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MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Wellington Management Investments
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75 State Street
Boston , MA 02109
Google Maps
Contact
Main Phone: 617-951-5000
Web Site:
http://www.wellington.com/
Mutual Fund Brand(s)
N/A
Research Links
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Background:
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Wellington Management is a giant institutional asset manager that is a big mutual fund subadvisor for fund firms like Vanguard and Hartford.
Wellington's roots go back to 1928, to Walter Morgan (an accountant in Philadelphia) launching a balanced mutual fund (the first in the U.S., according to the Wellington folks). Wellington Management Company launched in 1933.
Vanguard's ties to Wellington actually predate the existence of Vanguard. Jack Bogle joined Wellington in 1955. He spearheaded the firm's expansion in the mutual fund business, and in 1967 he rose to president and led a merger with Boston-based Thorndike, Doran, Paine & Lewis. After the 1974 stock market plunge hit Wellington's funds hard, Bogle was ousted from the firm, but in 1975 he launched Vanguard to take over the Wellington Funds, while hiring Wellington Management to subadvise (a role they continue to play now for several actively managed Vanguard funds).
Meanwhile, after a brief stint as a public company, 29 partners took Wellington Management private again in 1979. The firm remains a private partnership to this day.
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Sponsored Opportunities
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Key People:
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Brendan Swords
Outgoing CEO, Wellington Management | Jean Hynes
Managing Partner, Portfolio Manager, Global Industry Analyst, Incoming CEO, Wellington Management |
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Story Archive for Wellington Management Investments
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Published On
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Story Headline
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Publication |
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9/2/2020
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A 29-Year Company Vet Prepares to Take Over a Subadvising Titan
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MFWire.com
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9/20/2013
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ING Hires Wellington to Replace Thornburg
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MFWire.com
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1/18/2013
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Stork and Reaper for the Week of January 14, 2013
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MFWire.com
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12/8/2011
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Hartford Doubles Down With Wellington
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MFWire.com
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4/1/2011
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Morningstar Raises Questions About Vanguard's Latest Offering
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MFWire.com
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3/28/2011
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Vanguard Preps Emerging Market Fund
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MFWire.com
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2/11/2011
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Is Wellington Worth $9 Billion?
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MFWire.com
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10/7/2010
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Vanguard Drops AllianceBernstein in Favor of Two Sub-advisors
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MFWire.com
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9/24/2010
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Hartford Wants to Dive Into ETFs
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MFWire.com
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7/28/2010
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Wellington and Hancock Pair Up for a Technical Encore
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MFWire.com
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7/21/2010
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Marsico Loses a $976 Million Mandate
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MFWire.com
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7/20/2010
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PM Changes: Members Mutual Funds, Dreyfus & AXA Premier
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MFWire.com
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7/19/2010
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UBS Awards a Mandate for its PACE Funds
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MFWire.com
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7/16/2010
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Hartford Adds More to Wellington's Plate
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MFWire.com
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7/13/2010
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Mutual of America Lands an Intrepid PM
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MFWire.com
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7/2/2010
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Fund Launches, Re-Brandings and PM Changes: July 2, 2010
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MFWire.com
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7/2/2010
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Transamerica Replaces Mesirow With Wellington
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MFWire.com
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6/9/2010
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Vanguard Draws from the Well Again
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MFWire.com
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6/1/2010
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Openings and Closings: June 1, 2010
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MFWire.com
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4/13/2010
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Transamerica Teams Up for a New Growth Fund
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MFWire.com
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4/12/2010
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Hancock and Wellington Partner for a New Fund
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MFWire.com
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2/9/2010
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For an Equity Fund, Blood is Not Thicker than Water
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MFWire.com
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1/28/2010
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Wellington's Marketing Maven Moves On
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MFWire.com
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12/17/2009
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The Hartford Revamps a Fund
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MFWire.com
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10/21/2009
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Two Hartford Funds Get Hitched
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MFWire.com
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10/9/2009
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Vanguard Closes Its Top-Performing Fund
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MFWire.com
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9/2/2009
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ALPS Makes its First Trip to the Adoption Center
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MFWire.com
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9/1/2009
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Hartford Reopens Another Long-Closed Fund
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MFWire.com
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8/25/2009
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A New Hancock Fund Lures $1 Million a Day
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MFWire.com
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8/25/2009
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Hartford is On Fund Track to $100 Billion
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MFWire.com
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8/20/2009
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SEI Shakes Up its Subadvisor Roster
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MFWire.com
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8/17/2009
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Hartford Preps a Strategic Marketing Push for its Fund Arm
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MFWire.com
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8/13/2009
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WSJ Looks at How Three Funds Escaped Catastrophe
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MFWire.com
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7/31/2009
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Expense Ratio Hike at Vanguard Wellington is the First Since at Least 1975
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MFWire.com
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7/27/2009
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SunAmerica Shakes Up its Fund Lineup
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MFWire.com
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7/9/2009
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Pimco's About-Face Raises Eyebrows
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MFWire.com
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7/9/2009
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Vanguard Wellington Becomes an Octogenarian
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MFWire.com
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6/18/2009
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A Boston Asset Manager Puts Office Space on the Market
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MFWire.com
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2/23/2009
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Fido More than Doubled its Citi Stake in the Fourth Quarter
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MFWire.com
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12/16/2008
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A Fund Reopening Catches the WSJ's Eye
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MFWire.com
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12/3/2008
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Wellington Reduces its Workforce
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MFWire.com
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9/16/2008
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Several Mutual Fund Managers Share in Lehman's Misery
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MFWire.com
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9/8/2008
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Which Fund Firms Bet the Most on Fannie and Freddie?
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MFWire.com
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6/24/2008
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Wellington Goes to the Well for Vanguard
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MFWire.com
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2/14/2008
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Wellington Portfolio Manager to Retire
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MFWire.com
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8/17/2007
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Wellington in the Hunt for New Boston Space
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MFWire.com
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5/14/2007
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New Subadvisors Spice Up Hancock's Lifestyle
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MFWire.com
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8/9/2006
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Wellington's Growth Forces Hartford Changes
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MFWire.com
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5/30/2006
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Domini Opts Out of Indexing, Sticks With Subadvisor
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MFWire.com
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4/21/2006
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Vanguard Moves to Slow Growth on Three Funds
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MFWire.com
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3/30/2006
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Vanguard Fund Manager To Step Down
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MFWire.com
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2/1/2006
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Vanguard To Launch New Equity Fund
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MFWire.com
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12/23/2005
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Vanguard Subadvisor Plans End to Soft Dollars
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MFWire.com
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11/3/2005
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Wellington's Kaplan Announces Retirement
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MFWire.com
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9/23/2005
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Vanguard Boots Subadvisor, Adds Fund
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MFWire.com
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9/19/2005
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Harbor Hires Wellington
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MFWire.com
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9/12/2005
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Domini Launches European SRI Fund
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MFWire.com
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8/22/2005
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Dreyfus Manager Leaps to Boston Firm
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MFWire.com
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8/2/2005
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Principal Adds Share Classes
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MFWire.com
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7/25/2005
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Ex-Putnam Manager to Join Wellington
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MFWire.com
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6/29/2005
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Wellington Hired to Subadvise New SRI Fund
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MFWire.com
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5/10/2005
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Hartford Adds Three Funds
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MFWire.com
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3/23/2005
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Vanguard Relaxes Some Redemption Fees
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MFWire.com
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2/22/2005
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Vanguard Goes to Israel
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MFWire.com
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12/9/2004
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No More Energy From Vanguard
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MFWire.com
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10/28/2004
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Charles Schwab Loses Two Counsel
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MFWire.com
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6/25/2004
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Hartford Closes Three Funds to New Investors
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MFWire.com
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5/28/2004
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Vanguard Makes Moves with Fund Policies
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MFWire.com
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2/3/2004
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Veteran Vanguard Manager Retires
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MFWire.com
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2/3/2004
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Seligman Hires Subadvisor
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MFWire.com
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8/8/2003
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A Shuffle of the Deck Leaves Subadvisor Out of $1.3 Billion Deal
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MFWire.com
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6/12/2003
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Vanguard Tells Investors to Cool Their Jets
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MFWire.com
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6/4/2003
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ING Goes Outside for Large Cap Fund
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MFWire.com
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5/1/2003
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Wellington Wins Canadian Mandate
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MFWire.com
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8/5/2002
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Subadvisor Switcheroo
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MFWire.com
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6/28/2002
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USAA Names Eight Subadvisors
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MFWire.com
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5/31/2002
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Vanguard Makes Manager Moves
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MFWire.com
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3/11/2002
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AMEX Intros New Equity Funds
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MFWire.com
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12/18/2001
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Another Actively Managed Fund from Vanguard
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MFWire.com
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12/3/2001
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Two from AmEx
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MFWire.com
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10/4/2001
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Vanguard Hopes to Make Hay with Value
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MFWire.com
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6/26/2001
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Hewitt Plus PeopleSoft
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MFWire.com
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3/6/2001
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Enterprise Selects Value Subadvisor
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MFWire.com
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11/10/2000
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SubAdvisor Switch
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MFWire.com
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10/4/2000
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Cigna Awards 401k Assignments
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MFWire.com
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5/31/2000
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May 31, 2000
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MFWire.com
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5/4/2000
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Blame Canada
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MFWire.com
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5/3/2000
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Busy Day In Kansas
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MFWire.com
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3/13/2000
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AG Acquires North American Funds
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MFWire.com
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12/29/1999
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Odd Lots, December 29, 1999
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MFWire.com
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6/1/1999
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Vanguard Re-Opens Windsor
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MFWire.com
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4/13/1999
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Odd Lots, April 13, 1999
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MFWire.com
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3/31/1999
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Manulife Goes Outside for 401k Funds
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MFWire.com
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3/25/1999
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Vanguard Shakes Up Windsor Fund Advisors
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MFWire.com
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3/8/1999
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Odd Lots, March 8, 1999
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MFWire.com
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