2026 Midyear Investment Outlook
At Wellington, we are unwavering in our belief in the power of differences and inclusivity.
As we have throughout Wellington Management’s history, we maintain a relentless pursuit of excellence for our clients by fostering teams with a rich tapestry of diverse backgrounds, skills, and work/life experiences.
We can only achieve our objective of achieving investment excellence for our clients by hiring, developing, and retaining differentiated talent to collaborate for stronger business and investment outcomes.
Our strategy pillars
Talent
We seek to hire, develop, retain, and advance employees from all backgrounds and across all levels at our firm to build strong teams and a diverse workforce.
Culture
We work to sustain an environment based on shared values, equity, and excellence and one that is supported by mentor relationships, global mobility assignments, business networks, and manager/employee engagement.
Community
We tap into the power of community and collective action through external partnerships, including our commitment to educational organizations supported by the Wellington Foundation.
Investment
We seek to create opportunities through our industry partners, as well as through our Wellington Access Ventures (WAV) and sustainable investing (ESG) initiatives.
Business Networks & Allies
Business Networks & Allies are employee resource groups open to all Wellington employees, fostering cross-cultural relationships, innovative ideas, skill building, and personal growth. The Becoming Allies group is a global network promoting inclusivity and collective performance. Supported by the firm, these collaborative peer-led networks unite all colleagues and communities while supporting the firm’s business, culture, and talent inclusion aspirations.
Access Asia
Access Asia
Access Asia embraces the rich cultural diversity within Asia and highlights the region’s growing cultural impact within our firm and with our clients.
Becoming Allies
Becoming Allies
Becoming Allies is a grassroots effort among Wellington Management employees to strengthen the culture of the firm by intentionally supporting colleagues from a wide range of backgrounds, tenures, locations, roles, or generations. Allies leverage their knowledge, experience, relationships, time, and position to influence a more inclusive workplace for everyone. From its inception, Becoming Allies members have focused on education, reflection, and action. Each member of Becoming Allies is expected to join at least one Wellington Business Network as an ally and get actively involved to work alongside members of a Business Network to achieve their mission. Allyship is mindset that helps build cross-cultural understanding, fosters more inclusive behaviors and impacts how we work together and show up as colleagues.
Conexiones
Conexiones
Conexiones facilitates company-wide connections among employees with a background or interest in Hispanic and Latinx cultures, offering a forum for strengthening employees’ personal and professional networks within the firm.
disAbilities Awareness Network
disAbilities Awareness Network
The disAbilities Awareness Network works to strengthen the firm’s competitive advantage by providing awareness and support for those impacted by a disability, whether they are disabled themselves, or are a caregiver of a disabled person, or are interested in disability-related allyship.
Four Seas
Four Seas
Founded to connect employees with a background or interest in Chinese culture, Four Seas provides a platform for networking, cultural exchanges, career development, and knowledge sharing of Chinese culture and markets.
Inclusion and Cultural Awareness Network
Inclusion and Cultural Awareness Network
The Inclusion and Cultural Awareness Network raises cultural awareness and celebrates intersectionality through collaboration with other business networks, in support of the firm’s initiatives to bolster an inclusive work environment for all employees.
NextGen
NextGen
Our mission is to create a platform for early to mid-career professionals that brings all generations at the firm together to learn, develop, and connect in order to advocate for change. We aim to foster a diverse and inclusive network that evolves alongside the careers of our members. NextGeneration (NextGen) is open to all employees who feel that they can benefit from the platform and our network of peer-colleagues.
Pride+
Pride+
Pride+ offers the firm’s LGBTQIA+ community and allies educational and collaborative opportunities to support personal growth and professional development. Pride+ is also a resource for the broader Wellington community, our clients, and beyond in building awareness on topics that relate to or impact the LBTGQIA+ community.
South Asians Leading Together
South Asians Leading Together
SALT provides a platform to celebrate the cultural heritage of the South Asian community and to foster a strong sense of belonging for Wellington's South Asian community, allies and any colleagues who are interested in this community.
Shades
Shades
Shades helps the firm to attract and connect with students and experienced professionals that want to join the firm. They provide employees who have experience of, or interest in, the African diaspora with the opportunity to engage and support each other.
Upstanders
Upstanders
Upstanders are an inclusive mentorship and advocacy initiative composed of Partners, Managing Directors and Vice Presidents to support colleagues across Wellington. Upstanders support the firm’s Business Networks and work in partnership with Human Resources to help our culture and colleagues. One of their signature programs is “Upstander Pairings”, where Upstanders work one-on-one with Business Network colleagues and their managers to create trustful and engaged relationships with the goal of helping their members achieve their full career potential. Upstanders also sponsor different events at the firm and look for other ways to advocate for our colleagues.
Wellington Parents Group
Wellington Parents Group
The Wellington Parents Group partners with other business networks to foster an inclusive vision of family and to provide training and advocacy for caregivers navigating the challenges and complexities of balancing work and life.
Wellington Veterans
Wellington Veterans
Wellington Veterans enhances our efforts to attract, develop, and retain veterans of the armed forces. It hosts networking events, guest speakers, and service days with local veterans’ groups, and advocates increased hiring efforts focused on veterans.
Women's Business Alliance
Women's Business Alliance
WBA fosters an environment where our exceptional talent collaborate across genders to create equal opportunities, a strong meritocracy, and a belief that the system is fair.
Fostering an environment where you are encouraged to share your diverse perspective and feel heard, supported, and valued is foundational to our four pillars of talent, culture, community, and investment.
Through the years, I’ve benefitted immensely from the conversations and support from my mentors at Wellington. They have guided me into becoming a better investor and also have helped me to develop my voice within the Wellington community.
The key to unlocking the benefits of all the diverse backgrounds we have at the firm is creating and sustaining an inclusive environment in which all of these perspectives can be shared, are truly welcomed and can then impact our clients and the firm.
The work of the Upstanders initiative pushes us to ensure we’re creating an inclusive environment in which all the different voices across Wellington are heard and that the individuals associated with those voices can be their authentic selves.
The complexities of financial markets require a global investment approach. Differentiated and inclusive investment teams with a global mindset are able to better navigate complex and often volatile financial markets, drawing on each investment team member’s unique and research-based perspective. In my view, this yields to better risk-adjusted investment outcomes.
Collaboration is at the heart of Wellington’s culture and success. Being able to come to a respectful workplace and bringing your whole self to work enables us to share and challenge diverse perspectives. I think this is the key ingredient to the “secret sauce” that allows us to continually deliver excellence for our clients. The firm and its senior leaders understand the significance of showing visible support. Wellington’s involvement in Pink Friday highlights the firm’s commitment in fostering a safe and supportive work environment.
Upstander mentors are constantly looking for ways to support and connect with colleagues from all backgrounds in our daily work. Advocating for our colleagues is part of our commitment to advancing Wellington's talent agenda.
The collegial and collaborative environment within Wellington is what stands us apart from our competitors. As a proud member of the DisAbility Awareness Network, I am fortunate to witness the amazing level of care, engagement and support the network provides to colleagues around the globe, while raising visibility and also driving awareness and inclusivity.
Our clients are diverse in their professional, personal and investment needs, and Wellington places a heavy responsibility on leadership to cultivate a culture that attracts and develops the eclectic talent required to match our client demands, all while fostering an environment that allows for each individual employee to find success.
Our Talent Partners
100 Women In Finance
A global association of more than 10,000 professional women making a difference in both the industry and their communities through educational programming, professional leverage initiatives, and philanthropy.
30% Club (Japan)
A global campaign led by chairs and CEOs taking action to increase gender diversity at board and senior management levels.
Black British Business Awards
The Black British Business Awards, along with the support of our partners, campaigns for the equitable representation and inclusion of Black people at decision-making levels of businesses in the UK.
Black Opportunity Fund (Canada)
A dynamic partnership between businesses, philanthropists, foundations, and the Black community to combat the impact of anti-Black racism in Canada.
Boston Women’s Workforce Council
Leading a unique public-private partnership between the Mayor's Office and Greater Boston employers dedicated to eliminating gender and racial wage gaps.
CEO Action for Diversity & InclusionTM
The largest CEO-driven business commitment to advance diversity and inclusion within the workplace.
CFA Institute’s Driving Change Initiative: Diversity and Inclusion in Investment Management
This project was initiated to better understand how to design, promote, and successfully implement strong diversity and inclusion practices and policies in the investment management industry.
Defined Contribution Institutional Investment Association (DCIIA)
An advisory group of C-suite diversity executives seeking to share their knowledge and expertise to identify opportunities to raise the visibility of these issues industry-wide.
Inclusion in Finance
A cross-company initiative working to accelerate progress towards a more inclusive, high-performing finance industry.
FourBlock
A nonprofit organization dedicated to supporting returning service members in their transition from military service to meaningful civilian careers.
Girl Scouts USA
Girl Scouts of the USA (GSUSA) launched the Fair Play, Equal Pay™, a new gender parity initiative that will engage businesses to take action now to help build a more equitable future for girls. In 2022 Jean Hynes signed this pledge.
Investment Diversity Advisory Council (IDAC)
An independent operating forum for investment organizations to share best practices and document progress on diversity, equity, and inclusion in the asset management industry.
Insurance Women's Investment Network (IWIN)
A forum for experienced female professionals focused on the investment of insurance general account assets. Our mission is to foster relationships among members and enhance their impact and contribution to the insurance industry.
LGBT Great - UK
A global investment industry organization working to develop all aspects of LGBT+ equality and inclusion within the workplace.
Massachusetts Competitive Partnership (MACP)
To promote job stabilization and growth across the full spectrum of business, and within all geographic regions of the Commonwealth.
National Association of Securities Professionals
The National Association of Securities Professionals is the premier organization dedicated to supporting opportunity access and talent development for professionals from underrepresented communities within financial services.
The Leaders Consortium
The Leadership Consortium helps best-in-class organizations create the conditions for more and varied leaders to thrive. Since 2018 TLC has been delivering custom advisory work, executive coaching, and an innovative leadership accelerator program called the TLC Leaders Program.
The Partnership Inc
The Partnership, Inc. works with organizations in all sectors to build racially and ethnically diverse leadership pipelines. For nearly 30 years, we have partnered with successful enterprises to meet their unique talent needs.
Women in Finance Charter – UK
The Women in Finance Charter asks financial services firms to commit to implement four key industry actions.
Wellington Management International Ltd (WMIL) is a signatory to HM Treasury’s Women in Finance Charter, with a public commitment to improve gender balance within our organisation. As part of our commitment, WMIL has pledged to enhance our support for the progression of women into senior roles, to set goals that are designed to promote greater gender balance and to report our progress toward these goals.
When we signed up to the Charter in 2018, we had 14% female representation in senior management in EMEA, and 27% women on EMEA board/executive decision-making bodies.
By December 2030 our goals are:
As of September 2026 we have 29% female representation in senior management and are on track to achieve our goal. We have 45% women on board/executive decision-making bodies, meeting our goal and on track to maintain or improve this figure.
We are pleased to report that since publicly communicating these goals in March of 2018, we have made progress in both areas. We have expanded and intensified our gender-related initiatives and are starting to see evidence of impact across our female population and, importantly, at senior levels.
Our journey
It is imperative for us to continue to explore new avenues of growth, to keep pushing into under-covered regions of the world, and — by extension — to continue to attract talent and perspectives from all corners of the globe. We believe that as the markets continue to rapidly evolve, our shared focus on fostering teams with a rich tapestry of backgrounds, skills, and work/life experiences will enable our investors to keep pace. As we have for the past 40-plus years, we will leverage the strengths of our private partnership model and long termism to continue to invest in our most prized asset — our people.
1980s
1990s
2000 – 2004
2005 – 2009
2010 – 2012
2013 – 2016
2017 – 2018
2019 – 2020
2021
