At Wellington, we have been actively managing equity portfolios since 1928. Over the years, we have developed our diverse range of active strategies — from regional to global, thematic to sector, value to growth and across qualitative and quantitative approaches — with the aim of meeting investors’ different objectives.
Within our range of actively managed equity funds, a number of these are categorised under Article 8 and Article 9 of the Sustainable Finance Disclosures Regulation (SFDR).
Many of our Article 8 and Article 9 funds incorporate active ownership and engagement practices with companies on ESG factors and stewardship. Through these investment funds, we believe we can help unlock value in companies by influencing business practices and potentially enhance long-term investment returns. Our partnerships with Woodwell Climate Research Center — one of the world’s leading independent climate research organisations — and the Massachusetts Institute of Technology (MIT) help inform our investments.
As a founding member of the Net Zero Asset Managers initiative, through many of these funds, we also support and promote the goal of net-zero greenhouse gas portfolio emissions by 2050, and have partnered with asset-owner clients to set interim targets for a meaningful proportion of the firm’s assets under management.
Further details regarding the SFDR categorisation of our active equity funds can be found on the fund pages on our website. Full details of the extent to which each fund incorporates ESG and sustainability factors can be found in the funds’ SFDR disclosure documents.
Our collaborative culture encourages portfolio managers to leverage insights from Wellington’s equity, fixed income, multi-asset, alternatives, macro and quant teams around the world. At the same time, not having a chief investment officer enables our portfolio managers to develop and apply an independent philosophy and process unique to their area of expertise.