Insurers

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

19

Insurance assets under management

USD 130 B

Number of insurance clients

128

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.

A cohesive team centred on insurers' needs
Investment and relationship professionals, along with capital-management, actuarial, legal and operational specialists, coordinate closely to implement client solutions.
insurersteam
Investment professionals with long tenure in the industry — and at Wellington
  • Average years of experience: 17
  • Average years with Wellington: 9
Investment strategies tailored for insurers

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.

Reserves

FIXED INCOME

Absolute return

Core bond

Global bond

High yield

Bank loans

IG credit

Municipal/crossover

Non-agency

RMBS

CMBS

Emerging markets

TIPS/global linkers

Sterling/Euro agg

 
 

EQUITY

Core

Growth

Value

Dividend equities

Large/mid/small cap

Sector

Regional

Emerging markets

Enhanced/low vol

Enduring assets

Surplus

MULTISTRATEGY AND ALTERNATIVE

Hedge funds

Absolute return

Asset allocation

Real assets

Commodities

Screened/SRI/ESG

Overlays

Currency

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.

Risk management: Critical to insurers and to us

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.

Timely thought leadership relevant to insurers
We provide our insurance clients with up-to-date insights on key developments affecting the industry and its environment via webcasts, white papers and in-person forums and meetings.

All figures as of 31 March 2020

EXPLORE RELATED INSIGHTS

Credit research looms large in the era of COVID-19
In the wake of severe credit-market dislocations earlier this year, Fixed Income Portfolio Manager Mahmoud El-Shaer shares his thoughts on the growing importance of credit research in a still-uncertain environment.
August 2020
Credit research looms large in the era of COVID-19
,
Insurance summer reading list
Our culture values continuous learning, personal growth and humility. Therefore, it has become a tradition that, each year, we poll our colleagues to ask for their latest reads to kick-start summer, a season when many of us seek time to reflect and recharge. Learn how our 2020 reading list is inspiring us.
July 2020
Insurance summer reading list
,
Non-life insurers: adding convexity to combat COVID
ALM & Regulatory Capital Strategist Francisco Sebastian argues that generating convexity and lowering volatility can help non-life insurers achieve their investment goals in the new environment.
June 2020
Non-life insurers: adding convexity to combat COVID
,
Insurers in the hot seat: illiquidity, impairments and<br> enterprise risk
Whether it's a financial meltdown, a natural catastrophe or the COVID-19 pandemic, insurance companies often find themselves in the cross-hairs when a global crisis hits. Multi-Asset Insurance Strategist Tim Antonelli shares his thoughts on how insurers can navigate today's troubled landscape.
May 2020
Insurers in the hot seat: illiquidity, impairments and
enterprise risk
,
Insurance Multi-Asset Outlook — A game plan for insurers to navigate volatility
Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook consider the economic impact of the ongoing COVID-19 virus and the implications for various asset classes.
April 2020
Insurance Multi-Asset Outlook — A game plan for insurers to navigate volatility
,
Could we be approaching “peak cheapness” for value stocks?
In this brief video, quant researcher Owen Lamont offers historical perspective on the recent underperformance of value stocks and thoughts on a return to value leadership.
March 2020
Could we be approaching "peak cheapness" for value stocks?
,
Debunking four common myths about CLOs
Fixed Income Portfolio Manager Alyssa Irving sets the record straight regarding the risks and potential benefits of investing in collateralized loan obligations (CLOs).
January 2020
Debunking four common myths about CLOs
,
Insurance roadmap 2020: three keys to success
Multi-Asset Insurance Strategist Tim Antonelli offers his 2020 roadmap for insurance clients, focusing on three key themes he believes insurers must navigate to be successful in the coming year and beyond.
January 2020
Insurance roadmap 2020: three keys to success
,