Wellington's 100-Year Anniversary and Partnership with Vanguard Group

The chapter delves into Wellington's rich history since 1928, their transition to a private partnership in 1979, and managing over a trillion dollars in client assets for pensions, endowments, foundations, and global wealth managers. It highlights the strong alliance between Wellington Management and Vanguard Group, emphasizing their long-term investment approach, focus on client objectives, and advantages of being a private company to expand globally and maintain a commitment to long-term investment horizons. Additionally, it discusses the firm's morning meeting tradition since 1958 promoting collaboration, market discussions, and culture, as well as the challenges and successes of attracting, developing, and retaining talent during the pandemic through virtual onboarding and forming a cohesive team culture.