Intermediaries

Wellington Management serves as investment adviser or subadviser to clients around the world who sponsor mutual funds and other commingled vehicles. Our clients include banks, insurance companies and asset management firms.

DECADES OF EXPERIENCE

Wellington has been serving as an investment engine for world-class financial companies for half a century. Today, we subadvise a broad range of investment products — spanning multiple vehicle types and all major asset classes — for hundreds of individual subadvisory accounts for firms across Europe, Asia Pacific, and the Americas.

 Our clients turn to us for:

  • Development of new investment approaches for changing markets
  • Insights on how to structure and market new products
  • Management of individual portfolios, sleeves of multi-manager portfolios, or an entire asset class throughout a sponsor’s product line
  • Thought leadership from our investors on a wide variety of topics

Case study: Developing a new fund

A mutual fund distributor asked us to help create a new fund that would seek to capitalize on certain developing global economic trends. The client needed guidance on:

  • How to structure the fund
  • Which sectors to invest in
  • How to position this relatively innovative product

To help, we:

1

Reviewed funds competing in this market segment — including their structure, benchmarks, and performance — as well as our investment outlooks for the relevant sectors

2

Scenario-tested several different portfolio structures and recommended what we believed to be the most appropriate for our client

3

Worked with the client to develop marketing materials to be used for a fund rollout to the client’s sales force

Wellington's Subadvisory Relationship Management team has extensive experience in helping mutual fund companies and other clients solve business-related and investment challenges. We support our clients’ sales forces and offer educational programs on subadvised products, general investment information, and market trends.

Rob Ball, CFA, Associate Director of the Client Group

explore insights

Using climate science to uncover investment opportunities
Investors are increasingly aware of the risks posed by climate change, but perhaps less so of the unexpected opportunities that climate science can help uncover.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Using climate science to uncover investment opportunities
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Monthly Market Snapshot: June 2021
A monthly update on equity, fixed income, currency, and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Monthly Market Snapshot: June 2021
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Financial Market Review: Second quarter 2021
A quarterly review of results in the global equity, fixed income, currency, and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Financial Market Review: Second quarter 2021
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Mid-2021 Investment Outlook
As you look ahead to the second half of 2021, thought leaders from across our investment platform share their views on pressing questions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Mid-2021 Investment Outlook
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Investing implications of a three-speed economy
Multi-Asset Strategist and Portfolio Manager Nick Samouilhan and Investment Directors Andrew Sharp-Paul and Matthew Bullock highlight how key regional differences globally have led to three distinct ”blocks” of the world economy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Investing implications of a three-speed economy
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<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
Split decision: Should investors  separate China from EM equities?
Many investors are contemplating whether to separate China from the rest of their emerging market equity allocation. Members of our Investment Strategy Group argue that the key decision point is not China’s dominance of the emerging market index, but the extent to which a standalone China allocation can be viewed as similar to an EM ex-China allocation. In this paper, they evaluate the similarity of the two allocations using a variety of metrics, from correlations to factors to sector composition.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Split decision: Should investors separate China from EM equities?
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2021 Alternatives Annual Meeting Highlights
This highlights reel offers a quick look at the topics that are top of mind for our alternatives investors, from credit market dislocations to emerging market themes to cryptocurrencies.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
2021 Alternatives Annual Meeting Highlights
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