Wellington news

Showing 20 of 112 news

March 2025

Press release Private investing

Wellington Management expands private investing capabilities with formation of a private real estate credit platform

Ravi S. Anand appointed Head of Private Real Estate Credit and is joined by team of seasoned industry veterans.

Read the full press release

February 2025

Press release Private investing

Wellington Management reports the final close of its inaugural Wellington CLO Partners Fund.

Wellington Management reports the final close of its inaugural Wellington CLO Partners Fund. Discover how this exciting milestone positions the firm to expand its platform and demonstrate its commitment to serving our clients as a CLO manager.

Read the full press release

January 2025

Press release

Wellington Management launches first interval fund and expands investment offerings for U.S. wealth investors

Wellington Management announced the launch of its first interval fund, Wellington Global Multi-Strategy Fund, which seeks to generate consistent and positive returns across market cycles while managing market risk exposure and seeking to minimize drawdowns and volatility. The Fund will be managed by Portfolio Manager Roberto Isch, CFA, who will be supported by an 11-member management team of key leaders across the platform.

Read the full press release

December 2024

Article

Wellington Management wins “Insurance Asset Manager of the Year” award as part of Insurance Investor's 2024 North American Awards program

Wellington Management is very honored to have been named “Insurance Asset Manager of the Year” ($100 billion+ in Insurance AUM category) by Insurance Investor as part of their 2024 North American Awards program.

While Wellington did not pay to be considered for the award, compensation was provided for costs associated with attending the award ceremony and publicizing our win. Winners were selected by a panel of judges reviewing written submissions. The judges were invited by Insurance Investor and more about the judging criteria and process can be found here. This award was presented on December 5, 2024, the finalists were announced on September 27, 2024, and a submission was made in May 2024, which was judged based on written responses about Wellington’s partnerships with insurance companies. Wellington Management was the only winner in the Insurance Asset Manager of the Year ($100 billion+ in insurance AUM) category. 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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December 2024

Article

Wellington Management wins “LDI Manager of Year” (mega category) award as part of CIO Magazine’s 2024 Industry Innovation Awards program.

Wellington Management is honored to have been named “LDI Manager of Year” (mega category) by CIO Magazine as part of their 2024 Industry Innovation Awards program. Learn more about this achievement and CIO Magazine’s 2024 Industry Innovation Awards program.

Wellington did not pay to be considered for the award, compensation was provided for costs associated with attending the award ceremony and publicizing our win. Winners were selected by CIO Magazine after reviewing written submissions. The award winners were announced on December 10, 2024, a two-part submission was made on September 19, 2024 and was judged based on written responses about Wellington’s liability-driven investing business. Wellington Management was the only winner in the LDI (mega) category, which was judged based on CIO Magazine’s criteria. 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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December 2024

Press release Sustainable investing

Wendy Cromwell re-elected to PRI board

Our Vice Chair and Head of Sustainable Investment, Wendy Cromwell, has been re-elected for a 3rd term to the United Nations-backed Principles for Responsible Investment Board as an investment manager representative.

Learn more on the PRI website

October 2024

Podcast Private investing

Private Market Talks: Pacing Growth and Maintaining Discipline with Wellington Management’s Shanna O’Reilly

Shanna O'Reilly, Co-head, Private Investments joined the Proskauer podcast, Private Market Talks during their first episode of the podcast's fourth season discussing Wellington's disciplined approach to future growth areas, investing in talent, and much more. The episode also dives into "the nuances of venture investing," risk diversification, and navigating today's competitive landscape.

Listen to the full podcast

October 2024

Article

Wellington Management wins “multi-asset manager of the year” award as part of Insurance Asset Risk’s 2024 Americas Awards

Wellington Management is proud and honored to have been named “multi-asset manager of the year” by Insurance Asset Risk as part of their Americas 2024 Awards. Read more about this achievement and Insurance Asset Risk’s 2024 Americas Awards.

Wellington Management did not pay a fee to be considered for this award but compensation was provided for costs associated with the use of the award logo. Winners were selected by Insurance Asset Risk after reviewing written submissions. This award was announced on October 9, 2024 and was based on a submission that was made in August 2024 which covered the prior year. The award was judged based on Insurance Asset Risk’s criteria and on written responses about Wellington’s fixed income and multi-asset business for insurance companies. Wellington Management was the only winner in each category. 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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October 2024

Article

Wellington Management wins “fixed income manager of the year” award as part of Insurance Asset Risk’s 2024 Americas Awards

Wellington Management is proud and honored to have been named “fixed income manager of the year” by Insurance Asset Risk as part of their Americas 2024 Awards. Read more about this achievement and Insurance Asset Risk’s 2024 Americas Awards.

Read the full article*

September 2024

Press release Private investing

Wellington Management hires a new head of Investor Relations, Private Investments.

We are pleased to welcome Laura Kirk to our Private Investing Team to help support and lead the acceleration and expansion of the Private Investing platform. Laura joins, joining us from Goldman Sachs where she most recently served as the Chief of Staff for President & COO, following 14 years in leadership positions within GSAM.

Learn more about Private Investing at Wellington

September 2024

Article Private investing

Private Equity International | AI drives transformational technology shift

Head of Late-Stage Growth, Matt Witheiler and Sector Lead, Rob Mazzoni spoke with Private Equity International during a Keynote Interview about how advances in artificial intelligence offers new use cases and productivity gains, opening opportunities for late-stage companies.

Source: Private Equity International

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June 2024

Press release Private investing

Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”

Congratulations to Shanna O’Reilly, Co-head, Private Investments, who was named to GrowthCap’s “Top Women Leaders in Growth Investing” list. This recognition highlights her impact building Wellington’s global private investing business and her mentorship both within our firm and across the industry.

Wellington Management did not pay a fee to be considered. The selection of winners was carried out through a nomination process that involved reviewing feedback from colleagues, portfolio company executives, and others in the industry for each nominee. The evaluation of each candidate was based on factors such as their success in their roles, the breadth of their experience, their longevity in the field, and their consistent performance. This award was announced on June 18, 2024, a submission made in January 2024. 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.

Source: GrowthCap

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June 2024

Article

Rich Coffman receives “Lifetime achievement” award as part of InsuranceERM’s 2024 Americas Awards

Congratulations to Rich Coffman, insurance business development manager, who received the “Lifetime achievement” award as part of InsuranceERM’s 2024 Americas Awards. Learn more about this achievement and InsuranceERM’s 2024 Americas Awards.

Wellington Management did not pay a fee to be considered for this award. Winners were selected by InsuranceERM after reviewing written submissions. This award was announced on June 12, 2024, a submission was made in April 2024 and was judged based on lifetime career achievements. Rich Coffman was the only winner in the lifetime achievement category, which was judged based on InsuranceERM’s criteria. 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.

Read the full article*

June 2024

Article Private investing

Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2024.”

Congratulations to Matt Witheiler, Sector Lead, Consumer & Technology who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2024, for the fourth year in a row!

Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on June 4, 2024, a submission made in January 2023 and is based on 5 years of trailing data. Wellington Management was the only winner in the Top Tech Investors category, which was judged based on Forbes’ criteria. 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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May 2024

Article Private investing

Pensions&Investments | Wellington, the quiet giant, wades into private credit amid boom in lending

Director, Private Credit, Emily Bannister and Head of Client Group, Scott Geary, spoke with Pensions&Investments on the firm’s move into Private Credit as part of its growing Private Investing platform. In 2023, the firm launched its Private Credit capability with the investment-grade private placements strategy and is expanding into growth lending this year.

Source: Pensions&Investments

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April 2024

Article Private investing

Wellington Management announces US$385 million final close for Climate Innovation I

We are pleased to announce the final close of Wellington’s inaugural fund to invest solely in private companies developing solutions to help mitigate and adapt to climate change.

Read the full press release

April 2024

Article Private investing

Axios | Exclusive: Wellington raises $385M for first private climate fund

Greg Wasserman, Head of Private Climate, sat down with Alan Neuhauser at Axios to discuss the final close of the private investing platforms first climate innovation fund and the sector opportunities the investment team is focusing on.

Source: Axios

Read the full Axios article

March 2024

Article

Wellington Access Ventures is named on the Diversity, Equity and Inclusive Capitalism Power100 List

We’re excited to announce that Wellington Access Ventures, and our deal team leads, Jackson Cummings, Frederik Groce, Sasha McKenzie, and Van Jones, have been selected as part of Blueprint Capital Advisor’s Diversity, Equity and Inclusive Capitalism Power100 List. This first-of-its-kind acknowledgement recognizes people and organizations that are leading by example, breaking color and gender barriers, supporting diverse firms, and promoting a more inclusive investment management industry. It is an honor to be included on this list that supports our mission of investing in underrepresented founders has only just begun.

Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisor’s. This award was announced on February 25, 2024 . Wellington Management was one of 100 winners in the Asset Manager category, and the selection methodology included a collective consensus based on a broad cross section of industry participants. 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.

View the list

January 2024

Article

RBC Capital Markets | Pathfinders in Sustainability: Integrating ESG from Private to Public Markets

Read this interview from the Pathfinders in Sustainability series to learn more about how Wellington’s Director of ESG, Private Investments Hillary Flynn works to help private companies break down core issues across ESG.

Read the full interview

January 2024

Press release

Press release: Wellington Management opens new office in Dubai

Wellington Management establishes local presence in the Middle East with a new office based in Dubai International Financial Centre

Read the full press release

June 2024

Press release Private investing

Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”

Source: GrowthCap

Read the full article

April 2024

Article

Wellington’s Private Investing co-heads, Michael Carmen and Shanna O’Reilly, are named to the Diversity, Equity and Inclusion Power100 Angels List

We’re proud to announce that on the heels of our Wellington Access Ventures (WAV) team’s recognition on the Diversity, Equity & Inclusive Capitalism (DEIC) Power100 Asset Management list, our Private Investing co-heads, Michael Carmen and Shanna O’Reilly, have been chosen for the DEIC Power100 Angels list. The Angels list recognizes trailblazers across the asset management industry who are helping to move toward a more inclusive future. Michael and Shanna are committed to promoting change in venture capital and their work has been recognized for effecting positive change.

Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisors. This award was announced on 25 February 2024. Wellington Management was one of 100 winners in the Angels category, and the selection methodology included a collective consensus based on a broad cross-section of industry participants. 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.

View the list

March 2024

Article

Wellington Access Ventures is named on the Diversity, Equity and Inclusive Capitalism Power100 List

View the list

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Wellington news

Wellington Management expands private investing capabilities with formation of a private real estate credit platform

Wellington Management reports the final close of its inaugural Wellington CLO Partners Fund.

Wellington Management launches first interval fund and expands investment offerings for U.S. wealth investors

Wellington Management wins “Insurance Asset Manager of the Year” award as part of Insurance Investor's 2024 North American Awards program

Wellington Management wins “LDI Manager of Year” (mega category) award as part of CIO Magazine’s 2024 Industry Innovation Awards program.

Wendy Cromwell re-elected to PRI board

Private Market Talks: Pacing Growth and Maintaining Discipline with Wellington Management’s Shanna O’Reilly

Wellington Management wins “multi-asset manager of the year” award as part of Insurance Asset Risk’s 2024 Americas Awards

Wellington Management wins “fixed income manager of the year” award as part of Insurance Asset Risk’s 2024 Americas Awards

Wellington Management hires a new head of Investor Relations, Private Investments.

Private Equity International | AI drives transformational technology shift

Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”

Rich Coffman receives “Lifetime achievement” award as part of InsuranceERM’s 2024 Americas Awards

Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2024.”

Pensions&Investments | Wellington, the quiet giant, wades into private credit amid boom in lending

Wellington Management announces US$385 million final close for Climate Innovation I

Axios | Exclusive: Wellington raises $385M for first private climate fund

Wellington Access Ventures is named on the Diversity, Equity and Inclusive Capitalism Power100 List

RBC Capital Markets | Pathfinders in Sustainability: Integrating ESG from Private to Public Markets

Press release: Wellington Management opens new office in Dubai

Javier Grevely named to Business Insider’s "Rising Stars of Venture Capital" list

Javier Grevely named to BostInno’s "25 under 25 for 2023."

Nick Samouilhan live on Bloomberg TV: Wellington's Samouilhan on Markets

Environmental Finance IMPACT Awards 2023 – Impact Investing Platform and Impact Reporting (fund) of the year

Funds Global Asia Opinion: Asia credit: An outsized winner in the region’s energy transition?

HFJ | 50 Leading Women in Hedge Funds - 2023

Forbes | Wellington Access Ventures Raises $150 Million To Back Underrepresented Founders

Wellington Management announces US$150 million final close for Wellington Venture Investments I

iCapital® and Wellington Management forge global partnership

Capital Allocators with Ted Seides podcast featuring Co-head Private Investments, Michael Carmen

Catch Nanette Abuhoff Jacobson on the Hartford Funds podcast

The Wall Street Journal News Exclusive: Wellington Banks at Least $2.6 Billion for Growth Investment Strategy

Wellington Management closes fourth late-stage private fund, exceeding $2.5 billion target

WSJ Pro Venture Capital: Wellington Management Raises US$476 Million for Second Biotech Venture Fund

Wellington Management announces US$476 million final close for Biomedical Innovation II

Sasha McKenzie named to PitchBook’s annual list of "Black Founders and Investors to Watch" in 2023

Institutional Investor | Every Asset Manager Wants More Alts. Here’s How Wellington Is Achieving It.

50 Leading Women in Hedge Funds

Top 1000 Funds Sustainability in Practice | Physical climate risks: Implications for investors

Private Equity International | AI drives transformational technology shift

Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”

Rich Coffman receives “Lifetime achievement” award as part of InsuranceERM’s 2024 Americas Awards

Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2024.”

Pensions&Investments | Wellington, the quiet giant, wades into private credit amid boom in lending

Wellington Management announces US$385 million final close for Climate Innovation I

Axios | Exclusive: Wellington raises $385M for first private climate fund

Wellington’s Private Investing co-heads, Michael Carmen and Shanna O’Reilly, are named to the Diversity, Equity and Inclusion Power100 Angels List

Wellington Access Ventures is named on the Diversity, Equity and Inclusive Capitalism Power100 List

RBC Capital Markets | Pathfinders in Sustainability: Integrating ESG from Private to Public Markets

Press release: Wellington Management opens new office in Dubai

Environmental Finance IMPACT Awards 2023 – Impact Investing Platform and Impact Reporting (fund) of the year

Wellington Management expands investment platform with new CLO offerings

HFJ | 50 Leading Women in Hedge Funds - 2023

Forbes | Wellington Access Ventures Raises $150 Million To Back Underrepresented Founders

Wellington Management announces US$150 million final close for Wellington Venture Investments I

iCapital® and Wellington Management forge global partnership

Capital Allocators with Ted Seides podcast featuring Co-head Private Investments, Michael Carmen

Catch Nanette Abuhoff Jacobson on the Hartford Funds podcast

The Wall Street Journal News Exclusive: Wellington Banks at Least $2.6 Billion for Growth Investment Strategy

Wellington Management closes fourth late-stage private fund, exceeding $2.5 billion target

Matt Witheiler named to Forbes’ "The Midas List: The World’s Best Venture Capital Investors in 2023."

WSJ Pro Venture Capital: Wellington Management Raises US$476 Million for Second Biotech Venture Fund

Wellington Management announces US$476 million final close for Biomedical Innovation II

Top 1000 Funds Sustainability in Practice | Physical climate risks: Implications for investors

Insurance Asset Risk Award win

The Business Times | Fintech’s transformative power

Environmental Finance Sustainable Investment Awards 2022 — ESG innovation of the year, research

Insurance ERM Annual Americas Awards 2022 — Insurance Asset Manager of the Year

Wellington's Jean Hynes Speeds Up Hiring, Unfazed by Bear Market

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

Press release: Wellington Management opens Madrid office, expanding its presence in Europe

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

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

Large investors join GREEN to speed up climate action in real estate

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

Opinion: Five investment essentials for 2022

Press release: Wellington Management expands Alternative Investment Resources

iCapital^® and Wellington Management forge global partnership

iCapital^® and Wellington Management forge global partnership