-
-
USD 1 T+
-
Assets managed firmwide
-
Corporate Sustainability
Investment Solutions
Our approach to sustainability
United Kingdom, Intermediary
Change
Pause
Play
- <p>Unique Perspectives from Wellington</p>
- Impact Investing
Why Wellington Management
Wellington Management is one of the world’s largest privately owned fund managers. Our funds provide wealth managers, institutions, and financial intermediaries in the UK with access to innovative investment solutions created by our diverse investment teams. Our skilled investors work together to uncover new investment ideas and pursue strong long-term results for your clients.
-
-
1,063
-
Investment professionals
-
-
-
2,565
-
Number of clients
-
-
-
61
-
Client locations by country/region
-
All figures are for the Wellington Management Group of companies as at 31 March 2023.
Fund Ideas
Global Impact Bond Fund
Global fixed income fund aiming to generate a financial return and measurable environmental or social impact.
Global Impact Fund
Global equity fund aiming to generate a financial return and measurable societal or environmental impact.
Climate Market Neutral Fund
A global equity long/short fund with a focus on climate risks and opportunities.
Euro High Yield Bond Fund
Fixed income fund investing primarily in Euro-denominated high-yield bonds, seeking investment opportunities in out-of-favour areas of the market.
Global Stewards Fund
A highly selective global equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance.
Focus on Sustainable investing
Pause
Play
- Impact investing
- Climate investing
- Stewardship investing
- Sustainable thematic investing
Featured content
Showing
of
Insights Posts
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.
Article
2024-03-31
URL References
Related Insights
Latest sustainable investing Insights
Showing
of
Insights Posts
Climate resiliency factor: Helping asset owners go “long” climate change
We aim to offer asset owners an intuitive way to integrate climate risks into their portfolios and shift their expected return profile for better potential outcomes.
Article
2024-05-31
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?
Article
2024-05-31
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.
Continue reading
Article
2024-05-31
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?
Article
2024-05-31
2022 Sustainability Report
We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
Report
2024-04-30
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.
Whitepaper
2024-04-30
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.
Article
2024-02-29
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.
Continue reading
Article
2024-01-31
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.
Article
2023-10-31
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
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
GET WELLINGTON'S TOP NEWS AND INSIGHTS IN YOUR INBOX
Subscribe now to receive our monthly newsletter and stay abreast of the latest trends, brought to you directly from our investment experts.
Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees.
Source: Wellington Management
Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed and can go down as well as up. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the offering documents for the relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.
