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Our commitment to investment excellence

We aspire to excellence in everything we do for our clients. If we succeed, we can impact the lives of millions of real people — educators and first responders working for a secure retirement, patients seeking care at hospitals, scholarship recipients attending universities, families relying on social programs in countries around the world, and the next generation, whose success depends on a sustainable future.

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.

 

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. Learn more

 

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. Learn more

 

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. Learn more

 

Sustainable investments

The alternatives edge

Emerging markets: Core to niche

Racial injustice and the path forward

We have been deeply engaged in conversations with our colleagues about issues of racial injustice and the implications for our employees, our clients, and our communities. Read about our commitment to real and lasting progress.

Learn more about our Diversity and inclusion efforts.

 

Wellington News

Jean Hynes

Jean Hynes receives 2021 North American Industry Leadership Award from 100 Women in Finance

looking up at buildings

Wellington and Enel Green Power form a groundbreaking renewables initiative

Burgees Terrence

Terry Burgess elected new Managing Partner

Wellington joins Net Zero Asset Managers Initiative

Our people

Hear from Niraj Bhagwat, CA, Equity Portfolio Manager, on the strengths of working with a diverse team, how becoming a better investor is a never-ending journey not a destination, and why collaborating with other Wellington investors across the globe can help deliver better outcomes for our clients.

 

FEATURED INSIGHTS

Rethinking growth and where long/short directional strategies fit in
With allocators looking for opportunities to recalibrate their growth exposures, Multi-Asset Strategist Cara Lafond shares her “best fit” criteria for long/short directional strategies and explains why the financial sector appears to check all the boxes.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Rethinking growth and where long/short directional strategies fit in
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Are we on the cusp of an  unconstrained bond fund “renaissance”?
Portfolio Managers Brian Garvey and Brij Khurana and Investment Director Brian Doherty see unconstrained fixed income approaches, if properly implemented, as being well suited to the current (or any) market environment.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Are we on the cusp of an unconstrained bond fund “renaissance”?
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Using climate science to uncover investment opportunities
Investors are increasingly aware of the risks posed by climate change, but perhaps less so of the unexpected opportunities that climate science can help uncover.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Using climate science to uncover investment opportunities
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Monthly Market Snapshot: June 2021
A monthly update on equity, fixed income, currency, and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Monthly Market Snapshot: June 2021
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Financial Market Review: Second quarter 2021
A quarterly review of results in the global equity, fixed income, currency, and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Financial Market Review: Second quarter 2021
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Mid-2021 Investment Outlook
As you look ahead to the second half of 2021, thought leaders from across our investment platform share their views on pressing questions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Mid-2021 Investment Outlook
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Investing implications of a three-speed economy
Multi-Asset Strategist and Portfolio Manager Nick Samouilhan and Investment Directors Andrew Sharp-Paul and Matthew Bullock highlight how key regional differences globally have led to three distinct ”blocks” of the world economy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Investing implications of a three-speed economy
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<span>Insurance Multi-Asset Outlook — </span>The rising tide of inflation: Risks and opportunities for insurers
COVID vaccination progress and ample policy support may warrant a more pro-risk investment stance going forward, but persistent inflation concerns continue to loom. Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook share insights to help insurers navigate these competing forces.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Insurance Multi-Asset Outlook — The rising tide of inflation: Risks and opportunities for insurers
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Tim Antonelli
 CFA, FRM, SCR