Intermediaries and wealth managers

Wellington Management serves as investment adviser or subadviser to clients around the world who sponsor mutual funds and other commingled vehicles. Our clients include banks, insurance companies and asset management firms.

DECADES OF EXPERIENCE

Wellington has been serving as an investment engine for world-class financial companies for half a century. Today, we subadvise a broad range of investment products — spanning multiple vehicle types and all major asset classes — for nearly 400 individual subadvisory accounts for firms across Europe, Asia Pacific and the Americas.

 Our clients turn to us for:

  • Development of new investment approaches for changing markets
  • Insights on how to structure and market new products
  • Management of individual portfolios, sleeves of multi-manager portfolios, or an entire asset class throughout a sponsor’s product line
  • Thought leadership from our investors on a wide variety of topics

For more information about our fund offerings outside the US, please visit wellingtonfunds.com

Case study: Developing a new fund

A mutual fund distributor asked us to help create a new fund that would seek to capitalise on certain developing global economic trends. The client needed guidance on:

  • How to structure the fund
  • Which sectors to invest in
  • How to position this relatively innovative product

To help, we:

1

Reviewed funds competing in this market segment — including their structure, benchmarks and performance — as well as our investment outlooks for the relevant sectors

2

Scenario-tested several different portfolio structures and recommended what we believed to be the most appropriate for our client

3

Worked with the client to develop marketing materials to be used for a fund rollout to the client’s sales force

Robert Ball

Wellington's Subadvisory Relationship Management team has extensive experience in helping mutual fund companies and other clients solve business-related and investment challenges. We support our clients’ sales forces and offer educational programmes on subadvised products, general investment information and market trends.

Rob Ball, CFA, Associate Director of the Client Group

explore insights

Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
We explain our decision to join the Net Zero Asset Managers initiative as a founding member. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
January 2021
Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
,
Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
We explain our decision to join the Net Zero Asset Managers initiative as a founding member. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
January 2021
Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
,
Four forces that could turn the tide for US financial stocks
US Macro Strategist Juhi Dhawan lays out a case for a better performing US financial sector, from attractive valuations to a steeper yield curve, as well as the role of Fed and fiscal policy in shaping the outcome.
January 2021
Four forces that could turn the tide for US financial stocks
,
Financial Market Review: Fourth quarter 2020
A quarterly review of results in the global equity, fixed income, currency and commodity markets.
January 2021
Financial Market Review: Fourth quarter 2020
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Monthly Market Snapshot: December 2020
A monthly update on equity, fixed income, currency and commodity markets.
January 2021
Monthly Market Snapshot: December 2020
,
Seeing an end to the ESG blind spot in private equity
ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.
January 2021
Seeing an end to the ESG blind spot in private equity
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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
A new framework for downside mitigation
Learn why Multi-Asset Strategists Nick Samouilhan and Adam Berger argue for a multi-pronged downside mitigation approach in today’s environment.
January 2021
A new framework for downside mitigation
,
Nick Samouilhan
 PhD, CFA, FRM