Insurance Entities
Balance and Expertise for Complex Situations
Since 1977, Wellington Management has worked with insurance firms in managing their investment portfolios across the full range of liability structures. Today, we serve insurance clients with a team of approximately 35 professionals from various areas of our firm. Our framework addresses both the client's investment needs as well as their business strategy, balancing the complex variables at play in managing insurance-related portfolios.
Wellington Management's insurance clients include nearly 90 institutions in approximately 15 countries. They are invested in approximately 50 different investment approaches and all asset classes. These clients trust us as a valued insurance asset management partner because of our:
- Specialized resources for insurance clients, which include reporting, databases, models and systems
- Consistent investment approaches
- Dedicated and knowledgeable insurance team
- Broad size and scale of our overall business
Features:
Learn more about the way we serve clients in our Case Studies.
Wellington Management provides investment education and information for our clients in a number of ways.