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Wellington news
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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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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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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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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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.
16 March 20212021 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 2021Barron’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!
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 | 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.
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.
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.
December 2020 Professional Pensions Investment Awards 2020 — Multi Asset/Sector Credit Manager of the Year
Wellington has won Multi Asset/Sector Credit Manager of the Year at the Professional Pensions Investment Awards 2020. We were commended among other things for the breadth and depth of our credit platform and for navigating the challenges of COVID-19’s impact on capital markets.
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.
December 2020 Wellington joins Net Zero Asset Managers Initiative
We are pleased to announce that Wellington Management is joining the Net Zero Asset Managers Initiative as a founding member. Through this initiative, we commit to work in partnership with clients on their decarbonisation goals and set an interim target for the proportion of assets to be managed in line with the attainment of net-zero emissions by 2050.
Wellington Management to manage £700 million US municipal bond mandate for PIC
We are pleased to announce that Wellington Management has been appointed to manage a £700 million US municipal bond mandate for Pension Insurance Corporation (PIC). PIC cited Wellington’s municipal bonds, ESG and climate risk expertise as factors in their decision. PIC views municipal bonds as an attractive opportunity set, and we believe this allocation has strong growth potential.
Read full press release
50 Leading Women in Hedge FundsWe are pleased to announce that Portfolio Managers Ann Gallo and Arancha Cano were recently recognized as two of The Hedge Fund Journal’s ”50 Leading Women in Hedge Funds.” For more on Ann and Arancha, view the full article here. In addition, read a recent profile of Arancha exploring her views on long/short investing.
Wellington Management did not pay a fee to be considered. Editors of Hedge Fund Journal selected 50 women to feature in their publication based on the biographies of the individuals. Inclusion in this publication is not indicative of Wellington Management’s past or future performance.
Jean Hynes featured in recent Boston Globe articleThe Boston Globe published an article, in late October, featuring Jean Hynes, titled “Wellington appoints its first female CEO, still a rarity in the fund management world.” In the article, Jean shares her vision for the future of our firm — including a deliberate approach to diversity and inclusion and a focus on private equity, sustainable investing, and climate change initiatives.
Press release: Wellington Management Celebrates Fifth Anniversary of Emerging Market Development Fund Wellington Management Celebrates Fifth Anniversary of Emerging Market Development Fund. Launched in October 2015, the Fund seeks to generate long-term total returns by investing primarily in a diversified portfolio of emerging markets domiciled companies we believe are likely to benefit from themes relating to structural and economic development.Read full press release 
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.
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 2019Hear 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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