Intermediaries and wealth managers
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
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 Global Relationship Group
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