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Investment Management · Boston

Wellington Management Company, LLP

About

Wellington Management is one of the world’s largest independent, privately held asset managers, headquartered in Boston. It manages investments for institutional clients in more than 65 countries, spanning nearly every segment of global capital markets: active equity across regions and styles, fixed income in all publicly traded sectors, hedge funds and other alternatives, and private investing across company growth stages. Its work ultimately serves people such as educators and first responders saving for retirement and scholarship recipients at universities.

Founded in 1928, the firm has grown from Boston to offices in major international and Asian financial centers. Its private ownership model means it is accountable only to clients, which it says supports long-term thinking and continuity of talent. Independent portfolio teams work in a boutique-style setting, backed by career analysts, embedded data scientists and client strategists, and the firm regularly publishes research on topics such as AI, equity markets and geopolitics.

What to Know

  • The firm releases a midyear investment outlook covering global risks and opportunities.
  • Its investment culture emphasizes independent thinking and open debate among investors.
  • It is a member of the Greater Boston Chamber of Commerce.

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