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

45

% of our clients partner with us on multiple strategies

75

ONCE THE STORM PASSES, IT’S WHAT COMES NEXT THAT MATTERS MOST

In these uncertain times, we think insurers should have a game plan to capitalize on dislocations and opportunities.

We’d love to connect, learn about your pain points, and help solve your investment challenges.

CHECK OUT OUR LATEST INSURANCE INSIGHTS

Insurance insights: Research and investment ideas
A curated collection of insurance insights intended to aid insurers in analyzing market dislocations and opportunities
November 2020
Insurance insights: Research and investment ideas
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The path forward for insurers
Multi-Asset Strategist Tim Antonelli offers four major themes and recommendations for insurers that have arisen from his scenario analysis, stress testing, and strategic asset allocation reviews during the past several months.
October 2020
The path forward for insurers
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Tim Antonelli
 CFA, FRM
Where can insurers find compelling returns?
In our mid-year insurance webcast recap, we shed light on the early signs of recovery that we are observing and where they intersect favorably for insurers from an investment standpoint.
July 2020
Where can insurers find compelling returns?
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<span>Mid-Year Insurance Multi-Asset Outlook — </span>Do the fundamental things apply?
Is there a disconnect between the market's recent rally and the economic fundamentals? Tim Antonelli and Danny Cook offer their perspective and consider the investment implications in their mid-year outlook for insurers.
July 2020
Mid-Year Insurance Multi-Asset Outlook — Do the fundamental things apply?
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Are investors prepared for LIBOR’s demise?
The upcoming sunset of LIBOR will mark a significant change for fixed income markets. Our team explains why thoughtful planning and preparation will be critical to a successful transition for client portfolios.
June 2020
Are investors prepared for LIBOR’s demise?
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Insurers in the hot seat: Illiquidity, impairments, and <br>enterprise risk
Whether it's a financial meltdown, a natural catastrophe, or the COVID-19 pandemic, insurance companies often find themselves in the cross-hairs when a global crisis hits. Multi-Asset Insurance Strategist Tim Antonelli shares his thoughts on how insurers can navigate today's troubled landscape.
May 2020
Insurers in the hot seat: Illiquidity, impairments, and
enterprise risk
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Tim Antonelli
 CFA, FRM
Five reasons to rethink your BOLI allocation
We explore several new opportunities offered by a more modern approach to BOLI portfolios.
March 2020
Five reasons to rethink your BOLI allocation
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Debunking four common myths about CLOs
Fixed Income Portfolio Manager Alyssa Irving sets the record straight regarding the risks and potential benefits of investing in collateralized loan obligations (CLOs).
January 2020
Debunking four common myths about CLOs
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Insurance roadmap 2020: Three keys to success
Multi-Asset Insurance Strategist Tim Antonelli offers his 2020 roadmap for insurance clients, focusing on three key themes he believes insurers must navigate to be successful in the coming year and beyond.
January 2020
Insurance roadmap 2020: Three keys to success
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Tim Antonelli
 CFA, FRM
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.
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

EMEA

Kazuya Yuasa
Kazuya Yuasa

Japan

Benjamin Kelly
Ben Kelly

Australia and New Zealand

Lee Ai Lin
Lee Ai Lin

Southeast Asia

Aster Kwok
Aster Kwok

North Asia

Yang Yan
Yang Yan

North Asia

Lee Kyungjik
Lee Kyungjik

North Asia

All figures as of 30 September 2020