Vendor Details
Wellington’s edge is that they partner with plan sponsors at ALL stages of the LDI process, tapping the breadth of their multi-asset capabilities, including:
- Deep fundamental credit research enhanced by equity investor perspectives
- Actuaries who translate liability cash flows into practical investment ideas
- Fixed income expertise in rates, securitized, and derivative markets
- Specialist trading resources to help support liquidity needs
- Experience managing full multi-asset pension solutions and implementing glidepath approaches
Client Restrictions: None
| Total LDI clients |
91 |
| Total LDI mandates |
71 |
| Total LDI assets under management ($USD) |
$84,616MM |
| U.S. |
|
| Canada |
|
| U.K. |
|
| Continental Europe and Republic of Ireland |
|
| Asia |
|
| Australia |
|
| All other locations |
|
| # of ratings/responses received |
20 |
| 5 = Extremely satisfied |
75% |
| 4 |
25% |
| 3 |
0% |
| 2 |
0% |
| 1 = Unsatisfied |
0% |
| Responsiveness to inquiries |
4.67 |
| Ability to meet risk management objectives |
4.72 |
| Provides new ideas and solutions |
4.56 |
| Is proactive and shares knowledge |
4.67 |
| Access to investment team |
4.44 |
| Timely/detailed status attribution |
4.44 |
| Performance report |
4.72 |
