Insurance companies worldwide look to us for investment solutions tailored to their unique needs. We offer global investment capabilities and client service from professionals with deep industry experience.
Countries where we have insurance clients
Insurance assets under management
USD 130 B
Number of insurance clients
An experienced partner in insurance asset management
Our team of dedicated professionals focuses a range of expertise on meeting the needs of insurers — from bespoke investment strategies to industry-savvy client service to specialised regulatory reporting and financial modeling.
In the UK, Wellington was honoured to be the first investment manager to become an associate member of the Association of British Insurers in June 2019. As a trusted steward of our clients’ assets, our commitment to British insurers requires a deep understanding of both the regulatory environment and the challenges facing their investment portfolios, including climate change — an area where the ABI has been actively helping insurers to understand the related risks and policy initiatives. Read the full press release.
Strategies tailored for insurers
Featured video: Members of the team describe our unique approach to meeting clients’ needs.
- Average years of experience: 17
- Average years with Wellington: 9
Because we work with our insurance clients not only as an asset manager but also as a business partner, our general account investment solutions are built around their needs.
Our solutions tap the full range of the world’s capital markets, informed by on-the-ground knowledge from our insurance-industry professionals located around the globe.
MULTISTRATEGY AND ALTERNATIVE
This list is for illustrative purposes only and does not include all available approaches. Investment involves risk, and an investment in an approach could lose money.
We combine proprietary technology and qualitative judgment to balance upside potential with downside risk, supporting consistency of performance. Sophisticated tools that can support insurers’ ERM systems play a key role in this task. Over 500 technology professionals bolster the construction and management of customised, risk-controlled portfolios.
Eric Tanaka, CFA, CPA, Director of Financial Reserves Management
Rich Coffman, Business Development Manager
Bob Sharma, CFA, Relationship Manager
Liz Kleinerman, CFA, Fixed Income Portfolio Manager
All figures as of 31 March 2020