Wellington Management

We are pleased to announce that Wellington Management has won the #100WomeninFinance Americas DEI Industry Awards for the second time. "Wellington is honored to be recognized for our deliberate efforts to hire, develop, and advance a diverse workforce while promoting equity, equality, and inclusion for everyone. As a knowledge-based business focused on achieving investment excellence for our clients, our commitment to DEI enables us to deliver better outcomes. By collaborating with 100WF, we aim to enhance the representation of women and non-binary professionals from various backgrounds in finance to drive meaningful change. With active participation from our employees, clients, and industry peers, we support 100WF’s Vision 30/40 mission." - Chief Diversity Officer, Shawna Ferguson, CCDP/AP, CPDC, and Associate Director, Investment Strategy, Jaclyn Curley, CFA, CAIA. 100 Women In Finance is a nonprofit organization with the mission of driving diversity and gender equity in the finance industry through initiatives that promote a diverse set of perspectives, amplify the voices of women, and empower them to pave their paths to success. Learn more: https://lnkd.in/gjPTjHKA Wellington Management DID NOT pay a fee to be considered for this award. Winners were selected by 100 Women in Finance. This award was announced on 6 November 2024 and is based on the following time period: 2024. Wellington Management was THE ONLY winner in the 100WF Americas DEI Award 2024 category, and were selected out of a group of firms including asset allocators, asset managers, and advisory firms with a specific minimum number of employees, investment professionals, women on their Executive Committee and Board, and having provided company information and data, while allowing 100WF to use best practice DEI examples publicly. This award may not represent any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

Equity Portfolio Manager Tim Manning (He/Him/His) discusses how his background as a musician informs his views as an investor and the importance of working with the rhythm of the equity market. #meetthemanager #fixedincome #growth Learn more: https://lnkd.in/eiiV9Avs

Hedge funds have tended to perform best in periods of higher security-level dispersion, macro volatility, and interest rates. We believe we have entered one such period today.

How are pension plans adjusting their #ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update: https://lnkd.in/eQUwFfep #Pensions #2025Outlook #LDI Amy Trainor Jacqueline Yang, CFA Ian Spencer

Wellington Management across our APAC and US offices joined together to celebrate this year’s #PinkFridayPride in support of a #LGBTQ+ inclusive workplace. This year, the Wellington Pride+ APAC group invited Tomo Ogawa from “NPO Nijiiro Diversity” based in Japan and held an informative seminar event to encourage our employees to reflect on what we can do to create an inclusive workplace where everyone feels safe. Wellington is proud to be a champion of diversity, equity, and inclusion in APAC region! Pink Friday first began in 2014 to show their support of an LGBTQ-inclusive work environment and in 2023 it expanded to 113 organizations in Asia Pacific. This event brings together companies that are passionate about diversity and have worked hard to promote inclusive work environments in Asia Pacific. #PinkFridayPride #Diversity #LGBTQ #PridePlus

Can this current equity bull market last？In this latest edition of Chart in Focus, we look at the data since 1921, and focus on the indicators of whether it may come to an end or keep running. To read more: https://lnkd.in/e_svvsAd #WellingtonManagement #ChartInFocus #USBullMarket #USEquity

In recent years, traditional distinctions between public equity investments and private investing capital offerings have diminished due to regulatory changes, increased #privatemarket capital and technological advancements. Wellington CEO, Jean Hynes, recently joined CAIA Association Capital Decanted podcast alongside Franklin Templeton CEO Jenny Johnson to explore these transformative shifts in #assetmanagement and discuss how embracing multi-strategy approaches can drive new #investment opportunities. Listen now: https://lnkd.in/dcBJTFX2 #Leadership #Innovation

We are pleased to announce that Wellington Management's Fiona Simpson has been named one of The Hedge Fund Journal's "50 Leading Women in Hedge Funds." Congratulations to Fiona and to all of this year's honorees! The full report is available here: https://lnkd.in/eWvm44aR Wellington Management paid a fee to be considered for this award. Winners were selected by Editors of Hedge Fund Journal. This award was announced on November 13, 2024, and is based on her 2024 biography. Wellington Management was one of 50 selected and the selection methodology was based on the biographies of the individuals. 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.

Are bond investors ready for a US industrial revolution? Portfolio Manager Connor Fitzgerald explores the profound implications of this potential scenario for #fixed income markets and #credit portfolios. For professional investors only. Capital at risk.

"While the Fed stayed its course and announced at 25-basis-point rate cut yesterday, it also acknowledged it would be watching President-elect Donald Trump's policy decisions and the market's response closely in 2025 because some of the ideas he championed during his campaign could create a more inflationary environment." Jeremy Forster, Fixed Income Portfolio Manager