Business practices

Climate Sustainability policies Carbon emissions Climate report Report Business practices Sustainable investing No Optimizely

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.

Multiple authors

event June 2025

Report

2026-06-27

Private companies Private investing Venture capital Private Investing Program Business practices Article

Go-to-market strategy: 5 lessons learned

Our Value Creation Team explores go-to-market strategy best practices, highlighting stages of growth, product-market fit, the science of sales, and much more.

Multiple authors

event June 2025

4 min

Article

2026-06-30

Private companies Private investing Venture capital Private Investing Program Business practices Article

Preparing to go public: Five IPO lessons learned

Our Value Creation Team highlights five IPO preparation lessons learned for private companies aiming for successful public market entry.

By

Hillary Flynn

Courtney Hugger

event May 2025

3 min

Article

2026-05-31

Sustainability policies Stewardship Business practices Sustainable investing ESG Climate Report

2024 Sustainability Report

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

event May 2025

Report

2026-05-31

Impact ESG Sustainability Distribution Impact investing Business practices Sustainable investing Video Unique Perspectives

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.

By

Oyin Oduya, CFA

event October 2024

3 min

Video

2025-10-18

Private portfolio companies Private equity Business practices ESG insights for private companies Private company management ESG Article

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.

Multiple authors

event August 2024

7 min

Article

2025-08-28

active-views-event-hero-page-banner-image

ActiveViews Credit Active management Firm Business practices Total return Fixed income Global Credit Plus Distribution Event replay

Corporate bonds: giving credit where credit is due

ActiveViews host Will Lockhart and Derek Hynes, portfolio manager on Wellington’s Global Credit Team, discuss the current credit cycle, market dynamics and the future of corporate credit markets.

By

Will Lockhart

Derek Hynes

event May 2024

30 min

Event replay

2025-02-28

Equity Large-cap Stewardship Business practices Active management Global Stewards Article

How to translate a critical concept into return potential

How to translate the critical concept of stewardship into rewarding returns? Portfolio Managers Mark Mandel, Yolanda Courtines and Sam Cox share their firsthand experience.

Multiple authors

event March 2024

Article

2025-02-28

ActiveViews Equity Stewardship Firm Active management Business practices Total return Large-cap Global Stewards Distribution Event replay

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.

By

Will Lockhart

Yolanda Courtines, CFA

event February 2024

Event replay

2025-01-31

Japan Stewardship Equity Business practices Quick Take

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.

By

Soo Ho Jung

event September 2023

Quick Take

2024-09-26

Risk management Climate Utilities Sustainability policies Business practices Energy Real estate Whitepaper

Building climate resilience: Toward a practical corporate framework

The need for systemic climate change resilience is becoming clear. We present a practical framework to help companies enhance resilience in their own operations.

Multiple authors

event January 2023

Whitepaper

2023-10-03

Stewardship Equity Sustainable investing Business practices Distribution Article

Investing in ESG leaders with a stewardship lens

The value of strong corporate stewardship is gaining wider recognition across the investment industry. When companies are led by an engaged board and a strong management team, allocate capital wisely for the long term and act in the best interest of all stakeholders, they have greater potential to’reinforce their competitive advantage and enhance returns over time.

By

Yolanda Courtines, CFA

event November 2022

Article

2023-06-30

Climate Sustainability Business practices Fund of funds Video Sustainable investing

Mapping physical climate risks

Working with Woodwell Climate Research Center, we have developed a geospatial mapping tool designed to help our investors visualize and quantify physical climate risks.

Multiple authors

event October 2022

Video

2023-10-31

Sustainability policies Carbon emissions Corporate social responsibility Business practices Sustainable investing Energy Climate Article

Enhancing corporate sustainability: About our innovative virtual power purchase agreement

Learn about Wellington's groundbreaking renewable energy initiative, projected to match 100% of our US corporate and US employees’ home electricity usage with wind energy.

Multiple authors

event August 2022

Article

2023-08-31

Regulatory Business practices Insurance Balance sheet Quick Take

New IFRS financial reporting standards: three key investment implications for insurers

ALM and Regulatory Capital Strategist Francisco Sebastian examines the investment impact of the new IFRS reporting standards and considers three potential investment implications.

By

Francisco Sebastian, FIA

event August 2022

Quick Take

2023-07-31

Sustainability ESG Sustainable investing Impact Climate Net zero Stewardship Carbon emissions Sustainability policies Business practices Article

Mid-2022 ESG & Sustainability Outlook

Our Mid-2022 Sustainability Outlook provides an update on our sustainability efforts, expansion of research into the economic impacts of climate change, ESG integration and stewardship, and impact platform.

Multiple authors

event July 2022

Article

2022-12-31

Climate Net zero Carbon emissions Sustainable investing Sustainability policies Business practices Quick Take

Climate change investing: Research and collaboration continue

Our research into the economic impacts of climate change continues to expand, as does our climate-related engagement and industry-leadership efforts. Members of our Climate Research Team summarize our ongoing progress.

By

Julie Delongchamp, CFA

Jenny Xie

event July 2022

Quick Take

2022-12-01

Regulatory Business practices Insurance Balance sheet APAC EMEA Quick Take

New IFRS financial reporting standards: how should insurers implement the changes?

ALM and Regulatory Capital Strategist Francisco Sebastian assesses how insurance companies should implement upcoming changes to International Financial Reporting Standards to create value for their shareholders and mutual members.

By

Francisco Sebastian, FIA

event July 2022

Quick Take

2023-07-31

Sustainability policies Net zero ESG Carbon emissions Sustainable investing Business practices Quick Take Corporate social responsibility

Deepening our commitment to sustainability: Highlights from 2021

Head of Sustainable Investment Wendy Cromwell shares 2021 sustainability highlights across our investment, client, and infrastructure platforms.

By

Wendy Cromwell, CFA

event May 2022

Quick Take

2023-05-30

Sustainability DEI Active management Business practices Article

Annual letter from our CEO: Embracing change

In a fast-changing world, CEO Jean Hynes discusses some of the strategic initiatives our firm has undertaken to ensure that we’re aligned with and ready to support our clients’ goals for years to come.

By

Jean Hynes, CFA

event January 2022

Article

2023-01-01

Sustainable investing Carbon emissions Net zero Sustainability policies Business practices Article

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

Jenny Xie

Jim Bowers

event October 2021

12 min

Article

2025-12-31

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