Insurers

Insurers have been building partnerships with Wellington since 1975 and today view our Financial Reserves team as their go-to thought partner, risk manager, and trusted advisor for complex investment challenges.

Specialists focused on insurance risks and regulations

60+

Years building trust and track records with insurers

46

% of our clients partner with us on multiple strategies

70

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

<span>Insurance Multi-Asset Outlook — </span>The rising tide of inflation: Risks and opportunities for insurers
COVID vaccination progress and ample policy support may warrant a more pro-risk investment stance going forward, but persistent inflation concerns continue to loom. Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook share insights to help insurers navigate these competing forces.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Insurance Multi-Asset Outlook — The rising tide of inflation: Risks and opportunities for insurers
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Tim Antonelli
 CFA, FRM, SCR
ESG playbook for insurers: Tune out the noise
In this video interview, Insurance Multi-Asset Strategist Tim Antonelli provides a playbook for how insurers should approach ESG. Tim offers an actionable to-do list, addresses common misconceptions, and shares forward-thinking ideas to anticipate and manage risk. Tim is interviewed by Account Manager Sarah Marschok who offers color on the investment themes she is observing in the market.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
ESG playbook for insurers: Tune out the noise
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Loans from Federal Home Loan Banks: An opportunity for US insurers to enhance investment yield and total return
Learn why we believe 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. In addition, explore examples of customized investment solutions that have the potential to capitalize on these advantages.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Loans from Federal Home Loan Banks: An opportunity for US insurers to enhance investment yield and total return
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Abigail Clare
 Client Service Manager
<span>Insurance Multi-Asset Outlook — </span>Rising rates: Threat or opportunity?
Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook argue that now may be an opportune time for insurers to adopt a more pro-risk stance, despite the potential headwind of rising rates.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Insurance Multi-Asset Outlook — Rising rates: Threat or opportunity?
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Tim Antonelli
 CFA, FRM, SCR
Insurers: A potent plan of attack for 2021
In this video and companion paper, Multi-Asset Insurance Strategist Tim Antonelli lays out several proposed areas of focus to help insurers successfully navigate 2021 after a grueling 2020.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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January 2021
Insurers: A potent plan of attack for 2021
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Tim Antonelli
 CFA, FRM, SCR
An insurer’s guide to fixed income: Setting the record straight on rates and credit
Investment Directors Abigail Babson, Amar Reganti, and Anand Dharan lay out their proposed framework for building a more resilient fixed income allocation that is equal to the challenges of today's environment.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2020
An insurer's guide to fixed income: Setting the record straight on rates and credit
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Insurance insights: Research and investment ideas
A curated collection of insurance insights intended to aid insurers in analyzing market dislocations and opportunities
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2020
Insurance insights: Research and investment ideas
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Muni market climate risk: Hidden perils, untapped opportunities
We believe the risks and opportunities associated with climate change should be part of the "mosaic" for how insurers approach the municipal bond market — and that now is the time to act.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2019
Muni market climate risk: Hidden perils, untapped opportunities
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We’d love to hear your ideas for future research

Strategies tailored for insurers

Featured video: Members of the team describe our unique approach to meeting clients’ needs.

CONTACT US

Find out how we can help insurers grow surplus and reserve assets, particularly during times of volatility.

Richard Coffman
Rich Coffman

US

Sarah Marschok
Sarah Marschok

US

Jon Wagenseller
Jon Wagenseller

Bermuda

Bob Sharma
Bob Sharma

EMEA

James Bradbury
James Bradbury

EMEA

Max Davies
Max Davies

APAC

Kazuya Yuasa
Kazuya Yuasa

Japan

Benjamin Kelly
Ben Kelly

Australia and New Zealand

Lee Ai Lin
Ai Lin Lee

Southeast Asia

Aster Kwok
Aster Kwok

Hong Kong and Taiwan

Yang Yan
Yan Yang

China

Sally Zhao
Sally Zhao

China

Hyejin Park
Hyejin Park

Korea

All figures as of 30 June 2021