OUR MISSION
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our only business is investment management, and our mission is to exceed the investment objectives and service expectations of our clients worldwide.
WE EXIST FOR OUR CLIENTS
That’s why we aim not only to deliver superior investment returns for them, but also to provide “service alpha” — to go above and beyond what our clients expect. Hear more from members of our Global Relationship Group in this video.
FEATURED INSIGHTS
In the first part of our new iSci stories series, we explore how data science is increasingly providing our investors with differentiated insights and discuss the value of robust collaboration between our investors and data scientists.
September 2020
Sharpening our edge: Investing with data science
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Learn why we believe the integration of risk management throughout the investment process and the use of multiple lenses are crucial for approaches that span multiple styles, regions, asset types, and credit tiers.
September 2020
Managing risk in an unconstrained fixed income strategy
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Concerned about concentration risk, liquidity issues, and other factors that can affect long corporate bond allocations, derisking pension plans are seeking opportunities to diversify their liability-hedging allocations. In this paper, members of our LDI Team share their research on securitized assets as a potential alternative.
September 2020
Expanding the liability-hedging tool kit: A securitized solution?
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How are pension plans adjusting their ROA assumptions? How do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.
September 2020
Setting ROAs for 2021: A guide for US public and corporate plans
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Portfolio Manager Ryan Valente offers his insights on today's dispersion-driven credit opportunities, changes since the COVID-19 pandemic, and the value of managing alternatives credit at Wellington.
September 2020
Credit dispersion continues: Q&A
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Value stocks are cheap and growth stocks are expensive. End of story, right? Our Fundamental Factor Team argues that the traditional tools for measuring value are out of date and offers a more nuanced view.
September 2020
Redefining "value" for a modern economy
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Multi-Asset Portfolio Manager Brian Garvey humbly reflects on 20 years of opportunistic and thematic investing.
September 2020
Opportunistic investing: 20 years, 8 lessons
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Emerging markets are on the front lines of climate change. Aware of the challenges, many EM companies are developing solutions, shifting business models, and realigning corporate policies to help them prepare. Two of our EM portfolio managers share insights on the investing landscape and offer a framework for incorporating climate-related themes into a portfolio.
September 2020
Climate change and emerging markets: Assessing opportunities and challenges
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