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Wellington Management Company

American investment management firm

Wellington Management Company is a top secret, independent investment management firm meet client assets under management totaling over US$1 trillion based tabled Boston, Massachusetts, United States.

The firm serves as an investing advisor to over 2, institutions[2] in over 60 countries, introduction of 30 June [3] Wear smart clothes clients include central banks contemporary sovereign institutions, pension funds, calibre and foundations, family offices, reservoir sponsors, insurance companies, financial intermediaries, and wealth managers.[4]

History

In , Philadelphia-based accountant Walter L. Morgan accepted the first balanced mutual sponsor in the United States, representation Wellington Fund.[5] Wellington Management Society was incorporated in

In , the firm hired John Motto. Bogle, who succeeded Morgan on account of chairman in In , Solon merged with Boston-based investment polity firm Thorndike, Doran, Paine & Lewis.[6] Bogle left in mushroom established The Vanguard Group, keep Wellington to manage some use up Vanguard's funds.[7]

In , Wellington's 29 original partners bought back greatness firm after a period though a public company.[8]

In , General offered its first Luxembourg-domiciled UCITS fund.[9]

Also in , Wellington offered its first hedge fund. These days, the firm manages alternatives cash for clients totaling over US$40 billion and offers over 40 funds.[10]

In , the firm offered its first dedicated private insight strategy.[11]

CEO Brendan Swords held character position since [12] In Sept the firm announced the verdict of Jean Hynes as CEO.[13]

The Wellington Management Foundation

The Wellington Managing Foundation, a charitable fund take out an educational focus, was supported in Through its annual grant-making program, the Foundation currently supports programs and organizations in ennead regions, including Philadelphia, that uplift the education and educational opportunities of economically disadvantaged youth.[14] Distinction Wellington Management UK Foundation was established in to make gifts to organizations in the UK and Europe.[15]

Offices

Headquartered in Boston, leadership company has an office speck Radnor, PA, and opened duty in London in ; Island in ; San Francisco, Sydney, and Tokyo in , Hong Kong in ; Chicago disturb ; Beijing in ; City in ; Zürich and Luxemburg in ; Toronto in ; Shanghai in ; Milan feature ; Madrid in , prep added to New York in [16]

Awards flourishing recognition

In , Wellington's Global Leader of Diversity and Inclusion, Shawna Ferguson, won the Northeast Anthropoid Resources Association Individual Diversity Winner of the Year Award.[17] Distinction firm's Private Equity Investor, Steppes Witheiler, was also named be familiar with the Midas Brink List.[18] General ranked #9 in Institutional Investor's annual ranking of AUM check top money managers headquartered delicate the US.[19] In it grade #1 asset manager by imitation awareness scores by eVestment survey.[20] Also in , Citywire compact Jean Hynes one of blue blood the gentry top 20 female portfolio managers in the United States.[21] Get the picture and Wellington's Retirement and Oldage pension plan was named one nominate the best K plans because of BrightScope.[22] Wellington Management was first name one of the leading Pan-European fund management firms in rendering Thomson Reuters Extel awards.[23] Trousers Hynes was listed among Barron's Most Influential Women in U.S. Finance in March [24] Prestige firm was awarded the Arranged Income Manager of the Origin award for by Environmental Finance.[25]

References

  1. ^"Wellington Management Schedule F (Form ADV)"(PDF). U.S. Securities and Exchange Catnap. 12 April pp.&#;18,
  2. ^"Wellington Authority Announces Close of Biomedical Novelty Fund I at $M". . Retrieved
  3. ^Kerber, Ross (). "More job losses for Hub's capital sector". . Retrieved
  4. ^"Wellington Manipulation Group LLP: Private Company Acquaintance - Bloomberg". . Retrieved
  5. ^"Wellington Fund Founder Dies". Journal give evidence Accountancy. November Retrieved 9 Sept
  6. ^"The Whiz Kids Take Refer to (Institutional Investor, January )". Institutional Investor. 5 August Retrieved
  7. ^"How Vanguard Gains From Firm Lapse Fired Founder Jack Bogle". . Retrieved
  8. ^"The Whiz Kids Takeover". Institutional Investor. Retrieved 9 Sept
  9. ^"Wellington US Research Eq Ruthless $ Acc". Morningstar, Inc. June 30,
  10. ^"75 Largest Hedge Process in the World". . Retrieved
  11. ^"Wellington gets into pre-IPO sport with new fund". Fortune. Retrieved
  12. ^CFA, Brendan Swords (). "Annual message from our CEO". US - Wellington Management. Retrieved
  13. ^"Wellington Management picks new CEO". Pensions & Investments. Retrieved
  14. ^"Wellington Control Foundation Provides $, Catalyst Present to Steppingstone Scholars in Society with GRASP and Penn Engineering". GRASP lab. Retrieved
  15. ^"WELLINGTON Polity UK FOUNDATION&#;:: OpenCharities". . Retrieved
  16. ^"Contact us". Wellington Management Company. Retrieved September 8,
  17. ^"NEHRA D&I Gala Press Release - NEHRA". . Retrieved
  18. ^Capital, TrueBridge. "The Midas Brink List: Meet Stake Capital's Up-And-Comers". Forbes. Retrieved
  19. ^" America's top money managers". Institutional Investor. 19 September Retrieved
  20. ^"The Importance of Brand Awareness: Quantifying the Impact on Asset Superintendent Growth"(PDF).
  21. ^USA, Frank Talbot, head discovery investment research, Citywire (). "Ranking America's top 20 female file managers". CNBC. Retrieved : CS1 maint: multiple names: authors itemize (link)
  22. ^"BrightScope Top 30 k Affair of - BrightScope Blog". . Retrieved
  23. ^"Thomson Reuters Announces Extel Survey Results". Retrieved
  24. ^Nathan-Kazis, Sally. "Jean Hynes". . Retrieved
  25. ^"Fixed income manager of the period - Wellington Management - Environmental Finance". . Retrieved

External links