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

72

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

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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2022
A US insurer’s roadmap for navigating the new RBC regs
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<span>2022 Insurance Outlook — </span>Three transition year themes — inflation, capital, ESG
Insurance Multi-Asset Strategist Tim Antonelli believes 2022 could be a year of transition for the global insurance industry, with the three big themes of inflation, capital, and ESG likely to play prominent roles in many insurers' strategic planning and decisions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Insurance Outlook — Three transition year themes — inflation, capital, ESG
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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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publish
Tim Antonelli
 CFA, FRM, SCR
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

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 31 December 2021