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Go beyond investing

We impact the lives of millions of real people – educators and first responders working for a secure retirement, 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.

By the numbers

USD 1 T+

Client assets managed

2,486

Number of clients

62

Client locations by country/region

976

Investment professionals

The wellington edge

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.

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Independence & scale

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.



 

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Marketplace of ideas

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.



 

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Integrated investment capabilities

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. 

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Key capabilities

Sustainable investing

We believe achieving our clients’ goals requires integrating sustainable research and engagement practices across our sustainable investment management platform.

Why Wellington?
Climate leadership
Stewardship and ESG integration

Alternatives

Experience the edge. 

The Alternatives Edge helps clients tap into a wide variety of return streams to pursue their return-seeking and risk-mitigation goals. 

The breadth of our capabilities
Private equity
Alternative credit insights

Emerging markets

Discover where we’re finding differentiated investment ideas, meet our EM investment teams, and read our latest research about potential opportunities in emerging markets.

Our EM approaches
EM opportunities amid COVID-19
Climate change and emerging market

Collaboration by design

We decided long ago that an open, collaborative culture was the right choice for our firm and our clients. By actively sharing research and challenging one another’s views and potential blind spots, our investors create a diverse marketplace of ideas. They decide independently how to draw on it and help sharpen their own portfolio decisions and manage risk.

collaboration by design

Featured insight

Showing of Insights Posts
ESG in 2022: Insights for private companies
We profile why ESG factors matter in private markets, explore the diverse ESG issues private companies face across industries, highlight five key areas to prioritize, and share the essential steps private companies can take to keep up with today’s evolving ESG risks and opportunities.
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Article
2022-11-30

Wellington Experts

People and purpose

Racial injustice and the path forward

We have 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. 

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Wellington news

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Video Sustainability

Wendy Cromwell on Bloomberg TV: We’re Bridging The Gap Between Climate & Finance

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Article

Wall Street Journal | 15 CEOs reflect on their pandemic year and the lessons they’ve learned