Wellington Management

Profile

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.

Drawing on proprietary research and a collaborative culture, our investment professionals are well positioned to search for differentiated investment ideas: to uncover the story within the story, the hidden risks, and the potential rewards.
Long-term perspective of a partnership structure
Our private ownership model provides stability, allows us to focus on long-term results, aligns our interests with those of our clients, and helps us to recruit and retain outstanding talent.

Singular focus on investment management
Our only business is managing money for our clients, allowing us to concentrate on our goal of exceeding their investment and service expectations.

Empowered investment teams and rigorous proprietary research
We describe our investment model as a “community of boutiques.” Each investment team has freedom of philosophy and process, while benefiting from the resources of a large, global firm.

Open, collaborative culture
We have built our organization to foster healthy debate, diversity of thought, and the free exchange of ideas — conditions we believe are essential for informed investment decision making.

FACTS AND FIGURES
We trace our roots back to 1928, when Walter Morgan established the first balanced mutual fund in the United States. Today, Wellington Management has a significant presence and long-term track record in nearly all sectors of the global securities markets.

Clients are at the heart of everything we do. That is why we seek to provide superior investment results, exceptional service, and multiple layers of risk management. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

From our grant, charitable giving, and matching gift programs to our employee volunteering and environmental initiatives, we believe in actively giving back to the communities in which we live and work.

We are committed to minimizing the environmental impact of our operations by promoting sustainable practices and active dialogue among our employees. Our Getting Greener initiative identifies, evaluates, and implements sustainability efforts that complement our day-to-day business and supports our employees and our communities.