Wellington Management

Head office:

Boston, MA

Assets managed:

$1.6 trillion (as of December 31, 2023)

Head office:

Boston, MA

Assets managed:

$1.6 trillion (as of December 31, 2023)

Company profile

Tracing their history to 1928, Wellington Management is one of the world’s largest independent investment management firms. With more than $1.6 trillion in client assets under management, they serve as a trusted adviser to clients in more than 60 countries.

Investment approach

Wellington has developed a proprietary impact framework focussed on three broad impact categories (Life Essentials, Human Empowerment, and Environment) and 11 investable impact themes. An Impact Committee team meets regularly to identify issuers that can be classified within this framework and meet strict impact criteria.

Funds managed

Lead managers

Campe Goodman, CFA

Senior Managing Director, Partner and Fixed Income Portfolio Manager

Campe is a portfolio manager on Wellington’s Impact Team and Broad Markets Team. He has been managing multi-sector fixed income portfolios for nearly two decades. He is the lead manager on Impact Bond and Multi-Sector Credit portfolios, and he also leads a specialist team responsible for the development of sector rotation strategies.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or Fund Facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Wellington Management