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4 min
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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.

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4 min
Article
2027-01-01
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3 min
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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.

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3 min
Article
2026-11-30
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3 min
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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.

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3 min
Article
2026-10-14
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6 min
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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.

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6 min
Article
2026-10-14
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Report
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2024 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.

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Report
2026-11-30
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5 min
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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.

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5 min
Article
2026-10-16
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Article
9 min
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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.

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9 min
Article
2026-09-25
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10 min
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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.

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10 min
Article
2026-09-04
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7 min
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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.

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7 min
Article
2026-08-31
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Video
2 min
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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.

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2 min
Video
2026-09-30
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3 min
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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.

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3 min
Video
2026-06-30
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7 min
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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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7 min
Article
2026-05-31
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7 min
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How stewardship can bring perspective amid uncertainty

Portfolio Manager Yolanda Courtines, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.

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7 min
Article
2026-05-31
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Report
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2024 Sustainability Report

We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms. 

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Report
2026-05-31
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4 min
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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.

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Article
2026-04-30
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2 min
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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.

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2 min
Video
2026-03-31
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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

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Video
2026-02-28
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Article
7 min
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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.

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7 min
Article
2026-02-28
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Whitepaper
10 min
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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.

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10 min
Whitepaper
2026-02-28
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Article
8 min
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Geopolitics in 2025: Risks, opportunities, and deepening uncertainties

Geopolitical Strategist Thomas Mucha outlines his structural, policy, and geopolitical outlook for the year.

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8 min
Article
2026-02-28
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Article
6 min
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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.

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6 min
Article
2025-12-31
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7 min
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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.

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7 min
Article
2025-12-31
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Article
15 min
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Targeting the full spectrum: sustainable multi-asset investing

Supriya Menon and Oyin Oduya explore how a multi-asset approach could help investors optimise their sustainability and financial return goals.

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15 min
Article
2026-11-30
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Article
5 min
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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.

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5 min
Article
2025-10-31
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6 min
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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.

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6 min
Article
2025-10-31
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10 min
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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.

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10 min
Article
2025-10-31
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7 min
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Commodities and the energy transition: Symbiosis for the future

The global energy transition is driving demand for commodities. Our experts explain which ones will be needed most.

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7 min
Article
2025-08-31
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5 min
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Office to multifamily conversions: Implications for CMBS investors

Our experts explore the emerging trend in some US cities of converting office space into multi-family units and its implications for bond investors.

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5 min
Article
2025-07-31
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Article
11 min
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Thematic investing focus: advancing the next generation of energy

The decarbonisation process represents the biggest capital cycle in our lifetime. As we develop the next generation of energy, Keith White, Daouii Abouchere and Megan Galligan examine how thematic investors can make the most of this structural opportunity. 

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11 min
Article
2025-04-30
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11 min
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Thematic investing focus: evolving the current generation of energy

The energy transition is taking place amid a greater focus on energy security and affordability. What could this mean for the role of traditional energy companies, ask Keith White Daouii Abouchere and Megan Galligan. 

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11 min
Article
2025-04-30
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Whitepaper
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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.

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Whitepaper
2026-03-31
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Quick Take
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Will proposed corporate governance reforms help to narrow the “Korea discount”?

Could South Korea's Corporate Value-up Program help to narrow the so-called “Korea discount” and build on the momentum gathering pace elsewhere across Asia to improve corporate governance and shareholder returns?

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Quick Take
2025-03-31
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Long-term investing in an age of short-termism

ActiveViews host Will Lockhart and Yolanda Courtines, co-manager of the Wellington Global Stewards and European Stewards Funds, explore how being genuinely long term in an increasingly short-term world may provide a differentiated investment edge.

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2025-01-31
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Three things I’m excited about in 2024

2023 was an eventful year for markets, with plenty of excitement, challenges and opportunities for fixed income investors. We believe our Global Impact Bond portfolio managers navigated them successfully.

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2025-02-28
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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. 

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Video
2024-10-31
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Why climate change 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.

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Article
2024-10-31
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WellSaid: Partnering with portfolio companies

Co-head of private investing Michael Carmen explores how we partner with portfolio companies to help them along the "last mile from the private market to the public market" including on key ESG issues for private companies to consider.

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Podcast
2024-07-24
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Is your asset allocation ready for the realities of climate change?

Our Investment Strategy Team shares key findings from the research behind their climate-aware strategic asset allocation (SAA) approach, including challenges and trade-offs that asset owners should understand.

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Article
2025-06-30
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