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40+
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Specialists focused on insurance risks and regulations
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United States, Institutional
Change
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40+
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Years building trust and track records with insurers
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69
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% of our clients partner with us on multiple strategies
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All figures are for the Wellington Management Group of companies as at 31 December 2023.
Yesterday’s ideas won’t cut it in today’s world
Today’s unprecedented challenges require unconventional solutions. Be prepared to think outside the box. Have a game plan, but stay flexible. Above all, take an opportunistic approach.
As always, we’re here to help you succeed. A trusted partner in good times and tough times.
Check out our latest insurance insights
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2024 Insurance Outlook: Position portfolios for the unexpected
Tim Antonelli offers two critical ideas for insurers' 2024 investment planning: doubling down on diversification and rethinking risk, including geopolitical and default risk.
Article
2024-12-31
Insurance Quick Takes: A look at the future landscape of US insurance climate risk oversight
Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, discusses the main points of a recent report published by the Federal Insurance Office (FIO), and the importance and impact to US insurers and insurance climate risk oversight.
Video
2024-10-31
Insurance Quick Takes: Understanding the latest shifts in mortality and longevity
Tim Antonelli, Head of Multi-Asset Strategy – Insurance, discusses recent trends and patterns on mortality and longevity, why this topic is important for global insurers of all types and sizes today, and potential opportunities.
Video
2025-08-31
Core fixed income: Stop me if you’ve heard this one before
Head of Multi-Asset Strategy – Insurance and Portfolio Manager Tim Antonelli updates insurers on the status of the market today, shares what he believes they can expect for the rest of the year, and identifies areas that may be worth a closer look.
Article
2024-07-31
Insurance Quick Takes: Unpacking potential impacts of newly proposed NAIC regulations
Tim Antonelli, Head of Multi-Asset Strategy – Insurance, analyzes the potential impact for US insurers of a recent proposal that could allow the NAIC's security valuation office to override ratings of investments.
Video
2024-06-30
Today’s sweet spot for yield, the growing role of alts
Insurance Multi-Asset Strategist Tim Antonelli provides his latest multi-asset views for insurers, with an emphasis on the value of core fixed income in today's environment.
Whitepaper
2023-10-15
2023 Insurance Outlook: Resolve to solve with a restocked toolkit
Multi-Asset Strategist Tim Antonelli and Insurance Strategist Max Davies share four actionable ideas designed to help insurers successfully navigate 2023.
Whitepaper
2023-12-31
Inflation, rates, and volatility: The best defense is a good offense
Insurance Strategist Tim Antonelli shares his latest multi-asset views for insurers, including the need to balance defensive portfolio strategies with continued income and return generation.
Whitepaper
2023-04-15
The road less traveled: An insurer’s path to investing in alternatives
Insurance Multi-Asset Strategist Tim Antonelli lays out a sturdy yet flexible framework to help global insurers navigate the alternative investments space.
Continue reading
Article
2023-09-30
Insurers: Strengthen your core in the second half
Insurance Multi-Asset Strategist Tim Antonelli shares his latest multi-asset insights for global insurers, including his view that core fixed income holdings — US interest rates and investment-grade corporate bonds — should stack up well against most risk assets in the second half of 2022.
Continue reading
Article
2022-12-31
Higher inflation, rising rates: Front and center for insurers
With macro and market complications piling up through the first few months of 2022, Insurance Multi-Asset Strategist Tim Antonelli provides his investment implications for global insurers.
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Whitepaper
2022-10-15
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Find out how we can help insurers grow surplus and reserve assets, particularly during times of volatility.
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Rich Coffman
- Region covered: US
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Sarah Marschok
- Region covered: US
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Andrew Paone
, CFA
- Region covered: US
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Jon Wagenseller
, CFA
- Region covered: Bermuda
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Bob Sharma
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- Region covered: EMEA
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James Bradbury
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Masaki Okuno
- Region covered: Japan
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Ai Lin Lee
, CFA
- Region covered: Southeast Asia
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Aster Kwok
- Region covered: Hong Kong and Taiwan
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Sally Zhao
, CFA
- Region covered: China
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Brian Kim
- Region covered: Korea
The business and investment environment for the insurance industry becomes more and more complex each year. We understand insurers’ challenges, and have the resources — specialized investment managers along with client-service professionals well-versed in global regulatory requirements and asset/liability and capital-management goals — to offer effective solutions.
Each of our relationship managers has many years of experience engaging these clients broadly on enterprise risk management, and more specifically on investment risks.
We are well equipped to help European insurers create customized investment solutions to meet the requirements of the evolving Solvency II landscape.
I love working with insurance clients to come up with portfolio strategies designed around their unique investment goals — whether that’s maximising yield in today’s low-rate environment, capital preservation, or asset/liability matching.
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