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

2022 ESG & Sustainability Outlook
Our 2022 ESG & Sustainability Outlook previews our climate research and engagement approach for the coming year. We also offer tangible ideas to help your organization build climate preparedness by incorporating some of our key lessons learned into your investment strategy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 ESG & Sustainability Outlook
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2022 Climate Change Investing Outlook
Multi-Asset Strategists Nick Samouilhan and Tim Antonelli and Investment Strategy Analyst Patrick Wattiau outline an approach to incorporating the capital-market impact of climate change in multi-asset portfolios. Director of Climate Research Chris Goolgasian and members of our climate investing teams preview the firm’s 2022 agenda with Woodwell Climate Research Center and explain their increasing emphasis on engagement.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Climate Change Investing Outlook
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2022 Alternative Investment Outlook
Our 2022 Alternative Investment Outlook looks at 5 areas of focus for the coming year and explores private equity markets and ESG opportunities.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Alternative Investment Outlook
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2022 Investment Outlook
As you look ahead to 2022, we invite you to explore investable ideas and trends across all major asset classes curated from our marketplace of ideas — more than 900 investors strong.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Investment Outlook
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2022 Fixed Income Outlook
Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Fixed Income Outlook
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2022 Equity Outlook
In our 2022 Equity Outlook, we explore opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Equity Outlook
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ESG in 2022: Insights for private companies
We profile why ESG factors matter in private markets, explore the diverse ESG issues private companies face across industries, highlight five key areas to prioritize, and share the essential steps private companies can take to keep up with today’s evolving ESG risks and opportunities.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
ESG in 2022: Insights for private companies
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Monthly Market Snapshot: October 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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November 2021
Monthly Market Snapshot: October 2021
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