Defined Benefit

We build long-term partnerships with UK defined benefit pension schemes, providing financial market expertise and investment solutions to help them achieve their funding goals.

25+ Years designing investment solutions for UK pension schemes

100+ Number of UK pension fund clients

£26B Assets managed on behalf of pension fund clients

Understanding scheme objectives is critical to achieving better investment outcomes

At Wellington, we take a long-term view when designing pensions solutions, which we believe can enable schemes to succeed consistently over time. We match our specialist knowledge of UK pension requirements with each scheme’s circumstances and targets to build investment allocations which help them to meet their funding objectives. Our unique sustainability platform and differentiated ESG and climate research can play an integral role in incorporating schemes’ sustainability objectives into their investments.

LET'S TALK PENSIONS

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

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Outlook Asset allocation Multi-asset Equity Fixed income Commodities Thematic exposure Inflation Article

Mid-2022 Asset Allocation & Investment Strategy Outlook

We explore the market implications of central bank policies, rising prices, and slowing growth and offer incremental steps to improving a portfolio’s return potential.

Multiple authors

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Article

2023-07-31

Asset allocation Thematic exposure Equity Quick Take

Stepping-stone investment ideas: A bridge over troubled waters?

Multi-Asset Strategist Adam Berger offers incremental investment ideas that may help asset owners improve a portfolio's return potential.

Adam Berger, CFA

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Quick Take

2022-10-31

Outlook Inflation Volatility Economic cycle Alternatives Equity Multi-asset Article

Mid-2022 Global Economic Outlook

We believe heightened geopolitical uncertainty, and the new macro environment of deglobalization, higher inflation, greater global cyclicality and volatility will disrupt and drive markets.

Multiple authors

event

Article

2023-07-31

Outlook Fixed income Equity Factors Multi-manager solutions Large cap Inflation Value vs growth Monetary policy Volatility Manager selection Article

Mid-2022 Asset Class Outlook

We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.

Multiple authors

event

Article

2023-07-31

Fixed income Sustainability ESG Portfolio strategy Quick Take

Sustainable fixed income investing entering the mainstream

This short piece explores the continued rise of sustainable fixed income investing and links to a more in-depth white paper on the topic.

Multiple authors

event

Quick Take

2022-12-31

Portfolio strategy Multi-asset Asset allocation Alternatives Equity Fixed income Private equity Public pension (DB) Whitepaper

Closing the return gap: A new set of “stepping stone” ideas

Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.

Adam Berger, CFA

event

Whitepaper

2023-06-30

ESG Sustainability Fixed income Macro and market Government bonds Credit Sustainable investing Impact investing Article

Sustainable fixed income investing comes of age

ESG integration and sustainable investing have gained considerable traction in global fixed income markets. Investment Directors Anand Dharan and Meredith Joly and Fixed Income Trader Keenan Choy discuss this ongoing trend and some of its key implications for asset allocators.

Multiple authors

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Article

2023-06-30

Inflation Portfolio strategy Multi-asset Macro and market Commodities Equity Fixed income Article

Sticky inflation, weaker growth: A volatile mix

As central bank policy, rising prices, and slowing growth roil the markets, Nanette Abuhoff Jacobson and Supriya Menon explore the implications for equities, bonds, and commodities.

Nanette Abuhoff Jacobson

Supriya Menon

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Article

2022-10-31

ESG Alternatives ESG insights for private companies Private portfolio companies Private equity Private debt Sustainable investing Article Alternatives investing

ESG in 2022: Insights for private companies

We profile why ESG factors matter in private markets, explore the diverse ESG issues private companies face across industries, highlight five key areas to prioritize, and share the essential steps private companies can take to keep up with today’s evolving ESG risks and opportunities.

Multiple authors

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Article

2022-11-30

Tech & Innovation Asia tech Global Industry Research Innovation Information technology Equity Disruption APAC Fundamental equity Article

Faster computation with smaller, more powerful computer chips

We explore the technology fueling the next stage of computer chip innovation.

Anita Killian, CFA

Yash Patodia

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Article

2022-03-31

Tech & Innovation Asia tech Global Industry Research Innovation Equity China Information technology Fundamental equity Quick Take

Local solutions for local markets

We profile the growth of local Asia tech solutions for local markets, a promising trend we believe continues to thrive amid COVID-19 and the US-China trade war.

Anita Killian, CFA

Yash Patodia

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Quick Take

2022-03-31

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