Wellington Topics

Private portfolio companies Private equity ESG ESG insights for private companies Regulatory Alternatives Venture capital Article

The critical role of ESG in private equity

Explore our full ESG insights for private companies series with our latest research on governance, DEI, climate, and much more.

By

Hillary Flynn

Andrew Morales

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Article

2024-10-31

Asset allocation ESG Fixed income Sustainable investing Impact Quick Take

Sustainable fixed income: Key terms allocators should know

ESG integration versus sustainable investing: What’s the difference? We explain a few key distinctions that are important for allocators to understand.

By

Anand Dharan, CFA

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Quick Take

2023-06-30

Europe Small cap Sustainability Sustainable investing Active management Innovation ESG Equity Fundamental equity Fund of funds Article

Hidden corners of sustainability-related innovation

European small-cap equities are at the forefront of sustainability-related innovation but getting exposure to those opportunities requires a combination of research, engagement and long-term mindset.

By

Anna E. Lundén, CFA

Louise Kooy-Henckel

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Article

2023-06-30

ESG insights for private companies Private portfolio companies Climate Private equity Private investments ESG Alternatives Sustainable investing Article

Why climate change matters

We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.

Multiple authors

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Article

2023-08-31

ESG insights for private companies Private portfolio companies DEI Private equity Private investments ESG Alternatives Article

Diversity, equity, and inclusion: FAQ

We answer some of our private portfolio companies’ most frequently asked questions on diversity, equity, and inclusion.

Multiple authors

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Article

2023-08-31

ESG insights for private companies Private portfolio companies Business practices ESG Alternatives investing DEI Sustainability policies Alternatives Private equity Sustainable investing Article

Governance best practices in public markets

For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.

Multiple authors

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Article

2023-07-31

ESG Stewardship Sustainability Sustainable investing Business practices Quick Take

ESG and stewardship: Key updates to focus topics and voting guidelines

We provide an update on our ESG integration and stewardship efforts, including updates to our proxy voting guidelines to enhance our commitments in key areas.

By

Carolina San Martin, CFA

Daniel Veazey

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Quick Take

2022-10-31

Sustainability ESG Sustainable investing Impact Climate Net zero Stewardship Carbon emissions Sustainability policies Business practices Article

Mid-2022 ESG & Sustainability Outlook

Our Mid-2022 Sustainability Outlook provides an update on our sustainability efforts, expansion of research into the economic impacts of climate change, ESG integration and stewardship, and impact platform.

Multiple authors

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Article

2022-12-31

Fixed income Sustainability ESG Portfolio strategy Quick Take

Sustainable fixed income investing entering the mainstream

This short piece explores the continued rise of sustainable fixed income investing and links to a more in-depth white paper on the topic.

Multiple authors

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Quick Take

2022-12-31

Fixed income ESG Global Industry Research Macro and market Opportunities and risks Portfolio policy Video

Wellington Euro High Yield Bond Fund: Seeking investment opportunities in out-of-favour areas of the market

Investment Director Susan Chacko discuss why the European high-yield market can be an interesting asset class for clients, and they outline the philosophy of the Wellington Euro High Yield Bond Fund.

By

Susan Chacko, CFA

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Video

2023-05-31

ESG Sustainability Fixed income Macro and market Government bonds Credit Sustainable investing Impact investing Article

Sustainable fixed income investing comes of age

ESG integration and sustainable investing have gained considerable traction in global fixed income markets. Investment Directors Anand Dharan and Meredith Joly and Fixed Income Trader Keenan Choy discuss this ongoing trend and some of its key implications for asset allocators.

Multiple authors

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Article

2023-06-30

Sustainability policies Net zero ESG Carbon emissions Sustainable investing Business practices Quick Take Corporate social responsibility

Deepening our commitment to sustainability: Highlights from 2021

Head of Sustainable Investment Wendy Cromwell shares 2021 sustainability highlights across our investment, client, and infrastructure platforms.

By

Wendy Cromwell, CFA

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Quick Take

2023-05-30

ESG Net zero Energy Utilities Equity Article

How behavioural finance analysis can help unearth hidden sustainability potential

Equity Portfolio Manager Tom Horsey shares his insights in how behavioural finance analysis can help unearth hidden sustainability potential.

By

Tom Horsey

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Article

2023-04-30

Climate Macro and market ESG Carbon emissions Energy Utilities Article

The full climate-investing opportunity

From devastating floods in Australia — tragically, in many of the same areas hit by fires in recent years — to wildfires in Europe and the US, widespread disasters bring into stark reality the consequences today of a changing climate. The human toll of these events has become an unfortunate yet familiar part of the news cycle, but the second-order impacts of climate change on financial markets are sometimes less well understood. Many traditional approaches to climate investing have rightly focused on these risks, but we believe both their approach and their scope are often incomplete and lacking nuance, thereby creating inefficiencies in the climate-investing landscape.

Multiple authors

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Article

2022-10-31

ESG insights for private companies Private portfolio companies ESG Sustainability Alternatives Private equity Article

Cybersecurity in 2022

The ongoing conflict in Ukraine has raised the profile of today’s heightened cybersecurity risks. Here, we highlight the rising cybersecurity problem, explore how it affects the private sphere, discuss key regulatory considerations, and share best practices for private companies facing these threats.

Multiple authors

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Article

2023-03-31

Stewardship Sustainability Climate ESG Sustainable investing Quick Take

Stewardship and engagement: 2021 highlights and 2022 goals

Wellington’s long-standing commitment to deep fundamental research and meaningful engagement with investee companies continues to drive positive engagement outcomes that we believe support and enhance long-term investment value for our clients. We are proud of progress we made in 2021 advancing our stewardship priorities, and we have seen many positive outcomes spanning a range of environmental, social, and governance (ESG) issues. We look forward to continued momentum on ESG and to expanding our influence via active ownership in 2022.

By

Daniel Veazey

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Quick Take

2023-07-31

Russia ESG Energy Geopolitical Information technology Financials Industrials Real estate Consumer staples Article

How will war in Ukraine shift the ESG landscape?

Russia’s invasion of Ukraine has turned the spotlight on ESG in new ways. Our ESG Research Team highlights how the crisis may shape their analysis.

By

Carolina San Martin, CFA

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Article

2023-03-31

ESG insights for private companies Private portfolio companies Private equity ESG Sustainable investing Video

Five key ESG topics for private companies

Members of our private market ESG team highlight the topics they expect will be top of mind in the coming year, from diversity to data privacy to supply-chain issues.

By

Hillary Flynn

Celi Khanyile-Lynch

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Video

2022-12-31

Equity Sustainable investing Event replay Climate ESG Macro and market

2021 Responsible Investor USA conference: Climate investor spotlight

In this event replay from the 2021 Responsible Investor USA conference, Portfolio Manager Alan Hsu discusses how you can dynamically build a portfolio of stocks for a pragmatic net zero CO2 strategy.

By

Alan Hsu

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Event replay

2023-01-31

Climate Japan Sustainability Climate tech ESG Climate Strategy Article

Japan rises to the challenge of climate change

Two of our climate investors explain how Japanese companies are developing innovative solutions to protect society from the effects of climate change.

By

Alan Hsu

Christopher Goolgasian, CFA, CPA, CAIA

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Article

2023-02-28

Carbon emissions Energy Sustainable investing Alternatives Equity Opportunities and risks Article Climate ESG

Decarbonization and the energy transition: The next supercycle

The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.

By

Keith White

Kinga Darida, CFA

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Article

2022-12-31

Outlook Private equity Macro and market Manager selection ESG Climate Alternatives investing Article

2022 Alternative Investment Outlook

Our 2022 Alternative Investment Outlook looks at 5 areas of focus for the coming year and explores private equity markets and ESG opportunities.

Multiple authors

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Article

2022-12-31

Climate ESG Future Themes Macro and market Quick Take

Ten essential climate questions for private companies

We explore how climate change impacts private companies and share the top questions for companies to be prepared to address as this issue grows.

By

Hillary Flynn

Julie Delongchamp, CFA

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Quick Take

2022-06-30

Outlook Macro and market ESG Impact Stewardship Sustainable investing Article

2022 ESG & Sustainability Outlook

Our 2022 ESG & Sustainability Outlook previews our climate research and engagement approach for the coming year and offers investment strategy considerations.

Multiple authors

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Article

2022-12-31

Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption

2022 Equity Outlook

Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year

Multiple authors

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2023-01-27

ESG Alternatives ESG insights for private companies Private portfolio companies Private equity Private debt Sustainable investing Article Alternatives investing

ESG in 2022: Insights for private companies

We profile why ESG factors matter in private markets, explore the diverse ESG issues private companies face across industries, highlight five key areas to prioritize, and share the essential steps private companies can take to keep up with today’s evolving ESG risks and opportunities.

Multiple authors

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Article

2022-11-30

Climate Sustainability Carbon emissions ESG Event replay

Climate Action’s Sustainable Investment Forum interview: Climate leader insight (Video replay)

In this event replay from the 2021 Sustainable Investment Forum North America, Head of Sustainable Investment Wendy Cromwell discusses the tools asset owners can consider to align portfolios with the energy transition, how investors are incorporating climate science into investment decisions, and how corporations can build credible climate commitments.

By

Wendy Cromwell, CFA

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Event replay

2022-10-28

Innovation Disruption Sustainability Tech & Innovation Asia tech Fundamental equity Global Industry Research Equity ESG Macro and market Article

Tech WELLcovered: Legacy redefined

Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.

Multiple authors

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Article

2022-11-30

ESG Stewardship Climate Sustainable investing Business practices Net zero Article

Update on stewardship priorities

We share an update on our 2021 stewardship priorities, including diversity, equity, and inclusion (DEI) and climate change. We also provide an update on our ESG engagement and proxy voting activity in the quarter.

Multiple authors

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Article

2022-10-31

Climate Opportunities and risks Sustainability Sustainable investing Equity Fixed income Global Industry Research ESG Podcast

Countering climate risks through collaboration

Global Industry Analyst Alan Hsu and Dr. Philip Duffy of Woodwell Climate Research Center discuss the importance of close cooperation between investors and climate scientists when addressing climate action.

By

Alan Hsu

Dr. Philip Duffy, PhD

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Podcast

2022-10-31

Sustainability Impact investing ESG Sustainable investing Fundamental equity Fixed income Equity Impact Article

The what, where and how of impact investing

Portfolio Managers Campe Goodman and Tara Stilwell answer essential questions on impact investing, from where to find opportunities to what it means for financial returns.

By

Campe Goodman, CFA

Tara Stilwell, CFA

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Article

2022-10-15

Sustainable investing Equity Global Industry Research Fundamental equity ESG Article

Adapting to climate change: Investing in the resiliency imperative

As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires, and water scarcity.

By

Christopher Goolgasian, CFA, CPA, CAIA

event

Article

2022-09-30

Equity Fixed income Climate ESG Sustainable investing Article Geopolitical

Causes and effects of climate migration: Five essential insights

Climate-driven migration will have important social, economic, and geopolitical consequences. What experiences will drive people to leave their home? Which regions are at risk of disruption? Our Future Themes research team explores this complicated issue, including potential investment implications.

Multiple authors

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Article

2022-06-30

Climate Sustainability China Commodities Multi-asset ESG Sustainable investing Article

Using climate science to uncover investment opportunities

Investors are increasingly aware of the risks posed by climate change, but perhaps less so of the unexpected opportunities that climate science can help uncover.

By

Alan Hsu

event

Article

2022-07-31

Carbon emissions Climate Sustainability Equity Sustainable investing ESG Risk management Article

Has climate transition risk been priced into equities?

The recent runup of some “green” equities has investors questioning whether climate transition risks have been priced in. But the lack of Scope 3 emissions data and wide variation in the quality of companies’ climate transition plans leave gaping inefficiencies that active investors can still exploit.

By

Erika Murphy, CFA, CAIA

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Article

2022-05-31

Multi-asset Sustainability policies Climate Article ESG

Update on key sustainability initiatives

We highlight progress on key sustainability initiatives: interim targets for our net-zero commitment, inclusion of location data in climate disclosures, and expanding our compliance with SFDR.

By

Carolina San Martin, CFA

Andria Weil

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Article

2021-12-31

ESG Business practices Sustainable investing Article

ESG stewardship topics in focus

In 2020, an unprecedented number of Wellington’s corporate engagements included ESG topics, a trend that’s likely to continue in 2021 and beyond. Director of ESG Research Carolina San Martin expects many conversations to address executive compensation, climate change, and racial inequity.

By

Carolina San Martin, CFA

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Article

2021-12-31

Future Themes Sustainable investing Opportunities and risks Global Industry Research Fundamental equity Equity Fixed income Article Climate ESG

Water: Priced for imperfection

Water scarcity could have profound humanitarian and economic consequences. Members of our Future Themes research team share insights from their work, including why they believe water is woefully underpriced and how investors can effectively gain exposure to this important theme.

Multiple authors

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Article

2022-05-31

ESG Health care Sustainability Equity Multi-asset Quick Take Sustainable investing

ESG research playbook: Health care

Wellington has established frameworks — what we call “research playbooks” — for evaluating companies within each sector based on key ESG criteria. ESG Analyst Lindsay Blitstein looks at the health care sector here.

By

Lindsay Blitstein, CFA

Carolina San Martin, CFA

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Quick Take

2022-04-30

Climate Sustainability ESG Climate report Report

2020 Climate Report

Prepared in alignment with the recommendations of the Task Force on Climate-related Financial Disclosures, this report details our ongoing efforts to integrate climate-related considerations into our investment platform, organizational structure, and business operations.

By

Wendy Cromwell, CFA

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Report

2022-04-30

ESG Sustainability Private equity Climate Private portfolio companies Alternatives Sustainable investing Article

Seeing an end to the ESG blind spot in private equity

ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate, and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.

By

Hillary Flynn

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Article

2022-01-31

ESG Insurance Private pension (DB) Public pension (DB) Distribution Endowments & foundations Family office Video

Mapping the impact of climate change

In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.

By

Tim Antonelli, CFA, FRM, SCR

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Video

2021-12-31

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