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

Wellington joins Net Zero Asset Managers Initiative

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

50-women-in-HF-award-promo

50 Leading Women in Hedge Funds

Brendan Swords Jean Hynes

Jean Hynes to Succeed Brendan Swords as Chief Executive Officer of Wellington Management

Our people

Hear from Mary Pryshlak, CFA, head of Investment Research, on her investment philosophy, what distinguishes Wellington from competitors, and how our experienced Global Industry Analysts translate research into actionable ideas.

 

FEATURED INSIGHTS

Seeing an end to the ESG blind spot in private equity
ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate, and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.
January 2021
Seeing an end to the ESG blind spot in private equity
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Mapping the impact of climate change
In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.
January 2021
Mapping the impact of climate change
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Tim Antonelli
 CFA, FRM, SCR
DC plans: Three investment ideas for 2021
After an extremely trying 2020, DC plan sponsors are hopeful that 2021 will bring more opportunities than challenges. Director of Defined Contribution Jed Petty highlights three areas that may be worth focusing on in the new year.
January 2021
DC plans: Three investment ideas for 2021
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A new framework for downside mitigation
Learn why Multi-Asset Strategists Nick Samouilhan and Adam Berger argue for a multi-pronged downside mitigation approach in today’s environment.
January 2021
A new framework for downside mitigation
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Nick Samouilhan
 PhD, CFA, FRM
Insurers: A potent plan of attack for 2021
In this video and companion paper, Multi-Asset Insurance Strategist Tim Antonelli lays out several proposed areas of focus to help insurers successfully navigate 2021 after a grueling 2020.
January 2021
Insurers: A potent plan of attack for 2021
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Tim Antonelli
 CFA, FRM, SCR
Annual letter from our CEO: Reflections on passing the baton
After a year like no other, CEO Brendan Swords looks ahead to 2021 and the upcoming transition to the firm's next CEO. He discusses the mission of the firm, career lessons learned, and the elevated importance of a strong culture in a more virtual world.
January 2021
Annual letter from our CEO: Reflections on passing the baton
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Climate: Today’s investment actions to address long-term challenges
This event replay from the 2020 Financial Times Investing for Good conference features Wellington's Director of Sustainable Investment Wendy Cromwell, discussing the importance of bridging the gap between climate science and finance, the kind of research and data required to support that, and work being done in conjunction with asset owners to help scientists and investors speak the same language.
January 2021
Climate: Today’s investment actions to address long-term challenges
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Upgrading fintech infrastructure: Don’t forget the incumbents
We explore the fast-growing trend of upgrading fintech infrastructure, profile the key markets driving the opportunity, and share an example of the virtuous innovation cycle this technology can create.
December 2020
Upgrading fintech infrastructure: Don’t forget the incumbents
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