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Article Sustainable investing

Environmental Finance Sustainable Investment Awards 2022 — ESG innovation of the year, research

We are proud to receive this award for our continued work to enhance the ability to assess material financial risks of climate change.

The advisor did not pay a fee to be considered. Winners were selected by submitting an application, and Wellington was the only winner in the category. The award is not representative of any one client’s experience nor indicative of Wellington’s future performance.

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Article

Oyin Oduya named to inaugural Black Women in Asset Management’s 40 Under 40 list

Congratulations to Oyin Oduya, Impact Measurement and Management Practice Leader, who was selected in the Impact category of this year’s BWAM 40 Under 40 list honoring Black women shaping the future of asset management. Congratulations to all the honorees!
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CityWire Selector: What success as Wellington’s CEO would look like

Ten months in her new role, Wellington Chief Executive Officer Jean Hynes shares a taster of what she hopes to achieve in a wide-ranging interview with CityWire Selector. She discusses how she aspires to have the whole of humanity represented at Wellington, why she wants to remain an active investor and what the potential areas of growth are for the firm.
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Economist’s Climate Risk US panel: Understanding climate data (event replay)

In this event replay from the 2022 Economist’s Climate Risk US conference, Head of Sustainable Investment Wendy Cromwell joins a panel to discuss where firms can access high-quality, decision-relevant climate data—and where the data gaps are.
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Opinion: Five investment essentials for 2022

As the world continues to recover over the coming year, a cautiously optimistic outlook seems warranted. Nick Samouilhan, portfolio manager at Wellington Management, highlights five trends that should shape the next 11 months for investors. The coming year should welcome in a post-pandemic recovery — albeit with many fits and starts along the way.
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Article Sustainable investing

Large investors join GREEN to speed up climate action in real estate

We are pleased to join the Global Real Estate Engagement Network (GREEN), which aims to encourage real estate companies to improve their sustainability performance and reduce exposure to financial and non-financial climate risks. Wellington portfolio manager Bradford Stoesser and ESG research analyst Lauren White will sit on GREEN’s steering and engagement committees, respectively.
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Article

Wellington announces EGM approval of cross-border merger of Irish-domiciled Wellington Dynamic Diversified Income Fund into Luxembourg-domiciled Wellington

Wellington Management has announced the merger of the Wellington Dynamic Diversified Income Fund (a sub-fund of the Wellington Management Funds (Ireland) plc) into the Wellington Multi-Asset High Income Fund (a sub-fund of Wellington Management Funds (Luxembourg) III SICAV).
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Press release: Wellington Management expands Alternative Investment Resources

We are excited to announce the strategic expansion of our Alternatives Investments platform through the hiring of the investment team of Shelter Haven Capital Management.
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Erin K. Murphy to Succeed Edward J. Steinborn as Chief Financial Officer of Wellington Management

Wellington announces new Chief Financial Officer.
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Article Sustainable investing

Press release: Wellington Management and the MIT Joint Program announce climate change research collaboration

Through this alliance, the MIT Joint Program’s integrated team of natural and social scientists will provide our investment teams with comprehensive climate change projections that address various environmental, economic, and policy scenarios . The objective of this research is to outline decarbonization pathways for corporate operations, supply chains, and products, while also assessing their potential economic impacts.
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Financial Times Investing for Good USA panel: Building Equality and Diversity into Investment Portfolios (event replay)

In this event replay from the 2021 Financial Times Investing for Good USA conference, Portfolio Manager Yolanda Courtines joins a panel to discuss the role of investors in nudging the corporate sectors towards more responsible practices with regard to employees, consumers, and other stakeholders.
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Financial Times Investing for Good USA panel: Opportunities in the Green Recovery (event replay)

In this event replay from the 2021 Financial Times Investing for Good USA conference, Investment Director Erika Murphy joins a panel to discuss the opportunities offered to investors from the Biden administration’s ambitious climate goals focused on job creation.
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Article Sustainable investing

Wendy Cromwell re-elected to PRI board

Wendy Cromwell, Vice Chair and Head of Sustainable Investment, has been re-elected for a 2nd term to the board of the United Nations-backed Principles for Responsible Investment.
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Wellington Management expands private investing capabilities with new climate-focused senior investors

Wellington Management, today announced it has hired two senior investors focused on private market sustainable investing. This additional investment in resources builds on the firm’s 14 years in climate investing, over 25 years in alternatives investing and close to US$5 billion in dedicated committed capital in the private markets.
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Wellington Management names new co-heads of biotechnology team

We are pleased to announce that I-Hung Shih and Nilesh Kumar will co-lead our private market biotechnology team.
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Wellington Management’s Emerging Market Development Fund named the Best Sustainable ESG Thematic Fund category at Investment Week Awards.

Wellington Management is pleased to have won the Best Sustainable & ESG Thematic Fund category for its Wellington Emerging Market Development Fund at Investment Week Sustainable & ESG Investment Awards.

These awards are intended to honour best-in-class fund providers, research & ratings teams and service providers who have a key part to play as sustainable and ESG investing moves firmly mainstream. During a time of transition and rapid development, these awards are more important than ever in scrutinising sustainable and ESG investment propositions and highlighting excellence in this space. Entries were judged by a panel of sustainable and ESG investing experts drawn from across the industry.

For professional or institutional investors only. The award may not be representative of any one client’s experience. Past performance is no guarantee of future results. Wellington Management did not pay a fee to be considered.

Find out more

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Article Sustainable investing

Building a solid foundation: The latest steps in our net-zero journey

We are pleased to announce an initial commitment of US$146 billion in client assets aligned with achieving net-zero emissions by 2050 or sooner. In this statement from CEO Jean Hynes and Wendy Cromwell, Vice Chair and Head of Sustainable Investment, we outline our methodical, strategy-by-strategy approach that sets the foundation for further progress.
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Press Release: Wellington Management Launches Climate Market Neutral UCITS Fund

The Fund seeks absolute returns, primarily investing via long and short positions in companies globally, based on the assessment of relative-value opportunities between climate-advantaged and climate-disadvantaged companies.
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Wall Street Journal | 15 CEOs reflect on their pandemic year and the lessons they’ve learned

In this photo essay from the Wall Street Journal, 15 CEOs — including Wellington’s incoming CEO Jean Hynes — share how and where they’ve been working during the pandemic, and offer some lessons learned during this unprecedented time.

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Article

2021 Refinitiv Lipper Fund Award Winner

We are pleased to announce Wellington’s Global Health Care team have won a 2021 Lipper Fund Award within the Germany Fund Awards – Equity Sector Healthcare category.

These awards have been running for more than three decades, recognising funds and fund management firms for consistently strong risk-adjusted three-, five- and 10-year performance relative to their peers. Based on Lipper’s quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance.

Capital at risk. Past performance is no guarantee of future results. Awards should not be considered a recommendation. Data being linked to is that of a third party. No assurance is being provided as to its accuracy or completeness.
The Refinitiv Lipper Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months, Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see  lipperfundawards.com .

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Podcast

Bloomberg Opinion | Masters in Business Podcast, featuring Jean Hynes

Wellington’s incoming CEO Jean Hynes sat down with Barry Ritholtz for Bloomberg’s Masters in Business podcast series. Hear Jean and Barry cover a number of topics ranging from career advice — including the three things Jean’s mentor taught her and what advice she would give to recent college graduates, health care as a growth industry on the brink of making dramatic changes in oncology, Wellington’s expansion into alternatives and private equity, and more.
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Wellington Joins Corporate Call to Action: Coalition for Equity and Opportunity

Wellington is proud to be a member of the Corporate Call to Action and to commit to transparency around our diversity, equity, and inclusion efforts. A diverse workforce and inclusive culture are critical to the pursuit of our mission: to exceed the investment and service expectations of our clients.
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Wellington Management expands European presence with new office in Milan

Wellington has opened a new office in Milan, underscoring our commitment to the Italian market, which we see as a key strategic priority. Wellington has been serving Italian clients such as pension funds, insurance companies and intermediaries for 20 years. The new office will bring us closer to our clients and help us to serve them better, giving them access to our broad expertise across asset classes.
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Wellington joins Net Zero Asset Managers Initiative

We are pleased to announce that Wellington Management is joining the Net Zero Asset Managers Initiative as a founding member. Through this initiative, we commit to work in partnership with clients on their decarbonization goals and to set an interim target for the proportion of assets to be managed in line with the attainment of net-zero emissions by 2050.
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Professional Pensions Investment Awards 2020 — Multi Asset/Sector Credit Manager of the Year

Wellington has won Multi Asset/Sector Credit Manager of the Year at the Professional Pensions Investment Awards 2020. We were commended among other things for the breadth and depth of our credit platform and for navigating the challenges of COVID-19’s impact on capital markets.

For professional or institutional investors only. The award may not be representative of any one client’s experience. Past performance is no guarantee of future results. Wellington Management did not pay a fee to be considered.

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Article

50 Leading Women in Hedge Funds

We are pleased to announce that Portfolio Managers Ann Gallo and Arancha Cano were recently recognized as two of The Hedge Fund Journal’s ”50 Leading Women in Hedge Funds.” For more on Ann and Arancha, view the full article here.

Wellington Management did not pay a fee to be considered. Editors of Hedge Fund Journal selected 50 women to feature in their publication based on the biographies of the individuals. Inclusion in this publication is not indicative of Wellington Management’s past or future performance.

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Article Sustainable investing

Jean Hynes featured in recent Boston Globe article

The Boston Globe published an article, in late October, featuring Jean Hynes, titled “Wellington appoints its first female CEO, still a rarity in the fund management world.” In the article, Jean shares her vision for the future of our firm — including a deliberate approach to diversity and inclusion and a focus on private equity, sustainable investing, and climate change initiatives.

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Jean Hynes to Succeed Brendan Swords as Chief Executive Officer of Wellington Management

Wellington Management announced that Brendan Swords, Chief Executive Officer, will retire from Wellington on 30 June 2021. At that time Jean Hynes, Managing Partner, will succeed Mr. Swords as Chief Executive Officer.
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Citywire Selector: Fintech opportunities in the wake of the pandemic

Bruce Glazer, portfolio manager of the Wellington FinTech Fund, profiles how the COVID-19 pandemic is accelerating fintech’s most compelling themes and explores the likely leaders of this enduring growth story.
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2020 Environmental Finance IMPACT Award Winner

We are honoured that Wellington Management’s Global Impact Bond Fund has been named Fixed Income Impact Fund of the Year 2020 by Environmental Finance. Our Global Impact Bond Fund — our first global, multi-sector fixed income impact fund — was launched in May 2019, and seeks to have a positive, measurable impact by investing exclusively in debt issued by companies and other organisations whose products, services and projects address major social and environmental challenges. Learn more about the award here and about our Global Impact Bond Fund here.

For professional or institutional investors only. The award may not be representative of any one client’s experience. Past performance is no guarantee of future results. The award is not indicative of Wellington Management’s or the Fund’s future performance. Wellington Management did not pay a fee to be considered. Winners were selected on a points-based scoring system by a large panel of industry experts and institutional investors active in the market. Wellington Management was the only winner in this category, which was judged based on Environmental Finance’s criteria.

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Press release: Wellington Management launches Global Property Fund

The new fund focuses on tenant demand in its search for listed property companies with consistent or improving free cash flow and the potential to grow dividends.
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Article Sustainable investing

Wellington and leading Canadian pension plan to further integrate climate science research

Wellington Management, one of the world’s largest independent investment management firms, and Ontario Teachers’ Pension Plan (“Ontario Teachers’”), the largest single-profession pension plan in Canada, announced they have expanded their strategic relationship to further integrate leading climate science research into the pension plan’s investment process. For this new initiative with Ontario Teachers, Wellington will continue to collaborate with Woods Hole Research Center, the world’s top-ranked climate change think tank.
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2020 Refinitiv Lipper Fund Award Winner

We are pleased to announce Wellington Management have won two categories in the 2020 Refinitiv Lipper Fund Awards.

  1. Europe Group Awards, Equity, Large Company
  2. France Group Awards, Equity, Large Company

These awards have been running for 30 years, recognising funds and fund management firms for consistently strong risk-adjusted performance relative to peers over three, five and 10 years. Winners are calculated using a combination of Refinitiv data and quantitative analysis by Lipper’s internal analysts.

Capital at risk. Past performance is no guarantee of future results. Awards should not be considered a recommendation. Data being linked to is that of a third party. No assurance is being provided as to its accuracy or completeness. The Refinitiv Lipper Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.

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Press release: Wellington Management launches US Dynamic Equity Fund

This UCITS fund aims to outperform the US equity market by investing in a select group of high-conviction “best ideas” as well as passive exposure to the S&P 500 Index. We believe this is a cost-effective approach which will appeal to investors seeking a fund that combines passive investing with active management’s potential for outperformance.
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Insurance Asset Risk Awards 2020 — Investment Innovation of the Year

Wellington Management is pleased to have won the 2020 Investment Innovation of the Year award from Insurance Asset Risk. Climate risk is a key topic for global insurance companies, and this award highlights our commitment to climate science and our research partnership with Woods Hole Research Center, the world’s leading independent climate science institute.

For professional or institutional investors only. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

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Press release: Wellington Management selected as manager for EM sub-fund

Brunel Pension Partnership, a UK-based Limited Partnership which brings together circa £30 billion investments of 10 like-minded Local Government Pension Schemes, announced that Wellington Management was one of three managers selected to manage an Emerging Markets equity sub-fund. According to the release, the three winning managers selected for the mandate were culled from among more than 160 strategies.
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Article

Wellington Management’s Global Impact Bond Fund named Best New Entrant at Investment Week’s 2019 Sustainable & ESG Investment Awards

Wellington Management is pleased to have won the Best New Entrant award for Wellington Global Impact Bond Fund at Investment Week’s 2019 Sustainable & ESG Investment Awards.

The awards celebrate firms that demonstrate expertise and commitment to environmental, social and ethical issues, as well as good corporate behaviour. Finalists were chosen by Investment Week’s judging panel based on criteria including clarity of ESG investment objectives, strong performance, experience in the sector, communication to investors, transparency, good reputation and compliance.

For professional or institutional investors only. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

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Press release: Wellington Management Announces Distribution Agreement with Raymond James UK

Expands Investment Offering to Wealth Market
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The Business Times | Successful innovation investing

In a recent roundtable with The Business Times, three experts — including Wellington’s Michael Masdea — shared their views on today’s megatrends and the investable opportunities sparked by innovation that extends far beyond technology alone.

Source: The Business Times
© Singapore Press Holdings Limited. Permission required for reproduction.

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Article Sustainable investing

Press release: Wellington and CalPERS announce new framework for assessing climate change risks

Wellington Management and the California Public Employees’ Retirement System (CalPERS) have launched a new framework designed to help companies and their executive teams assess and disclose the potential impacts of the physical risks of climate change (P-ROCC) on their business. This new P-ROCC framework seeks to improve how companies disclose their physical vulnerabilities, and thereby help asset owners and investment managers better evaluate the ability of the companies they invest in to adapt to or mitigate such risks.
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Press release: Wellington joins the Association of British Insurers as associate member

Wellington is honoured to be the first investment manager to become an associate member of the Association of British Insurers. As a trusted steward of our clients’ assets, our commitment to British insurers requires a deep understanding of both the regulatory environment and the challenges facing their investment portfolios. This includes climate change, where the ABI has been actively helping insurers to understand the related risks and policy initiatives.
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Portfolio Adviser: Modi’s millennials drive India’s online revolution

Simon Henry, portfolio manager of Wellington EM Development Fund, highlights the findings of a recent grassroots research trip to India where he participated in consumer interviews and focus group discussions to identify important investable themes. – Sponsored content

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Press release: Wellington Management Launches Global Impact Bond UCITS Fund

This Fund seeks to have a measurable, positive impact on major global social and environmental challenges while also aiming to deliver attractive total returns for investors.
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Reactions magazine’s Women’s Leadership Forum 2019

Insurance Fixed Income Portfolio Managers Alyssa Irving and Elizabeth Kleinerman were recently featured as part of Reactions magazine’s Women’s Leadership Forum 2019. Alyssa and Liz reflect on valuable personal and professional advice they have received throughout their careers and provide insightful lessons learned both inside and outside of Wellington. – Sponsored content

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Podcast

Hear Jean Hynes on the Capital Allocators podcast

Wellington’s Jean Hynes was recently featured on the Capital Allocators podcast, discussing her nearly three decades as a health care investor and her experience as a senior leader of our firm. During the interview, she touches on Wellington’s collaborative culture, our approach to globalisation, and changes in the health care sector.
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Press release: Wellington Management launches Climate Strategy UCITS fund

Wellington Management today announced the launch of the Wellington Climate Strategy Fund. This UCITS-compliant equity fund seeks long-term total returns by investing globally, primarily in companies the investment team believes are directly addressing environmental sustainability or climate risks through their products, services or capital.
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Press release: Wellington Management Launches a Dedicated FinTech UCITS Fund

The Fund seeks to capitalise on the digital transformation of the financial services industry, in what the team believes could be a multi-decade investment opportunity. The Fund will take an unconstrained approach across regions and sectors, with active stock selection.
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Article Sustainable investing

Press release: Strategic climate science initiative

Wellington Management, one of the world’s largest independent investment management firms, and Woods Hole Research Center, the world’s leading independent climate research institute, today announced a collaborative initiative to integrate climate science and asset management.
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Press release: Wellington Management opens new office in Toronto

Wellington today announced the opening of its first Canadian office. Located in the Exchange Tower at 130 King Street West in Toronto, the new office creates greater proximity to better serve Wellington’s clients.

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