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

20

Insurance assets under management

USD 154 B

Number of insurance clients

132

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 502 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 2021

EXPLORE RELATED INSIGHTS

Mid-2021 Investment Outlook
As you look ahead to the second half of 2021, thought leaders from across our investment platform share their views on pressing questions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Mid-2021 Investment Outlook
,
publish
<span>Insurance Multi-Asset Outlook — </span>The rising tide of inflation: risks and opportunities for insurers
COVID vaccination progress and ample policy support may warrant a more pro-risk investment stance in the future, but persistent inflation concerns continue to loom. Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook share insights to help insurers navigate these competing forces.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Insurance Multi-Asset Outlook — The rising tide of inflation: risks and opportunities for insurers
,
publish
Tim Antonelli
 CFA, FRM, SCR
Preparing for a sea change in Asia’s insurance landscape
ALM & Regulatory Capital Strategist Francisco Sebastian and Insurance Strategist Max Davies discuss the shifting regulatory environment for Asia's insurance industry and propose solutions that may help Asian insurers adapt accordingly.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
June 2021
Preparing for a sea change in Asia’s insurance landscape
,
publish
Striking the right balance: portfolio construction through an asymmetry lens
In selecting managers, should your focus be on upside capture or downside capture? In this paper, we offer a framework for this decision based on the concept of asymmetry. We also consider indicators of a manager’s ability to consistently deliver positive asymmetry.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Striking the right balance: portfolio construction through an asymmetry lens
,
publish
<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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
April 2021
Insurance Multi-Asset Outlook — Rising rates: threat or opportunity?
,
publish
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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
January 2021
Three reasons for quality as a complement to value
,
publish
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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
January 2021
Mapping the impact of climate change
,
publish
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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
January 2021
Insurers: a potent plan of attack for 2021
,
publish
Tim Antonelli
 CFA, FRM, SCR