Years designing investment solutions for UK pension schemes:
£15bn
Assets managed on behalf of pension fund clients.
75
Number of UK pension fund clients.
All figures are for the Wellington Management Group of companies as at 31 March 2023
HOW DOES WELLINGTON PROVIDE INVESTMENT SOLUTIONS TO DEFINED CONTRIBUTION PLANS?
Today’s DC schemes have complex demands, looking to provide investment returns at a reasonable cost while achieving sustainability goals and engaging their members. At Wellington, our investment platform hosts a range of DC suitable solutions which draw on our leading sustainability research and partnership with Woodwell Climate Research Center. This allows us to design, build and implement portfolios that aim to deliver an active return, diversification and integrate ESG at what we believe is a competitive price for DC schemes and their members.
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
CHALLENGES OF BUILDING DC DECUMULATION INVESTMENTS
Read our research into the challenges of building DC Decumulation investments, and practical methods for improving the likelihood of success in decumulation strategies.
Fund ideas
Global fixed income fund aiming to generate a financial return and measurable environmental or social impact
Global equity fund aiming to generate a financial return and measurable societal or environmental impact
A highly selective global equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance.
Actively managed, diversified global investment-grade corporate bond fund
Absolute return-oriented fund, allocating across multiple fixed income alpha sources
Thematic global equity fund focused on sustainable development themes, using risk-weighted portfolio construction
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URL References
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James Myhill
Will Lockhart
James Bradbury
