France, Intermediary
Change
Sustainability considerations continue to affect markets and economies in new ways. We believe a focus on sustainability gives investors and the companies and issuers they invest in greater power to drive value and create strategic advantages.
Seeking better outcomes through unique perspectives
Integrated research
To help mitigate risk and enhance potential returns
Learn more
Integrated research
- Sustainability research available to all Wellington investment teams
- Climate-science-based collaborations with Woodwell Climate Research Center and the MIT Joint Program on the Science and Policy of Global Change
- Data-driven tools and technologies, including a proprietary climate-mapping application and sustainability-focused investor dashboards
Innovative solutions
To translate sustainability research into client-oriented outcomes
Learn more
Innovative solutions
- Stewardship investing*
- Sustainable theme investing
- Climate investing
- Impact investing
*Wellington formerly referred to these solutions as “ESG forefront investing.”
Influential engagement
To open avenues to value creation by advancing resilient business practices and sustainable outcomes
Learn more
Influential engagement
- Career industry analysts and experienced portfolio managers with access to company boards and management teams
- 7,463 tracked meetings in which E, S, or G topics were covered.* We believe these meetings open avenues to value creation through productive dialogue on material ESG issues.
- Ongoing enhancement of tools and technology for advancing engagements and outcomes
* Represents meetings with public-market issuers. Issuers refers to companies and sovereigns. All figures as of 31 December 2022. For the Wellington Management group of companies.
Industry leadership
To engage with policymakers and standard setters to improve client outcomes
Learn more
Industry leadership
- Founding member and advisory group leader of Net Zero Asset Managers initiative
- Senior-level representation on the UN Principles for Responsible Investment board and other industry initiatives
- Wellington Climate Leadership Coalition (WCLC) convenes asset-owner clients from Europe, North America, and Asia Pacific to forge a deeper understanding of the risks and opportunities associated with climate change
- Advocacy with policymakers and standard setters in support of standardization of sustainability disclosures
Sustainable investing and ESG solutions
Socially and environmentally positive themes underpinned by structural economic drivers are central to the investment philosophy in pursuit of value creation and/or risk management.
Seeks to invest in issuers that we believe contribute to a lower-carbon future, can help the world adapt to a changing climate, or are well positioned to manage transition and/or physical risks
Seeks to invest in issuers whose core products, services, or projects provide environmental and/or social solutions in a differentiated way, with the goal of driving measurable positive impact alongside financial returns
Sustainable investing and ESG funds
Get an in-depth view of our impact, climate, stewardship, and sustainable theme funds.
Stewardship and ESG integration
We see material ESG issues as strategic business issues that may affect the long-term value of the assets in which we invest. When issuers improve on ESG areas that could affect investment outcomes, we believe our clients should benefit.
Climate leadership
Collaborations with leading climate-science organizations Woodwell Climate Research Center and the MIT Joint Program on the Science and Policy of Global Change can inform our investment approaches and decision making. They also help support the Wellington Climate Leadership Coalition.
- Hero
Insights
Showing
of
Insights Posts
Green horizons: How the shift toward sustainable finance may reshape fixed income markets
Three sustainability trends have the potential to reshape fixed income markets, leading to a range of new opportunities for investors.
Quick Take
2024-08-31
Understanding the climate opportunity in alternatives
Portfolio Manager Alan Hsu highlights the potential inefficiencies created by traditional long-only climate strategies.
Video
2023-11-30
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.
Quick Take
2023-04-30
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.
Continue reading
Article
2023-06-30
Impact measurement and management: addressing key challenges
Our IMM practice leader describes common impact investing challenges and suggests ways to overcome them.
Quick Take
2023-10-31
Diversity, equity, and inclusion: FAQ
We answer some of our private portfolio companies’ most frequently asked questions on diversity, equity, and inclusion.
Continue reading
Article
2023-08-31
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.
Continue reading
Quick Take
2023-06-30
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.
Continue reading
Quick Take
2023-07-31
Global Impact Annual Report
Discover how we evolved our impact platform in 2021 and track the progress of select portfolio companies and issuers.
Continue reading
Report
2023-06-30
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.
Continue reading
Article
2023-06-30
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?
Continue reading
Event replay
2023-05-31
URL References
Related Insights
FAQs: Sustainable investing
ESG refers to the environmental, social, and governance standards that investors and other stakeholders can use to evaluate a company’s or issuer’s behavior and practices. Environmental (E) issues can include how a company or issuer recycles, manages water usage, lowers CO2 emissions, or disposes of waste. Social (S) issues comprise how a company manages relationships with employees, customers, vendors and suppliers, and the local community. Governance (G) issues can include board and leadership integrity, capital allocation, and executive compensation.
Sustainable investing seeks to generate positive financial returns alongside positive social and environmental outcomes. There are several sub-categories of SI, including impact, climate, ESG integration, and sustainable theme, among others. Sustainable investing can be done in public or private markets, and across equity, fixed income, and alternative asset classes.
Wellington’s sustainable and ESG investment approaches are all nonconcessionary, meaning the investment teams intend to deliver competitive investment returns — relative to benchmarks and peers — by leveraging their stated ESG or sustainable investing philosophy and process.
As with any relatively new market category, timely and transparent information, standardized disclosure and reporting, and consistent rating methodologies are important. Investors must be able to reasonably evaluate the sustainability of the assets in which they invest. In addition, some regions have been slow to embrace this category amid social, macro, or political headwinds. Reaching stated sustainability objectives may prove challenging for some companies and/or investors. Finally, the regulatory environment for sustainable investing, particularly regarding climate change, continues to evolve. Standards around business and investment practices are being developed but local inconsistencies remain.
Stewardship investing is a sustainable investing strategy focused on companies with industry-leading or markedly improving ESG practices. This type of investing generally seeks companies with strong commitments to sustainability, social responsibility, and ethical governance as pathways to increasing returns on capital. Wellington formerly referred to this approach as “ESG forefront investing.”
Impact investing seeks to use investment capital to generate competitive financial returns alongside positive outcomes for large-scale social or environmental challenges. For example, impact investment opportunities can be found in areas such as affordable housing, health care, education, financial inclusion, and renewable energy.
Climate investing is an increasingly broad category that can include investments in companies and other issuers that are actively developing solutions that help society adapt to or mitigate the effects of climate change. Climate-aware investing can also include the avoidance or underweighting of issuers or industries that may be unprepared for or heavily exposed to climate-related risks. Climate investors may seek to engage in constructive dialogue with issuers to help them build awareness of (and reduce) their climate-risk exposure.
The focus of sustainable theme investing is to address sustainability challenges through a specific thematic lens in pursuit of value creation and/or risk management. These investors aim, first, to identify socially and environmentally positive themes underpinned by structural economic drivers, and second, to invest in the drivers or beneficiaries of those trends.
Contact the team
Please fill out the form with any questions for the team.
Your request has been submitted.
