-
-
60+
-
Specialists focused on insurance risks and regulations
-
United States, Intermediary
Change
-
-
48 years
-
Years building trust and track records with insurers
-
-
-
70
-
% of our clients partner with us on multiple strategies
-
All figures are for the Wellington Management Group of companies as at 31 March 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
Showing
of
Insights Posts
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
Loans from Federal Home Loan Banks: An opportunity for US insurers to enhance investment yield and total return
Learn why our Financial Reserves Management Group believes FHLB loans provide compelling potential for insurers to add alpha or increase yield by borrowing at low rates and benefitting from possible favorable treatment by ratings agencies.
Continue reading
Whitepaper
2023-07-01
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.
Continue reading
Whitepaper
2022-10-15
A US insurer’s roadmap for navigating the new RBC regs
With the NAIC’s latest revisions to risk-based capital (RBC) charges now on the books, what should US insurers be focused on moving forward? And how have the relative value propositions across fixed income assets and other investments changed as a result? Multi-Asset Insurance Strategist Tim Antonelli and Investment Specialist Geoff Austein-Miller share their views and insights.
Continue reading
Whitepaper
2023-03-31
What if…? Contemplating five big questions for 2022
Could there be policy, inflation, or market surprises in 2022? Multi-Asset Strategist Adam Berger weighs the possibilities and the portfolio implications.
Continue reading
Article
2023-02-28
Changing “weather” patterns in alternatives and climate
Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.
Continue reading
Article
2022-11-30
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.
Continue reading
Whitepaper
2022-01-31
Why global insurers should take a closer look at REITs
Insurance Strategist Max Davies, Investment Director Will Lee, and Investment Specialist Ethan Sales look at the potential benefits of REITs for global insurers, plus why now may be an opportune time to consider this often unsung asset class.
Continue reading
Article
2022-07-31
URL References
Related Insights
We’d love to hear your ideas for future research
Contact us
Find out how we can help insurers grow surplus and reserve assets, particularly during times of volatility.
-
Rich Coffman
- Region covered: US
-
Sarah Marschok
- Region covered: US
-
Jon Wagenseller
, CFA
- Region covered: Bermuda
-
Bob Sharma
, CFA
- Region covered: EMEA
-
James Bradbury
- Region covered: EMEA
-
Max Davies
, CFA, CAIA
- Region covered: APAC
-
Ayako Mitsui
- Region covered: Japan
-
Benjamin Kelly
- Region covered: Australia and New Zealand
-
Ai Lin Lee
, CFA
- Region covered: Southeast Asia
-
Aster Kwok
- Region covered: Hong Kong and Taiwan
-
Sally Zhao
, CFA
- Region covered: China
-
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.
The Asian insurance landscape is heterogenous and the practical realities of each market vary significantly. We have deep experience in working with insurers across the region to construct portfolios that are designed to address the capital, accounting, and investment needs of the prevailing market regime.
- 1
- 2
- 3
- 4
- 5
