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

Cromwell

Wendy Cromwell re-elected to PRI board

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

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

Demystifying decumulation: A practical guide
Investors seeking a sound decumulation strategy must consider a host of variables, including risks that weren't on the radar when they were accumulating assets. Members of our Investment Strategy team consider the interaction between portfolio withdrawals and specific characteristics of the portfolio's realized return. They also offer thoughts on successful decumulation strategies, focusing on portfolio construction, process design, and implementation.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2022
Demystifying decumulation: A practical guide
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2021 Sustainability Report
Sustainability is a strategic priority for our firm and an integral part of our commitment to our clients. By focusing on our clients’ objectives and pairing intellectual curiosity with discipline, we believe we can help our clients meet their long-term goals in a changing world. We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2022
2021 Sustainability Report
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The evolution of private equity and implications for allocators
Multi-Asset Strategist Cara Lafond highlights key themes in private equity markets and explores implications for asset owners.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2022
The evolution of private equity and implications for allocators
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Monthly Market Snapshot: March 2022
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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April 2022
Monthly Market Snapshot: March 2022
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Climate investing: The case for a market-neutral approach
We explore why climate change is a compelling organizing principle for investing and highlight the potential benefits and risks of market-neutral implementations.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2022
Climate investing: The case for a market-neutral approach
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Allocating to hybrid strategies: A multiple-choice decision
Multi-Asset Strategist Cara Lafond considers the options available to allocators deciding where hybrid or crossover strategies fit best in their asset mix.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2022
Allocating to hybrid strategies: A multiple-choice decision
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<span>Insurance Multi-Asset Outlook — </span>Higher inflation, rising rates: Front and center for insurers
With macro and market complications piling up through the first few months of 2022, Insurance Multi-Asset Strategist Tim Antonelli provides his investment implications for global insurers.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2022
Insurance Multi-Asset Outlook — Higher inflation, rising rates: Front and center for insurers
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Tim Antonelli
 CFA, FRM, SCR
Russia/Ukraine: Transformational, <em>not</em> transitory   
Four Wellington thought leaders share their distinct individual perspectives on the short- and longer-term implications of the tragic watershed conflict between Russia and Ukraine: Geopolitical Strategist Thomas Mucha on the geopolitical backdrop; Macro Strategist John Butler on what it means for Europe; Macro Strategist Santiago Millán on the role of China; and Portfolio Manager David Chang on the commodities markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
April 2022
Russia/Ukraine: Transformational, not transitory  
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