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: May 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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June 2021
Monthly Market Snapshot: May 2021
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Inflation’s big comeback: Should corporate pensions care?
It's been a long time since anyone worried about inflation getting off the ground. That seems to be changing, and for corporate plans, we think the risk is greater for return-seeking portfolios than liability-hedging portfolios. But we also believe that falling inflation is more worrisome than rising inflation. In this paper, we consider the implications and the potential role of different return-seeking allocations in preparing for various inflation outcomes.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
June 2021
Inflation’s big comeback: Should corporate pensions care?
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publish
A theme is not an index
We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
A theme is not an index
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New derivatives regulations: Adapting to rule 18f-4
We explore the impact of new SEC derivatives rule 18f-4 and highlight how we can help our clients adapt to the new requirements.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
New derivatives regulations: Adapting to rule 18f-4
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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.
publish
June 2021
ESG playbook for insurers: Tune out the noise
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publish
Net Zero Asset Managers initiative
By targeting net-zero emissions, investors can contribute to the global decarbonization effort. But what does this mean in practice? How do we pursue net zero while aiming to deliver competitive investment returns for clients? Our incoming CEO discusses our net-zero commitment, and members of our Sustainable Investing Team explain how we are approaching it.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Net Zero Asset Managers initiative
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<em>Investment bytes – Asia tech</em><br> <span>Local solutions for local markets</span>
We profile the growth of local Asia tech solutions for local markets, a promising trend we believe continues to thrive in the wake of COVID-19 and the US-China trade war.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Investment bytes – Asia tech
Local solutions for local markets
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A source-based approach to managing inflation risk
Multi-Asset Strategists Nick Samouilhan and Adam Berger present a source-based investment “playbook” that asset allocators can follow as they seek to neutralize the looming threat of higher inflation.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
A source-based approach to managing inflation risk
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Nick Samouilhan
 PhD, CFA, FRM