Insurance Asset Management
Welcome to Wellington Management, a Trusted Partner in Insurance Asset Management
Members of the team talk about the value Wellington Management brings to its insurance clients.
Insurance companies in more than 15 countries depend on us for investment solutions tailored to their unique needs. We manage over US$80 billion in assets for more than 100 insurance clients. Our offices around the world support global investment capabilities and client service by professionals with deep industry experience.
• Seamless integration of investment and insurance expertise
• A full suite of investment capabilities
• Sophisticated risk-management capabilities
• Thought leadership relevant to insurers from our investors
For More Information
Specialized Services for Insurers:
- Actuarial Analysis
- Asset Allocation
- Asset/Liability Management (ALM)
- Cash-Flow Analysis
- Customized Benchmarking
- Investment Accounting
- Rating-Agency Support
- Tax Management
MEET OUR EXPERTS
Rich Coffman
Business Developer
Business Developer
28 Years of Experience
Rich is responsible for developing customized investment programs to meet the needs of insurance organizations of all types.
Eric Tanaka, CFA
Director, Financial
Reserves Management
Director, Financial
Reserves Management
23 Years of Experience
Eric oversees partnerships with insurers, banks, and corporate treasuries and their consultants to help develop long-term investment strategy and policy, evaluate portfolio risks and performance, and execute client reporting and communication.
Erik Troutman, CFA
ALM Specialist
ALM Specialist
19 Years of Experience
As a fixed income quantitative analyst, Erik studies insurers' asset/liability structures and product-development ideas. He analyzes asset and liability dynamics, such as durations/partial durations, payout patterns, alternative scenarios, embedded options, cash-flow projections, capital adequacy, regulatory restrictions, and rating-agency considerations.