It looks like you're located in United States. Please select your role or change location. highlight_off
Institutions / Consultants I consult or invest on behalf of Institutions chevron_right Intermediaries / Wealth Managers I invest on behalf of my clients. chevron_right

Wellington Homepage

Changechevron_right
highlight_off

Thank you for your registration

You will shortly receive an email with your unique link to our preference center.

Wellington Alternative Investments

...

Contact us

Insurance Multi-asset Regulatory FRM Program iStrat Credit Macro and market Video Tactical allocation

Insurance Quick Takes: US life insurers’ utilization of private placements

Tim Antonelli, CAIA, CFA, FRM, SCR, Head of Multi-Asset Strategy – Insurance
August 2024
3 min view
2025-08-08
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974

The views expressed are those of the speaker at the time of filming. Other teams may hold different views and make differentinvestment decisions. The value of your investment may become worth more or less than at the time of original investment.While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, oraccredited investors only.

View More

In this month’s Insurance Quick Take, Tim Antonelli discusses two recent papers from the Chicago Federal Reserve on the use of private placement investments. While the papers are focused on US life insurers, Tim shares observations for insurers globally.

View More

Key points:

  • Private placements may help insurers with goals related to asset/liability management, diversification, credit protection, and risk-adjusted returns.
  • As insurers consider increasing their exposure to private placements, they also need to be aware of potential complexities and risks, including issues around relative liquidity and the recent growth in the floating-rate segment of the market.
  • As interest rates begin to normalize, insurers may want to think about the private placement universe as an extension of their core bond and reserve-backing investments. 
View More
Current Time 0:00
Duration 0:00
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
    • Chapters
    • descriptions off, selected
    • captions off, selected

      More insurance insights from Tim can be found here.

      View More

      Expert

      Related insights

      Showing 2 of 2 Insights Posts
      Archived info
      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

      Insurance Quick Takes: Positioning portfolios for what’s next in private credit

       Continue reading

      By

      Tim Antonelli, CAIA, CFA, FRM, SCR

      event March 2025
      8 min
      Video
      2026-03-31
      Archived info
      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
      Archived info
      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

      Insurance Quick Takes: The latest from the NAIC on CLO and bond fund capital charges

       Continue reading

      By

      Tim Antonelli, CAIA, CFA, FRM, SCR

      event February 2025
      6 min
      Video
      2026-02-27
      Archived info
      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
      2 LOAD {count} MORE

      URL References

      Related Insights

      Stay up to date with the latest market insights and our point of view.

      highlight_off

      Thank you for your registration

      You will shortly receive an email with your unique link to our preference center

      Read next

      Showing 2 of 2 Insights Posts
      1271246974
      Risk management Regulatory Asset allocation FRM Program Insurance Insurance Quick Takes Private credit Multi-Asset solutions Multi-asset Balance sheet Americas Multi-Asset qualifier Video
      Archived info

      Insurance Quick Takes: Positioning portfolios for what’s next in private credit

      In our latest Insurance Quick Takes video, Tim Antonelli, head of Insurance Multi-Asset Strategy and portfolio manager, discusses the 2025 outlook for private credit and its implications for insurers.

      Continue reading

      By

      Tim Antonelli, CAIA, CFA, FRM, SCR

      event March 2025
      8 min
      Video
      2026-03-31
      Archived info
      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
      1271246974
      Fixed income Insurance Regulatory FRM Program Balance sheet Multi-Asset solutions Americas Insurance Quick Takes Asset allocation Video
      Archived info

      Insurance Quick Takes: The latest from the NAIC on CLO and bond fund capital charges

      In our latest Insurance Quick Takes video, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, offers a timely update on two important investment-related projects discussed in a special NAIC meeting.

      Continue reading

      By

      Tim Antonelli, CAIA, CFA, FRM, SCR

      event February 2025
      6 min
      Video
      2026-02-27
      Archived info
      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
      10163275
      Macro and market Multi-asset Tactical allocation FRM Program iStrat Article Balance sheet
      Archived info

      Don’t let recency bias get in the way of good investment ideas

      Tim Antonelli, Head of Multi-Asset Strategy – Insurance, offers ideas to help insurers avoid being anchored to recent events and build portfolio resilience, from locking in higher yields to taking a more dynamic approach with surplus assets.

      Continue reading

      By

      Tim Antonelli, CAIA, CFA, FRM, SCR

      event November 2024
      14 min
      Article
      2025-11-30
      Archived info
      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
      11 LOAD {count} MORE

      URL References

      Related Insights

      © Copyright 2025 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.

      View More
      highlight_off

      Enjoying this content?

      Get similar insights delivered straight to your inbox. Simply choose what you’re interested in and we’ll bring you our best research and market perspectives.

      View More
      highlight_off

      Thank you for joining our email preference center.

      You’ll soon receive an email with a link to access and update your preferences.

      Sorry, not interested

      View More

      Wellington Homepage Change Website terms of use

      You are about to enter a website for institutional investors or intermediaries (as such term may apply in your jurisdiction), and where applicable, for persons who meet the requisite investor qualifications, for their respective jurisdiction. For the avoidance of doubt, the information contained herein is not suitable for retail investors.

      I confirm that I have read and accept the Terms and Conditions of using this website.

      Cookies and tracking notices
      Decline