Wellington Management by the Numbers
ALTERNATIVES TRACK RECORD
NUMBER OF CLIENTS
FIRMWIDE INVESTMENT PROFESSIONALS
ALTERNATIVE ASSETS UNDER MANAGEMENT
as of 11/1/2019
Equipped to Perform
Wellington is one of the largest managers of alternative assets in the world. Over more than two decades, they have built broad capabilities powered by the innovative spirit of an alternatives boutique and the resources and stability of a global asset manager.
Wellington’s world-class infrastructure and private ownership model help to attract and retain leading investment talent with specialized expertise. Entrepreneurial investment teams, working in a culture designed to foster collaboration, incubate an active pipeline of new strategies and design custom solutions to client needs. Alternative strategies at Wellington include long/short equity, absolute return fixed income, multi-asset, real asset, and private equity strategies.
An Alternative View
Wellington’s private ownership model provides stability, allows the firm to focus on long-term results, aligns its interests with those of its clients, and helps the firm to recruit and retain outstanding talent.
Wellington Management’s only business is managing money for its clients, allowing it to concentrate on their goal of exceeding investment and service expectations.
Empowered Investment Teams
The firm describes its investment model as a “community of boutiques.” Each investment team has freedom of philosophy and process, and benefits from the resources of a large, global firm.
Wellington has built its organization to foster healthy debate, diversity of thought, and the free exchange of ideas — conditions that it believes are essential for informed investment decision making.
Wellington Alternatives + ARTIVEST
A Partnership Driven by Technology
By leveraging digital advancements made possible through proprietary technology, financial advisors can now invest with Wellington on the Artivest Open Network—a platform that delivers simplicity, accessibility and efficiency for a more client-centric alternative investing experience.