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

Monthly Market Snapshot: October 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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November 2021
Monthly Market Snapshot: October 2021
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LDI Alert —<span><br>Time to buy credit or Treasuries? Ideas on calibrating the trade-off </span>
After hitting derisking triggers in 2021, many plans are looking ahead to the next trigger and thinking about how expensive the investment-grade credit market is currently. LDI Team members Connor Fitzgerald and Bill Cole offer metrics to aid the decision-making process and consider potential alternatives.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
November 2021
LDI Alert —
Time to buy credit or Treasuries? Ideas on calibrating the trade-off
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publish
<span>Top of Mind</span> Changing “weather” patterns in alternatives and climate
Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Top of Mind Changing “weather” patterns in alternatives and climate
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2022 Investment Outlook
As you look ahead to 2022, we invite you to explore investable ideas and trends across all major asset classes curated from our marketplace of ideas — more than 900 investors strong.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
2022 Investment Outlook
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2022 Multi-Asset Outlook
In our 2022 Multi-Asset Outlook, we expect markets to focus on central bank efforts to tame inflation without derailing the cycle, and take a look at five post-pandemic essentials for the year ahead.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
2022 Multi-Asset Outlook
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2022 Global Economic Outlook
Our 2022 economic outlook describes the forces we believe will shape macro & market events, including significant inflationary and geopolitical risks.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
2022 Global Economic Outlook
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Tech WELLcovered: Legacy redefined
Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Tech WELLcovered: Legacy redefined
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A credit strategy designed for all seasons
Today’s fixed income allocators face a variety of challenges. Against this backdrop, Multi-Asset Strategist Cara Lafond and Investment Directors Amar Reganti, Chris Perret, and Andrew Bayerl make the case for having an “all-weather” credit portfolio composed of carefully chosen building blocks.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
November 2021
A credit strategy designed for all seasons
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publish