Wellington Management

Wellington Management serves as an investment adviser to 2,200 institutions in 60 countries; as of 31 March 2020, it managed more than $1 trillion in client assets. Its clients include central banks and sovereign institutions, consultants, defined benefit and defined contribution plans, endowments and foundations, family offices, insurers, and intermediaries and wealth managers. It was founded in 1928 as the first balanced mutual fund in the United States. It is active in global equities and fixed income, currencies and commodities. Its proprietary, independent research is shared in all areas of the organization and used only to manage client portfolios.