Wellington Management
Wellington Management is one of the world’s largest independent investment management firms, overseeing more than $1.5 trillion in assets on behalf of a diverse global client base. The firm serves pension plans, endowments and foundations, insurance companies, family offices, fund sponsors, global wealth managers, and other institutional clients. Wellington offers a comprehensive range of investment management capabilities spanning nearly all segments of the global capital markets. Its strategies include global equity, fixed income, currency, commodities, alternatives, and private market investments, allowing clients to build diversified portfolios aligned with long-term financial objectives. Headquartered in Boston, Massachusetts, Wellington Management has grown into a truly global organization, serving clients in more than 60 countries worldwide.
Associated People
2020 - present
2021 - present
2014 - 2021
2007 - 2016
2006 - 2012
1955 - 1974
ABOUT WELLINGTON MANAGEMENT
Wellington Management is a globally recognized independent investment management firm and a trusted investment adviser to thousands of institutional clients worldwide.
The firm provides investment advisory services across equities, fixed income, multi-asset strategies, alternatives, and customized investment solutions, supported by a robust global research and risk management infrastructure.
Wellington emphasizes active investment management, seeking to add long-term value through rigorous security selection, thoughtful asset allocation, and disciplined risk management.
Headquartered in Boston, Massachusetts, Wellington Management maintains offices throughout North America, Europe, Asia, and Australia, serving clients in more than 60 countries and reflecting its truly global investment platform.
INVESTMENT CAPABILITIES
Global Equity – Wellington’s global equity strategies span regional, sector, and style-based approaches, supported by deep fundamental research. The firm seeks to identify long-term growth opportunities across public equity markets worldwide.
Fixed Income – The firm’s fixed income teams invest across global bond markets, including government, credit, and emerging market debt. Strategies are designed to balance income generation with capital preservation and risk control.
Multi-Asset Solutions – Wellington offers multi-asset strategies that help investors build diversified portfolios with balanced exposure across equities, fixed income, and other asset classes.
Alternatives and Private Markets – The firm provides a broad range of alternative investment strategies, including hedge funds, private equity, real assets, and private credit, including expanded private real estate credit capabilities.
Liability-Driven and Specialized Strategies – Wellington delivers specialized solutions such as liability-driven investing (LDI) and multi-manager approaches, helping institutional clients align assets with long-term liabilities and specific financial objectives.
Sustainable and ESG Investing – Environmental, social, and governance (ESG) considerations are integrated into many of Wellington’s investment processes. This supports investors focused on long-term sustainability, responsible investing, and risk-aware capital allocation.