FinTech strategy
NEXT GENERATION OF FINANCIAL SERVICES
Global equity strategy seeking to invest in the companies reshaping the world of financial services.
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Limitless potential ahead
The shift to digital has reshaped the status quo of the world of finance, across all consumer and commercial subindustries. New technologies like the cloud and AI allow proprietary data owners to innovate faster and find new use cases for existing data in a connected world.
Fintech Wellcovered
Explore tech's impact on life's journey through the lens of WELL: Work, Experience, Life stages and Legacy.
Work
Experience
Life stages
Legacy
WORK. REIMAGINED
The advent of innovations like big data, the cloud and AI are driving progress across industries including procurement, accounting and payments — fuelling growth potential beyond our imagination.
Tech WELLcovered | Work
Available now!
Read our new insight to explore how tech is unlocking endless possibilities in the workplace.
READ MOREEXPERIENCE. TRANSFORMED
New generations of financial services, such as digital transactions and AI-assisted data processing, will increasingly be the cornerstones of consumer experience improvement.
Tech WELLcovered | Experience
Available now!
Read our new insight and explore how fun is evolving through tech's disruption.
READ MORELIFE STAGES. FULFILLED
Fintech powered by AI and machine learning is increasingly personalising and democratising financial planning, improving an essential to-do item in one's life that may not have been easily accessible in the past.
Tech WELLcovered | Life stages
Available now!
Read our new insight and explore how tech is expanding your life's potential.
READ MORELEGACY. REDEFINED
Fintech is driving leaps forward in financial inclusion, offering everything from cheaper access to financial services for new populations to animal equality. The possibilities are limitless.
Tech WELLcovered | Legacy
Available now!
Read our new insight to explore how tech is moulding our definition of legacy in this generation.
READ MORE
Work
WORK. REIMAGINED
The advent of innovations like big data, the cloud and AI are driving progress across industries including procurement, accounting and payments — fuelling growth potential beyond our imagination.
Tech WELLcovered | Work
Available now!
Read our new insight to explore how tech is unlocking endless possibilities in the workplace.
READ MORE
Experience
EXPERIENCE. TRANSFORMED
New generations of financial services, such as digital transactions and AI-assisted data processing, will increasingly be the cornerstones of consumer experience improvement.
Tech WELLcovered | Experience
Available now!
Read our new insight and explore how fun is evolving through tech's disruption.
READ MORE
Life stages
LIFE STAGES. FULFILLED
Fintech powered by AI and machine learning is increasingly personalising and democratising financial planning, improving an essential to-do item in one's life that may not have been easily accessible in the past.
Tech WELLcovered | Life stages
Available now!
Read our new insight and explore how tech is expanding your life's potential.
READ MORE
Legacy
LEGACY. REDEFINED
Fintech is driving leaps forward in financial inclusion, offering everything from cheaper access to financial services for new populations to animal equality. The possibilities are limitless.
Tech WELLcovered | Legacy
Available now!
Read our new insight to explore how tech is moulding our definition of legacy in this generation.
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Giving exposure to
Payment
systems
systems
The world economy continues to enjoy a long runway on its steady transition from cash to digital payments, as 60% of global transactions still take place in cash. We believe this persistent shift has the potential to drive huge opportunities in consumer, software-enabled and business-to-business payments.
Digitisation of
financial services
financial services
The digitisation of processes that used to be done manually can make a firm’s operations cheaper and more efficient and often helps them achieve better end-customer experiences. We think digitisation can also deliver financial services solutions to new markets and underserved populations, like the roughly 1.5 billion adults worldwide that do not have access to bank accounts.
Technology
infrastructure
infrastructure
Most banks’ IT systems were built in the 1980s and are ripe for improvements. In our view, this space has reached an inflection point as banks turn from defensive regulatory spending to offensive investment in growth. We think fintech firms will be key beneficiaries as banks look to upgrade their systems.
Wellington Management estimates as of December 2020.
Reasons to Invest
1
Pure-play
Investing in the tech companies we believe are driving fintech transformation.
2
Pioneer
Portfolio Manager Bruce Glazer has over 25 years’ experience investing in fintech.
3
Partnered research
Our team of seasoned finance and technology specialists partner with 50+ industry-specific career analysts.
Data as of December 2020.
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MEET THE MANAGER
Bruce Glazer
Portfolio Manager
Bruce has over 25 years’ investment experience in the technology and business service sectors, with specialisms in the analysis of transaction and information processing and information technology professional services.
Contact the team
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