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 hundreds of 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

After the inflection point: how the climate challenge will transform the global economy
The decarbonization commitments of countries around the world will fundamentally reshape the global economy. Members of our Central Macro Team highlight their research findings, from the effects on growth and the cost of capital to the potential for geopolitical conflict and higher inflation.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
October 2021
After the inflection point: how the climate challenge will transform the global economy
,
publish
Thomas Mucha
Climate conundrum: will carbon constraints affect the pursuit of other portfolio objectives?
Members of our Fundamental Factor Team share their research on the potential for trade-offs when carbon goals are integrated into outcome-oriented, factor-based portfolios.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
October 2021
Climate conundrum: will carbon constraints affect the pursuit of other portfolio objectives?
,
publish
Katrina Price
 CAIA
Tom Simon
 CFA, FRM
Sizing up Biden’s plan to decarbonise America
US Macro Strategist Juhi Dhawan examines the Biden administration's commitment to a lower-carbon economy, including proposed infrastructure spending, tax incentives and regulations, and the implications for industries and the broad economy.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
October 2021
Sizing up Biden's plan to decarbonise America
,
publish
Juhi Dhawan
 PhD
<span>Insurance Multi-Asset Outlook — </span>Strong but slowing growth: a tale of two narratives
Markets appear to be caught between two hard-to-reconcile narratives: the pace of economic growth looks poised to slow, but the level of growth is likely to stay relatively strong. Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook offer insights for global insurers at this point in the cycle.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
October 2021
Insurance Multi-Asset Outlook — Strong but slowing growth: a tale of two narratives
,
publish
Tim Antonelli
 CFA, FRM, SCR
Countering climate risks through collaboration
Global Industry Analyst Alan Hsu and Dr. Philip Duffy of Woodwell Climate Research Center discuss the importance of close cooperation between investors and climate scientists when addressing climate action.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
October 2021
Countering climate risks through collaboration
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publish
Alan Hsu
Dr. Philip Duffy
 Ph.D
Tech WELLcovered: experience transformed
5G, AI and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalised for your interests. Join us on a journey to witness the past, experience the present and transform the way you see the future of fun and the investable opportunities it creates.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
October 2021
Tech WELLcovered: experience transformed
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publish
Michael Masdea
Yash Patodia
Bruce Glazer
<span>Multi-Asset Outlook — </span>With growth and policy, which matters more: level or change?
While macro risks may be elevated somewhat, Nanette Abuhoff Jacobson and Daniel Cook still see opportunities, including in European equities and commodities. They also argue for being selective in credit while maintaining fixed income for diversification.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
October 2021
Multi-Asset Outlook — With growth and policy, which matters more: level or change?
,
publish
Daniel Cook
 CFA
Nanette Abuhoff Jacobson
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of work: why societal shifts matter
While the pandemic has accelerated existing shifts in people's working lives, these changes may just be the start. We assess the future of work in 2030 and highlight some potential investment implications.
Read more
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021

FUTURE THEMES | SOCIETY

The future of work: why societal shifts matter
,
publish
Santiago Millán
 CFA
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