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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.

 

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

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

Burgees Terrence

Terry Burgess elected new Managing Partner

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

<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of retirement: Aging in 2050
We explore the long-term investment trends associated with global aging through the story of Fang, a fictional Chinese retiree living in 2050.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021

FUTURE THEMES | SOCIETY

The future of retirement: Aging in 2050
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Investing in innovation: Disruption is everywhere
We outline our definition of innovation and answer questions about our views on the breadth and depth of the innovation opportunity, how we identify and compare disruptive companies across industries, and the importance of robust research capabilities — including a private-equity mindset and strong ESG expertise.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021
Investing in innovation: Disruption is everywhere
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Adapting to climate change: Investing in the resiliency imperative
As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires, and water scarcity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021
Adapting to climate change: Investing in the resiliency imperative
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Chris Goolgasian
 CFA, CPA, CAIA
Erika Murphy
 CFA, CAIA
Chinese government bonds: How do they measure up in a multi-asset framework?
As China's bond market continues to grow in size and liquidity, we consider the potential role the country's government bonds can play in diversifying a broader sovereign portfolio, improving yields, and offsetting equity risk.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021
Chinese government bonds: How do they measure up in a multi-asset framework?
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Monthly Market Snapshot: July 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.
publish
August 2021
Monthly Market Snapshot: July 2021
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publish
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of youth: Education, entertainment, and relationships transformed
Through the story of Aisha, a hypothetical future teenager in India, we explore how technological disruption will transform how young people prepare for work through education, their forms of entertainment, and how they develop new relationships.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021

FUTURE THEMES | SOCIETY

The future of youth: Education, entertainment, and relationships transformed
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publish
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SCIENCE</p>Robots won’t take our jobs (and other reasons to be excited about factory automation)
We profile three key areas in the future of factory automation – collaborative robotics, the industrial software revolution, and the economic and social implications of automation – and explore the investment opportunities this innovation creates.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021

FUTURE THEMES | SCIENCE

Robots won’t take our jobs (and other reasons to be excited about factory automation)
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publish
Asia equity investing: The contrarian advantage
An approach targeting underappreciated or misunderstood assets may be particularly suited to Asia market dynamics and to the current potentially reflationary environment.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021
Asia equity investing: The contrarian advantage
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publish