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 144 B
Number of insurance clients
129
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.
Investment and relationship professionals, along with capital-management, actuarial, legal and operational specialists, coordinate closely to implement client solutions.
Investment professionals with long tenure in the industry — and at Wellington
- Average years of experience: 16
- 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.
| 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.
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 509 technology professionals bolster the construction and management of customised, risk-controlled portfolios.
The business and investment environment for the insurance industry becomes more and more complex each year. We understand insurers’ challenges, and have the resources — specialised investment managers along with client-service professionals well-versed in global regulatory requirements and asset/liability and capital-management goals — to offer effective solutions.
Eric Tanaka, CFA, CPA, Director of Financial Reserves Management
Each of our relationship managers has many years of experience engaging these clients broadly on enterprise risk management, and more specifically on investment risks.
Rich Coffman, Business Development Manager
We are well equipped to help European insurers create customised investment solutions to meet the requirements of the evolving Solvency II landscape.
Bob Sharma, CFA, Relationship Manager
I love working with insurance clients to come up with portfolio strategies designed around their unique investment goals — whether that’s maximising yield in today’s low-rate environment, capital preservation, or asset/liability matching.
Liz Kleinerman, CFA, Fixed Income Portfolio Manager
All figures as of 30 September 2020
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