This report shows public data only. Is this your organisation? If so, login here to view your full report.

Wellington Management Company LLP

PRI reporting framework 2018

Export Public Responses
Pdf-img

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.2. Please describe your hedge fund strategy and classification [OPTIONAL]

Options presented for hedge funds:

01.3. Additional information. [Optional]

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
 

OO 01.2 - Wellington Management manages 24 hedge funds and 2 private equity funds, in addition to liquid alternative versions of several hedge funds. Hedge fund strategies range across equity L/S, equity L/S sector-focused, market neutral, macro, relative value, credit L/S, and multi-strategy. 23 of the hedge funds are fundamentally driven, while one is quantitatively driven. 


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

2436 FTE

02.4. Additional information. [Optional]

With US$1,080 billion in assets under management, Wellington Management serves as an investment adviser to more than 2,200 clients located in more than 60 countries, as of 31 December 2017. Our singular focus is investments — from global equities and fixed income to currencies and commodities. We like to describe ourselves as a community of teams that create solutions designed to respond to specific client needs. Our most distinctive strength is our proprietary, independent research, which is shared across all areas of the organization and used only for managing our clients' portfolios.

We trace our roots to the founding of the Wellington Fund in 1928. Headquartered in Boston, Massachusetts, we also have offices in Chicago, Illinois; Radnor, Pennsylvania; San Francisco, California; Beijing; Frankfurt; Hong Kong; London; Luxembourg; Singapore; Sydney; Tokyo; Toronto; and Zurich.


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 42 0 0
Fixed income 10-50% 38 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds <10% 2 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Other (1), specify 10-50% 18 0 0
Other (2), specify 0 0 0 0

'Other (1)' specified

          Other reflects Multi-Asset AUM, which represents approaches or accounts that invest or have the potential to invest in multiple asset classes.
        

06.2. Publish asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown

07.1. Provide to the nearest 5% the percentage breakdown of your Fixed Income AUM at the end of your reporting year, using the following categories.

Internally managed
35 SSA
15 Corporate (financial)
35 Corporate (non-financial)
15 Securitised

OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

  Developed Markets
  Emerging, Frontier and Other Markets
Total100%

09.2. Additional information. [Optional]

Classification based on the MSCI Emerging Markets and Frontier Markets indices.


Top