- Head of Sustainable Investment
- About Us
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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
To help mitigate risk and enhance potential returns
To translate sustainability research into client-oriented outcomes
*Wellington formerly referred to these solutions as “ESG forefront investing.”
To open avenues to value creation by advancing resilient business practices and sustainable 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.
To engage with policymakers and standard setters to improve client outcomes
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.
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.
Meet our sustainable and esg investing experts
, CFA, CPA, CAIA
Carolina San Martin
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.
Private investing portfolio company interview with AMP Robotics CEO
Dr. Matanya Horowitz, CEO of AMP Robotics, highlights how the company integrates AI and robotics into the recycling industry and explores the “actionable guidance” Wellington provides on ESG and other strategic issues.
Decoding impact expectations: best practices for impact investors and companies
We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.
Why sustainable food systems matter to investors
Our climate research expert explores insights from our joint work with Woodwell Climate Research Center on the pivotal relationship between food systems and biodiversity and highlights potential investment opportunities.
Why climate change matters in private markets
Power hungry: Why the energy transition may depend on storage and flexibility
See why our utilities experts see demand for large-scale batteries and flexible-power generation growing more than consensus.
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.
When extreme weather becomes the norm: what’s next for climate investors?
Climate investors can play a crucial role in accelerating mitigation and adaptation solutions. But finding investable opportunities requires a deep understanding of the climate investing landscape.
WellSaid: The economic significance of biodiversity
In this short clip from his WellSaid podcast interview, Dr. Zach Zobel of Woodwell Climate Research Center discusses the economic importance of coral reefs — lynchpins of marine biodiversity and vital to fishing, tourism, and other industries.
Why impact bonds make financial sense
We explore how impact bond investments can help deliver the dual benefits of attractive fixed income returns and material, additional and measurable impact.
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.
FAQs: Sustainable investing
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.