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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.

Impact Investing Platform

Impact Investing Platform

2024 Impact highlights

Investments in our equity and fixed income portfolios have enabled companies and other issuers to achieve the following impact:

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131,045

Supplied or financed 131,045 units of affordable housing

Equivalent to 25% of the housing supply of Stockholm1

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5.8 billion

Provided or treated more than 5.8 billion cubic meters of water

Equivalent to 2.3 million Olympic-sized swimming pools2

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567 million

Provided health care products or services to more than 567 million patients or customers

Or 45 times the average number of patients admitted annually to hospitals in Australia3

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116 million

Provided digital access to more than 116 million people in developing countries

Equivalent to nearly 8% of Africa’s population4

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749,321

Provided education, training, and career support to nearly 750,000 people

Or 26% the number of students enrolled in higher education in the United Kingdom5

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43 million

Supplied access to financial services to more than 43 million underserved individuals and businesses

Compared to 1.4 billion unbanked individuals globally6

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9,700

Protected nearly 10,000 businesses and individuals with cybersecurity tools and technologies

Compared to 3,158 publicly reported data breaches in the United States in 20247

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46.2 million

Avoided 46.2 million tonnes* of greenhouse gas (GHG) emissions through renewable energy generation

Equivalent to a full year’s average output of over 13,000 US wind turbines8

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515 million

Avoided 514.8 million tonnes of GHG emissions through improved resource efficiency and resource stewardship

Equivalent to 120 million fewer internal-combustion-engine cars on roadways for one year9

Note: 56% of our holdings (as a percentage of market value) leverage a common KPI that can be aggregated. If a company or issuer does not report a figure that we believe aligns with one of our aggregated KPIs, we still monitor and report the Individualized KPI over time, but do not include it in the above aggregated statistics which we believe provide a conservative estimate of the impact our funds enable. All reported impact KPIs are obtained from publicly available information. We do not account for fund ownership stakes in the above calculations which represent 100% of the impact of the companies or issuers in which we invest. For each aggregated KPI we provide what we believe to be a relevant reference point. These are for context only and do not imply any equivalence for our KPIs regarding benefits delivered for society and the environment. | If 2024 data is not yet available, 2023 data has been used. Aggregated KPIs reflect the impact of the portfolio as of 31 December 2024. These data points do not constitute a data series and should not be compared to aggregated data points published in previous years due to changes in the portfolio holdings between each publication date. | All investing involves risk. Investors should consider the risk to their capital, before investing. These impact highlights relate to the representative accounts for equity strategies, and are for informational purposes only, are subject to change, and are not indicative of future portfolio characteristics or returns. The value of your investment may become worth more or less than at the time of original investment. Please refer to the Important disclosures on our website or at the end of this document for more information.

1“Number of dwellings by region and type of building (including special housing). Year 2013 – 2024,” Statistical Database, Official Statistics of Sweden. | 2“How much water does an Olympic-sized swimming pool hold?," Portrait Pools. | 3“Admitted patient care,” Australian Institute of Health and Welfare,  (2023 – 2024 figures). | 4“Africa population,” WorldOMeter, accessed 17 February 2025. | 5“Higher education student numbers,” House of Commons Library, 25 March 2025. | 6“The Global Findex Database 2021,” The World Bank. | 7“2024 Data Breach Report,” Identity Theft Resource Center (ITRC). (The aggregated KPI should not be directly compared to the number of data breaches and people impacted. Instead, it should be used as an indication of scale.) | 8“Greenhouse Gas Equivalencies Calculator,” United States Environmental Protection Agency (data from 2023). |9“Greenhouse Gas Equivalencies Calculator,” United States Environmental Protection Agency (data from 2022). | *Unless otherwise indicated, we use tonnes for metric tons throughout this report.

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3.7 million

Supplied or financed 3.7 million units of affordable housing

Equivalent to 7.1 times the housing supply of Stockholm1

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614 million

Provided or treated more than 614 million cubic meters of water

Equivalent to 250,000 Olympic-sized swimming pools2

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145 million

Provided health care products or services to more than 145 million patients or customers

Or 12 times the average number of patients admitted annually to hospitals in Australia3

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800 million

Provided digital access to more than 800 million people in developing countries

Equivalent to more than half of Africa’s population4  

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5 million

Provided education, training, and career support to 5 million people

Or 1.7 times the number of students enrolled in higher education in the UK5

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3.6 million

Supplied access to financial services to 3.6 million underserved individuals and businesses

Compared to 1.4 billion unbanked individuals globally6

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44.7 million

Protected nearly 44.7 million businesses and individuals with cybersecurity tools and technologies

Compared to 3,158 publicly reported data breaches in the United States in 20247

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65.7 million

Avoided 65.7 million tonnes of greenhouse gas (GHG) emissions through renewable energy generation

Equivalent to a full year’s average output of over 20,000 US wind turbines8

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183 million

Avoided 183.1 million metric tons of GHG emissions through improved resource efficiency and resource stewardship

Equivalent to 43 million fewer internal-combustion-engine cars on roadways for one year9

Note: 46% of our holdings (as a percentage of market value) leverage a common KPI that can be aggregated. If a company or issuer does not report a figure that we believe aligns with one of our aggregated KPIs, we still monitor and report the individualized KPI over time, but do not include it in the above aggregated statistics, which we believe provide a conservative estimate of the impact our funds enable. All reported impact KPIs are obtained from publicly available information. We do not account for fund ownership stakes in the above calculations, which represent 100% of the impact of the companies or issuers in which we invest. For each aggregated KPI, we provide what we believe to be a relevant reference point. These are for context only and do not imply any equivalence for our KPIs regarding benefits delivered for society and the environment. | If 2024 data is not yet available, 2023 data has been used. Aggregated KPIs reflect the impact of the portfolio as of 31 December 2024. These data points do not constitute a data series and should not be compared to aggregated data points published in previous years due to changes in the portfolio holdings between each publication date. | All investing involves risk. Investors should consider the risk to their capital, before investing. These impact highlights relate to the representative accounts for our fixed income strategies, and are for informational purposes only, are subject to change, and are not indicative of future portfolio characteristics or returns. The value of your investment may become worth more or less than at the time of original investment. Please refer to the Important disclosures on our website or at the end of this document for more information.

1“Number of dwellings by region and type of building (including special housing). Years 2013 – 2024,” Statistical Database, Official Statistics of Sweden. | 2“How much water does an Olympic-sized swimming pool hold?" Portrait Pools. | 3“Admitted patient care,” Australian Institute of Health and Welfare, (2023 – 2024 figures). | 4“Africa population,” WorldOMeter, accessed 17 February 2025. | 5“Higher education student numbers,” House of Commons Library, 25 March 2025. | 6“The Global Findex Database 2021,” The World Bank. | 7“2024 Data Breach Report,” Identity Theft Resource Center (ITRC). (The aggregated KPI should not be directly compared to the number of data breaches and people impacted. Instead, it should be used as an indication of scale.) | 8“Greenhouse Gas Equivalencies Calculator,” United States Environmental Protection Agency (data from 2023). |9“Greenhouse Gas Equivalencies Calculator,” United States Environmental Protection Agency (data from 2022). | Unless otherwise indicated, we use tonnes for metric tons throughout this report.

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Impact reports

See impact highlights from each of our strategies, along with measurable impact results from the companies and issuers in which we invest.

IMPACT INVESTING AT WELLINGTON