Tech holds the key to WELLness in our lifetime.
Innovation's impact goes far beyond the technology itself. Join us and explore life's journey through the lens of WELL: Work, Experience, Life stages and Legacy.
Creativity augmented by AI…
Work is about completing tasks, and technology has rapidly improved scale and efficiency.
Your future work life will see tech drive progress beyond our imagination, harnessing advances in automation, machine learning and much more.
Tech WELLcovered | Work
Read our new insight to explore how tech is unlocking endless possibilities in the workplace.
READ MOREBe in two places at once…
Experience refers to how we spend our time outside of work, and technology now offers you more options than ever before.
Workplace innovation will continue to expand your leisure time and technologies like 5G, AI and augmented reality will transform your experiences, enhancing everything from music and gaming to travel.
Tech WELLcovered | Experience
Read our new insight and explore how fun is evolving through tech's disruption.
READ MOREUntangling uncertainty with clarity…
Different life stages have different needs. In areas like health care, education and retirement planning, we’ve seen the status quo disrupted by innovation.
For the next phase, we expect technologies like AI and genomic sequencing to help you better fulfill your life’s aspirations.
Tech WELLcovered | Life stages
Read our new insight and explore how tech is expanding your life's potential.
READ MOREBeyond the passing of wealth…
Legacy used to only mean the wealth you left behind. But today, it’s about what kind of world we are going to leave for our future generations.
Tech and innovation will have huge implications on the sustainability, diversity and equity of tomorrow.
Tech WELLcovered | Legacy
Read our new insight to explore how tech is moulding our definition of legacy in this generation.
READ MORECreativity augmented by AI…
Work is about completing tasks, and technology has rapidly improved scale and efficiency.
Your future work life will see tech drive progress beyond our imagination, harnessing advances in automation, machine learning and much more.
Tech WELLcovered | Work
Read our new insight to explore how tech is unlocking endless possibilities in the workplace.
READ MOREBe in two places at once…
Experience refers to how we spend our time outside of work, and technology now offers you more options than ever before.
Workplace innovation will continue to expand your leisure time and technologies like 5G, AI and augmented reality will transform your experiences, enhancing everything from music and gaming to travel.
Tech WELLcovered | Experience
Read our new insight and explore how fun is evolving through tech's disruption.
READ MOREUntangling uncertainty with clarity…
Different life stages have different needs. In areas like health care, education and retirement planning, we’ve seen the status quo disrupted by innovation.
For the next phase, we expect technologies like AI and genomic sequencing to help you better fulfill your life’s aspirations.
Tech WELLcovered | Life stages
Read our new insight and explore how tech is expanding your life's potential.
READ MOREBeyond the passing of wealth…
Legacy used to only mean the wealth you left behind. But today, it’s about what kind of world we are going to leave for our future generations.
Tech and innovation will have huge implications on the sustainability, diversity and equity of tomorrow.
Tech WELLcovered | Legacy
Read our new insight to explore how tech is moulding our definition of legacy in this generation.
READ MOREGet the latest thought leadership and market insights from Wellington's investment experts into your inbox
At Wellington, we believe our active and research-oriented approaches have tech WELLcovered and will enable us to uncover the opportunities that are most likely to have the potential to prosper and endure for the long term.
This strategy offers access to a sector at the forefront of innovation in nearly every segment of the economy, is less concentrated in mega-tech names than many peers and has the potential to harness lesser-known opportunities through on-the-ground research in Asia.
Discover moreWith a long-term, pure-play approach to FinTech — focused on quality companies and managed by a highly experienced team with over two decades of experience investing in the sector, we believe this strategy offers differentiated exposure to enduring innovation and disruption.
Discover moreThis strategy focuses on innovative companies, across sectors and geographies, with growth potential driven by differentiated product sets or seismic structural changes. We believe this offers compelling access to secular trends from machine learning to immuno-oncology to climate change.
Discover moreCollaboration is Wellington's research edge. We pair deep research resources — industry research analysts — with independent portfolio teams operating in an entrepreneurial environment. Every portfolio manager has their own team, philosophy and process. But crucially, they draw on global and local expertise across the broad and deep research resources of the firm.
* The figures regarding investment staff do not include support staff and other employees. All figures as of December 2020.
0+
Investment professionals globally*
Global Technology Team
Each of our targeted tech and innovation approaches is supported by the robust expertise of our Global Technology Team.
10
Team members
19
Average years of experience
Global Finance Team
Our Global Finance Team offers critical insights on the industries being impacted by fintech disruption.
10
Team members
24
Average years of experience
Industry Research Analysts
Technology and innovation are increasingly disrupting every segment of the economy. Our industry research analysts offer incredible depth and breadth of expertise to help us find opportunities across industries.
55
Team members
19
Average years of experience
ESG Research Team
Environmental, social and governance risks and opportunities are more relevant than ever. Our dedicated ESG Research Team provides in-depth insights on every market and company that we research.
12
Team members
16
Average years of experience
Macroanalysts
Our macroanalysts help our portfolio management teams better understand the macro factors impacting innovative and disruptive companies.
13
Team members
23
Average years of experience
Investment Science Team
Our investment and data science capabilities offer our technology team differentiated insights on opportunities and risks leveraging the latest innovations in investment science.
56
Team members
16
Average years of experience
Product Specialists
Our product management team works closely with our investors to help oversee positioning, performance and risk exposures and manage business issues. This enables our investors to focus on finding the best opportunities for our clients.
8
Team members
14
Average years of experience
Broad Research Resources
The portfolio management teams also leverage the expertise of more than 800 investors across fixed income, commodities, currency and other investment disciplines.
800+
Investment professionals
17
Average years of experience
Anita Killian, CFA, Tokyo
33 years of experience
Yash Patodia, Singapore
13 years of experience
4
Team members
21
Average years of experience
All figures as of December 2020
Bruce Glazer, Boston
28 years of experience
5
Team members
19
Average years of experience
All figures as of December 2020
Michael Masdea, Boston
23 years of experience
Brian Barbetta, Boston
13 years of experience
2
Team members
19
Average years of experience
All figures as of December 2020
Anita Killian, CFA, Tokyo
33 years of experience
Yash Patodia, Singapore
13 years of experience
4
Team members
21
Average years of experience
All figures as of December 2020
Bruce Glazer, Boston
28 years of experience
5
Team members
19
Average years of experience
All figures as of December 2020
Michael Masdea, Boston
23 years of experience
Brian Barbetta, Boston
13 years of experience
2
Team members
19
Average years of experience
All figures as of December 2020