The views expressed are those of the teams comprising Wellington’s Impact Platform including our impact equity and fixed income investment teams and IMM Practice. For these teams and strategies, impact measurement and management and engagement is a core component of the investment process. These practices do not necessarily extend to other strategies that Wellington Management offers. Views are those of the authors at the time of writing, and other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
We are pleased to share the seventh report for Wellington’s Global Impact strategy. In our view, growing social and environmental challenges continue to underscore the need to invest across our impact themes.
The contents of this report showcase key developments in our Global Impact strategy during 2022, including sample engagements and investment spotlights to illustrate our investment process and the measurable outcomes we achieved.
For a full list of companies we engaged in 2022, please see our Impact engagement report.
HOW TO INVEST
Art.9 (SFDR)
Seeks to outperform the MSCI All Country World Index while generating measurable social or environmental impact
Capital at risk
IMPACT INVESTING AT WELLINGTON
Approach to engagement
All investing involves risk. If an investor is in any doubt as to the suitability of an investment, they should consult an independent financial adviser. Past results are not necessarily indicative of future results and an investment can lose value.
Please refer to the investment risks page for information about each of the following risks:
Important disclosures
Data provided is as of 31 December 2022 | Investment examples are based on holdings of the representative account from 1 January to 31 December 2022. Company examples are for illustrative purposes only, are not representative of all investments made by the portfolio and should not be interpreted as a recommendation or advice. Portfolio spotlight examples are based on nonperformance criteria.
