Wellington Management
Wellington Management is an independent investment manager specializing in global equities, fixed income, currencies, and commodities. It employs proprietary, independent research in managing portfolios of its clients which consist of central banks and sovereign institutions, pension funds, endowments and foundations, family offices, fund sponsors, insurance companies, financial intermediaries, and wealth managers.
Associated People
Alain Mandy
2020 - present
Jean Hynes
2021 - present
Brendan Swords
2014 - 2021
Guy Cerundolo
2007 - 2016
Peg Pike
2006 - 2012
Jack Bogle
1955 - 1974
CAPABILITIES
Equity
Wellington's actively managed equity approaches span disciplines, geographies, industries, market capitalizations, and styles in order to meet clients’ objectives.
Fixed Income
Wellington pursues opportunities across the spectrum of global bond market sectors, backed by multidisciplinary research from investment teams around the world.
Multi-Asset
Wellington employs innovative research and approaches to develop strategies that enable investors to address diverse investment challenges.
Alternatives
Wellington offers strategies that aim to help investors improve diversification, mitigate volatility and potentially enhance returns.
Multi-manager solutions
Wellington designs solutions that seek to combine independent sources of alpha from the company's broad array of investment approaches.
Liability-driven investing
The LDI team draws on Wellington’s global expertise and full-spectrum of strategies to partner with plan sponsors at all stages of the LDI process.
Sustainable investing
Wellington integrates sustainable research and ESG engagement practices to assess investment risks and opportunities.
Assets under management: $1 trillion (December 31, 2020)