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700+
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investment professionals, including dedicated ESG Research Team, collaborating on sustainability
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Hong Kong (香港), Individual
Change
AT A GLANCE
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50+
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external climate scientists providing deep insights to our investment teams
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200+
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investment approaches incorporating ESG research and analysis
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16,000+
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company engagements a year focusing on sustainable behaviours and practices
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All data refers to companies belonging to Wellington Management group, data as of 30 September 2021.
SUSTAINABLE INVESTING
We seek to drive more sustainable outcomes for clients through our three core activities:
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PARTNER
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INVEST
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ENGAGE
PARTNER
Along with our extensive research on sustainable investing, we partner with leading organizations to educate ourselves and provide leadership on asset-management perspectives.
A voluntary framework by which investors can incorporate ESG issues into their decision-making and ownership practices.
Addresses the world's biggest sustainability challenges by inspiring its network to integrate ESG practices and influence meaningful policy change.
Develops disclosures for use by companies in providing information to relevant stakeholders.
The 17 goals and 169 underlying targets aim to increase global economic growth, decrease inequality and promote peace and justice.
Nonprofit industry leader setting standards for impact investing across asset classes.
Manages a global carbon disclosure system that provides company, city, and regional leaders with data for making critical environment-related decisions.
Partnership in practice
Find out more about how we are bridging the gap between climate science and investing through our collaboration with Woodwell Climate Research Center.
INVEST
Our sustainable investment offering seeks to address the breadth of our clients' differing needs with one common objective — to outperform our benchmarks and deliver competitive returns. We group them under three main categories.
ESG integration and engagement
Integrating ESG research into investment processes and engagement activity with the aim to achieve better long-term return outcomes
Thematic investing
Focusing on underappreciated investment opportunities resulting from long-term trends such as climate change
Impact investing
Seeking positive, measurable social and environmental outcomes alongside competitive financial returns
Investment in practice
Wellington is proud to be among the first signatories to the Net Zero Asset Managers initiative (NZAMI), working with industry peers to achieve net-zero greenhouse gas emissions by 2050 or sooner.
ENGAGE
By actively engaging with issuers and exercising our voting rights, our investment professionals aim to enhance the value of our client investments over the long term.
Engagement in practice
Carolina San Martin, head of ESG research, explores how we maximise the impact of our engagement by focusing on key areas of concern to clients and investment teams.
The SFC published the Principles of Responsible Ownership to provide guidance to assist investors to determine how best to meet their ownership responsibilities, particularly the right to speak and vote on matters that can influence the way in which a business is conducted. Find out how we have adopted these Principles.
corporate sustainability
We aim to incorporate sustainable behaviour into our own business practices through the WellSustain programme, centred on three main areas:
Environment
We aim to be carbon neutral in our operations by 2022. This includes a groundbreaking agreement to match the home and office electricity use of a large part of our workforce with new renewable energy.
Community
We actively support the communities where our clients and employees live and work, most notably through our foundations, which promote and support education.
Culture
We see our collegial, collaborative culture as a sustainable competitive advantage and believe a diverse workforce and inclusive culture are vital to success.
FEATURED INSIGHTS
- Wellington Sustainability Report 2021
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URL References
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DISCLOSURE
This material and its contents may not be reproduced or distributed, in whole or in part, without the express written consent of Wellington Management. This document is intended for information purposes only. It is not an offer or a solicitation by anyone, to subscribe for shares in Wellington Management Funds (Luxembourg) III SICAV (the Fund). Nothing in this document should be interpreted as advice, nor is it a recommendation to buy or sell shares. Investment in the Fund may not be suitable for all investors. Any views expressed are those of the author at the time of writing and are subject to change without notice. Investors should carefully read the Key Facts Statement (KFS), Prospectus, and Hong Kong Covering Document for the Fund and the sub-fund(s) for details, including risk factors, before making an investment decision. Other relevant documents are the annual report (and semi-annual report).
Issued by Wellington Management Hong Kong Limited. Investment involves risk. Past performance is not indicative of future performance. This document has not been reviewed by the Securities and Futures Commission of Hong Kong.
