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 153 B

Number of insurance clients

127

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 508 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 December 2020

EXPLORE RELATED INSIGHTS

<span>Insurance Multi-Asset Outlook — </span>Rising rates: threat or opportunity?
Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook argue that now may be an opportune time for insurers to adopt a more pro-risk stance, despite the potential headwind of rising rates.
April 2021
Insurance Multi-Asset Outlook — Rising rates: threat or opportunity?
,
Tim Antonelli
 CFA, FRM, SCR
Three reasons for quality as a complement to value
Learn why we believe a quality allocation has the potential to offer diversification, to avoid unintended sector biases and to help mitigate downside risks.
January 2021
Three reasons for quality as a complement to value
,
Mapping the impact of climate change
In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.
January 2021
Mapping the impact of climate change
,
Tim Antonelli
 CFA, FRM, SCR
Insurers: a potent plan of attack for 2021
In this video and companion paper, Multi-Asset Insurance Strategist Tim Antonelli lays out several proposed areas of focus to help insurers successfully navigate 2021 after a gruelling 2020.
January 2021
Insurers: a potent plan of attack for 2021
,
Tim Antonelli
 CFA, FRM, SCR
2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
December 2020
2021 Investment Outlook
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The future of alternative investments
Director of Alternatives Danny Sharp explores the future of alts — discussing dispersion in today's markets, the opportunities it presents and the impact of the COVID-19 pandemic on the alternative investments landscape.
November 2020
The future of alternative investments
,
Why should investors study climate science?
Our director of sustainable investment discusses our partnership with Woodwell Climate Research Center and the tools we are developing to help investment teams and clients understand the economic impacts of climate change.
October 2020
Why should investors study climate science?
,
No turning back: COVID-19’s lasting policy legacy
With the pandemic changing the scale and nature of fiscal policy, Macro Strategist John Butler explores the potentially profound consequences for the global economy and financial markets.
October 2020
No turning back: COVID-19’s lasting policy legacy
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