2021 YE — All values in USD billions — Source: CAMRADATA Live

Firm Information

Wellington Management Company LLP

280 Congress Street, Boston, MA, 02210

AUM, Firm Distribution

Life Ins GenAcct 3rd Party P&C/Non-Life InsGen Acct 3rd Party Ins Gen AcctAffiliated All OtherFirm AUM Total FirmAUM 35.38 120.97 - 1,269.12 1,425.47

AUM Summary

Insurance - General Account 3rd PartyTotal
Fixed Income
143.97
Equity
11.79
Multi Asset
0.39
Private Markets
0.19
Total Firm
156.34
Total FirmTotal
Fixed Income
627.39
Equity
628.73
Multi Asset
207
Private Markets
25.89
Total Firm
1,489.01

Total Firm

Fixed Income Equity Multi Asset Private Markets Total Firm 627.39 628.73 207 25.89 1,489.01

Regions

US UK Europeex-UK MiddleEast Pacificex-Japan Japan Other 1,139.92 39.5 103.64 13.78 87.91 16.01 24.71

AUM Details

Fixed income3rd Party Total Firm
Asset/Mortgage Backed
29.14
99.83
Convertible
0.17
1.17
Corporate
59.93
241.54
Emerging Markets – Corporates
1.46
12.19
Emerging Markets – Sovereigns
4.81
41.66
Government
8.45
80.73
High Yield
3.31
45.54
Loans
10.49
24.45
Money Market
3.84
34.39
Multi-Sector Fixed Income
-
-
Municipals – Taxable
12.24
25.37
Municipals – Tax-Preferenced
10.00
12.90
Other
0.13
7.60
Multi Asset3rd Party Total Firm
Multi Asset
0.39
207.01
Equity3rd Party Total Firm
Asia
0.01
7.89
Emerging Markets
0.43
22.68
European inc. UK
0.17
9.79
Global
7.78
268.63
US
3.40
319.66
Other
-
0.09
Private Market3rd Party Total Firm
Hedge Funds
0.10
20.86
Infrastructure Debt
-
-
Infrastructure Equity
-
-
Private Debt
-
-
Private Equity
0.09
5.03
Property
-
-
Real Estate Debt
-
-
Other
-
-

Service Offerings & Client Profiles

Ancillary Services for InsurersYes/No
Investment Accounting Outsourcing
N
Customized Portfolio Reporting
Y
Client Web Portal
Y
Peer Analytics
Y
Capital Modelling and Management
Y
Income and Cash Flow Projections
Y
 Yes/No
ALM Partnering
Y
Regulatory Assistance
Y
Strategic Asset Allocation Advice
Y
Tactical Asset Allocation / Multi-Asset Portfolio Management
Y
Client Conferences
Y
ESG Specific Products Available
Y

Insurance Client Relationship Size

< $338.6M $338.6M - $1.4B $1.4B - $6.8B $6.8B - $13.5B > $13.5B 79 35 27 3 1

Client Type Count

Life Ins GenAcct 3rd Party P&C/Non-Life InsGen Acct 3rd Party Ins Gen AcctAffiliated All OtherFirm Total Firm 37 108 - - 145

Notes
For further information about Wellington Management Company LLP and to learn more about the firm, their investment strategies and the services they provide to insurance firms please login to CAMRADATA Live.