Bridgewater Associates

Bridgewater Associates

Investment management and economic research firm

About Bridgewater Associates

Simplify's Rating
Why Bridgewater Associates is rated
A-
Rated B on Competitive Edge
Rated A on Growth Potential
Rated A on Rating Differentiation

Industries

Quantitative Finance

Financial Services

Company Size

1,001-5,000

Company Stage

Grant

Total Funding

$227.1M

Headquarters

Westport, Connecticut

Founded

1975

Overview

Company Historically Provides H1B Sponsorship

Bridgewater Associates focuses on understanding global economies and financial markets to manage investment portfolios for institutional clients. Their approach involves radical truth and transparency, encouraging open discussions and thoughtful disagreements to foster improvement and innovation. They utilize technology to create systems that enhance their understanding of market dynamics, which informs their investment strategies. Unlike many competitors, Bridgewater emphasizes a culture of meritocracy and principled decision-making, aiming to build meaningful relationships and achieve excellent outcomes for their clients. Their goal is to provide exceptional investment management services while maintaining a commitment to transparency and continuous improvement.

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Simplify's Take

What believers are saying

  • Strategic relationship with State Street enhances investment capabilities and client base.
  • Partnership with Global Citizen positions Bridgewater as a leader in sustainable finance.
  • Promotion of Joanna Alpert indicates commitment to innovation and product diversification.

What critics are saying

  • Recent layoffs suggest potential internal financial or strategic challenges.
  • Departure of key executives indicates challenges in leadership continuity and cultural alignment.
  • Digital asset operations in UAE target a volatile market, posing financial risks.

What makes Bridgewater Associates unique

  • Bridgewater's radical transparency culture fosters innovation and open communication.
  • The firm has a unique focus on macroeconomic research and global market understanding.
  • Bridgewater's idea meritocracy encourages independent thinking and stress-testing of principles.

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Funding

Total Funding

$227.1M

Above

Industry Average

Funded Over

0 Rounds

Benefits

Best-in-class medical insurance and prescription drug coverage, with all premiums fully covered by Bridgewater, for employees and their dependents.

Generous dental and vision insurance offerings.

Concierge patient services for anyone dealing with serious or chronic issues and the capability to find the highest quality doctors in their area.

Telemedicine service with 24/7 availability of medical professionals at no cost to employees.

Confidential and free counseling services with licensed therapists and clinicians provided through our Employee Assistance Program.

Healthcare Advocate advisors to help navigate the healthcare system.

Ability to take time off when employees need it: Our new flexible paid time off policy requires employees to take a minimum of 15 days per year, with no cap. In addition, there are 16 annual company holidays — the standard NYSE schedule plus six additional holidays, yielding several four-day weekends throughout the year.

Unlimited, fully paid sick days for all Bridgewater employees.

Paid and unpaid leave of absence options, including fully paid short-term disability, long-term disability benefits, and bereavement.

Eight weeks of fully paid parental bonding and care-giving time for all new parents with an additional eight weeks of paid medical recovery time for those who give birth.

Optional part-time ramp back program for returning parents as they transition back to work.

State-of-the-art mother’s rooms with equipment and accessories to support breastfeeding mothers.

Resources for parents, including a working parents group, support finding childcare, and support for parents of children with behavioral or developmental special needs.

Support for family planning that includes financial assistance for adoption, surrogacy, and egg/embryonic freezing costs.

30 days of back-up dependent care, with access to a national network of childcare centers, in-home providers, and eldercare resources as well as discounted rates on academic support services.

Pet insurance plans that reimburse eligible veterinary expenses relating to wellness coverage, accidents, illnesses, and injuries.

For employees on Guard or Reserve assignments, Bridgewater ensures full pay for up to a year and continuous benefits coverage for up to two years.

Competitive 401(k) plan that matches up to $15k of employee contributions annually, with immediate eligibility and vesting.

Free and automatic enrollment into Basic Life insurance; supplemental life insurance is available at cost for employees who are looking for additional coverage.

Flexible spending accounts for eligible health and dependent care expenses, which allow employees to set aside pre-tax dollars for eligible medical needs, childcare, or eldercare.

Competitive group rates for life and accident insurance, auto and home insurance, and group legal plans.

Commuter benefit program that allows employees to set aside pre-tax dollars to pay for commuting costs via public transportation.

Remote work flexibility with most employees required to work onsite 2-3 days per week, with flexibility to work offsite on other days.

Free access to on-site gyms and meditation rooms.

Free daily prepared lunch and a variety of on-the-go meals, snack, and beverage options.

Engaged and active community that includes frequent company events (such as our Distinguished Speaker Series), several affinity networks, and nearly 100 employee-led extracurricular groups.

Company News

Yahoo Finance
Jan 25th, 2025
Billionaire Ray Dalio Offers Fresh Tips On How To Be A Better Investor

Listen and subscribe to Opening Bid on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. If you’re following the hot stocks of the moment — such as the Magnificent Seven — it’s likely been a rush to watch them rise. However, “I think it’s very much like the internet and the dot-com period,” cautioned Bridgewater Associates founder Ray Dalio during a conversation with Yahoo Finance Executive Editor Brian Sozzi for the Opening Bid podcast (see the video above or listen below). The pair sat down to chat at the World Economic Forum in Davos, Switzerland, and Dalio delivered insights ranging from leadership to his personal investing mantras. Dalio has the benefit of five decades of market hindsight. He founded Bridgewater in 1975 and grew the company from a scrappy operation that he ran out of a two-bedroom apartment into a firm that Fortune ranked as the fifth-most-important private company in the US

Patch
Jan 7th, 2025
Westport-Based Bridgewater Associates Lays Off Dozens: Report

WESTPORT, CT - Bridgewater Associates, the Westport-based hedge fund considered to be the world's largest, laid off 7 percent of its workforce on Monday, or about 90 employees, The Business Times reported, based on information from Bloomberg.

Stock Titan
Nov 19th, 2024
State Street Global Advisors Forms Strategic Relationship With Bridgewater Associates

State Street Global Advisors forms strategic relationship with Bridgewater Associates.

The Australian Financial Review
Aug 28th, 2024
Ray Dalio to beta test an AI version of himself

Mr Dalio retired from Bridgewater Associates - the investment firm he founded in 1975 - two years ago, after carving out a voice as a corporate leader as well as a seasoned investor.

Reuters
May 23rd, 2024
Bridgewater taps China head Alpert to oversee new investment unit

NEW YORK, May 22 (Reuters) - Bridgewater Associates has promoted Joanna Alpert, its China general manager, as head of a recently launched business unit focused on managing and creating new investment products.

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