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Wellington news
September 2020
2020 Environmental Finance IMPACT Award Winner
We are honoured that Wellington Management’s Global Impact Bond Fund has been named Fixed Income Impact Fund of the Year 2020 by Environmental Finance. Our Global Impact Bond Fund — our first global, multi-sector fixed income impact fund — was launched in May 2019, and seeks to have a positive, measurable impact by investing exclusively in debt issued by companies and other organisations whose products, services and projects address major social and environmental challenges. Learn more about the award here and about our Global Impact Bond Fund here.
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. The award is not indicative of Wellington Management’s or the Fund’s future performance. Wellington Management did not pay a fee to be considered. Winners were selected on a points-based scoring system by a large panel of industry experts and institutional investors active in the market. Wellington Management was the only winner in this category, which was judged based on Environmental Finance’s criteria.
September 2020 Citywire Selector: Fintech opportunities in the wake of the pandemic
Bruce Glazer, portfolio manager of the Wellington FinTech Fund, profiles how the COVID-19 pandemic is accelerating fintech’s most compelling themes and explores the likely leaders of this enduring growth story.
1 September 2020 Jean Hynes to Succeed Brendan Swords as Chief Executive Officer of Wellington Management
Wellington Management announced that Brendan Swords, Chief Executive Officer, will retire from Wellington on 30 June 2021. At that time Jean Hynes, Managing Partner, will succeed Mr. Swords as Chief Executive Officer.
June 2020 Wendy Cromwell featured on Capital Allocators podcast
Tune in to hear Wellington’s Wendy Cromwell discuss sustainable investing with Ted Seides, host of the popular investing podcast Capital Allocators. Wendy is the first of 10 industry leaders to be featured in a series called Sustainable Investing: The Next Frontier. In the 70-minute episode, Wendy shares her insights on this growing global market, Wellington’s sustainable investing capabilities, and why several market inefficiencies present avenues for active investors to deliver value.
4 June 2020Press release: Wellington Management launches Global Property Fund
This UCITS fund focuses on the manager’s best ideas in listed property, taking ESG factors into consideration. We believe the manager’s approach may offer investors a level of diversification from general equities and bonds and can potentially provide a yield with consistent growth.
5 May 2020Wellington and leading Canadian pension plan to further integrate climate science research
Wellington Management, one of the world’s largest independent investment management firms, and Ontario Teachers’ Pension Plan (“Ontario Teachers’”), the largest single-profession pension plan in Canada, announced they have expanded their strategic relationship to further integrate leading climate science research into the pension plan’s investment process. For this new initiative with Ontario Teachers, Wellington will continue to collaborate with Woods Hole Research Center, the world’s top-ranked climate change think tank.
20 April 2020 Press release: Wellington Management launches Disruptive Technology and Innovation Fund
16 April 20202020 Refinitiv Lipper Fund Award Winner
We are pleased to announce Wellington Management have won two categories in the 2020 Refinitiv Lipper Fund Awards.
- Europe Group Awards, Equity, Large Company
- France Group Awards, Equity, Large Company
These awards have been running for 30 years, recognising funds and fund management firms for consistently strong risk-adjusted performance relative to peers over three, five and 10 years. Winners are calculated using a combination of Refinitiv data and quantitative analysis by Lipper’s internal analysts.
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 .
19 February 2020Press release: Wellington Management launches US Dynamic Equity Fund
This UCITS fund aims to outperform the US equity market by investing in a select group of high-conviction “best ideas” as well as passive exposure to the S&P 500 Index. We believe this is a cost-effective approach which will appeal to investors seeking a fund that combines passive investing with active management’s potential for outperformance.
Insurance Asset Risk Awards 2020 — Investment Innovation of the YearWellington Management is pleased to have won the 2020 Investment Innovation of the Year award from Insurance Asset Risk. Climate risk is a key topic for global insurance companies, and this award highlights our commitment to climate science and our research partnership with Woods Hole Research Center, the world’s leading independent climate science institute.
For professional or institutional investors only. 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.
22 November 2019Wellington Management’s Global Impact Bond Fund named Best New Entrant at Investment Week’s 2019 Sustainable & ESG Investment Awards
Wellington Management is pleased to have won the Best New Entrant award for Wellington Global Impact Bond Fund at Investment Week’s 2019 Sustainable & ESG Investment Awards.
The awards celebrate firms that demonstrate expertise and commitment to environmental, social and ethical issues, as well as good corporate behaviour. Finalists were chosen by Investment Week’s judging panel based on criteria including clarity of ESG investment objectives, strong performance, experience in the sector, communication to investors, transparency, good reputation and compliance.
For professional or institutional investors only. 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.
12 November 2019Press release: Wellington Management selected as manager for EM sub-fund
Brunel Pension Partnership, a UK-based Limited Partnership which brings together circa £30 billion investments of 10 like-minded Local Government Pension Schemes, announced that Wellington Management was one of three managers selected to manage an Emerging Markets equity sub-fund. According to the release, the three winning managers selected for the mandate were culled from among more than 160 strategies.
25 September 2019Press release: Wellington Management launches Universal Vision Fund
The Wellington Universal Vision Fund is a global multi-factor equity fund with an ESG tilt, which we believe will help to address growing demand, particularly from defined contribution schemes.
September 2019Press release: Wellington and CalPERS announce new framework for assessing climate change risks
Wellington Management and the California Public Employees’ Retirement System (CalPERS) have launched a new framework designed to help companies and their executive teams assess and disclose the potential impacts of the physical risks of climate change (P-ROCC) on their business. This new P-ROCC framework seeks to improve how companies disclose their physical vulnerabilities, and thereby help asset owners and investment managers better evaluate the ability of the companies they invest in to adapt to or mitigate such risks.
3 September 2019Press release: Wellington Management announces distribution agreement with Raymond James UK
Wellington Management, one of the world’s largest independent investment management firms, announces a new distribution agreement with Raymond James Investment Services (Raymond James), one of the UK’s fastest-growing wealth management businesses*.
23 July 2019Press release: Wellington Management launches Euro High Yield Bond Fund
The newly launched Wellington Europe High Yield Bond Fund, which is managed by Konstantin Leidman, seeks to take advantage of inefficiencies in the pricing of credit risk in the European high-yield market.
July 2019Press release: Wellington joins the Association of British Insurers as associate member
Wellington is honoured to be the first investment manager to become an associate member of the Association of British Insurers. As a trusted steward of our clients’ assets, our commitment to British insurers requires a deep understanding of both the regulatory environment and the challenges facing their investment portfolios. This includes climate change, where the ABI has been actively helping insurers to understand the related risks and policy initiatives.
19 June 2019Press release: Wellington Management launches Global Impact Bond UCITS fund
This Fund seeks to have a measurable, positive impact on major global social and environmental challenges while also aiming to deliver attractive total returns for investors.
June 2019Portfolio Adviser: Modi’s millennials drive India’s online revolution
Simon Henry, portfolio manager of Wellington EM Development Fund, highlights the findings of a recent grassroots research trip to India where he participated in consumer interviews and focus group discussions to identify important investable themes. – Sponsored content
April 2019Barron’s: Wellington’s Climate Strategy
Our evolving approach to environmental, social, and corporate governance investing is covered in this article by Barron’s – with a focus on our climate research and our partnership with Wood’s Hole Research Center.
April 2019The New York Times: Incorporating climate science research into our investment process
Our commitment to research at the intersection of climate science and investment management is highlighted in this New York Times article featuring Wellington’s Director of Climate Research Chris Goolgasian and Portfolio Manager Alan Hsu. Our collaborative climate science initiative with Woods Hole Research Center is helping us better assess the risks and opportunities presented by climate change.
February 2019Reactions magazine’s Women’s Leadership Forum 2019
Insurance Fixed Income Portfolio Managers Alyssa Irving and Elizabeth Kleinerman were recently featured as part of Reactions magazine’s Women’s Leadership Forum 2019. Alyssa and Liz reflect on valuable personal and professional advice they have received throughout their careers and provide insightful lessons learned both inside and outside of Wellington. – Sponsored content
14 January 2019
Hear Jean Hynes on the Capital Allocators podcast
Wellington’s Jean Hynes was recently featured on the Capital Allocators podcast, discussing her nearly three decades as a health care investor and her experience as a senior leader of our firm. During the interview, she touches on Wellington’s collaborative culture, our approach to globalisation, and changes in the health care sector.
5 December 2018Wendy Cromwell elected to PRI board
Our Vice Chair and Director of Sustainable Investment, Wendy Cromwell, has been elected to the United Nations-backed Principles for Responsible Investment Board as an investment manager representative.
7 November 2018Press release: Wellington Management launches Climate Strategy UCITS fund
Wellington Management today announced the launch of the Wellington Climate Strategy Fund. This UCITS-compliant equity fund seeks long-term total returns by investing globally, primarily in companies the investment team believes are directly addressing environmental sustainability or climate risks through their products, services or capital.
24 September 2018Press release: Strategic climate science initiative
Wellington Management, one of the world’s largest independent investment management firms, and Woods Hole Research Center, the world’s leading independent climate research institute, today announced a collaborative initiative to integrate climate science and asset management.
17 October 2018Press release: Wellington Management launches a dedicated FinTech UCITS fund
Wellington Management announced today the launch of the Wellington FinTech Fund. This UCITS-compliant fund seeks long-term total returns by investing primarily in companies globally that leverage technology to deliver the next generation of financial services.
June 2018Bloomberg: “Wellington pushes ESG 2.0 focusing on alpha more than altruism”
Several Wellington experts were interviewed in this article focusing on how environmental, social, and corporate governance (ESG) considerations are being used to help asset managers make more informed decisions about the companies they hold in their portfolios.
3 April 2018Press release: Wellington Management opens new office in Toronto
Wellington today announced the opening of its first Canadian office. Located in the Exchange Tower at 130 King Street West in Toronto, the new office creates greater proximity to better serve Wellington’s clients.
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