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Sustainable Finance Disclosure Regulation

Overview

EU sustainability-related investment regulations are a continued focus for  Wellington. This includes the Sustainable Finance Disclosure Regulation (SFDR) — a key part of the EU’s Action Plan for Financing Sustainable Growth — which has been a priority for us since 2019. Having put in place the requisite product disclosures and policies for March 2021, we have widened our focus to ensure we understand and effectively implement the expanded Level II standards. Other sustainability-related investment regulations that are central to our current efforts include the implementation of the EU environmental taxonomy and the MIFID sustainability preferences. Wellington is fully committed to ESG integration and sustainability with the support of firmwide Sustainable Investment Governance, Management and Leadership teams. We have also assembled a Sustainable Investment Regulatory and Third-Party Working Group to focus on the sustainability-related regulations. Our objective is to extend our partnership with clients to meet both their financial and sustainable investment goals. With that in mind, we are pleased to share our latest report explaining the different regulations and how we are implementing them to support clients on their respective sustainability journeys. 

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Wendy Cromwell

, CFA

Head of Sustainable Investment
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Cheryl Duckworth

, CFA

Head of Sustainable Investment, Client Group
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Andria Weil

Director of Sustainable Investment Policy
  •  Article 8 ("light green"): Products which have, among other characteristics, environmental or social characteristics as defined under Article 8 of SFDR.
  • Article 9 ("dark green"): Products which have a sustainable investment or carbon-emissions reduction objective in addition to financial objectives as defined under Article 9 of SFDR.

   Exclusions

    The following documents contain information about the type of issuers that our funds may avoid investing in (referred to as ‘exclusions’). Information on                 whether and how exclusions are used by a fund is available in the investment objectives and policy disclosures sections of the funds’ prospectuses

DOCUMENT
EFFECTIVE DATE DOWNLOAD
Wellington Management Exclusion Policy 09/01/2022 PDF (EN)
Modern Slavery Assessment 01/07/2022 PDF (EN)

 

Sustainable Investing

Our holistic approach triangulates insights on potential investments from fundamental equity, credit and sustainable research perspectives. Achieving our clients’ investment goals means integrating our sustainable research and engagement practices across our investment platform.

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