Sustainable Finance Disclosure Regulation

Wellington Management aims to approach the Sustainable Finance Disclosure Regulation (SFDR), part of the EU’s Action Plan for Financing Sustainable Growth, with investment integrity and in a manner consistent with our clients' expectations.

Sustainability Risk Investment Policy
The following documents provide information about our policies for integrating sustainability risks into our investment decision-making process.
ADVERSE SUSTAINABILITY IMPACTS STATEMENTS
The following documents provide information about how we consider the principal adverse impacts of our investment decisions on sustainability factors.
FRAMEWORK FOR EVALUATING GOVERNANCE PRACTICES

The following document describes our governance practices.

Document
Effective date
Download
Good Governance Assessment for Article 8 and 9 SFDR
10/03/2021
English
EXCLUSIONS​

For certain Wellington Management Funds and at the request of a separate account client, Wellington Management can apply exclusions to companies participating in economic activity which they may deem to be harmful to the environment or society. While not all clients may wish to apply exclusions, this document explains the policies of Wellington Management on the exclusions of issuers from our clients’ investable universe where our clients have elected to apply exclusions.

Document
Effective date
Download
Wellington Management Exclusions Policy
03/10/2021
English