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Stewardship and SI integration

Generic Institutional Insights

Unlocking investment value with active ownership

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Our stewardship activities aim to support decisions that we believe will result in sustainable, competitive investment returns for our clients. Our commitment to active ownership combines deep research and constructive dialogue and, in our view, is integral to our fiduciary responsibility to our clients.

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our 2025 stewardship in numbers

18,600+

Meetings with more than 5,000 public market issuers in 76 countries in 2025.1 We believe these meetings open avenues to value creation through productive dialogue, including on financially material sustainability issues.

5,800+

Meetings voted.

40% 

Proxy meetings at which we did not support management recommendations on at least one resolution.2

1 Represents meetings with public-market issuers. “Issuers” refers to companies and sovereigns. All figures as of 31 December 2025 for the Wellington Management group of companies. While all meetings inform our investment processes, sustainability topics are not covered at every meeting.

2 These decisions are intended to advance the best interests of shareholders, support best practices, and foster constructive dialogue.

All figures represent the 2025 calendar year.

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Importance of engagement 

With the objective of creating value, we engage to advance resilient business practices and support sustainable outcomes. Deep research and constructive dialogue with management and boards is at the heart of our engagement philosophy, providing investment-relevant insights and supporting clearly defined stewardship objectives. SI Research Analysts, stewardship experts, and investment teams work in partnership, preserving the expertise and judgement of those closest to the investment context. We also encourage transparency to better assess financial risks and opportunities for each company or issuer.

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Proxy voting

Many of our clients delegate proxy voting authority to Wellington, given our research expertise, access to management teams, and incorporation of engagement into our investment process. Our investment teams vote proxies in accordance with their individual investment philosophies to support value creation. We prioritize open dialogue so that clients may understand our approach and how it reflects their best interests.

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See our proxy voting activity

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SI integration and ratings

For many Wellington investment teams, SI research is an input or lens to help assess the value of investments. The “weight” or prominence of this input differs depending on topic, security type, and the discipline and/or philosophy & process applied to a given investment portfolio. Because financially material issues vary across industries, our SI Research Analysts combine deep sector expertise with sustainability insights to help investment teams assess risks and opportunities.

For more than 8,500 companies, we identify relevant data to assess issuer performance on material sustainability issues, and we use this data to assign company-level ESG ratings.*

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Supporting portfolio companies

If you are a portfolio company, see how we may be able to help you navigate the evolving sustainability landscape.

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Reports and policies

We aim to approach all regulation with investment integrity and in a manner consistent with our clients' expectations.

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Industry initiatives, memberships, & frameworks

Sector:
Climate technology

Principles for Responsible Investment (PRI)

Signatory since 2012; Head of SI re-elected to the board in December 2024 

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Sector:
Climate technology

Global Impact Investing Network (GIIN)

Member since 2016; align our impact framework and processes with GIIN’s core characteristics of impact investing; a member of our Impact Measurement & Management (IMM) Practice sits on GIIN’s listed equities working group

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Sector:
Sustainability

TASKFORCE ON NATURE-RELATED FINANCIAL DISCLOSURES (TNFD)

Member of TNFD Forum since 2022; utilize the TNFD framework to inform how nature-related risks may impact company assessments and investment activities, building upon our work in 2023 to provide feedback prior to methodology finalization

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Sector:
Climate technology

UN Sustainable Development Goals (SDGs)

Measure alignment of our impact portfolios with the SDGs and targets

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Sector:
Climate technology

International Financial Reporting Standards (IFRS)

ISSB Investor Advisory Group (IIAG) member since 2021, providing strategic guidance on developing the IFRS Sustainability Disclosure Standards

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Sector:
Impact investing

Impact Investing Institute

A member of our IMM Practice sits on the institute’s listed markets community of practice

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Sector:
ESG insights for private companies

EDCI

Signatory to the global private markets initiative since 2021; through EDCI, we access anonymized peer benchmarking data across key ESG topics, which helps inform engagement with portfolio companies and supports comparability, transparency, and improvement in ESG practices over time

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Explore sustainable investing opportunities

Seeks to invest in high-quality companies with sustained track records of strong financial returns and superior stewardship

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Seeks to identify climate-related investment opportunities and risks across public and private markets, including issuers supporting climate mitigation and adaptation solutions, and to help clients pursue a range of climate investment objectives

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Seeks to invest in issuers whose core products, services, or projects provide environmental and/or social solutions in a differentiated way, with the goal of driving measurable positive impact alongside financial returns

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