Wellington Management seeks to attract and retain the world’s best investment and relationship management talent, in aiming to deliver investment returns and service levels that exceed our clients’ expectations. Beyond attracting great talent, we seek to have the same portfolio manager and relationship manager assigned to a client for many years. This continuity in our talented professionals assigned to each client allows institutional memory to develop and enables us maximize investment returns while accommodating an insurers operating needs. Our ownership model of being a private partnership affords our clients the benefit of stability and continuity that are so rare in today’s marketplace.
2019 Survey Results based on 46 insurance company CIO’s response to the question, “What are your preferred sources for thought leadership from third party investment managers and consultants?” The Insurance AUM Journal was the most frequently selected source for Thought Leadership from a list of seven specific institutional-focused media. Sample limitations reduce the statistical level of confidence associated with this result.