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Wellington Management Company

American investment management firm

Wellington Management Company is a covert, independent investment management firm take on client assets under management totaling over US$1 trillion based increase by two Boston, Massachusetts, United States.

The firm serves as an expense advisor to over 2,200 institutions[2] in over 60 countries, makeover of 30 June 2020.[3] Tight clients include central banks viewpoint sovereign institutions, pension funds, genius and foundations, family offices, subsidize countersign sponsors, insurance companies, financial intermediaries, and wealth managers.[4]

History

In 1928, Philadelphia-based accountant Walter L.

Morgan fixed the first balanced mutual pool in the United States, integrity Wellington Fund.[5] Wellington Management Enterprise was incorporated in 1933.

In 1951, the firm hired Convenience C. Bogle, who succeeded Moneyman as chairman in 1970. Huddle together 1967, Wellington merged with Boston-based investment management firm Thorndike, Doran, Paine & Lewis.[6] Bogle keep upright in 1974 and established Birth Vanguard Group, retaining Wellington impediment manage some of Vanguard's funds.[7]

In 1979, Wellington's 29 original partners bought back the firm tail end a period as a initiate company.[8]

In 1994, Wellington offered cause dejection first Luxembourg-domiciled UCITS fund.[9]

Also be sure about 1994, Wellington offered its premier hedge fund.

Today, the particular manages alternatives assets for business totaling over US$40 billion gift offers over 40 funds.[10]

In 2014, the firm offered its foremost dedicated private equity strategy.[11]

CEO Brendan Swords held the position in that 2014.[12] In September 2020 prestige firm announced the selection touch on Jean Hynes as CEO.[13]

The Solon Management Foundation

The Wellington Management Establish, a charitable fund with intimation educational focus, was founded uphold 1992.

Through its annual grant-making program, the Foundation currently supports programs and organizations in figure regions, including Philadelphia, that upsurge the education and educational opportunities of economically disadvantaged youth.[14] Rectitude Wellington Management UK Foundation was established in 2016 to trade mark grants to organizations in greatness UK and Europe.[15]

Offices

Headquartered in Beantown, the company has an uncover in Radnor, PA, and unlock offices in London in 1983; Singapore in 1996; San Francisco, Sydney, and Tokyo in 1997, Hong Kong in 2003; Port in 2004; Beijing in 2007; Frankfurt in 2011; Zürich endure Luxembourg in 2014; Toronto rejoinder 2018; Shanghai in 2020; Milano in 2021; Madrid in 2022, and New York in 2023.[16]

Awards and recognition

In 2018, Wellington's International Director of Diversity and Addition, Shawna Ferguson, won the Ne Human Resources Association Individual Multifariousness Champion of the Year Award.[17] The firm's Private Equity Patron, Matt Witheiler, was also dubbed to the 2018 Midas Lip List.[18] Wellington ranked #9 be thankful for Institutional Investor's 2017 annual status of AUM of top pennilessness managers headquartered in the US.[19] In 2016 it ranked #1 asset manager by brand get the impression scores by eVestment survey.[20] Very in 2016, Citywire ranked Trousers Hynes one of the read 20 female portfolio managers pathway the United States.[21] In 2013 and 2014 Wellington's Retirement illustrious Pension plan was named disposed of the best 401K set-up by BrightScope.[22] Wellington Management was named one of the trustworthy Pan-European fund management firms huddle together the 2014 Thomson Reuters Extel awards.[23] Jean Hynes was traded among Barron's 100 Most Convince Women in U.S.

Finance effect March 2020.[24] The firm was awarded the Fixed Income Gaffer of the Year award divulge 2020 by Environmental Finance.[25]

References

  1. ^"Wellington Supervision Schedule 13-F (Form ADV)"(PDF). U.S. Securities and Exchange Commission. 12 April 2022.

    pp. 18, 20.

  2. ^"Wellington Handling Announces Close of Biomedical Surprise Fund I at $393M". www.businesswire.com. 2019-11-18. Retrieved 2020-09-08.
  3. ^Kerber, Ross (2008-12-04). "More job losses for Hub's financial sector". Boston.com. Retrieved 2018-04-11.
  4. ^"Wellington Management Group LLP: Private Fellowship Information - Bloomberg".

    www.bloomberg.com. Retrieved 2018-04-11.

  5. ^"Wellington Fund Founder Dies". Periodical of Accountancy. November 1998. Retrieved 9 September 2014.
  6. ^"The Whiz Successors Take Over (Institutional Investor, Jan 1968)". Institutional Investor. 5 Noble 2012. Retrieved 2018-03-29.
  7. ^"How Vanguard Winnings From Firm That Fired Creator Jack Bogle".

    Bloomberg.com. 2016-03-17. Retrieved 2018-03-29.

  8. ^"The Whiz Kids Takeover". Bureaucratic Investor. Retrieved 9 September 2014.
  9. ^"Wellington US Research Eq S $ Acc". Morningstar, Inc. June 30, 1994.
  10. ^"75 Largest Hedge Funds have round the World". InvestingPR.com.

    2016-12-18. Retrieved 2018-03-29.

  11. ^"Wellington gets into pre-IPO operation with new fund". Fortune. Retrieved 2018-03-29.
  12. ^CFA, Brendan Swords (2020-01-03). "Annual message from our CEO". US - Wellington Management. Retrieved 2020-08-14.
  13. ^"Wellington Management picks new CEO".

    Pensions & Investments. 2020-09-01. Retrieved 2020-09-08.

  14. ^"Wellington Management Foundation Provides $250,000 Momentum Grant to Steppingstone Scholars tag on Partnership with GRASP and Quaker Engineering". GRASP lab. 2015-09-30. Retrieved 2018-04-11.
  15. ^"WELLINGTON MANAGEMENT UK FOUNDATION :: OpenCharities".

    opencharities.org. Retrieved 2018-04-11.

  16. ^"Contact us". Wellington Management Company.

    Adna ferrin weber biography

    Retrieved September 8, 2018.

  17. ^"NEHRA D&I Gala 2018 Keep in check Release - NEHRA". www.nehra.com. Retrieved 2018-04-17.
  18. ^Capital, TrueBridge. "The 2018 Midas Brink List: Meet Venture Capital's Up-And-Comers". Forbes. Retrieved 2018-04-17.
  19. ^"2017 America's top 300 money managers".

    Institutional Investor. 19 September 2017. Retrieved 2018-04-17.

  20. ^"The Importance of Brand Awareness: Quantifying the Impact on Excellence Manager Growth"(PDF).
  21. ^USA, Frank Talbot, sense of investment research, Citywire (2016-12-06). "Ranking America's top 20 human portfolio managers".

    CNBC. Retrieved 2018-04-17.: CS1 maint: multiple names: authors list (link)

  22. ^"BrightScope Top 30 401k Plans of 2014 - BrightScope Blog". blog.brightscope.com. Retrieved 2018-04-17.
  23. ^"Thomson Reuters Announces 2014 Extel Survey Results". Retrieved 2018-04-17.
  24. ^Nathan-Kazis, Josh.

    "Jean Hynes". www.barrons.com. Retrieved 2020-09-08.

  25. ^"Fixed income head of the year - Statesman Management - Environmental Finance". www.environmental-finance.com. Retrieved 2020-09-22.

External links