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

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

Wall Street Journal article: Wellington Amasses Up to $2.2 Billion for Late-Stage Deals

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 deliver better outcomes for our clients.

 

FEATURED INSIGHTS

US public debt: Is there a downgrade in the making?
US Macro Strategist Juhi Dhawan looks at the surging US debt through the lens of the credit rating agencies and offers thoughts on what it will take to avert a downgrade.
April 2021
US public debt: Is there a downgrade in the making?
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There’s more to inflation risk than meets the eye
Understanding and evaluating inflation risk in your portfolio is the first step to managing it effectively. Multi-Asset Strategists Nick Samouilhan and Adam Berger lay out a framework for investors to do just that.
April 2021
There’s more to inflation risk than meets the eye
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Nick Samouilhan
 PhD, CFA, FRM
The future of payments
We profile the innovations fueling the next stage of disruption in the payments industry.
April 2021
The future of payments
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The digital transformation of financial services
We highlight the fintech innovations driving the digitization and disruption of financial services.
April 2021
The digital transformation of financial services
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Why Europe offers a robust hunting ground for small caps
Portfolio Manager Anna Lundén offers her local perspective on Europe, highlighting the inefficiencies created over time by the outperformance of small-cap companies vs large-cap companies.
April 2021
Why Europe offers a robust hunting ground for small caps
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EM small caps: Hidden gems in plain sight?
Our team makes the case for strategically investing in EM small caps and for employing an actively managed approach to this underutilized asset class.
March 2021
EM small caps: Hidden gems in plain sight?
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<em>Investment bytes – Asia tech</em><br><span>Faster computation with smaller, more powerful computer chips</span>
We explore the technology fueling the next stage of computer chip innovation.
March 2021
Investment bytes – Asia tech
Faster computation with smaller, more powerful computer chips
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APAC Investment Forum 2021
Wellington specialists offer their views on the key themes transforming the investment opportunity set today.
March 2021
APAC Investment Forum 2021
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