Andrew Z. Tubman, CFA, Director (2020)
As managing director, Endowments and Foundations Strategy, Andrew is responsible for identifying, sharing, and acting upon the major trends occurring within the endowment and foundation marketplace. In this capacity, he synthesizes information on endowment and foundation trends, develops thought pieces for internal and external use, and partners with our clients as well as various groups at Wellington Management to ensure that the firm is positioned as a resource and solutions provider to the non-profit community.
In addition, Andrew serves as a relationship manager and business developer focused on endowments and foundations, helping to deepen the relationship and consultative partnership with clients and serving as a conduit for clients to ensure that the full range of resources and services of the firm are brought to bear on their behalf.
Before joining the firm in 2000, Andrew held various roles at EgonZehnder International (1998) and Andersen Consulting (1996 – 1998).
Andrew received his MBA from the Massachusetts Institute of Technology (Sloan, 2000) and his BBA from Emory University (1996). He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.
In 2018, Wellington brought the Quantitative Investment Group (QIG), Global Risk and Analytics, Data Science, Global Derivatives, and Trading Market Strategies teams together to form Investment Science (iSci), providing a partnership with enhanced cross-asset class collaboration. iSci’s mission is to enhance investment outcomes by applying science to the art of investing while simultaneously gathering investor input and delivering capabilities in investor development and idea generation and implementation. Consisting of 65 members, the collective iSci group helps derive insights from large or obscure data sets that provide efficiency, collaboration, and analysis.
Wellington has been investing in dedicated China strategies since 2003 and currently manages over $11.6 billion in Chinese equities across the firm’s equity platform as of December 31, 2018. The firm launched a concentrated China strategy, Select China Equity, in LP format in 2017. The strategy is able to opportunistically invest in onshore and offshore listed Chinese companies, taking advantages of valuation dislocations globally. Our China Hub research team includes 14 fluent Chinese-speaking researchers.
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