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

The future of payments
We profile the innovations fuelling the next stage of disruption in the payments industry.
April 2021
The future of payments
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There’s more to inflation risk than meets the eye
Understanding and evaluating inflation risk in your portfolio is the first step to managing it effectively. Multi-Asset Strategists Nick Samouilhan and Adam Berger lay out a framework for investors to do just that.
April 2021
There’s more to inflation risk than meets the eye
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Nick Samouilhan
 PhD, CFA, FRM
US public debt: is there a downgrade in the making?
US Macro Strategist Juhi Dhawan looks at the surging US debt through the lens of the credit rating agencies and offers thoughts on what it will take to avert a downgrade.
April 2021
US public debt: is there a downgrade in the making?
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The digital transformation of financial services
We highlight the fintech innovations driving the digitisation and disruption of financial services.
April 2021
The digital transformation of financial services
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<em>Investment bytes – Asia tech</em><br><span>Faster computation with smaller, more powerful computer chips</span>
We explore the technology fuelling the next stage of computer chip innovation.
March 2021
Investment bytes – Asia tech
Faster computation with smaller, more powerful computer chips
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APAC Investment Forum 2021
Wellington specialists offer their views on the key themes transforming the investment opportunity set today.
March 2021
APAC Investment Forum 2021
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How we believe climate science can uncover investment opportunities
In this replay, we explore how our partnership combines Woodwell's leading-edge science and Wellington's investment expertise to understand how the physical effects of climate change are impacting particular sectors, regions and securities. We believe this leads to better-informed investment insights and differentiated opportunities.
March 2021
How we believe climate science can uncover investment opportunities
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Developing net-zero commitments and tools
More and more companies, asset owners and investment managers are pledging to achieve net zero in the decades ahead. Director of Sustainable Investing Wendy Cromwell and Climate Transition Risk Analyst Julie Delongchamp recently led an interactive discussion about the net-zero commitment, considerations for asset owners and tools to align portfolios with the energy transition.
March 2021
Developing net-zero commitments and tools
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