Fund Sponsors and Distributors
Addressing Both Business and Investment Concerns
Wellington Management is known as a “manager's manager” — one of the world's leading subadvisors to mutual fund sponsors. Banks, insurance companies and asset management firms around the world rely on us for our investment expertise and experience in this area. Our assignments range from the management of one “sleeve” of a multi-manager portfolio to broad responsibility for an entire asset class throughout a sponsor's product line.
The firm's Subadvisory Relationship Management team has extensive experience in helping mutual fund and other clients solve business as well as investment problems. These professionals understand the fiduciary, operational, legal and compliance responsibilities of mutual fund sponsors. In addition, they provide specialized expertise to support our clients' sales, marketing and educational initiatives.
Features:
Learn more about the way we serve clients in our Case Studies.
Wellington Management provides investment education and information for our clients in a number of ways.