Sustainability

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Article

2024-05-31

Impact Impact investing Government bonds Fixed income Article

Blue bonds: long-awaited innovation or yet to make a splash?

Blue bonds – which aim to support projects related to ocean conservation – are on the rise. How effective are they and what do investors need to know before they invest?

By

Will Prentis

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Article

2024-05-31

Private companies Venture capital Private equity Alternatives ESG Private portfolio companies Private company management ESG insights for private companies Article

A guide to ESG materiality assessments

We continue our "ESG insights for private companies" series by exploring ESG materiality assessments, including why they are important and how to conduct one for your private company.

Multiple authors

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Article

2024-05-31

Unique Perspectives Climate Carbon emissions Net zero APAC Article

Will emerging Asia leapfrog the energy transition?

Decarbonizing while maintaining economic growth presents tremendous challenges for developing countries in Asia. Is technological innovation the solution?

Multiple authors

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Article

2024-05-31

Sustainability policies Stewardship Business practices ESG Climate Report

2022 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

2024-04-30

Climate Sustainability policies Portfolio construction Asset allocation Collection

The state of climate investing: Asset owner perspectives

Discover what we learned from our 2022 global study on asset owners' interest and engagement around climate investing.

By

Cheryl Duckworth, CFA

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Collection

2024-04-30

Asset allocation Climate Multi-asset iStrat Sustainable investing Whitepaper

Designing a climate-aware strategic asset allocation

Members of our Investment Strategy Team explain how they incorporate climate metrics into their asset allocation optimization process. They also discuss implementation — the choice of specific climate-aware building blocks and strategies to express the desired asset allocation.

Multiple authors

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Whitepaper

2024-04-30

Private portfolio companies Private equity Venture capital Private investing Alternatives ESG Private company management ESG insights for private companies Article

Cybersecurity for private companies

We highlight today's rising cybersecurity risks, explore how they impact private companies, discuss key regulatory considerations, and share best practices for companies facing these threats.

Multiple authors

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Article

2024-04-30

Wellington_GlobalCampaign_UP_Day_2_1309_Yolanda_R2

Unique Perspectives Sustainability Stewardship ESG Business practices Article

The value in valuing employees

Companies able to adapt and respond to challenges in the labor market will find themselves well positioned for the future, say Equity Portfolio Managers Yolanda Courtines and Mark Mandel.

By

Mark Mandel, CFA

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Article

2024-03-31

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Unique Perspectives Carbon emissions Energy ActiveViews Net zero Climate tech Alternatives Long-short Article

Navigating the opportunities and challenges of the energy transition

Two of our climate- and energy-focused investment professionals discuss what the low-carbon transition may look like and how investors can think about the challenges and opportunities it represents.

By

Tim Casaletto

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Article

2024-03-31

Sustainability Impact Climate Impact investing Article

How can impact investing help address the water scarcity challenge?

In acknowledgement of World Water Day, Louise Kooy-Henckel, Joy Perry and Paul Skinner highlight impact investing can help to address the world's water and sanitation crises.

Multiple authors

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Article

2024-03-31

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Unique Perspectives Climate Impact Impact investing Global Impact Global Impact Bond Global Impact Global Impact Bond Stewardship Impact measurement Article

Assessing the impact of climate resilience

Oyin Oduya and Louisa Boltz discuss the case for impact solutions focused on climate adaptation and share high-level guidelines to help overcome the associated measurement challenge.

By

Louisa Boltz

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Article

2024-02-29

Unique Perspectives ESG Private companies Stewardship Portfolio construction Business practices Private portfolio companies ESG insights for private companies Video

ESG integration in public and private markets

Two ESG leaders discuss why ESG matters for investors, and how their teams help inform the investment process. They also share their priority research and engagement topics for 2023.

By

Hillary Flynn

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Video

2024-02-29

ESG Stewardship Sustainability policies Business practices Quick Take

Key updates to Wellington’s 2023 proxy voting guidelines

We periodically update our guidelines in an ongoing effort to help Wellington's investment teams vote proxies in our clients' best interests. Read about key updates for this year from two members of Wellington's ESG team.

By

Bram Houtenbos

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Quick Take

2024-02-29

Fintech Cryptocurrency Regulatory Global Industry Research Equity Alternatives Financials Digital payments Geopolitical ESG Article

Fintech regulation: Geopolitics, ESG, and crypto

Discover how fintech’s growing role as a national strategic imperative impacts regulations, the effect of ESG on regulation, and the specific need for regulation in crypto markets.

Multiple authors

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Article

2024-02-29

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Fixed income Active management ESG Investment grade Macro and market Article

European credit: seeking to make the most of the new market regime

Fixed Income Portfolio Manager Derek Hynes and Investment Specialist Jillian Rooney assess why the new market regime is creating potentially compelling opportunities in the European credit market.

By

Derek Hynes

Jillian Rooney

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Article

2024-02-29

Private equity Venture capital Private portfolio companies WELLSaid Podcast No Optimizely Private companies Economic cycle ESG Alternatives Global Industry Research Article

Private equity market in 2023

In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.

By

Michael Carmen, CFA

Thomas Mucha

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Article

2024-02-29

Impact ESG Sustainability Distribution Impact investing Business practices 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

Tim Antonelli, CFA, CAIA, FRM, SCR

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Video

2024-02-28

Thematic exposure Emerging markets Economic cycle Distribution EM equity Equity Inflation Interest rates Net zero Geopolitical Article Unique Perspectives

Why investing in themes for EM equities may reap rewards

Portfolio Manager Dáire Dunne outlines why he is increasingly optimistic about the potential opportunities within select EM equity themes this year.

By

Dáire Dunne, CFA

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Article

2024-02-29

Europe Energy Utilities ActiveViews Volatility Climate Geopolitical Carbon emissions Industrials Event replay

How to invest amidst a still unfolding energy crisis?

In this ActiveViews webcast, senior climate – and energy – focused professionals explore the still unfolding energy crisis in Europe and the associated challenges and opportunities for investors.

Multiple authors

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Event replay

2024-02-29

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

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Whitepaper

2023-10-03

Fintech ESG Private equity Global Industry Research Digital payments Article Private portfolio companies

The role of ESG in fintech

Global Industry Analyst Matt Ross and Portfolio Manager Matt Lipton explore the role of ESG in fintech in this clip from their WellSaid podcast episode.

Multiple authors

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Article

2024-01-31

agricultural-methods-technologies-growing-demand-food

Thematic exposure Innovation Sustainability iStrat Equity Article

Thematic investing focus: The future of food

The global food system has reached a tipping point and change is coming, creating investment opportunities aided by demographic, policy, and innovation tailwinds.

Multiple authors

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Article

2024-01-31

Outlook Macro and market Economic cycle Equity Fixed income Alternatives Inflation Monetary policy Geopolitical Innovation Article Sustainability

Navigating the new global economy in 2023

This executive summary distills the points of view of several of our 2023 Outlook authors. Discover the risks and opportunities they see as we enter a new economic and market regime.

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Article

2023-12-31

Outlook Macro and market Economic cycle Private equity Fixed income Alternatives Inflation Geopolitical Climate

Picture this: Our 2023 economic forecast in five charts

We explain the shifts the market is undergoing, analyze the implications for different asset classes, and identify potential risks and opportunities in a series of visuals.

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2023-12-31

Insurance Multi-Asset Outlook Multi-asset Insurance Value vs growth Growth Income Liquidity Portfolio construction Private companies ESG Balance sheet Whitepaper

2023 Insurance Outlook: Resolve to solve with a restocked toolkit

Multi-Asset Strategist Tim Antonelli and Insurance Strategist Max Davies share four actionable ideas designed to help insurers successfully navigate 2023.

By

Max Davies, CFA, CAIA

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Whitepaper

2023-12-31

Multi-asset Climate Portfolio strategy Inflation Sustainable investing Article

Integrating climate change into capital market assumptions: our approach and findings

Members of our Investment Strategy team explain how they are incorporating climate-related inputs, including physical and transition risks, into their capital market assumptions and outline the impact of these changes at the asset-class level.

Multiple authors

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Article

2024-01-31

Climate Climate tech Portfolio strategy Portfolio construction Article

Climate mapping in action: Investment case studies

We describe our Climate Exposure Risk Application (CERA), which can help our investment teams visualize and quantify physical climate risks.

By

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Article

2023-12-31

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

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Article

2023-12-31

Inflation Geopolitical Volatility Economic cycle Climate Alternatives Hedge funds Video

Perspectives on today’s alternative investment environment

Take a quick tour of the alternative investment environment with investors from across our macro research and hedge fund teams, as they explore the geopolitical landscape, macro volatility, and key trends like climate-change adaptation and digital tokenization.

Multiple authors

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Video

2023-11-30

Sustainability ESG Climate Outlook No Optimizely Impact Stewardship Biodiversity Article

Focusing on value amid rising global challenges and opportunities

Our Sustainable Investing (SI) Research Team offers a high-level view of 2023 research and engagement priorities.

By

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Article

2023-12-31

Sustainability Climate Outlook No Optimizely ESG Collection

2023 ESG & Sustainability Outlook

Our head of Sustainable Investment shares key areas of focus for 2023, including climate change and biodiversity, modern slavery, data privacy, shareholder rights, and impact investing,

Multiple authors

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Collection

2023-12-31

Private portfolio companies ESG Venture capital Outlook No Optimizely ESG insights for private companies Private company management Climate Alternatives Private equity Article

Five key ESG topics for private companies in 2023

Our ESG for Private Investments Team explores five critical ESG topics for private companies in the year ahead.

Multiple authors

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Article

2023-12-31

Sustainability Stewardship Equity ESG Climate Active management Global Stewards Distribution Article Unique Perspectives

Harnessing the power of engagement in stewardship investing

Equity Portfolio Manager Yolanda Courtines explores why company engagement is a key component of successful stewardship investing.

By

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Article

2023-12-31

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Biodiversity Sustainability Risk management Climate Stewardship Article

Advancing stewardship on biodiversity: Engagement examples

Members of our ESG Research Team share their approach to and examples of engagements on the financial risks of biodiversity.

By

Sean Caplice, CFA

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Article

2023-12-31

Biodiversity Climate Stewardship Sustainability policies EMEA Article

Biodiversity: Why investors should take note

With scientists now broadly agreeing on the risks posed by accelerating biodiversity loss, Chris Goolgasian and Jenny Xie assess implications for investors and steps they can take.

By

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Article

2023-12-31

Private portfolio companies ESG Private equity Private investing ESG insights for private companies DEI Climate Private company management Alternatives Venture capital Whitepaper

ESG in private markets: Insights for 2023

We highlight five key areas for private companies to prioritize in 2023 and share the essential steps they can take to keep up with today’s evolving ESG risks and opportunities.

Multiple authors

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Whitepaper

2023-11-30

Utilities Large cap Carbon emissions Enduring Assets Active management Net zero Equity Energy Fundamental equity Distribution Article

Actively supporting the decarbonisation of utilities

Why actively supporting the decarbonisation of utilities offers the potential for better long-term outcomes from both a net-zero and value-creation perspective.

By

Tom Levering

Ken Baumgartner, CFA

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Article

2023-11-30

Climate Alternatives Portfolio construction Video

Understanding the climate opportunity in alternatives

Portfolio Manager Alan Hsu highlights the potential inefficiencies created by traditional long-only climate strategies.

By

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Video

2023-11-30

Climate Sustainability Net zero Quick Take

Physical climate risks: Implications for investors

Director of Climate Research Chris Goolgasian and Woodwell Climate Scientist Zach Zobel discuss how investors might use climate science as an input for financial decision-making.

By

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Quick Take

2023-04-30

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

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Article

2023-06-30

Regulatory Carbon emissions Sustainability policies Climate Quick Take

Advocating for better climate disclosures to improve investment outcomes

Members of our Sustainable Investment Team share recent advocacy efforts with policymakers and standard setters around the world.

Multiple authors

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Quick Take

2023-10-31

Equity Health care Digital transformation Outlook Active management Macro and market ESG Climate Information technology Fundamental equity Global Industry Research Article No Optimizely

Equity investing with a thematic lens: Three game changers for 2023

Head of Investment Research Mary Pryshlak and Equity Portfolio Manager Tim Manning highlight their strongest convictions across global equity markets heading into 2023.

By

Mary Pryshlak, CFA

Tim Manning

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Article

2023-12-31

Europe Energy Carbon emissions Enduring Assets Macro and market Utilities Equity Distribution Article

Transformative times for European energy infrastructure

Europe’s current energy supply crisis creates a significant tailwind for the European utility sector, but where are the investment opportunities?

By

Tom Levering

Tim Casaletto

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Article

2023-10-31

Climate Sustainability Business practices Fund of funds Video

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

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Video

2023-10-31

Venture capital Impact Private portfolio companies Impact investing Private equity Alternatives Impact measurement Article

Measuring impact in venture capital

We highlight why venture capital matters to impact investors and how to authentically measure and manage impact in this asset class.

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Article

2023-10-31

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Impact Sustainability Portfolio strategy Impact investing Equity Fixed income Sustainability policies Impact measurement Quick Take

Impact measurement and management: addressing key challenges

Our IMM practice leader describes common impact investing challenges and suggests ways to overcome them.

By

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Quick Take

2023-10-31

Stewardship Sustainability Large cap Equity Distribution Global Stewards Article Unique Perspectives

The pivotal role of stewardship in creating lasting value

Yolanda Courtines and Alex Davis share two case studies that highlight the pivotal role of stewardship in creating lasting value.

By

Alex Davis

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Article

2023-10-31

Climate Climate tech Health care No Optimizely Global Industry Research Article Unique Perspectives Innovation

The power of capital to drive change

Jean Hynes highlights the power that science and innovation — backed by research and capital — have to solve some of the world's most pressing issues.

By

Jean Hynes, CFA

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Article

2023-10-31

Climate Energy Materials Sustainable investing Macro and market Sustainability policies China Equity EM equity Article

A lesson in climate resilience: Why China’s recent heat wave wasn’t worse

See why Hong Kong-based Macro Strategist Santiago Millán believes China's investments in climate resilience can be a lesson for the rest of the world.

By

Santiago Millán, CFA

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Article

2023-09-30

Macro and market Climate Energy Germany Quick Take No Optimizely Unique Perspectives

Germany: Reducing Russian energy dependence in a hurry

Macro Strategist Juhi Dhawan sees Germany continuing to embrace the transition to renewables while also working to diversify its sources of fossil fuels.

By

Juhi Dhawan, PhD

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Quick Take

2022-12-30

Asset allocation ESG Fixed income Sustainable investing Impact Quick Take

Sustainable fixed income: Key terms allocators should know

ESG integration versus sustainable investing: What’s the difference? We explain a few key distinctions that are important for allocators to understand.

By

Anand Dharan, CFA

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Quick Take

2023-06-30

climate focused tech capital a critical role

Climate Innovation Private equity Alternatives investing EMEA Alternatives Article

A critical role for climate-focused tech capital

Greg Wasserman and Molly Breiner examine the critical role that climate-focused tech capital can play in addressing climate change.

By

Greg Wasserman, CFA

Molly Breiner

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Article

2023-09-30

Inflation Climate Energy Fiscal policy USA Sustainable investing Climate technology Article

The Inflation Reduction Act: A big deal for the US economy

US Macro Strategist Juhi Dhawan considers the economic implications of the climate- and energy-related spending provisions in the IRA, including the potential for higher productivity.

By

Juhi Dhawan, PhD

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Article

2023-09-30

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Europe Small cap Sustainability Sustainable investing Active management Innovation ESG Equity Fundamental equity Fund of funds Article

Hidden corners of sustainability-related innovation

European small-cap equities are at the forefront of sustainability-related innovation but getting exposure to those opportunities requires a combination of research, engagement and long-term mindset.

By

Anna E. Lundén, CFA

Louise Kooy-Henckel

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Article

2023-06-30

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

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Article

2023-08-31

ESG insights for private companies Private portfolio companies Climate Private equity Private investments ESG Alternatives Sustainable investing Article

Why climate change matters

We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.

Multiple authors

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Article

2023-08-31

evoke-diversity-equity-private-companies

ESG insights for private companies Private portfolio companies DEI Private equity Private investments ESG Alternatives Article

Diversity, equity, and inclusion: FAQ

We answer some of our private portfolio companies’ most frequently asked questions on diversity, equity, and inclusion.

Multiple authors

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Article

2023-08-31

ESG insights for private companies Private portfolio companies Business practices ESG Alternatives investing DEI Sustainability policies Alternatives Private equity Sustainable investing Article

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.

Multiple authors

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Article

2023-07-31

Emerging markets Digital transformation Impact India Impact investing Sustainability Sustainable investing Equity Fintech Consumer discretionary Health care Energy Article

Local perspectives matter: Grassroots research in emerging markets

During a recent research trip across India, our impact investing team witnessed the rapid pace of change and growth mindset that are expanding the impact opportunity set.

Multiple authors

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Article

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

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Article

2022-12-31

ESG Stewardship Sustainability Sustainable investing Business practices Quick Take

ESG and stewardship: Key updates to focus topics and voting guidelines

We provide an update on our ESG integration and stewardship efforts, including updates to our proxy voting guidelines to enhance our commitments in key areas.

By

Daniel Veazey

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Quick Take

2022-10-31

Sustainability Digital transformation Impact Climate Equity Fixed income Impact investing Health care Quick Take

Impact investing: Increasing needs, broadening opportunities

Members of our impact investing team, offer a brief update on our impact platform, which continues to evolve amid an expanding opportunity set in developed and emerging market equities and fixed income.

By

Joy Perry

Meredith Joly

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Quick Take

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

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Quick Take

2022-12-01

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From autopilot to active pilot: How investors can navigate the future

President Steve Klar explains why a broader set of tools may be required to maneuver through higher volatility, changes in market structure, and the explosion in investment data.

By

Steve Klar

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Quick Take

2023-06-30

Macro and market Impact Stewardship Podcast No Optimizely Unique Perspectives

The growing power of impact investing

Impact Measurement and Management Practice Leader Oyin Oduya appears on the WellSaid podcast series to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive social and environmental outcomes.

By

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Podcast

2023-05-31

Fixed income Sustainability ESG Portfolio strategy Quick Take

Sustainable fixed income investing entering the mainstream

This short piece explores the continued rise of sustainable fixed income investing and links to a more in-depth white paper on the topic.

Multiple authors

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Quick Take

2022-12-31

Impact Sustainability Stewardship Equity Fixed income Health care Sustainable investing Impact report Global Impact Global Impact Bond Impact investing Quick Take

Global Impact Annual Report — Executive Summary

As a preview to our full annual report, we share a few key highlights from our impact platform in 2021.

Multiple authors

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Quick Take

2023-07-31

Sustainability Impact Health care Impact report Climate Equity Fixed income Global Impact Global Impact Bond Impact investing Sustainable investing Report

Global Impact Annual Report

Discover how we evolved our impact platform in 2021 and track the progress of select portfolio companies and issuers.

Multiple authors

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Report

2023-06-30

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

Our commitment to net zero

We share our client-centric, engagement-driven approach to net zero by 2050, including our investor toolkit and measurement processes.

By

Julie Delongchamp, CFA

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Article

2023-06-30

Fixed income ESG Global Industry Research Macro and market Opportunities and risks Portfolio policy Video

Wellington Euro High Yield Bond Fund: Seeking investment opportunities in out-of-favour areas of the market

Investment Director Susan Chacko discuss why the European high-yield market can be an interesting asset class for clients, and they outline the philosophy of the Wellington Euro High Yield Bond Fund.

By

Susan Chacko, CFA

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Video

2023-05-31

ESG Sustainability Fixed income Macro and market Government bonds Credit Sustainable investing Impact investing Article

Sustainable fixed income investing comes of age

ESG integration and sustainable investing have gained considerable traction in global fixed income markets. Investment Directors Anand Dharan and Meredith Joly and Fixed Income Trader Keenan Choy discuss this ongoing trend and some of its key implications for asset allocators.

Multiple authors

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Article

2023-06-30

Climate Asset allocation EMEA Multi-asset Event replay

Climate from the allocator's perspective

How do different asset allocators within Wellington incorporate climate change into their investment process as markets, data and regulation continue to evolve?

Multiple authors

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Event replay

2023-05-31

Climate Sustainability policies Carbon emissions Climate report Report Business practices

2021 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

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Report

2023-04-30

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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.

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Quick Take

2023-05-30

Stewardship Equity Sustainability Sustainable investing Global Stewards Video

Wellington Global Stewards Fund

Stewardship investing focuses on companies that balance the interests of people, the planet and profits. In this video, Equity Portfolio Manager Yolanda Courtines, introduces the Wellington Global Stewards Fund — a highly selective, core, global equity fund.

By

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Video

2023-05-31

Climate Carbon emissions Article Macro and market Net zero Sustainable investing

How a diversified approach to climate return opportunities can support decarbonisation goals

Joy Perry and Ken Baumgartner explore how a diversified approach to climate return opportunities can support decarbonisation goals.

By

Joy Perry

Ken Baumgartner, CFA

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Article

2022-09-30

Impact Fixed income Sustainability Multi-asset Impact investing Discretionary Article

Fixed income impact investing: Growth, evolution, opportunity

Members of our fixed income team share their perspectives on the growing need for impact solutions, the expanding opportunity set and the team’s focus on engagement with issuers.

Multiple authors

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Article

2022-12-31

ESG Net zero Energy Utilities Equity Article

How behavioural finance analysis can help unearth hidden sustainability potential

Equity Portfolio Manager Tom Horsey shares his insights in how behavioural finance analysis can help unearth hidden sustainability potential.

By

Tom Horsey

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Article

2023-04-30

Climate Carbon emissions Quick Take Macro and market Energy Utilities ESG

The full climate-investing opportunity

From devastating floods in Australia — tragically, in many of the same areas hit by fires in recent years — to wildfires in Europe and the US, widespread disasters bring into stark reality the consequences today of a changing climate. The human toll of these events has become an unfortunate yet familiar part of the news cycle, but the second-order impacts of climate change on financial markets are sometimes less well understood. Many traditional approaches to climate investing have rightly focused on these risks, but we believe both their approach and their scope are often incomplete and lacking nuance, thereby creating inefficiencies in the climate-investing landscape.

By

Eric Krusell, CFA

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Quick Take

2023-04-30

Climate Article Long-short

Climate investing: The case for a market-neutral approach

We explore why climate change is a compelling organizing principle for investing and highlight the potential benefits and risks of market-neutral implementations.

By

Eric Krusell, CFA

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Article

2023-04-30

Climate Macro and market Sustainable investing Quick Take

Addressing the shared financial challenge of climate change

In February, the Intergovernmental Panel on Climate Change (IPCC), a body of the United Nations, released its Sixth Assessment Report, “Impacts, Adaptation and Vulnerability.” While the full report is 3,675 page long, the Technical Summary is just 96 pages and well worth the read. In the Summary alone, climate adaptation is referenced 442 times, versus 60 for climate mitigation.

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Quick Take

2022-07-30

Stewardship Sustainability Climate ESG Sustainable investing Quick Take

Stewardship and engagement: 2021 highlights and 2022 goals

Wellington’s long-standing commitment to deep fundamental research and meaningful engagement with investee companies continues to drive positive engagement outcomes that we believe support and enhance long-term investment value for our clients. We are proud of progress we made in 2021 advancing our stewardship priorities, and we have seen many positive outcomes spanning a range of environmental, social, and governance (ESG) issues. We look forward to continued momentum on ESG and to expanding our influence via active ownership in 2022.

By

Daniel Veazey

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Quick Take

2023-07-31

Russia ESG Energy Geopolitical Information technology Financials Industrials Real estate Consumer staples Article

How will war in Ukraine shift the ESG landscape?

Russia’s invasion of Ukraine has turned the spotlight on ESG in new ways. Our ESG Research Team highlights how the crisis may shape their analysis.

By

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Article

2023-03-31

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ESG insights for private companies Private portfolio companies Private equity ESG Sustainable investing Video

Five key ESG topics for private companies

Members of our private market ESG team highlight the topics they expect will be top of mind in the coming year, from diversity to data privacy to supply-chain issues.

By

Hillary Flynn

Celi Khanyile-Lynch

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Video

2022-12-31

Macro and market Sustainability Equity Fixed income Alternatives Climate Geopolitical Emerging markets Sustainable investing Tech & Innovation Event replay

Navigating a new tomorrow

In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.

By

Multiple speakers

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Event replay

2023-01-31

Climate Asset allocation Portfolio construction Sustainable investing Equity Quick Take

Adapting our capital market assumptions to the realities of climate risk

As the momentum behind decarbonisation and net-zero objectives builds around the world, asset owners are increasingly engaged in addressing the investment implications of climate change. The focus thus far has largely been on implementation at the security- and manager-selection levels, but there is a growing recognition of the need to factor climate change into broader investment policy and asset allocation decisions. To help with this process, our Investment Strategy Team, in partnership with our Climate and ESG teams, recently completed a comprehensive effort to integrate climate risks into our capital market assumptions (CMAs).

By

Ben Cooper, CFA

Patrick Wattiau

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Quick Take

2022-05-31

Climate Japan Sustainability Climate tech ESG Climate Strategy Article

Japan rises to the challenge of climate change

Two of our climate investors explain how Japanese companies are developing innovative solutions to protect society from the effects of climate change.

By

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Article

2023-02-28

Climate Risk management Sustainability Multi-asset Sustainable investing Article

Hedging climate risk: The best defense is a good offense

Climate risks have the potential to create a long-term return drag on investment portfolios. We suggest a straightforward approach to hedging the deleterious effects of climate change.

By

Erika Murphy, CFA, CAIA

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Article

2023-02-28

Equity Sustainable investing Event replay Climate ESG Macro and market

2021 Responsible Investor USA conference: Climate investor spotlight

In this event replay from the 2021 Responsible Investor USA conference, Portfolio Manager Alan Hsu discusses how you can dynamically build a portfolio of stocks for a pragmatic net zero CO2 strategy.

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Event replay

2023-01-31

Europe Fixed income Sustainability Distribution Sustainable investing Article

Evaluating labelled bonds: A robust framework is key

In this rapidly evolving market, we believe investors need a thoughtful approach to assessing issues’ suitability and combatting greenwashing, in order to generate real impact.

By

Paul Skinner

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Article

2022-09-30

Carbon emissions Utilities Energy Equity Article

Effective exposure to secular trends through listed infrastructure

How an allocation to select listed infrastructure companies can offer investors long-term exposure to secular trends such as decarbonisation.

By

Tom Levering

Ken Baumgartner, CFA

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Article

2023-01-31

Carbon emissions Energy Sustainable investing Alternatives Equity Opportunities and risks Article Climate ESG

Decarbonization and the energy transition: The next supercycle

The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.

By

Keith White

Kinga Darida, CFA

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Article

2022-12-31

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.

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Jean Hynes, CFA

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Article

2023-01-01

Outlook Private equity Macro and market Manager selection ESG Climate Alternatives investing Article

2022 Alternative Investment Outlook

Our 2022 Alternative Investment Outlook looks at 5 areas of focus for the coming year and explores private equity markets and ESG opportunities.

Multiple authors

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Article

2022-12-31

Climate ESG Future Themes Macro and market Quick Take

Ten essential climate questions for private companies

We explore how climate change impacts private companies and share the top questions for companies to be prepared to address as this issue grows.

By

Hillary Flynn

Julie Delongchamp, CFA

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Quick Take

2022-06-30

Climate Carbon emissions Macro and market Quick Take

Why COP26 was (probably) more constructive than headlines suggest

From better targets to methane to financial commitments, a climate investor shares his views on the lasting positive outcomes likely to emerge from the recent global conference on climate change.

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event

Quick Take

2022-07-31

Net zero Carbon emissions Biodiversity Climate Article

2022 Climate Change Investing Outlook

As the effects of climate change become more difficult to ignore, we suggest focusing on adaptation, mitigation, & engagement for 2022 climate investing plans.

Multiple authors

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Article

2022-12-31

Outlook Macro and market ESG Impact Stewardship Sustainable investing Article

2022 ESG & Sustainability Outlook

Our 2022 ESG & Sustainability Outlook previews our climate research and engagement approach for the coming year and offers investment strategy considerations.

Multiple authors

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Article

2022-12-31

Macro and market Outlook ESG Impact Stewardship Video No Optimizely Unique Perspectives

Driving positive outcomes: Our 2022 ESG research agenda

Director of ESG Research Carolina San Martin highlights key areas of focus for 2022, including talent management, supply chain accountability, and climate action — particularly with respect to biodiversity.

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Tim Antonelli, CFA, CAIA, FRM, SCR

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Video

2022-12-31

Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption

2022 Equity Outlook

Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year

Multiple authors

event

2023-01-27

Insurance Multi-asset Inflation COVID Whitepaper Credit ESG

Three transition year themes — inflation, capital, ESG

Insurance Multi-Asset Strategist Tim Antonelli believes 2022 could be a year of transition for the global insurance industry, with the three big themes of inflation, capital, and ESG likely to play prominent roles in many insurers’ strategic planning and decisions.

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Whitepaper

2022-12-01

Sustainable investing Impact investing Climate Fixed income Equity

Impact investing in practice: supporting the shift to alternative energy

In this case study, we explore how our impact team supports the shift to alternative energy while seeking to capture the associated return potential.

By

Tara Stilwell, CFA

event

2022-12-31

ESG Alternatives ESG insights for private companies Private portfolio companies Private equity Private debt Sustainable investing Article Alternatives investing

ESG in 2022: Insights for private companies

We profile why ESG factors matter in private markets, explore the diverse ESG issues private companies face across industries, highlight five key areas to prioritize, and share the essential steps private companies can take to keep up with today’s evolving ESG risks and opportunities.

Multiple authors

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Article

2022-11-30

Climate Sustainability Carbon emissions ESG Event replay

Climate Action’s Sustainable Investment Forum interview: Climate leader insight (Video replay)

In this event replay from the 2021 Sustainable Investment Forum North America, Head of Sustainable Investment Wendy Cromwell discusses the tools asset owners can consider to align portfolios with the energy transition, how investors are incorporating climate science into investment decisions, and how corporations can build credible climate commitments.

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event

Event replay

2022-10-28

Distribution Equity Sustainable investing Global Stewards Climate Net zero Portfolio construction Event replay

Tying ESG to alpha — in practice

In a climate-driven capital cycle, companies that prioritise the environment and formulate clear climate strategies can become market leaders.

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event

Event replay

2022-10-31

composite-notebook-tower-people-465360343

ESG Stewardship Climate Sustainable investing Business practices Net zero Article

Update on stewardship priorities

We share an update on our 2021 stewardship priorities, including diversity, equity, and inclusion (DEI) and climate change. We also provide an update on our ESG engagement and proxy voting activity in the quarter.

Multiple authors

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Article

2022-10-31

Impact Digital transformation Sustainability Distribution Equity Fixed income Impact investing

Impact investing in practice: bridging the digital divide

How does impact investing work in practice? We illustrate our approach through a-real life example focused on helping to bridge the digital divide.

By

Tara Stilwell, CFA

event

2022-11-30

Climate Sustainable investing Equity Net zero Portfolio construction Opportunities and risks Fundamental equity Enduring Assets Article

Roadmap to net zero

We outline a potential roadmap to help investors transition towards a net-zero emissions portfolio and highlight two strategies that may serve as potential building blocks.

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Article

2022-09-30

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Innovation Disruption Sustainability Tech & Innovation Asia tech Fundamental equity Global Industry Research Equity ESG Macro and market Article

Tech WELLcovered: Legacy redefined

Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.

Multiple authors

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Article

2022-11-30

Outlook Equity Fixed income Commodities Inflation Volatility Asset allocation Risk management Net zero Multi-asset Article

2022 Multi-Asset Outlook

In our 2022 Asset Allocation Outlook, we expect markets to focus on central bank efforts to tame inflation look at 5 post-pandemic essentials for 2022.

Multiple authors

event

Article

2022-12-31

Outlook USA China Inflation Geopolitical Climate Article

2022 Global Economic Outlook

Our 2022 economic outlook describes the forces we believe will shape macro & market events, including significant inflationary and geopolitical risks.

Multiple authors

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Article

2022-11-30

Multi-asset Macro and market Public pension (DB) Subadvisory Union (Taft Hartley) Endowments & foundations Single Balance sheet Alternatives Equity Fixed income Portfolio policy Opportunities and risks Climate Article

Changing “weather” patterns in alternatives and climate

Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.

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Adam Berger, CFA

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Article

2022-11-30

Sustainable investing Climate Carbon emissions Sustainability policies Net zero Event replay

The Economist’s Sustainability Week interview: Countdown to COP26

In this event replay from The Economist’s 2021 Sustainability Week, Head of Sustainable Investment Wendy Cromwell discusses how investors are incorporating climate science data into investment decisions, the anticipated implications for capital markets of climate change adaption, and net-zero considerations for the energy transition.

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event

Event replay

2022-10-31

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

Jim Bowers

event

Article

2022-10-31

Sustainability Impact investing ESG Sustainable investing Fundamental equity Fixed income Equity Impact Article

The what, where and how of impact investing

Portfolio Managers Campe Goodman and Tara Stilwell answer essential questions on impact investing, from where to find opportunities to what it means for financial returns.

By

Tara Stilwell, CFA

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Article

2022-10-15

Carbon emissions Sustainability Portfolio strategy Equity Fundamental equity Sustainable investing Climate Article

Climate conundrum: Will carbon constraints affect the pursuit of other portfolio objectives?

Members of our Fundamental Factor Team share their research on the potential for trade-offs when carbon goals are integrated into outcome-oriented, factor-based portfolios.

By

Katrina Price, CAIA

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Article

2022-10-31

Climate Opportunities and risks Sustainability Sustainable investing Equity Fixed income Global Industry Research ESG Podcast

Countering climate risks through collaboration

Global Industry Analyst Alan Hsu and Dr. Philip Duffy of Woodwell Climate Research Center discuss the importance of close cooperation between investors and climate scientists when addressing climate action.

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Dr. Philip Duffy, PhD

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Podcast

2022-10-31

Climate Macro and market Sustainability Sustainable investing Inflation Article

After the inflection point: How the climate challenge will transform the global economy

The decarbonization commitments of countries around the world will fundamentally reshape the global economy. Members of our Central Macro Team highlight their research findings, from the effects on growth and the cost of capital to the potential for geopolitical conflict and higher inflation.

Multiple authors

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Article

2022-10-31

Carbon emissions Climate Portfolio construction Sustainable investing Equity Europe Fundamental equity Article

Tangible steps to decarbonise portfolios

We explore why equity investors need to start reducing exposure to climate risk and outline a balanced approach to moving portfolios towards net zero.

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Portfolio Advisor Team

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Article

2022-09-30

Sustainable investing Equity Global Industry Research Fundamental equity ESG Article

Adapting to climate change: Investing in the resiliency imperative

As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires, and water scarcity.

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event

Article

2022-09-30

Net zero Climate Sustainability Carbon emissions Sustainable investing Business practices Article

Update on key sustainability initiatives (Q2 2021)

We offer an update and mid-year outlook on key climate- and sustainability-related initiatives at the firm. We also provide an update on our ESG engagement and proxy voting activity in the quarter.

Multiple authors

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Article

2022-06-30

Equity Stewardship Portfolio strategy Opportunities and risks Sustainable investing Distribution Article

People, planet, profit: investing with a stewardship mentality

An investment strategy with a long-term mindset focused on companies that weigh the interests of all stakeholders and generate strong returns on capital can potentially deliver good investment returns while helping to address ESG concerns.

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Article

2022-07-31

Carbon emissions Climate Sustainability Equity Sustainable investing ESG Risk management Article

Has climate transition risk been priced into equities?

The recent runup of some “green” equities has investors questioning whether climate transition risks have been priced in. But the lack of Scope 3 emissions data and wide variation in the quality of companies’ climate transition plans leave gaping inefficiencies that active investors can still exploit.

By

Erika Murphy, CFA, CAIA

event

Article

2022-05-31

Multi-asset Sustainability policies Climate Article ESG

Update on key sustainability initiatives

We highlight progress on key sustainability initiatives: interim targets for our net-zero commitment, inclusion of location data in climate disclosures, and expanding our compliance with SFDR.

By

Andria Weil

event

Article

2021-12-31

Climate Sustainability China Commodities Multi-asset ESG Sustainable investing Article

Using climate science to uncover investment opportunities

Investors are increasingly aware of the risks posed by climate change, but perhaps less so of the unexpected opportunities that climate science can help uncover.

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event

Article

2022-07-31

Sustainability Multi-asset Climate Opportunities and risks Portfolio strategy

Update on key sustainability initiatives

We highlight progress on key sustainability initiatives: interim targets for our net-zero commitment, inclusion of location data in climate disclosures, and expanding our compliance with SFDR.

By

Andria Weil

event

2021-12-31

Equity Fixed income Climate ESG Sustainable investing Article Geopolitical

Causes and effects of climate migration: Five essential insights

Climate-driven migration will have important social, economic, and geopolitical consequences. What experiences will drive people to leave their home? Which regions are at risk of disruption? Our Future Themes research team explores this complicated issue, including potential investment implications.

Multiple authors

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Article

2022-06-30

EMEA Fixed income Macro and market Sustainable investing Climate

Global credit: what to do about rising capital costs for carbon emitters

With the trend toward wider credit spreads for high carbon emitters likely to intensify, we believe avoiding issuers and industries with uncompensated ESG risks should benefit performance.

By

Joe Ramos

Caroline Casavant

event

2022-07-31

Climate Asset allocation Multi-asset Sustainable investing Article

Building climate resilience with strategic asset allocation framework

Driving volatility and dispersion, climate change could have lasting effects on the risk and return profile of a strategic asset allocation plan. We suggest allocators factor climate change into their structural planning today, and we propose a climate-aware allocation framework to help them do so.

By

Erika Murphy, CFA, CAIA

event

Article

2022-07-31

Sustainable investing Equity Fixed income Climate Carbon emissions Net zero Business practices Video

Net Zero Asset Managers initiative

By targeting net-zero emissions, investors can contribute to the global decarbonization effort. But what does this mean in practice? How do we pursue net zero while aiming to deliver competitive investment returns for clients? Our incoming CEO discusses our net-zero commitment, and members of our Sustainable Investing Team explain how we are approaching it.

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