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

73

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

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.
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.
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
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
,
Tim Antonelli
 CFA, FRM, SCR
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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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
,
Tim Antonelli
 CFA, FRM, SCR
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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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

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

Yang Yan
Yan Yang

China

Vincent Lai
Vincent Lai

China

Sally Zhao
Sally Zhao

Taiwan

Hyejin Park
Hyejin Park

Korea

All figures as of 31 December 2020