Explore insights
Stay up to date with our latest research, investor perspectives, and news about our sustainability initiatives.
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ALL
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CLIMATE CHANGE
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ESG AND SUSTAINABILITY
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IMPACT INVESTING
Governance best practices in public markets
For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.
2025 Climate Report
Aligned with TCFD recommendations, this report describes how we manage climate-related risks and opportunities, engage with companies on climate change, and reduce our own carbon footprint.
2025 Sustainability Report
We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
Putting long-term investing into context
Equity Portfolio Managers Yolanda Courtines and Sam Cox and Investment Specialist Fred Owens-Powell revisit the concept of long-term investing in an increasingly sentiment-driven market through two case studies.
Physical AI, robotics, and Encord
Greg Wasserman, Head of Private Climate Investing, explores the rise of physical AI across robotics, drones, and autonomous systems, and the growing role of machine vision and data infrastructure in enabling real-world deployment.
Yes, climate change (still) matters in private markets
We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.
Succession planning: lessons for investors from three sectors
Equity Portfolio Manager Yolanda Courtines and Investment Director Alex Davis explore the importance of CEO succession planning for investors through three sector case studies.
Sustainable commodities: Rethinking investment strategies for a changing climate
As climate change and the energy transition reshape global markets, commodities are gaining renewed attention as inflation hedges and portfolio diversifiers. This article introduces a climate integration framework for evaluating commodity investments through both sustainability and financial lenses.
Transition at risk: Checking in on corporate decarbonization progress
Corporate climate transitions face ambition-execution gaps. Success requires integrating decarbonization into business strategy, focusing on emissions, pragmatic Scope 3 approaches, transparency, and credible plans. See how our experts are thinking about this.
Investing in climate solutions across public and private markets
Collaboration between public and private market investors can be powerful. Opportunities where expertise and resources can be shared to accelerate innovation and deployment are optimal. Our experts explore how AI, geopolitics, and global policy are reshaping climate solutions across sectors.
Human capital management for private companies
We discuss why effective people management is critical for private companies and outline four strategic focus areas that can help companies navigate evolving employee needs, regulatory changes, and investor expectations.
Broadening impact through multi-theme fixed income investments
Multi-theme fixed income impact investments can drive sustainable development by aligning with multiple Sustainable Development Goals, ensuring broad-based impact.
Finding climate investment opportunities amid shifting US policy
We delve into the evolving landscape for climate investments in the US and explain areas of overlap between government policy, corporate commercial interests, and climate focus.
Evaluating human capital management amid AI adoption: A guide for investors
This guide explores the critical role of HCM in maximizing AI's potential benefits, from productivity to innovation. Wellington ESG analyst Caroline Conway also provides targeted engagement questions to ask management teams as they navigate their AI journey.
Integrating end-beneficiary insights into impact investing: Microfinance case study
Louisa Boltz and Oyin Oduya join with Pranav Sridhar from 60 Decibels to examine best practices for bringing end-beneficiary insights into impact investing.
Collaboration in practice: Climate venture capital
Greg Wasserman, Head of Private Climate Investing, highlights the importance of collaborating with Wellington’s later-stage private market investors and public market experts to better understand best practices, valuation, exit opportunities, and more.
Climate venture capital: Innovation versus hype
Greg Wasserman, Head of Private Climate Investing, discusses the balance between innovation and hype in climate venture capital. He explores automation in agriculture and manufacturing as well as the emerging commercial applications of generative AI.
A decade of impact: Verifying our impact investing funds
Our impact investing strategies have been verified by BlueMark, the leading provider of independent impact verification and intelligence for the sustainable and impact investing market.
How stewardship can bring perspective amid uncertainty
Portfolio Managers Yolanda Courtines, Sam Cox, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.
Climate venture capital: Deployment, valuations, exits
Greg Wasserman, head of private climate investing, explores today’s normalizing valuations, encouraging IPO and M&A trends, and potentially actionable opportunities in climate venture capital.
Power play: Building the case for infrastructure in 2025
The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?
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WellSaid: Partnering with climate founders
Wellington head of private climate Greg Wasserman discusses his team's approach to helping private companies progress along their growth journey
Wiring the future: Emerging tech for the transmission-grid build-out
Learn how our climate technology investment team is researching private market opportunities in high-capacity conductors and other energy grid-tech innovations.
Implementing decarbonisation guidelines: lessons learned in collaboration with clients
For asset owners with net-zero ambitions, balancing decarbonisation goals with investment objectives can be a challenge. Climate Transition Risk Analyst Julie Delongchamp outlines a practical five-step approach to implementing tailored guidelines.
Geopolitics in 2025: Risks, opportunities, and deepening uncertainties
Geopolitical Strategist Thomas Mucha outlines his structural, policy, and geopolitical outlook for the year.
Private market perspectives
Hear from private market experts across our early-stage venture, climate growth, late-stage biomedical, late-stage growth, private credit, and ESG teams.
Climate adaptation may cost trillions. Is your portfolio ready?
With climate adaptation and resilience spending projected to exceed mitigation spending sixfold by 2050, we believe investors should consider allocations to adaptation-aligned opportunities.
Measuring impact in venture capital
We highlight why venture capital matters to impact investors and how to authentically measure and manage impact in this asset class.
Impact measurement and management: addressing key challenges
Our IMM practice leader describes common impact investing challenges and suggests ways to overcome them.
Unlocking the full value potential of stewardship
Yolanda Courtines and Alex Davis examine how corporate stewardship can be a source of value and delve into what investors can do practically to maximise its full potential.
Decoding impact expectations: best practices for impact investors and companies
We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.
Navigating AI resource demands: Strategies for sustainable data center operations
AI's growing computational demands are raising critical questions about energy efficiency and water-resource management. We delve into strategies for enhancing sustainable data center operations, highlighting the importance of proactive resource stewardship.
A blueprint for building climate-aware multi-asset portfolios
Members of our Investment Strategy & Solutions Group take a deep dive on the issues asset owners should consider when choosing climate-aware portfolio building blocks, from the evolving opportunity set to the active/passive decision.
Private investing portfolio company interview with AMP Robotics CEO
Dr. Matanya Horowitz, CEO of AMP Robotics, highlights how the company integrates AI and robotics into the recycling industry and explores the “actionable guidance” Wellington provides on ESG and other strategic issues.
Shareholder activism in Japan: Integrating ESG within the investment process
In the final article within our series on shareholder activism in Japan, ESG Analyst Soo Ho Jung shares how the Japan equity team integrates ESG to help realize value for investors.
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Shareholder activism in Japan: How our engagement approach drives value
Equity Portfolio Manager Katsuhiro Iwai introduces the Japan equity investment team's approach to engagement, sharing a number of successful recent case studies.
Activism – History and evolution in Japan
Investment Specialist Toshiki Izumi examines the history of shareholder activism in Japan, with particular emphasis on the differences between current and historical attitudes toward activism.
Designing a climate-aware strategic asset allocation
Members of our Investment Strategy Team explain how they incorporate climate metrics into their asset allocation optimization process. They also discuss implementation — the choice of specific climate-aware building blocks and strategies to express the desired asset allocation.
Impact measurement and management practices
What constitutes an impact investment? How is impact measured? And, what are the benefits of impact investing? Our Impact Management and Measurement Practice Leader Oyin Oduya discusses our approach.
Toward carbon neutrality: Our approach to carbon offsets
Wellington has committed to be carbon neutral in our operations by the end of 2022. Members of our Sustainable Investing and Corporate Sustainability Teams describe our multifaceted approach to achieving that goal.
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URL References
Related Insights
2025 Climate Report
Aligned with TCFD recommendations, this report describes how we manage climate-related risks and opportunities, engage with companies on climate change, and reduce our own carbon footprint.
2025 Sustainability Report
We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
Physical AI, robotics, and Encord
Greg Wasserman, Head of Private Climate Investing, explores the rise of physical AI across robotics, drones, and autonomous systems, and the growing role of machine vision and data infrastructure in enabling real-world deployment.
Yes, climate change (still) matters in private markets
We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.
Sustainable commodities: Rethinking investment strategies for a changing climate
As climate change and the energy transition reshape global markets, commodities are gaining renewed attention as inflation hedges and portfolio diversifiers. This article introduces a climate integration framework for evaluating commodity investments through both sustainability and financial lenses.
Investing in climate solutions across public and private markets
Collaboration between public and private market investors can be powerful. Opportunities where expertise and resources can be shared to accelerate innovation and deployment are optimal. Our experts explore how AI, geopolitics, and global policy are reshaping climate solutions across sectors.
Transition at risk: Checking in on corporate decarbonization progress
Corporate climate transitions face ambition-execution gaps. Success requires integrating decarbonization into business strategy, focusing on emissions, pragmatic Scope 3 approaches, transparency, and credible plans. See how our experts are thinking about this.
Finding climate investment opportunities amid shifting US policy
We delve into the evolving landscape for climate investments in the US and explain areas of overlap between government policy, corporate commercial interests, and climate focus.
Collaboration in practice: Climate venture capital
Greg Wasserman, Head of Private Climate Investing, highlights the importance of collaborating with Wellington’s later-stage private market investors and public market experts to better understand best practices, valuation, exit opportunities, and more.
Climate venture capital: Innovation versus hype
Greg Wasserman, Head of Private Climate Investing, discusses the balance between innovation and hype in climate venture capital. He explores automation in agriculture and manufacturing as well as the emerging commercial applications of generative AI.
Climate venture capital: Deployment, valuations, exits
Greg Wasserman, head of private climate investing, explores today’s normalizing valuations, encouraging IPO and M&A trends, and potentially actionable opportunities in climate venture capital.
Geopolitics in 2025: Risks, opportunities, and deepening uncertainties
Geopolitical Strategist Thomas Mucha outlines his structural, policy, and geopolitical outlook for the year.
Climate adaptation may cost trillions. Is your portfolio ready?
With climate adaptation and resilience spending projected to exceed mitigation spending sixfold by 2050, we believe investors should consider allocations to adaptation-aligned opportunities.
A blueprint for building climate-aware multi-asset portfolios
Members of our Investment Strategy & Solutions Group take a deep dive on the issues asset owners should consider when choosing climate-aware portfolio building blocks, from the evolving opportunity set to the active/passive decision.
Private investing portfolio company interview with AMP Robotics CEO
Dr. Matanya Horowitz, CEO of AMP Robotics, highlights how the company integrates AI and robotics into the recycling industry and explores the “actionable guidance” Wellington provides on ESG and other strategic issues.
Designing a climate-aware strategic asset allocation
Members of our Investment Strategy Team explain how they incorporate climate metrics into their asset allocation optimization process. They also discuss implementation — the choice of specific climate-aware building blocks and strategies to express the desired asset allocation.
URL References
Related Insights
2025 Climate Report
Aligned with TCFD recommendations, this report describes how we manage climate-related risks and opportunities, engage with companies on climate change, and reduce our own carbon footprint.
2025 Sustainability Report
We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
Yes, climate change (still) matters in private markets
We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.
Measuring impact in venture capital
We highlight why venture capital matters to impact investors and how to authentically measure and manage impact in this asset class.
Impact measurement and management: addressing key challenges
Our IMM practice leader describes common impact investing challenges and suggests ways to overcome them.
Decoding impact expectations: best practices for impact investors and companies
We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.
Impact measurement and management practices
What constitutes an impact investment? How is impact measured? And, what are the benefits of impact investing? Our Impact Management and Measurement Practice Leader Oyin Oduya discusses our approach.
Toward carbon neutrality: Our approach to carbon offsets
Wellington has committed to be carbon neutral in our operations by the end of 2022. Members of our Sustainable Investing and Corporate Sustainability Teams describe our multifaceted approach to achieving that goal.
By
URL References
Related Insights
Measuring impact in venture capital
We highlight why venture capital matters to impact investors and how to authentically measure and manage impact in this asset class.
Impact measurement and management: addressing key challenges
Our IMM practice leader describes common impact investing challenges and suggests ways to overcome them.
Decoding impact expectations: best practices for impact investors and companies
We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.
Activism – History and evolution in Japan
Investment Specialist Toshiki Izumi examines the history of shareholder activism in Japan, with particular emphasis on the differences between current and historical attitudes toward activism.
Impact measurement and management practices
What constitutes an impact investment? How is impact measured? And, what are the benefits of impact investing? Our Impact Management and Measurement Practice Leader Oyin Oduya discusses our approach.
URL References
Related Insights
Explore news
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Building a solid foundation: The latest steps in our net-zero journey
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We are pleased to announce an initial commitment of US$146 billion in client assets aligned with achieving net-zero emissions by 2050 or sooner. In this statement from CEO Jean Hynes and Wendy Cromwell, Vice Chair and Head of Sustainable Investment, we outline our methodical, strategy-by-strategy approach that sets the foundation for further progress.
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Press release: Wellington and Enel Green Power form a groundbreaking renewables initiative
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Wellington and Enel Green Power have agreed to terms for a first-of-its-kind, 10-year virtual power purchase agreement (VPPA) for renewable energy. Wellington expects to become the first company in the world to develop a VPPA to match fully both its US employees’ total home and corporate electricity usage with clean energy.
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Shanna O’Reilly named to Wall Street Journal Private Equity Women to Watch list
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Congratulations to Shanna O’Reilly, Co-Head, Private Investments, who was recognized by WSJ Pro on its Private Equity Women to Watch list. A wonderful achievement!
WSJ Pro Private Equity selected 7 women playing an active role in the limited-partner and fundraising communities as part of their 2021 Women to Watch list. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities. -
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The Business Times | Asia tech opportunities abound
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Asia serves as a fertile hunting ground for promising technology investments. The region is the nucleus of the global semiconductor supply chain, and innovations in the region promise to transform economies in multiple sectors.
Source: The Business Times
© Singapore Press Holdings Limited. Permission required for reproduction. -
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Wellington Management expands diversity-focused private investing capabilities
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We are pleased to announce that Jackson Cummings and Van Jones have joined Wellington Management as senior private equity investors who will help lead the firm’s diversity-focused investing on the alternatives platform. The addition of Jackson and Van to our investing leadership extends the firm’s commitment to addressing economic disparities and making a difference in diverse communities.
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Wellington Management expands private investing capabilities with new climate-focused investor
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We are pleased to welcome Mike DeLucia to our private market sustainable investing team. Mike will focus on energy transition, buildings, and smart cities.
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Press release: Industry partners join Wellington Management in a call for location data in climate disclosures
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Wellington and Woodwell Climate Research Center announced P-ROCC 2.0, extending the 2019 framework designed to help companies disclose the potential effects of physical risks of climate change on their business. The new framework outlines how companies can share location data that will enhance transparency and help investors make more informed investment decisions. View P-ROCC 2.0 here.
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Wendy Cromwell featured on Capital Allocators podcast
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Tune in to hear Wellington’s Wendy Cromwell discuss sustainable investing with Ted Seides, host of the popular investing podcast Capital Allocators. Wendy is the first of 10 industry leaders to be featured in a series called Sustainable Investing: The Next Frontier. In the 70-minute episode, Wendy shares her insights on this growing global market, Wellington’s sustainable investing capabilities, and why several market inefficiencies present avenues for active investors to deliver value.
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Wendy Cromwell on Bloomberg TV: We’re Bridging The Gap Between Climate & Finance
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Wellington’s Director of Sustainable Investment Wendy Cromwell spoke with Bloomberg’s Alix Steel about how our firm is preparing for climate change – including our research partnership with Woodwell Climate Research Center to map the physical impacts of climate change and our founding membership with the Net Zero Asset Managers initiative. Watch the interview here:
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Wendy Cromwell re-elected to PRI board
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Wendy Cromwell, Vice Chair and Head of Sustainable Investment, has been re-elected for a 2nd term to the board of the United Nations-backed Principles for Responsible Investment.
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