy Cromwell spoke with Bloomberg’s Alix Steel about how our firm is preparing for climate change – including our research partnership with Woodwell Climate Research Center to map the physical impacts of climate change and our founding membership with the Net Zero Asset Managers initiative. Watch the interview here:
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Financial Times Investing for Good USA panel: Building Equality and Diversity into Investment Portfolios (event replay)
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In this event replay from the 2021 Financial Times Investing for Good USA conference, Portfolio Manager Yolanda Courtines joins a panel to discuss the role of investors in nudging the corporate sectors towards more responsible practices with regard to employees, consumers, and other stakeholders.
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Financial Times Investing for Good USA panel: Opportunities in the Green Recovery (event replay)
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In this event replay from the 2021 Financial Times Investing for Good USA conference, Investment Director Erika Murphy joins a panel to discuss the opportunities offered to investors from the Biden administration’s ambitious climate goals focused on job creation.
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Jackson Cummings named to Business Insider’s 2021 list of Rising Stars in Venture Capital
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We’re pleased to share that Jackson Cummings was named to Business Insider’s 2021 list of Rising Stars in Venture Capital for his accomplishments in dealmaking focused on lifting up underrepresented founders and investors.
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Wendy Cromwell re-elected to PRI board
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Wendy Cromwell, Vice Chair and Head of Sustainable Investment, has been re-elected for a 2nd term to the board of the United Nations-backed Principles for Responsible Investment.
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Wellington Management names new co-heads of biotechnology team
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We are pleased to announce that I-hung Shih and Nilesh Kumar will co-lead our Private Market Biotechnology Team.
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Building a solid foundation: The latest steps in our net-zero journey
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We are pleased to announce an initial commitment of US$146 billion in client assets aligned with achieving net-zero emissions by 2050 or sooner. In this statement from CEO Jean Hynes and Wendy Cromwell, Vice Chair and Head of Sustainable Investment, we outline our methodical, strategy-by-strategy approach that sets the foundation for further progress.
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Shanna O’Reilly named to Wall Street Journal Private Equity Women to Watch list
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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.
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Wellington Management expands private investing capabilities with new climate-focused investor
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We are pleased to welcome Molly Breiner to our private market sustainable investing team. Molly will focus on climate solutions in sustainable consumer, food, and agriculture.
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Mary Pryshlak featured on FCLTGlobal’s Going Long Podcast
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What will it take for crypto to become a viable asset class? Have we put the right price on water? Listen to Mary Pryshlak, CFA, head of Investment Research, explore these and other Future Themes topics on the latest episode of FCLTGlobal’s Going Long Podcast.
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Wellington Management expands private investing capabilities with new climate-focused investor
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We are pleased to welcome Mike DeLucia to our private market sustainable investing team. Mike will focus on energy transition, buildings, and smart cities.
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The Business Times | Successful innovation investing
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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. -
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Wellington Management expands diversity-focused private investing capabilities
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We are pleased to announce that Jackson Cummings and Van Jones have joined Wellington Management as senior private equity investors who will help lead the firm’s diversity-focused investing on the alternatives platform. The addition of Jackson and Van to our investing leadership extends the firm’s commitment to addressing economic disparities and making a difference in diverse communities.
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Jean Hynes receives 2021 North American Industry Leadership Award from 100 Women in Finance
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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 .
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Press release: Wellington and Enel Green Power form a groundbreaking renewables initiative
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Wellington and Enel Green Power have agreed to terms for a first-of-its-kind, 10-year virtual power purchase agreement (VPPA) for renewable energy. Wellington expects to become the first company in the world to develop a VPPA to match fully both its US employees’ total home and corporate electricity usage with clean energy.
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Press release: Industry partners join Wellington Management in a call for location data in climate disclosures
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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.
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New Managing Partner Elected
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Effective 1 July 2021, Terry Burgess will join Jean Hynes and Steve Klar as one of three Managing Partners of Wellington Management Group, LLP. Terry will succeed Brendan Swords as a Managing Partner.
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Institutional Investor | At Wellington, Portfolio Managers Also Code
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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.
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Wall Street Journal | 15 CEOs reflect on their pandemic year and the lessons they’ve learned
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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.
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Barron’s report | The 100 Most Influential Women in US Finance
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Congratulations to our incoming CEO Jean Hynes on being named one of the 100 Most Influential Women in US Finance for the second consecutive year by Barron’s!
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Bloomberg Opinion | Masters in Business Podcast, featuring Jean Hynes
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Wellington’s incoming CEO Jean Hynes sat down with Barry Ritholtz for Bloomberg’s Masters in Business podcast series. Hear Jean and Barry cover a number of topics ranging from career advice — including the three things Jean’s mentor taught her and what advice she would give to recent college graduates, health care as a growth industry on the brink of making dramatic changes in oncology, Wellington’s expansion into alternatives and private equity, and more.
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Wellington Joins Corporate Call to Action: Coalition for Equity and Opportunity
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Wellington is proud to be a member of the Corporate Call to Action and to commit to transparency around our diversity, equity, and inclusion efforts. A diverse workforce and inclusive culture are critical to the pursuit of our mission: to exceed the investment and service expectations of our clients.
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Wellington Management expands European presence with new office in Milan
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Wellington has opened a new office in Milan, underscoring our commitment to the Italian market, which we see as a key strategic priority. Wellington has been serving Italian clients such as pension funds, insurance companies and intermediaries for 20 years. The new office will bring us closer to our clients and help us to serve them better, giving them access to our broad expertise across asset classes.
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Wellington joins Net Zero Asset Managers Initiative
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We are pleased to announce that Wellington Management is joining the Net Zero Asset Managers Initiative as a founding member. Through this initiative, we commit to work in partnership with clients on their decarbonization goals and to set an interim target for the proportion of assets to be managed in line with the attainment of net-zero emissions by 2050.
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Wellington Management was awarded in three categories at 2022 Citywire Spain Awards
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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:
- Bonds – Euro High Yield for Best Fund Group 2022
- Alan Hsu for Best Fund Manager 2022 | Equity – Ecology
- Konstantin Leidman for Best Fund Manager 2022 | Bonds – Euro High Yield.
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.
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50 Leading Women in Hedge Funds
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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.
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Jean Hynes featured in recent Boston Globe article
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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.
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Jean Hynes to Succeed Brendan Swords as Chief Executive Officer of Wellington Management
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Wellington Management announced that Brendan Swords, Chief Executive Officer, will retire from Wellington on 30 June 2021. At that time Jean Hynes, Managing Partner, will succeed Mr. Swords as Chief Executive Officer.
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Wendy Cromwell featured on Capital Allocators podcast
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Tune in to hear Wellington’s Wendy Cromwell discuss sustainable investing with Ted Seides, host of the popular investing podcast Capital Allocators. Wendy is the first of 10 industry leaders to be featured in a series called Sustainable Investing: The Next Frontier. In the 70-minute episode, Wendy shares her insights on this growing global market, Wellington’s sustainable investing capabilities, and why several market inefficiencies present avenues for active investors to deliver value.
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Wellington and leading Canadian pension plan to further integrate climate science research
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Wellington Management, one of the world’s largest independent investment management firms, and Ontario Teachers’ Pension Plan (“Ontario Teachers’”), the largest single-profession pension plan in Canada, announced they have expanded their strategic relationship to further integrate leading climate science research into the pension plan’s investment process. For this new initiative with Ontario Teachers, Wellington will continue to collaborate with Woods Hole Research Center, the world’s top-ranked climate change think tank.
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Press release: Wellington and CalPERS announce new framework for assessing climate change risks
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Wellington Management and the California Public Employees’ Retirement System (CalPERS) have launched a new framework designed to help companies and their executive teams assess and disclose the potential impacts of the physical risks of climate change (P-ROCC) on their business. This new P-ROCC framework seeks to improve how companies disclose their physical vulnerabilities, and thereby help asset owners and investment managers better evaluate the ability of the companies they invest in to adapt to or mitigate such risks.
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Reactions magazine’s Women’s Leadership Forum 2019
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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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Hear Jean Hynes on the Capital Allocators podcast
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Wellington’s Jean Hynes was recently featured on the Capital Allocators podcast, discussing her nearly three decades as a health care investor and her experience as a senior leader of our firm. During the interview, she touches on Wellington’s collaborative culture, our approach to globalisation, and changes in the health care sector.
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Press release: Strategic climate science initiative
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Wellington Management, one of the world’s largest independent investment management firms, and Woods Hole Research Center, the world’s leading independent climate research institute, today announced a collaborative initiative to integrate climate science and asset management.
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Press release: Wellington Management opens new office in Toronto
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Wellington today announced the opening of its first Canadian office. Located in the Exchange Tower at 130 King Street West in Toronto, the new office creates greater proximity to better serve Wellington’s clients.
*About third-party links on our website: Wellington Management may offer links to other third-party websites. When you click on these links you will leave Wellington Management’s website and will be redirected to another site. The links are provided solely for your convenience and for informational purposes only; they do not constitute an endorsement, guarantee, or an approval by Wellington Management of any of the products, services, or opinions of the third party. Wellington Management makes no representation or warranty regarding the accuracy, legality, or content of the third-party site or the links. These sites are not under the control of Wellington Management. Please also be aware that the security and privacy policies on these sites may be different than those of Wellington Management. Please read third-party privacy and security policies closely. If you have any questions or concerns about the products and services offered on linked third-party websites, please contact the third party directly.
