Wellington news

Michael Masdea
September 2021

The Business Times | Successful innovation investing

In a recent roundtable with The Business Times, three experts — including Wellington’s Michael Masdea — shared their views on today’s megatrends and the investable opportunities sparked by innovation that extends far beyond technology alone.

 

Source: The Business Times
© Singapore Press Holdings Limited. Permission required for reproduction.

article

Jackson Cummings and Van Jones
August 2021

Wellington Management expands diversity-focused private investing capabilities

We are pleased to announce that Jackson Cummings and Van Jones have joined Wellington Management as senior private equity investors who will help lead the firm’s diversity-focused investing on the alternatives platform. The addition of Jackson and Van to our investing leadership extends the firm’s commitment to addressing economic disparities and making a difference in diverse communities.

article

A Pensions Age Awards 2021 Logo
August 2021

Pensions Age Awards 2021 – Cash-flow Driven Investment Manager of the Year

Wellington has won the Cash-flow Driven Investment Manager of the Year at the Pensions Age Awards 2021. These awards aim to reward both the pension schemes and the pension providers across the UK that have proved themselves worthy of recognition in these increasingly challenging economic times.

 

For professional and institutional investors only. The award may not be representative of any one client’s experience. Past performance is no guarantee of future results. Wellington Management did not pay a fee to be considered.

article

Windmills
July 2021

Press release: Wellington and Enel Green Power form a groundbreaking renewables initiative

Wellington and Enel Green Power have agreed to terms for a first-of-its-kind, 10-year virtual power purchase agreement (VPPA) for renewable energy. Wellington expects to become the first company in the world to develop a VPPA to match fully both its US employees’ total home and corporate electricity usage with clean energy.

article

Yash Patodia
June 2021

The Business Times | Asia’s big digital transformation

In a recent roundtable with The Business Times, three experts — including Wellington’s Yash Patodia — shared their views on the likely impact Asia tech would have on digital transformation and discussed their strongest investible ideas.

 

Source: The Business Times
© Singapore Press Holdings Limited. Permission required for reproduction.

article

Burgees Terrence
June 2021

New Managing Partner Elected

Effective 1 July 2021, Terry Burgess will join Jean Hynes and Steve Klar as one of three Managing Partners of Wellington Management Group, LLP. Terry will succeed Brendan Swords as a Managing Partner.

article

April 2021
Wall Street Journal | 15 CEOs reflect on their pandemic year and the lessons they’ve learned

In this photo essay from the Wall Street Journal, 15 CEOs — including Wellington’s incoming CEO Jean Hynes — share how and where they’ve been working during the pandemic, and offer some lessons learned during this unprecedented time.

Purple triangle graphics

16 March 2021
2021 Refinitiv Lipper Fund Award Winner

We are pleased to announce Wellington’s Global Health Care team have won a 2021 Lipper Fund Award within the Germany Fund Awards – Equity Sector Healthcare category.

These awards have been running for more than three decades, recognising funds and fund management firms for consistently strong risk-adjusted three-, five- and 10-year performance relative to their peers. Based on Lipper’s quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance.

Capital at risk. Past performance is no guarantee of future results. Awards should not be considered a recommendation. Data being linked to is that of a third party. No assurance is being provided as to its accuracy or completeness. 

 

The Refinitiv Lipper Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months, Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.

March 2021
Barron’s report | The 100 Most Influential Women in US Finance

Congratulations to our incoming CEO Jean Hynes on being named one of the 100 Most Influential Women in US Finance for the second consecutive year by Barron’s!

March 2021
Milken Institute Event: Digitalization and the Future of Asset Management Wellington’s Co-Head of Technology, Madeleine Dassule, recently joined a panel of experts at a virtual Milken Institute event to discuss digitization and the future of asset management.
Bloomberg Opinion
March 2021
Bloomberg Opinion | Masters in Business Podcast, featuring Jean Hynes Wellington’s incoming CEO Jean Hynes sat down with Barry Ritholtz for Bloomberg’s Masters in Business podcast series. Hear Jean and Barry cover a number of topics ranging from career advice — including the three things Jean’s mentor taught her and what advice she would give to recent college graduates, health care as a growth industry on the brink of making dramatic changes in oncology, Wellington’s expansion into alternatives and private equity, and more.

February 2021
Wellington Management expands private investing capabilities with new climate-focused senior investors

Wellington Management, today announced it has hired two senior investors focused on private market sustainable investing. This additional investment in resources builds on the firm’s 14 years in climate investing, over 25 years in alternatives investing and close to US$5 billion in dedicated committed capital in the private markets.

February 2021
Wellington Joins Corporate Call to Action: Coalition for Equity and Opportunity
Wellington is proud to be a member of the Corporate Call to Action and to commit to transparency around our diversity, equity, and inclusion efforts. A diverse workforce and inclusive culture are critical to the pursuit of our mission: to exceed the investment and service expectations of our clients.
February 2021
Jean Hynes in Bloomberg: Wellington’s Next CEO Sees Active Management Regaining Clout In a recent Q&A with Bloomberg, Jean Hynes discusses active management, growth in private equity, her career path from administrative assistant to managing partner, and how she will balance dual roles of portfolio manager and CEO.

February 2021
Wellington Management expands European presence with new office in Milan

Wellington has opened a new office in Milan, underscoring our commitment to the Italian market, which we see as a key strategic priority. Wellington has been serving Italian clients such as pension funds, insurance companies and intermediaries for 20 years. The new office will bring us closer to our clients and help us to serve them better, giving them access to our broad expertise across asset classes.