United States, Intermediary
Change
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:
Reviewed funds competing in this market segment — including their structure, benchmarks, and performance — as well as our investment outlooks for the relevant sectors
Scenario-tested several different portfolio structures and recommended what we believed to be the most appropriate for our client
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.
