Wellington Management

280 Congress St, Boston, MA 02210

3

BPI
Financial Rating

4.4

BPI Stakeholder Rating

3.2

BPI Social Responsibility Rating

If Napoleon had met this Wellington, Waterloo would have taken on a whole new meaning: sound asset management. Wellington Management oversees investments for more than 2,000 institutional clients in some 50 countries. It has approximately $620 billion of assets under management. Clients include central banks, corporations, retirement plans, endowments, foundations, insurance companies, and investment funds; the firm’s investment minimum is $5 million. Most assets under management are invested in stocks and bonds, but alternative investments are also offered. The company has about a dozen offices in the US, Europe, Asia, and Australia. Founded in 1928, Wellington Management is owned by its limited partners. Mission: Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our only business is investment management, and our mission is to exceed the investment objectives and service expectations of our clients worldwide.

3.5

Overall Excellence Rating

Industry

Financial Services

Category

Investment & Asset Management

ESG/Ethical Impact

We work hard to earn and sustain that trust. We value excellence and set the bar high in all facets of our business. We seek to attract, retain and inspire the best and most dedicated individuals. We believe that continual improvement is critical amid constant change. We value integrity. We hold ourselves to the highest ethical standards. · We are a meritocracy. Sustainability is a priority for Wellington. At Wellington Management, we see opportunity in sustainable investing.

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Awards Received

2023

Revenues

$1,200,000,000.00

Website Traffic

Employee Rating

4

Customer Rating

4.7

Company Size

1000-5000

ESG Risk Rating

3

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