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USD 1 T+
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Client assets managed
United States, Intermediary
Change
Discover Independent Thinking
Behind every innovative solution, every groundbreaking new idea, is a person who analyzed things in a different way. Our investors are encouraged to explore new ideas independently — looking at every opportunity from multiple angles and sharing their insights every day.
These are our Unique Perspectives.
Why Wellington? We go beyond investing
We aspire to excellence in everything we do for our clients.
We impact the lives of millions of real people, from educators and first responders working for a secure retirement, to scholarship recipients at universities, and the next generation whose success depends on a sustainable future.
For almost 100 years, we’ve chosen to do things differently, including the way we structure our ownership model, organization, and investment platform.
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17 years
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Avg. industry experience
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60+
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Client locations by country/region
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875+
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Investment professionals
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60+
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Client locations by country/region
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875+
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Investment professionals
All data refers to companies belonging to Wellington Management Group, data as of 30 June 2023
Explore Our Unique Perspectives
Markets often overreact to potential election outcomes, creating opportunities for active duration management and sector rotation.
Private companies are naturally seeking to grow and scale their operations. Gen AI can be a useful tool in this endeavor, but companies should be aware of the risks involved while seeking efficiencies.
Inflation has declined considerably over the past year prompting rate cuts by many central banks as well as hints at possible cuts from the US Federal Reserve. Lower rates are typically a positive for growth companies.
Stay up to date with the latest market insights and our Unique Perspectives.