Wellington news

Oyin Oduya
May 2022
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Oyin Oduya named to inaugural Black Women in Asset Management’s 40 Under 40 list

Congratulations to Oyin Oduya, Impact Measurement and Management Practice Leader, who was selected in the Impact category of this year’s BWAM 40 Under 40 list honoring Black women shaping the future of asset management. Congratulations to all the honorees!

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Buildings and road in the street
May 2022
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Press release: Wellington Management opens Madrid office, expanding its presence in Europe

We are excited to announce we have secured regulatory approval to open a new local office in Madrid.

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Witheiler, Matt S
May 2022
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Matt Witheiler named to Forbes’ Midas List of The World’s Best Venture Capital Investors in 2022.

Congratulations to Matt Witheiler, who has been recognized for a second year in a row by the Forbes “Midas List of the World’s Best Venture Capital Investors” in 2022. An amazing achievement!

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Economist Sustainability
April 2022
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Economist’s Sustainability Week interview: Analyzing environmental and social impact investments (event replay)

In this event replay from the 2022 Economist’s Sustainability Week conference, Impact Measurement and Management Practice Leader Oyin Oduya discusses how Wellington defines impact investing, what the key benefits are, and how it differs from responsible investing.

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Trees near the building
March 2022
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Large investors join GREEN to speed up climate action in real estate

We are pleased to join the Global Real Estate Engagement Network (GREEN), which aims to encourage real estate companies to improve their sustainability performance and reduce exposure to financial and non-financial climate risks. Wellington portfolio manager Bradford Stoesser and ESG research analyst Lauren White will sit on GREEN’s steering and engagement committees, respectively.

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Climate changes
March 2022
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Economist’s Climate Risk US panel: Understanding climate data (event replay)

In this event replay from the 2022 Economist’s Climate Risk US conference, Head of Sustainable Investment Wendy Cromwell joins a panel to discuss where firms can access high-quality, decision-relevant climate data—and where the data gaps are.

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Patodia Yash
March 2022
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The Business Times | Asia tech opportunities abound

Asia serves as a fertile hunting ground for promising technology investments. The region is the nucleus of the global semiconductor supply chain, and innovations in the region promise to transform economies in multiple sectors.

 

Source: The Business Times
© Singapore Press Holdings Limited. Permission required for reproduction.

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Mike DeLucia
March 2022
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Wellington Management expands private investing capabilities with new climate-focused investor

We are pleased to welcome Mike DeLucia to our private market sustainable investing team. Mike will focus on energy transition, buildings, and smart cities.

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Nicholas Samouilhan
March 2022
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Opinion: Five investment essentials for 2022

As the world continues to recover over the coming year, a cautiously optimistic outlook seems warranted. Nick Samouilhan, portfolio manager at Wellington Management, highlights five trends that should shape the next 11 months for investors. The coming year should welcome in a post-pandemic recovery — albeit with many fits and starts along the way.

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golden rays
February 2022
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Press release: Wellington Management expands Alternative Investment Resources

We are excited to announce the strategic expansion of our Alternatives Investments platform through the hiring of the investment team of Shelter Haven Capital Management.

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Erin K. Murphy
February 2022
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Erin K. Murphy to Succeed Edward J. Steinborn as Chief Financial Officer of Wellington Management

Wellington announces new Chief Financial Officer.

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Top view of buildings
January 2022
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Press release: Wellington Management and the MIT Joint Program announce climate change research collaboration

Through this alliance, the MIT Joint Program’s integrated team of natural and social scientists will provide our investment teams with comprehensive climate change projections that address various environmental, economic, and policy scenarios . The objective of this research is to outline decarbonization pathways for corporate operations, supply chains, and products, while also assessing their potential economic impacts.

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Organic Farming
January 2022
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Financial Times Investing for Good USA panel: Building Equality and Diversity into Investment Portfolios (event replay)

In this event replay from the 2021 Financial Times Investing for Good USA conference, Portfolio Manager Yolanda Courtines joins a panel to discuss the role of investors in nudging the corporate sectors towards more responsible practices with regard to employees, consumers, and other stakeholders.

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A nature view
January 2022
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Financial Times Investing for Good USA panel: Opportunities in the Green Recovery (event replay)

In this event replay from the 2021 Financial Times Investing for Good USA conference, Investment Director Erika Murphy joins a panel to discuss the opportunities offered to investors from the Biden administration’s ambitious climate goals focused on job creation.

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Jackson Cummings
December 2021
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Jackson Cummings named to Business Insider’s 2021 list of Rising Stars in Venture Capital

We’re pleased to share that Jackson Cummings was named to Business Insider’s 2021 list of Rising Stars in Venture Capital for his accomplishments in dealmaking focused on lifting up underrepresented founders and investors.

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Cromwell
December 2021
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Wendy Cromwell re-elected to PRI board

Wendy Cromwell, Vice Chair and Head of Sustainable Investment, has been re-elected for a 2nd term to the board of the United Nations-backed Principles for Responsible Investment.

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I-Hung Shih and Nilesh Kumar
November 2021
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Wellington Management names new co-heads of biotechnology team

We are pleased to announce that I-Hung Shih and Nilesh Kumar will co-lead our private market biotechnology team.

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Reflection
November 2021
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Building a solid foundation: The latest steps in our net-zero journey

We are pleased to announce an initial commitment of US$146 billion in client assets aligned with achieving net-zero emissions by 2050 or sooner. In this statement from CEO Jean Hynes and Wendy Cromwell, Vice Chair and Head of Sustainable Investment, we outline our methodical, strategy-by-strategy approach that sets the foundation for further progress.

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Reilly, Shanna
October 2021
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Shanna O’Reilly named to Wall Street Journal Private Equity Women to Watch list

Congratulations to Shanna O’Reilly, Co-Head, Private Investments, who was recognized by WSJ Pro on its Private Equity Women to Watch list. A wonderful achievement!

 

WSJ Pro Private Equity selected 7 women playing an active role in the limited-partner and fundraising communities as part of their 2021 Women to Watch list. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities.

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Mary Pryshlak
October 2021
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Mary Pryshlak featured on FCLTGlobal’s Going Long Podcast

What will it take for crypto to become a viable asset class? Have we put the right price on water? Listen to Mary Pryshlak, CFA, head of Investment Research, explore these and other Future Themes topics on the latest episode of FCLTGlobal’s Going Long Podcast.

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Molly
October 2021
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Wellington Management expands private investing capabilities with new climate-focused investor

We are pleased to welcome Molly Breiner to our private market sustainable investing team. Molly will focus on climate solutions in sustainable consumer, food, and agriculture.

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Michael Masdea
September 2021
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The Business Times | Successful innovation investing

In a recent roundtable with The Business Times, three experts — including Wellington’s Michael Masdea — shared their views on today’s megatrends and the investable opportunities sparked by innovation that extends far beyond technology alone.

 

Source: The Business Times
© Singapore Press Holdings Limited. Permission required for reproduction.

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Jackson Cummings and Van Jones
August 2021
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Wellington Management expands diversity-focused private investing capabilities

We are pleased to announce that Jackson Cummings and Van Jones have joined Wellington Management as senior private equity investors who will help lead the firm’s diversity-focused investing on the alternatives platform. The addition of Jackson and Van to our investing leadership extends the firm’s commitment to addressing economic disparities and making a difference in diverse communities.

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Jean Hynes
July 2021
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Jean Hynes receives 2021 North American Industry Leadership Award from 100 Women in Finance

Congratulations to Wellington Management’s CEO, Jean Hynes, on receiving 100 Women In Finance’s 2021 North American Industry Leadership Award! Learn more about the award on the 100 Women in Finance website.

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Windmills
July 2021
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Press release: Wellington and Enel Green Power form a groundbreaking renewables initiative

Wellington and Enel Green Power have agreed to terms for a first-of-its-kind, 10-year virtual power purchase agreement (VPPA) for renewable energy. Wellington expects to become the first company in the world to develop a VPPA to match fully both its US employees’ total home and corporate electricity usage with clean energy.

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Yash Patodia
June 2021
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The Business Times | Asia’s big digital transformation

In a recent roundtable with The Business Times, three experts — including Wellington’s Yash Patodia — shared their views on the likely impact Asia tech would have on digital transformation and discussed their strongest investible ideas.

 

Source: The Business Times
© Singapore Press Holdings Limited. Permission required for reproduction.

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Physical Risks of Climate Change (P-ROCC 2.0)
June 2021
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Press release: Industry partners join Wellington Management in a call for location data in climate disclosures

Wellington and Woodwell Climate Research Center announced P-ROCC 2.0, extending the 2019 framework designed to help companies disclose the potential effects of physical risks of climate change on their business. The new framework outlines how companies can share location data that will enhance transparency and help investors make more informed investment decisions. View P-ROCC 2.0 here.

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Burgees Terrence
June 2021
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New Managing Partner Elected

Effective 1 July 2021, Terry Burgess will join Jean Hynes and Steve Klar as one of three Managing Partners of Wellington Management Group, LLP. Terry will succeed Brendan Swords as a Managing Partner.

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Masdea Michael
June 2021
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Institutional Investor | At Wellington, Portfolio Managers Also Code

Wellington’s Head of Investment Science, Michael Masdea, discusses how we seek to marry the traditional art of investing with all the latest benefits of data science in this Institutional Investor article.

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Cromwell Wendy
April 2021
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Wendy Cromwell on Bloomberg TV: We’re Bridging The Gap Between Climate & Finance

Wellington’s Director of Sustainable Investment Wendy Cromwell spoke with Bloomberg’s Alix Steel about how our firm is preparing for climate change – including our research partnership with Woodwell Climate Research Center to map the physical impacts of climate change and our founding membership with the Net Zero Asset Managers initiative. Watch the interview here:

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April 2021
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Wall Street Journal | 15 CEOs reflect on their pandemic year and the lessons they’ve learned

In this photo essay from the Wall Street Journal, 15 CEOs — including Wellington’s incoming CEO Jean Hynes — share how and where they’ve been working during the pandemic, and offer some lessons learned during this unprecedented time.

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March 2021
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Barron’s report | The 100 Most Influential Women in US Finance

Congratulations to our incoming CEO Jean Hynes on being named one of the 100 Most Influential Women in US Finance for the second consecutive year by Barron’s!

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Madeleine Dassule
March 2021
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Milken Institute Event: Digitalization and the Future of Asset Management

Wellington’s Co-Head of Technology, Madeleine Dassule, recently joined a panel of experts at a virtual Milken Institute event to discuss digitization and the future of asset management.

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Bloomberg Opinion
March 2021
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Bloomberg Opinion | Masters in Business Podcast, featuring Jean Hynes

Wellington’s incoming CEO Jean Hynes sat down with Barry Ritholtz for Bloomberg’s Masters in Business podcast series. Hear Jean and Barry cover a number of topics ranging from career advice — including the three things Jean’s mentor taught her and what advice she would give to recent college graduates, health care as a growth industry on the brink of making dramatic changes in oncology, Wellington’s expansion into alternatives and private equity, and more.

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Swords Brendan
February 2021
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Wellington Joins Corporate Call to Action: Coalition for Equity and Opportunity

Wellington is proud to be a member of the Corporate Call to Action and to commit to transparency around our diversity, equity, and inclusion efforts. A diverse workforce and inclusive culture are critical to the pursuit of our mission: to exceed the investment and service expectations of our clients.

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Climate focused senior investors
February 2021
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Wellington expands private investing capabilities with new climate-focused senior investors

Wellington Management, today announced it has hired two senior investors focused on private market sustainable investing. This additional investment in resources builds on the firm’s 14 years in climate investing, over 25 years in alternatives investing and close to US$5 billion in dedicated committed capital in the private markets.

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millan office
February 2021
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Wellington Management expands European presence with new office in Milan

Wellington has opened a new office in Milan, underscoring our commitment to the Italian market, which we see as a key strategic priority. Wellington has been serving Italian clients such as pension funds, insurance companies and intermediaries for 20 years. The new office will bring us closer to our clients and help us to serve them better, giving them access to our broad expertise across asset classes.

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view of wind mills
December 2020
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Wellington joins Net Zero Asset Managers Initiative

We are pleased to announce that Wellington Management is joining the Net Zero Asset Managers Initiative as a founding member. Through this initiative, we commit to work in partnership with clients on their decarbonization goals and to set an interim target for the proportion of assets to be managed in line with the attainment of net-zero emissions by 2050.

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December 2020
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Professional Pensions Investment Awards 2020 — Multi Asset/Sector Credit Manager of the Year

Wellington has won Multi Asset/Sector Credit Manager of the Year at the Professional Pensions Investment Awards 2020. We were commended among other things for the breadth and depth of our credit platform and for navigating the challenges of COVID-19’s impact on capital markets.

 

For professional or institutional investors only. The award may not be representative of any one client’s experience. Past performance is no guarantee of future results. Wellington Management did not pay a fee to be considered.

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Pension Insurance Corporation (PIC)
November 2020
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Wellington Management to manage £700 million US municipal bond mandate for PIC

We are pleased to announce that Wellington Management has been appointed to manage a £700 million US municipal bond mandate for Pension Insurance Corporation (PIC). PIC cited Wellington’s municipal bonds, ESG and climate risk expertise as factors in their decision. PIC views municipal bonds as an attractive opportunity set, and we believe this allocation has strong growth potential.

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50-women-in-HF-award-promo
November 2020
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50 Leading Women in Hedge Funds

We are pleased to announce that Portfolio Managers Ann Gallo and Arancha Cano were recently recognized as two of The Hedge Fund Journal’s ”50 Leading Women in Hedge Funds.” For more on Ann and Arancha, view the full article here. In addition, read a recent profile of Arancha exploring her views on long/short investing.

 

Wellington Management did not pay a fee to be considered. Editors of Hedge Fund Journal selected 50 women to feature in their publication based on the biographies of the individuals. Inclusion in this publication is not indicative of Wellington Management’s past or future performance.

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Jean Hynes
October 2020
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Jean Hynes featured in recent Boston Globe article

The Boston Globe published an article, in late October, featuring Jean Hynes, titled “Wellington appoints its first female CEO, still a rarity in the fund management world.” In the article, Jean shares her vision for the future of our firm — including a deliberate approach to diversity and inclusion and a focus on private equity, sustainable investing, and climate change initiatives.

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Brendan Swords Jean Hynes
September 2020
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Jean Hynes to Succeed Brendan Swords as Chief Executive Officer of Wellington Management

Wellington Management announced that Brendan Swords, Chief Executive Officer, will retire from Wellington on 30 June 2021. At that time Jean Hynes, Managing Partner, will succeed Mr. Swords as Chief Executive Officer.

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Cromwell
June 2020
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Wendy Cromwell featured on Capital Allocators podcast

Tune in to hear Wellington’s Wendy Cromwell discuss sustainable investing with Ted Seides, host of the popular investing podcast Capital Allocators. Wendy is the first of 10 industry leaders to be featured in a series called  Sustainable Investing: The Next Frontier. In the 70-minute episode, Wendy shares her insights on this growing global market, Wellington’s sustainable investing capabilities, and why several market inefficiencies present avenues for active investors to deliver value.

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Rows of houses along coast
May 2020
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Wellington and leading Canadian pension plan to further integrate climate science research

Wellington Management, one of the world’s largest independent investment management firms, and Ontario Teachers’ Pension Plan (“Ontario Teachers’”), the largest single-profession pension plan in Canada, announced they have expanded their strategic relationship to further integrate leading climate science research into the pension plan’s investment process. For this new initiative with Ontario Teachers, Wellington will continue to collaborate with Woods Hole Research Center, the world’s top-ranked climate change think tank.

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January 2020
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Insurance Asset Risk Awards 2020 — Investment Innovation of the Year

Wellington Management is pleased to have won the 2020 Investment Innovation of the Year award from Insurance Asset Risk. Climate risk is a key topic for global insurance companies, and this award highlights our commitment to climate science and our research partnership with Woods Hole Research Center, the world’s leading independent climate science institute.

 

For professional or institutional investors only. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

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Great Barrier Reef
September 2019
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Press release: Wellington and CalPERS announce new framework for assessing climate change risks

Wellington Management and the California Public Employees’ Retirement System (CalPERS) have launched a new framework designed to help companies and their executive teams assess and disclose the potential impacts of the physical risks of climate change (P-ROCC) on their business. This new P-ROCC framework seeks to improve how companies disclose their physical vulnerabilities, and thereby help asset owners and investment managers better evaluate the ability of the companies they invest in to adapt to or mitigate such risks.

 

Read the full press release
View the new P-ROCC framework
Visit our Sustainable Investing online hub

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Way in the tropical jungle near the Annapurna Nepal
April 2019
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Barron’s: Wellington’s Climate Strategy

Our evolving approach to environmental, social, and corporate governance investing is covered in this article by Barron’s – with a focus on our climate research and our partnership with Wood’s Hole Research Center.

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Solar powered windmills
April 2019
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The New York Times: Incorporating climate science research into our investment process

Our commitment to research at the intersection of climate science and investment management is highlighted in this New York Times  article featuring Wellington’s Director of Climate Research Chris Goolgasian and Portfolio Manager Alan Hsu. Our collaborative climate science initiative with Woods Hole Research Center is helping us better assess the risks and opportunities presented by climate change.

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Alyssa Irving and Liz Kleinerman
February 2019
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Reactions magazine’s Women’s Leadership Forum 2019

Insurance Fixed Income Portfolio Managers Alyssa Irving and Elizabeth Kleinerman were recently featured as part of Reactions  magazine’s Women’s Leadership Forum 2019. Alyssa and Liz reflect on valuable personal and professional advice they have received throughout their careers and provide insightful lessons learned both inside and outside of Wellington. – Sponsored content

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Jean Hynes
January 2019
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Hear Jean Hynes on the Capital Allocators podcast

Wellington’s Jean Hynes was recently featured on the Capital Allocators podcast, discussing her nearly three decades as a health care investor and her experience as a senior leader of our firm. During the interview, she touches on Wellington’s collaborative culture, our approach to globalisation, and changes in the health care sector.1

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September 2018
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Press release: Strategic climate science initiative

Wellington Management, one of the world’s largest independent investment management firms, and Woods Hole Research Center, the world’s leading independent climate research institute, today announced a collaborative initiative to integrate climate science and asset management.

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ESG 2.0 icon
June 2018
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Bloomberg: “Wellington pushes ESG 2.0 focusing on alpha more than altruism”

Several Wellington experts were interviewed in this article focusing on how environmental, social, and corporate governance (ESG) considerations are being used to help asset managers make more informed decisions about the companies they hold in their portfolios.

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Toronto city scape
April 2018
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Press release: Wellington Management opens new office in Toronto

Wellington today announced the opening of its first Canadian office. Located in the Exchange Tower at 130 King Street West in Toronto, the new office creates greater proximity to better serve Wellington’s clients.

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