- Introduction & Methodology
- Industry Trends
- Respondent Profile
- Defined Benefit Plans
- Portfolio Characteristics
- LDI Usage
- Provider Rankings
- Assets Under Management
- Clients
- Mandates
- Provider Profiles
- Allspring Global Investments
- BlackRock, Inc.
- Capital Group
- Columbia Threadneedle Investments
- Dodge & Cox
- Fiera Capital Corporation
- Income Research & Management ("IR+M")
- Insight Investment
- J.P. Morgan Asset Management
- KeyBank
- Legal & General Investment Management America, Inc.
- MetLife Investment Management (MIM)
- NISA Investment Advisors, LLC
- Pacific Investment Management Company LLC (PIMCO)
- Parametric Portfolio Associates
- SECOR Asset Management
- SLC Management
- Voya Investment Management Co. LLC
- Wellington Management Company LLP
Past Surveys
Provider Profiles
Wellington Management Company LLP
wellington.com
Summary of Offering
Wellington’s unique combination of multi-asset skill and performance-driven culture has set the foundation for the firm to continuously and successfully deliver innovative LDI solutions.
Creating a uniquely collaborative environment, the firm’s dedicated and experienced LDI team brings together:
- Portfolio managers who are experts in their asset classes;
- Fixed-income expertise in rates, credit, securitized and derivative markets;
- Deep fundamental credit research enhanced by equity investor perspectives;
- Robust trading resources to support liquidity needs;
- Actuaries who translate liability cash flows into practical investment ideas; and
- A multi-asset perspective for constructing custom solutions.
The firm’s deep experience managing pension solutions has produced consistent and successful results. The LDI team is set apart by its ability to act as a partner to plan sponsors at all stages of plan design and implementation.
Client Restrictions: None
Business Summary (as of 06/30/2023)
| Total LDI clients | 137 |
| Total LDI mandates | 167 |
| Total LDI assets under management (US$) | $62.3B |
Regions With Active Mandates
| U.S. | |
| Canada | X |
| U.K. | |
| Continental Europe and Republic of Ireland | X |
| Asia | X |
| Australia | X |
| All other locations | X |
Sizes With Active Mandates
| <$500MM | |
| $500MM – $1B | |
| >$1B – $5B | |
| >$5B – $10B | X |
| >$10B |
Regions With Asset Allocations
| U.S. | |
| Canada | X |
| U.K. | |
| Continental Europe and Republic of Ireland | X |
| Asia | X |
| Australia | X |
| All other locations | X |
Asset Classes With Asset Allocations
| Publicly Traded equities | X |
| Fixed income – Government only | |
| Fixed income – Investment grade (BBB- or higher) credit | |
| Fixed income – Below investment grade credit | X |
| Fixed income – Multisector | |
| Fixed income – Other | |
| Cash | X |
| Private equity | X |
| Non private equity alternative investments, including real estate | X |
| Any other asset classes not mentioned above | X |