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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.

 
Independence + scale
Marketplace of ideas
Integrated investment capabilities

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

Burgees Terrence

Terry Burgess elected new Managing Partner

Swords Brendan

Wellington Joins Corporate Call to Action: Coalition for Equity and Opportunity

Jean Hynes

Jean Hynes in Bloomberg: Wellington’s Next CEO Sees Active Management Regaining Clout

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

Monthly Market Snapshot: May 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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June 2021
Monthly Market Snapshot: May 2021
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Inflation’s big comeback: Should corporate pensions care?
It's been a long time since anyone worried about inflation getting off the ground. That seems to be changing, and for corporate plans, we think the risk is greater for return-seeking portfolios than liability-hedging portfolios. But we also believe that falling inflation is more worrisome than rising inflation. In this paper, we consider the implications and the potential role of different return-seeking allocations in preparing for various inflation outcomes.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Inflation’s big comeback: Should corporate pensions care?
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A theme is not an index
We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
A theme is not an index
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New derivatives regulations: Adapting to rule 18f-4
We explore the impact of new SEC derivatives rule 18f-4 and highlight how we can help our clients adapt to the new requirements.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
New derivatives regulations: Adapting to rule 18f-4
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ESG playbook for insurers: Tune out the noise
In this video interview, Insurance Multi-Asset Strategist Tim Antonelli provides a playbook for how insurers should approach ESG. Tim offers an actionable to-do list, addresses common misconceptions, and shares forward-thinking ideas to anticipate and manage risk. Tim is interviewed by Account Manager Sarah Marschok who offers color on the investment themes she is observing in the market.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
ESG playbook for insurers: Tune out the noise
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Net Zero Asset Managers initiative
By targeting net-zero emissions, investors can contribute to the global decarbonization effort. But what does this mean in practice? How do we pursue net zero while aiming to deliver competitive investment returns for clients? Our incoming CEO discusses our net-zero commitment, and members of our Sustainable Investing Team explain how we are approaching it.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Net Zero Asset Managers initiative
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<em>Investment bytes – Asia tech</em><br> <span>Local solutions for local markets</span>
We profile the growth of local Asia tech solutions for local markets, a promising trend we believe continues to thrive in the wake of COVID-19 and the US-China trade war.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Investment bytes – Asia tech
Local solutions for local markets
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A source-based approach to managing inflation risk
Multi-Asset Strategists Nick Samouilhan and Adam Berger present a source-based investment “playbook” that asset allocators can follow as they seek to neutralize the looming threat of higher inflation.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
June 2021
A source-based approach to managing inflation risk
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Nick Samouilhan
 PhD, CFA, FRM