3 Leading Asset Managers $1.2 Trillion Wellington Management, $10 Trillion Vanguard & $1.1 Trillion Blackstone Form Strategic Alliance to Create Simplified Multi-Asset Investment Solutions in Public & Private Markets (Active & Index Strategies), Provides Investors, Asset & Wealth Management Industry Fully Diversified Portfolios with Private Assets & High Returns, Solutions to Support Financial Advisors to Meet Income & Growth Goals of Clients
17th April 2025 | Hong Kong
3 leading asset managers Wellington Management ($1.2 trillion AUM), Vanguard ($10 trillion AUM) & Blackstone ($1.1 trillion AUM) have formed a strategic alliance to create simplified multi-asset investment solutions in public & private markets (Active & Index Strategies), providing investors, asset & wealth management industry with fully diversified portfolios with private assets & high returns. The solution will support financial advisors to meet the income & growth goals of clients. Announcement (15/4/25): “Wellington Management (“Wellington”), Vanguard, and Blackstone (NYSE: BX) today announced a strategic alliance to transform how investors access institutional-caliber investment opportunities. The three firms will collaborate on developing simplified multi-asset investment solutions that seamlessly integrate public and private markets as well as active and index strategies. The collaboration seeks to broaden access to sophisticated multi-asset portfolios ordinarily available to the largest global institutions. The new initiative, which is the first of its kind for the firms, brings together three world-class organizations drawing on their respective strengths: 1) Wellington’s nearly 100-year track record of active management and sophisticated asset allocation expertise; 2) Vanguard’s 50-year track record of delivering high-performing actively managed strategies and index funds at low cost to investors; and 3) Blackstone’s 40-year track record of cycle-tested performance and leadership position as the world’s largest alternative asset manager and number one provider of private markets solutions for individuals … … With this collaboration, the firms seek to address one of the most important long-term challenges facing investors and the asset and wealth management industry – building fully diversified portfolios that incorporate private assets and pursue higher returns. The firms aim to develop solutions that can support financial advisors’ efforts to meet their clients’ income and growth goals. Solution details are expected to be announced in the coming months.”
“ 3 Leading Asset Managers $1.2 Trillion Wellington Management, $10 Trillion Vanguard & $1.1 Trillion Blackstone Form Strategic Alliance to Create Simplified Multi-Asset Investment Solutions in Public & Private Markets (Active & Index Strategies), Provides Investors, Asset & Wealth Management Industry Fully Diversified Portfolios with Private Assets & High Returns, Solutions to Support Financial Advisors to Meet Income & Growth Goals of Clients “
Jean M. Hynes, CEO of Wellington Management: “Vanguard and Wellington have worked closely together for 50 years and have long admired Blackstone’s capabilities. We believe the unique combination of our investment expertise and well-respected brands will enable us to provide investors with comprehensive asset class exposure in easy-to-access investment solutions. We look forward to expanding these collaborative efforts over time to address evolving investor needs.”
Greg Davis, President and CIO of Vanguard: “Vanguard’s expertise in both active and index strategies has helped our clients achieve investment success for five decades. Vanguard’s world-class active fixed income team combines top-down market and economic insights with bottom-up, research-driven security selection to consistently generate alpha. And Vanguard is an industry pioneer with extensive expertise in offering low-cost index funds. Through this unique collaboration with Wellington and Blackstone, we’re once again helping clients achieve investment success and changing the way investors access public and private markets.”
Jon Gray, President and COO of Blackstone: “Blackstone has been a pioneer in revolutionizing how individual investors access private markets and today we’re proud to join forces with Wellington and Vanguard, two of the world’s leading asset managers, to further expand the benefits of private markets. This initiative builds on our proven track record of making institutional-quality investing available to individuals, with the power of Blackstone’s scale and expertise across asset classes.”
Wellington Management – Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,500 clients in more than 60 countries. The firm manages more than US$1.3 trillion, as of 31 December 2024, for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. Wellington aspires to provide excellent service to clients through a unique combination of independence enabled by its distinctive private partnership model, diverse perspectives through its unified, multi-asset investment platform, and relentless curiosity and intellectual rigor fostered by its enduring collaborative culture.
Vanguard – Founded in 1975, Vanguard is one of the world’s leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the globe – directly, through workplace plans, and through financial intermediaries. Vanguard operates under a unique, investor-owned structure where Vanguard fund shareholders own the funds, which in turn own Vanguard. As such, Vanguard adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Blackstone – Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’s more than $1.1 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, real assets, secondaries and hedge funds.
3 Leading Asset Managers $1.2 Trillion Wellington Management, $10 Trillion Vanguard & $1.1 Trillion Blackstone Form Strategic Alliance to Create Simplified Multi-Asset Investment Solutions in Public & Private Markets (Active & Index Strategies), Provides Investors, Asset & Wealth Management Industry Fully Diversified Portfolios with Private Assets & High Returns, Solutions to Support Financial Advisors to Meet Income & Growth Goals of Clients
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