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Portfolio management
Our globally integrated investment boutique model brings together nearly 50 independent investment teams across all asset classes, under a single management framework.
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Our differences, by design
In the pursuit of investment excellence, we’ve chosen to do things a little differently – from how we structure our ownership model and investment platform to the way we generate ideas.
We combine independent insights across asset classes, skill sets, and investment disciplines because we believe collaboration is a rare, repeatable competitive edge.
Portfolio management
Our globally integrated investment boutique model brings together nearly 50 independent investment teams across all asset classes, under a single management framework.
Investment research
Our independent, research-driven teams draw on insights from 900+ investment professionals worldwide, including our global industry, credit, ESG, and macro teams.
Sustainable investing
We integrate sustainable research and engagement practices across our sustainable investment platform. This includes impact, climate, ESG forefront, and sustainable thematic investing.
Investment strategy
Our Investment Strategy Group (iStrat) draws on our entire investment platform to conduct research, evaluate portfolios, and implement custom client solutions.
Investment science
Working alongside our Investment Science Group (iSci), our investment teams leverage data science innovations to improve efficiency, find new investment ideas, and manage risk.
Risk management
Our investors manage risk by harnessing data-science-powered investment risk tools, a robust risk-management framework, and risk specialists across asset classes.
Our investment approaches span the global equity, fixed income, currency, commodity, liquid alternatives, and private markets.
Our fixed income approaches pursue opportunities across the spectrum of global bond market sectors, backed by multidisciplinary research from investment teams around the world.
We use innovative research to develop multi-asset strategies that enable investors to address diverse and evolving investment challenges.
Our liquid alternatives platform offers a range of solutions that can complement traditional asset-class portfolio allocations, including absolute return and long/short listed equity approaches.
Our Private Investments Team offers differentiated solutions across sectors by drawing on their backgrounds as entrepreneurs, investors, scientists and more, and collaborating with our public market experts to harness insights from all company growth stages.
our history of innovation
We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the United States. Wellington Management Company was incorporated in 1933.
Since its inception, the daily Morning Meeting has been held with the same objectives: to exchange investment ideas, spark wide-ranging discussions, and learn from one another each day.
Four talented investment professionals took on leadership roles at the firm: W. Nicholas Thorndike, Robert Doran, Stephen Paine and George Lewis. Together, they refocused the business and turned it into a global firm, taking on investments and clients outside the US.
Twenty-nine original partners took a risk and bought back the firm after its brief period as a public company. They believed the private form of ownership to be in the best interests of clients and the business.
We opened our London office and began expanding globally at an energetic pace.
We launched our first long/short equity fund, establishing a foundation for the sizable alternatives platform we have today.
To serve our clients in the Asia-Pacific region, we opened our Singapore, Tokyo, and Sydney offices.
We continued to grow globally — in terms of both our client relationships and our investment platform. We opened offices in Hong Kong, Beijing, Frankfurt, Luxembourg, and Zurich during these years.
Today, Wellington Management has a significant presence and long-term track record in nearly all sectors of the global securities markets. Still, our history is perhaps best defined not by the number of years we've been in existence, but rather by our focus on stability and growth to help meet the evolving needs of our clients.
Semiconductor industry faces near-term headwinds, long-term growth
Global Industry Analyst Eunhak Bae analyzes short-term headwinds and long-term opportunities in the semiconductor industry.
Wellington investor survey: inflationary Europe seen as top “problem child” of 2023
In the latest Wellington investor survey, inflationary Europe was seen as the top "problem child" of 2023.
Key drivers for investors in 2023 and beyond: sustainability, disruptive technology, and alternatives
Head of Asia-Pacific Client Group Scott Geary reflects on the overarching themes from the 2022 Milken Asia Summit and the future of investing.
2023 Investment Strategy Outlook
To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group.
Thematic investing: Long-term thinking for a short-term world
With economic conditions expected to remain volatile in the coming year, members of our Investment Strategy team suggest that thematic allocations may help reduce the importance of the cycle to portfolio returns.
Understanding the climate opportunity in alternatives
Portfolio Manager Alan Hsu highlights the potential inefficiencies created by traditional long-only climate strategies.
Markets take US election results in stride (for now, anyway)
Client Portfolio Manager Jitu Naidu weighs in on the markets' response to, and other potential implications of, the recently held US midterm elections.
2023 Bond Market Outlook
Our 2023 Bond Market Outlook content suite is now available — providing timely, actionable investment insights from several of our fixed income portfolio managers and strategists.
High yield bonds in 2023: Fortune favours the patient
Amid ongoing dislocation in the high-yield market, Fixed Income Portfolio Manager Konstantin Leidman sees opportunities for investors to take advantage of potentially attractive valuations.
Diversifying styles to survive today’s bond market
In a challenging year for fixed income markets, members of our Fundamental Factor team highlight a bright spot: the momentum factor in global government bond and corporate credit markets.
Physical climate risks: Implications for investors
Director of Climate Research Chris Goolgasian and Woodwell Climate Scientist Zach Zobel discuss how investors might use climate science as an input for financial decision-making.
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