Wellington news

Oyin Oduya
May 2022

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

Congratulations to Oyin Oduya, Impact Measurement and Management Practice Leader, who was selected in the Impact category of this year’s BWAM 40 Under 40 list honoring Black women shaping the future of asset management. Congratulations to all the honorees!

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Buildings and road in the street
May 2022

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

We are excited to announce we have secured regulatory approval to open a new local office in Madrid.

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Economist Sustainability
April 2022

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

In this event replay from the 2022 Economist’s Sustainability Week conference, Impact Measurement and Management Practice Leader Oyin Oduya discusses how Wellington defines impact investing, what the key benefits are, and how it differs from responsible investing.

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Trees near the building
March 2022

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

We are pleased to join the Global Real Estate Engagement Network (GREEN), which aims to encourage real estate companies to improve their sustainability performance and reduce exposure to financial and non-financial climate risks. Wellington portfolio manager Bradford Stoesser and ESG research analyst Lauren White will sit on GREEN’s steering and engagement committees, respectively.

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Climate changes
March 2022

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

In this event replay from the 2022 Economist’s Climate Risk US conference, Head of Sustainable Investment Wendy Cromwell joins a panel to discuss where firms can access high-quality, decision-relevant climate data—and where the data gaps are.

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Patodia Yash
March 2022

The Business Times | Asia tech opportunities abound

Asia serves as a fertile hunting ground for promising technology investments. The region is the nucleus of the global semiconductor supply chain, and innovations in the region promise to transform economies in multiple sectors.

 

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

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Nicholas Samouilhan
March 2022

Opinion: Five investment essentials for 2022

As the world continues to recover over the coming year, a cautiously optimistic outlook seems warranted. Nick Samouilhan, portfolio manager at Wellington Management, highlights five trends that should shape the next 11 months for investors. The coming year should welcome in a post-pandemic recovery — albeit with many fits and starts along the way.

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golden rays
February 2022

Press release: Wellington Management expands Alternative Investment Resources

We are excited to announce the strategic expansion of our Alternatives Investments platform through the hiring of the investment team of Shelter Haven Capital Management.

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Erin K. Murphy
February 2022

Erin K. Murphy to Succeed Edward J. Steinborn as Chief Financial Officer of Wellington Management

Wellington announces new Chief Financial Officer.

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Graphical representation
February 2022

Wellington announces EGM approval of cross-border merger of Irish-domiciled Wellington Dynamic Diversified Income Fund into Luxembourg-domiciled Wellington Multi-Asset High Income Fund

Wellington Management has announced the merger of the Wellington Dynamic Diversified Income Fund (a sub-fund of the Wellington Management Funds (Ireland) plc) into the Wellington Multi-Asset High Income Fund (a sub-fund of Wellington Management Funds (Luxembourg) III SICAV).

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Top view of buildings
January 2022

Press release: Wellington Management and the MIT Joint Program announce climate change research collaboration

Through this alliance, the MIT Joint Program’s integrated team of natural and social scientists will provide our investment teams with comprehensive climate change projections that address various environmental, economic, and policy scenarios . The objective of this research is to outline decarbonization pathways for corporate operations, supply chains, and products, while also assessing their potential economic impacts.

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Organic Farming
January 2022

Financial Times Investing for Good USA panel: Building Equality and Diversity into Investment Portfolios (event replay)

In this event replay from the 2021 Financial Times Investing for Good USA conference, Portfolio Manager Yolanda Courtines joins a panel to discuss the role of investors in nudging the corporate sectors towards more responsible practices with regard to employees, consumers, and other stakeholders.

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A nature view
January 2022

Financial Times Investing for Good USA panel: Opportunities in the Green Recovery (event replay)

In this event replay from the 2021 Financial Times Investing for Good USA conference, Investment Director Erika Murphy joins a panel to discuss the opportunities offered to investors from the Biden administration’s ambitious climate goals focused on job creation.

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Cromwell
December 2021

Wendy Cromwell re-elected to PRI board

Wendy Cromwell, Vice Chair and Head of Sustainable Investment, has been re-elected for a 2nd term to the board of the United Nations-backed Principles for Responsible Investment.

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Reflection
November 2021

Building a solid foundation: The latest steps in our net-zero journey

We are pleased to announce an initial commitment of US$146 billion in client assets aligned with achieving net-zero emissions by 2050 or sooner. In this statement from CEO Jean Hynes and Wendy Cromwell, Vice Chair and Head of Sustainable Investment, we outline our methodical, strategy-by-strategy approach that sets the foundation for further progress.

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Investment Week
October 2021

Wellington Management’s Emerging Market Development Fund named the Best Sustainable ESG Thematic Fund category at Investment Week Awards.

Wellington Management is pleased to have won the Best Sustainable & ESG Thematic Fund category for its Wellington Emerging Market Development Fund at Investment Week Sustainable & ESG Investment Awards.

 

These awards are intended to honour best-in-class fund providers, research & ratings teams and service providers who have a key part to play as sustainable and ESG investing moves firmly mainstream. During a time of transition and rapid development, these awards are more important than ever in scrutinising sustainable and ESG investment propositions and highlighting excellence in this space. Entries were judged by a panel of sustainable and ESG investing experts drawn from across the industry.

 

For professional or 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.

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Ice Island
October 2021

Press Release: Wellington Management Launches Climate Market Neutral UCITS Fund

The Fund seeks absolute returns, primarily investing via long and short positions in companies globally, based on the assessment of relative-value opportunities between climate-advantaged and climate-disadvantaged companies.

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Mary Pryshlak
October 2021

Mary Pryshlak featured on FCLTGlobal’s Going Long Podcast

What will it take for crypto to become a viable asset class? Have we put the right price on water? Listen to Mary Pryshlak, CFA, head of Investment Research, explore these and other Future Themes topics on the latest episode of FCLTGlobal’s Going Long Podcast.

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Molly
October 2021

Wellington Management expands private investing capabilities with new climate-focused investor

We are pleased to welcome Molly Breiner to our private market sustainable investing team. Molly will focus on climate solutions in sustainable consumer, food, and agriculture.

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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.

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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.

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Physical Risks of Climate Change (P-ROCC 2.0)
June 2021

Press release: Industry partners join Wellington Management in a call for location data in climate disclosures

Wellington and Woodwell Climate Research Center announced P-ROCC 2.0, extending the 2019 framework designed to help companies disclose the potential effects of physical risks of climate change on their business. The new framework outlines how companies can share location data that will enhance transparency and help investors make more informed investment decisions. View P-ROCC 2.0 here.

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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.

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Masdea Michael
June 2021

Institutional Investor | At Wellington, Portfolio Managers Also Code

Wellington’s Head of Investment Science, Michael Masdea, discusses how we seek to marry the traditional art of investing with all the latest benefits of data science in this Institutional Investor article.

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Cromwell Wendy
April 2021

Wendy Cromwell on Bloomberg TV: We’re Bridging The Gap Between Climate & Finance

Wellington’s Director of Sustainable Investment Wendy Cromwell spoke with Bloomberg’s Alix Steel about how our firm is preparing for climate change – including our research partnership with Woodwell Climate Research Center to map the physical impacts of climate change and our founding membership with the Net Zero Asset Managers initiative. Watch the interview here:

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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.

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Purple triangle graphics
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.

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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!

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Madeleine Dassule
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.

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Bloomberg Opinion
March 2021