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A Different Perspective

Visit our Market Perspectives section for insights from Hartford Funds and Wellington Management.

Tracing their roots to the launch of the first US balanced mutual fund, Wellington Management is one of the world’s largest investment managers. Wellington has a significant presence and long-term track record in nearly all sectors of the global securities markets.

Wellington’s private partnership structure allows them to more closely align their interests with their clients and helps them to attract and retain top talent. Their experienced investment professionals collaborate extensively and draw on proprietary research to search for differentiated investment ideas. They seek to uncover the story within the story: the hidden risks and potential rewards.


Visit our Market Perspectives section for insights from Hartford Funds and Wellington Management.

Wellington Management video

Facts at a Glance:

  • Assets under management: $1.2 trillion+*
  • Founded: 1928
  • Global resources: 3,100+ employees located in 19 offices with personnel in key financial centers
  • Investment professionals: 910+
  • Average industry experience: 17 years


*As of 3/31/24. Wellington Management refers to Wellington Management Company LLP and its affiliates. Firm assets include assets under management and non-discretionary assets.


The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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