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Insights Posts
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.
Continue reading
Article
2023-07-31
Local perspectives matter: Grassroots research in emerging markets
During a recent research trip across India, our impact investing team witnessed the rapid pace of change and growth mindset that are expanding the impact opportunity set.
Continue reading
Article
2023-07-31
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.
Continue reading
Quick Take
2022-10-31
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.
Continue reading
Article
2022-12-31
Climate change investing: Research and collaboration continue
Our research into the economic impacts of climate change continues to expand, as does our climate-related engagement and industry-leadership efforts. Members of our Climate Research Team summarize our ongoing progress.
Continue reading
Quick Take
2022-12-01
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.
Continue reading
Quick take
2022-12-31
Global Impact Annual Report — Executive Summary
As a preview to our full annual report, we share a few key highlights from our impact platform in 2021.
Continue reading
Quick take
2023-07-31
Global Impact Annual Report
Discover how we evolved our impact platform in 2021 and track the progress of select portfolio companies and issuers.
Continue reading
Report
2023-06-30
Our commitment to net zero
We share our client-centric, engagement-driven approach to net zero by 2050, including our investor toolkit and measurement processes.
Continue reading
Article
2023-06-30
Investing in ESG leaders with a stewardship lens
The value of strong corporate stewardship is gaining wider recognition across the investment industry. When companies are led by an engaged board and a strong management team, allocate capital wisely for the long term and act in the best interest of all stakeholders, they have greater potential to’reinforce their competitive advantage and enhance returns over time.
Continue reading
Article
2023-06-30
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.
Continue reading
Article
2023-06-30
A guide to ESG materiality assessments
We continue our "ESG insights for private companies" series by exploring ESG materiality assessments, including why they are important and how to conduct one for your private company.
Continue reading
Article
2023-05-31
2021 Climate Report
Aligned with TCFD recommendations, this report describes how we manage climate-related risks and opportunities, engage with companies on climate change, and reduce our own carbon footprint.
Continue reading
Article
2023-04-30
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.
Continue reading
Quick Take
2023-05-30
Wellington Global Stewards Fund
Stewardship investing focuses on companies that balance the interests of people, the planet and profits. In this video, Equity Portfolio Manager Yolanda Courtines, introduces the Wellington Global Stewards Fund — a highly selective, core, global equity fund.
Continue reading
Video
2023-05-31
2021 Sustainability Report
Sustainability is a strategic priority for our firm and an integral part of our commitment to our clients. By focusing on our clients’ objectives and pairing intellectual curiosity with discipline, we believe we can help our clients meet their long-term goals in a changing world. We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
Continue reading
Article
2023-06-14
How a diversified approach to climate return opportunities can support decarbonisation goals
Joy Perry and Ken Baumgartner explore how a diversified approach to climate return opportunities can support decarbonisation goals.
Continue reading
Article
2022-09-30
Climate investing: The case for a market-neutral approach
We explore why climate change is a compelling organizing principle for investing and highlight the potential benefits and risks of market-neutral implementations.
Continue reading
Article
2023-04-30
Addressing the shared financial challenge of climate change
In February, the Intergovernmental Panel on Climate Change (IPCC), a body of the United Nations, released its Sixth Assessment Report, “Impacts, Adaptation and Vulnerability.” While the full report is 3,675 page long, the Technical Summary is just 96 pages and well worth the read. In the Summary alone, climate adaptation is referenced 442 times, versus 60 for climate mitigation.
Continue reading
Quick Take
2022-07-30
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.
Continue reading
Quick Take
2023-07-31
Navigating a new tomorrow
In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.
Continue reading
Replay
2023-01-31
Adapting our capital market assumptions to the realities of climate risk
As the momentum behind decarbonisation and net-zero objectives builds around the world, asset owners are increasingly engaged in addressing the investment implications of climate change. The focus thus far has largely been on implementation at the security- and manager-selection levels, but there is a growing recognition of the need to factor climate change into broader investment policy and asset allocation decisions. To help with this process, our Investment Strategy Team, in partnership with our Climate and ESG teams, recently completed a comprehensive effort to integrate climate risks into our capital market assumptions (CMAs).
Continue reading
Quick Take
2022-05-31
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.
Continue reading
Replay
2023-01-31
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.
Continue reading
ARTICLE
2023-02-28
Hedging climate risk: The best defense is a good offense
Climate risks have the potential to create a long-term return drag on investment portfolios. We suggest a straightforward approach to hedging the deleterious effects of climate change.
Continue reading
ARTICLE
2023-02-28
Evaluating labelled bonds: A robust framework is key
In this rapidly evolving market, we believe investors need a thoughtful approach to assessing issues’ suitability and combatting greenwashing, in order to generate real impact.
Continue reading
ARTICLE
2022-09-30
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.
Continue reading
Article
2022-12-31
Integrating climate change into capital market assumptions: our approach and findings
Members of our Investment Strategy team explain how they are incorporating climate-related inputs, including physical and transition risks, into their capital market assumptions and outline the impact of these changes at the asset-class level.
Continue reading
Article
2023-01-31
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.
Continue reading
Article
2022-12-31
2022 Climate Change Investing Outlook
As the effects of climate change become more difficult to ignore, we suggest focusing on adaptation, mitigation, & engagement for 2022 climate investing plans.
Continue reading
Article
2022-12-31
Impact investing in practice: supporting the shift to alternative energy
In this case study, we explore how our impact team supports the shift to alternative energy while seeking to capture the associated return potential.
Continue reading
Article
2022-12-31
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.
Continue reading
Article
2022-11-30
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.
Continue reading
Replay
2022-10-28
Tying ESG to alpha — in practice
In a climate-driven capital cycle, companies that prioritise the environment and formulate clear climate strategies can become market leaders.
Continue reading
Replay
2022-10-31
Roadmap to net zero
We outline a potential roadmap to help investors transition towards a net-zero emissions portfolio and highlight two strategies that may serve as potential building blocks.
Continue reading
Article
2022-09-30
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.
Continue reading
Article
2022-10-31
The Economist’s Sustainability Week interview: Countdown to COP26
In this event replay from The Economist’s 2021 Sustainability Week, Head of Sustainable Investment Wendy Cromwell discusses how investors are incorporating climate science data into investment decisions, the anticipated implications for capital markets of climate change adaption, and net-zero considerations for the energy transition.
Continue reading
Replay
2022-10-31
Toward carbon neutrality: Our approach to carbon offsets
Wellington has committed to be carbon neutral in our operations by the end of 2022. Members of our Sustainable Investing and Corporate Sustainability Teams describe our multifaceted approach to achieving that goal.
Continue reading
Article
2022-10-31
Climate conundrum: Will carbon constraints affect the pursuit of other portfolio objectives?
Members of our Fundamental Factor Team share their research on the potential for trade-offs when carbon goals are integrated into outcome-oriented, factor-based portfolios.
Continue reading
Article
2022-10-31
After the inflection point: How the climate challenge will transform the global economy
The decarbonization commitments of countries around the world will fundamentally reshape the global economy. Members of our Central Macro Team highlight their research findings, from the effects on growth and the cost of capital to the potential for geopolitical conflict and higher inflation.
Continue reading
Article
2022-10-31
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.
Continue reading
Article
2022-10-15
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.
Continue reading
Podcast
2022-10-31
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.
Continue reading
Article
2022-09-30
Tangible steps to decarbonise portfolios
We explore why equity investors need to start reducing exposure to climate risk and outline a balanced approach to moving portfolios towards net zero.
Continue reading
Article
2022-09-30
Update on key sustainability initiatives (Q2 2021)
We offer an update and mid-year outlook on key climate- and sustainability-related initiatives at the firm. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
Continue reading
Article
2022-06-30
People, planet, profit: investing with a stewardship mentality
An investment strategy with a long-term mindset focused on companies that weigh the interests of all stakeholders and generate strong returns on capital can potentially deliver good investment returns while helping to address ESG concerns.
Continue reading
Article
2022-07-31
Building climate resilience with strategic asset allocation framework
Driving volatility and dispersion, climate change could have lasting effects on the risk and return profile of a strategic asset allocation plan. We suggest allocators factor climate change into their structural planning today, and we propose a climate-aware allocation framework to help them do so.
Continue reading
ARTICLE
2022-07-31
Global Impact Annual Report
Improving lives and protecting the environment while delivering competitive returns are the dual goals of our impact equity and bond strategies.
Continue reading
Article
2022-04-30
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.
Continue reading
Article
2022-06-30
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.
Continue reading
Article
2021-12-31
Global credit: what to do about rising capital costs for carbon emitters
With the trend toward wider credit spreads for high carbon emitters likely to intensify, we believe avoiding issuers and industries with uncompensated ESG risks should benefit performance.
Continue reading
Article
2022-07-31
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.
Continue reading
Article
2022-07-31
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.
Continue reading
Article
2022-05-31
Net Zero Asset Managers initiative
By targeting net-zero emissions, investors can contribute to the global decarbonization effort. But what does this mean in practice? How do we pursue net zero while aiming to deliver competitive investment returns for clients? Our incoming CEO discusses our net-zero commitment, and members of our Sustainable Investing Team explain how we are approaching it.
Continue reading
Video
2022-06-30
China unplugged: Investing in the world’s largest decarbonization effort
China has pledged to target peak emissions by 2030 and net-zero emissions by 2060. This massive environmental...
Continue reading
Article
2022-07-31
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.
Continue reading
Article
2021-12-31
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.
Continue reading
Article
2022-05-31
How will climate interventions affect developed economies
Green spending has been a key element in the stimulus packages announced by Western governments and the EU. But how will these measures play out economically? Macroeconomic Strategist Jens Larsen explains what he believes are the most likely outcomes
Continue reading
Article
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.
Continue reading
Article
2022-04-30
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.
Continue reading
Quick Take
2022-04-30
2020 Sustainability Report
Our long-standing commitment to sustainable investing and environmental, social, and governance (ESG) engagement is grounded in the belief that sustainable practices are competitive advantages and value drivers. Through our firm’s culture and operations, we strive to advance sustainable practices and remain committed to continuous improvement. We appreciate the opportunity to share our approach and evolution.
Continue reading
Article
2022-03-24
2020 Sustainability Report
Our long-standing commitment to sustainable investing and environmental, social, and governance (ESG) engagement is grounded in the belief that sustainable practices are competitive advantages and value drivers. Through our firm’s culture and operations, we strive to advance sustainable practices and remain committed to continuous improvement. We appreciate the opportunity to share our approach and evolution.
Continue reading
Report
2022-03-24
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.
Continue reading
Article
2022-01-31
URL References
Related Insights
CLIMATE CHANGE
ESG AND SUSTAINABILITY
Showing
of
Insights Posts
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.
Continue reading
Article
2023-07-31
Local perspectives matter: Grassroots research in emerging markets
During a recent research trip across India, our impact investing team witnessed the rapid pace of change and growth mindset that are expanding the impact opportunity set.
Continue reading
Article
2023-07-31
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.
Continue reading
Quick Take
2022-10-31
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.
Continue reading
Article
2022-12-31
Climate change investing: Research and collaboration continue
Our research into the economic impacts of climate change continues to expand, as does our climate-related engagement and industry-leadership efforts. Members of our Climate Research Team summarize our ongoing progress.
Continue reading
Quick Take
2022-12-01
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.
Continue reading
Quick take
2022-12-31
Global Impact Annual Report — Executive Summary
As a preview to our full annual report, we share a few key highlights from our impact platform in 2021.
Continue reading
Quick take
2023-07-31
Global Impact Annual Report
Discover how we evolved our impact platform in 2021 and track the progress of select portfolio companies and issuers.
Continue reading
Report
2023-06-30
Our commitment to net zero
We share our client-centric, engagement-driven approach to net zero by 2050, including our investor toolkit and measurement processes.
Continue reading
Article
2023-06-30
Investing in ESG leaders with a stewardship lens
The value of strong corporate stewardship is gaining wider recognition across the investment industry. When companies are led by an engaged board and a strong management team, allocate capital wisely for the long term and act in the best interest of all stakeholders, they have greater potential to’reinforce their competitive advantage and enhance returns over time.
Continue reading
Article
2023-06-30
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.
Continue reading
Article
2023-06-30
A guide to ESG materiality assessments
We continue our "ESG insights for private companies" series by exploring ESG materiality assessments, including why they are important and how to conduct one for your private company.
Continue reading
Article
2023-05-31
2021 Climate Report
Aligned with TCFD recommendations, this report describes how we manage climate-related risks and opportunities, engage with companies on climate change, and reduce our own carbon footprint.
Continue reading
Article
2023-04-30
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.
Continue reading
Quick Take
2023-05-30
Wellington Global Stewards Fund
Stewardship investing focuses on companies that balance the interests of people, the planet and profits. In this video, Equity Portfolio Manager Yolanda Courtines, introduces the Wellington Global Stewards Fund — a highly selective, core, global equity fund.
Continue reading
Video
2023-05-31
2021 Sustainability Report
Sustainability is a strategic priority for our firm and an integral part of our commitment to our clients. By focusing on our clients’ objectives and pairing intellectual curiosity with discipline, we believe we can help our clients meet their long-term goals in a changing world. We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
Continue reading
Article
2023-06-14
How a diversified approach to climate return opportunities can support decarbonisation goals
Joy Perry and Ken Baumgartner explore how a diversified approach to climate return opportunities can support decarbonisation goals.
Continue reading
Article
2022-09-30
Climate investing: The case for a market-neutral approach
We explore why climate change is a compelling organizing principle for investing and highlight the potential benefits and risks of market-neutral implementations.
Continue reading
Article
2023-04-30
Addressing the shared financial challenge of climate change
In February, the Intergovernmental Panel on Climate Change (IPCC), a body of the United Nations, released its Sixth Assessment Report, “Impacts, Adaptation and Vulnerability.” While the full report is 3,675 page long, the Technical Summary is just 96 pages and well worth the read. In the Summary alone, climate adaptation is referenced 442 times, versus 60 for climate mitigation.
Continue reading
Quick Take
2022-07-30
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.
Continue reading
Quick Take
2023-07-31
Navigating a new tomorrow
In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.
Continue reading
Replay
2023-01-31
Adapting our capital market assumptions to the realities of climate risk
As the momentum behind decarbonisation and net-zero objectives builds around the world, asset owners are increasingly engaged in addressing the investment implications of climate change. The focus thus far has largely been on implementation at the security- and manager-selection levels, but there is a growing recognition of the need to factor climate change into broader investment policy and asset allocation decisions. To help with this process, our Investment Strategy Team, in partnership with our Climate and ESG teams, recently completed a comprehensive effort to integrate climate risks into our capital market assumptions (CMAs).
Continue reading
Quick Take
2022-05-31
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.
Continue reading
Replay
2023-01-31
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.
Continue reading
ARTICLE
2023-02-28
Hedging climate risk: The best defense is a good offense
Climate risks have the potential to create a long-term return drag on investment portfolios. We suggest a straightforward approach to hedging the deleterious effects of climate change.
Continue reading
ARTICLE
2023-02-28
Evaluating labelled bonds: A robust framework is key
In this rapidly evolving market, we believe investors need a thoughtful approach to assessing issues’ suitability and combatting greenwashing, in order to generate real impact.
Continue reading
ARTICLE
2022-09-30
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.
Continue reading
Article
2022-12-31
Integrating climate change into capital market assumptions: our approach and findings
Members of our Investment Strategy team explain how they are incorporating climate-related inputs, including physical and transition risks, into their capital market assumptions and outline the impact of these changes at the asset-class level.
Continue reading
Article
2023-01-31
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.
Continue reading
Article
2022-12-31
2022 Climate Change Investing Outlook
As the effects of climate change become more difficult to ignore, we suggest focusing on adaptation, mitigation, & engagement for 2022 climate investing plans.
Continue reading
Article
2022-12-31
Impact investing in practice: supporting the shift to alternative energy
In this case study, we explore how our impact team supports the shift to alternative energy while seeking to capture the associated return potential.
Continue reading
Article
2022-12-31
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.
Continue reading
Article
2022-11-30
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.
Continue reading
Replay
2022-10-28
Tying ESG to alpha — in practice
In a climate-driven capital cycle, companies that prioritise the environment and formulate clear climate strategies can become market leaders.
Continue reading
Replay
2022-10-31
Roadmap to net zero
We outline a potential roadmap to help investors transition towards a net-zero emissions portfolio and highlight two strategies that may serve as potential building blocks.
Continue reading
Article
2022-09-30
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.
Continue reading
Article
2022-10-31
The Economist’s Sustainability Week interview: Countdown to COP26
In this event replay from The Economist’s 2021 Sustainability Week, Head of Sustainable Investment Wendy Cromwell discusses how investors are incorporating climate science data into investment decisions, the anticipated implications for capital markets of climate change adaption, and net-zero considerations for the energy transition.
Continue reading
Replay
2022-10-31
Toward carbon neutrality: Our approach to carbon offsets
Wellington has committed to be carbon neutral in our operations by the end of 2022. Members of our Sustainable Investing and Corporate Sustainability Teams describe our multifaceted approach to achieving that goal.
Continue reading
Article
2022-10-31
Climate conundrum: Will carbon constraints affect the pursuit of other portfolio objectives?
Members of our Fundamental Factor Team share their research on the potential for trade-offs when carbon goals are integrated into outcome-oriented, factor-based portfolios.
Continue reading
Article
2022-10-31
After the inflection point: How the climate challenge will transform the global economy
The decarbonization commitments of countries around the world will fundamentally reshape the global economy. Members of our Central Macro Team highlight their research findings, from the effects on growth and the cost of capital to the potential for geopolitical conflict and higher inflation.
Continue reading
Article
2022-10-31
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.
Continue reading
Article
2022-10-15
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.
Continue reading
Podcast
2022-10-31
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.
Continue reading
Article
2022-09-30
Tangible steps to decarbonise portfolios
We explore why equity investors need to start reducing exposure to climate risk and outline a balanced approach to moving portfolios towards net zero.
Continue reading
Article
2022-09-30
Update on key sustainability initiatives (Q2 2021)
We offer an update and mid-year outlook on key climate- and sustainability-related initiatives at the firm. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
Continue reading
Article
2022-06-30
People, planet, profit: investing with a stewardship mentality
An investment strategy with a long-term mindset focused on companies that weigh the interests of all stakeholders and generate strong returns on capital can potentially deliver good investment returns while helping to address ESG concerns.
Continue reading
Article
2022-07-31
Building climate resilience with strategic asset allocation framework
Driving volatility and dispersion, climate change could have lasting effects on the risk and return profile of a strategic asset allocation plan. We suggest allocators factor climate change into their structural planning today, and we propose a climate-aware allocation framework to help them do so.
Continue reading
ARTICLE
2022-07-31
Global Impact Annual Report
Improving lives and protecting the environment while delivering competitive returns are the dual goals of our impact equity and bond strategies.
Continue reading
Article
2022-04-30
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.
Continue reading
Article
2022-06-30
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.
Continue reading
Article
2021-12-31
Global credit: what to do about rising capital costs for carbon emitters
With the trend toward wider credit spreads for high carbon emitters likely to intensify, we believe avoiding issuers and industries with uncompensated ESG risks should benefit performance.
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Article
2022-07-31
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.
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Article
2022-07-31
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.
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Article
2022-05-31
Net Zero Asset Managers initiative
By targeting net-zero emissions, investors can contribute to the global decarbonization effort. But what does this mean in practice? How do we pursue net zero while aiming to deliver competitive investment returns for clients? Our incoming CEO discusses our net-zero commitment, and members of our Sustainable Investing Team explain how we are approaching it.
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Video
2022-06-30
China unplugged: Investing in the world’s largest decarbonization effort
China has pledged to target peak emissions by 2030 and net-zero emissions by 2060. This massive environmental...
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Article
2022-07-31
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.
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Article
2021-12-31
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.
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Article
2022-05-31
How will climate interventions affect developed economies
Green spending has been a key element in the stimulus packages announced by Western governments and the EU. But how will these measures play out economically? Macroeconomic Strategist Jens Larsen explains what he believes are the most likely outcomes
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Article
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.
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Article
2022-04-30
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.
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Quick Take
2022-04-30
2020 Sustainability Report
Our long-standing commitment to sustainable investing and environmental, social, and governance (ESG) engagement is grounded in the belief that sustainable practices are competitive advantages and value drivers. Through our firm’s culture and operations, we strive to advance sustainable practices and remain committed to continuous improvement. We appreciate the opportunity to share our approach and evolution.
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Article
2022-03-24
2020 Sustainability Report
Our long-standing commitment to sustainable investing and environmental, social, and governance (ESG) engagement is grounded in the belief that sustainable practices are competitive advantages and value drivers. Through our firm’s culture and operations, we strive to advance sustainable practices and remain committed to continuous improvement. We appreciate the opportunity to share our approach and evolution.
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Report
2022-03-24
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.
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Article
2022-01-31
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IMPACT INVESTING
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Insights Posts
Local perspectives matter: Grassroots research in emerging markets
During a recent research trip across India, our impact investing team witnessed the rapid pace of change and growth mindset that are expanding the impact opportunity set.
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Article
2023-07-31
Impact investing: Increasing needs, broadening opportunities
Members of our impact investing team, offer a brief update on our impact platform, which continues to evolve amid an expanding opportunity set in developed and emerging market equities and fixed income.
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Quick Take
2022-12-31
Global Impact Annual Report — Executive Summary
As a preview to our full annual report, we share a few key highlights from our impact platform in 2021.
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Quick take
2023-07-31
Global Impact Annual Report
Discover how we evolved our impact platform in 2021 and track the progress of select portfolio companies and issuers.
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Report
2023-06-30
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.
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Article
2023-06-30
Fixed income impact investing: Growth, evolution, opportunity
Members of our fixed income team share their perspectives on the growing need for impact solutions, the expanding opportunity set and the team’s focus on engagement with issuers.
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Article
2022-12-31
Impact investing in practice: supporting the shift to alternative energy
In this case study, we explore how our impact team supports the shift to alternative energy while seeking to capture the associated return potential.
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Article
2022-12-31
Impact investing in practice: bridging the digital divide
How does impact investing work in practice? We illustrate our approach through a-real life example focused on helping to bridge the digital divide.
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Article
2022-11-30
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.
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Article
2022-10-15
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Explore news
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Wendy Cromwell re-elected to PRI board
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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 diversity-focused private investing capabilities
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We are pleased to announce that Jackson Cummings and Van Jones have joined Wellington Management as senior private equity investors who will help lead the firm’s diversity-focused investing on the alternatives platform. The addition of Jackson and Van to our investing leadership extends the firm’s commitment to addressing economic disparities and making a difference in diverse communities.
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Wellington Management expands private investing capabilities with new climate-focused senior investors
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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
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We are pleased to announce that I-Hung Shih and Nilesh Kumar will co-lead our private market biotechnology team.
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Shanna O’Reilly named to Wall Street Journal Private Equity Women to Watch list
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Congratulations to Shanna O’Reilly, Co-Head, Private Investments, who was recognized by WSJ Pro on its Private Equity Women to Watch list. A wonderful achievement!
WSJ Pro Private Equity selected 7 women playing an active role in the limited-partner and fundraising communities as part of their 2021 Women to Watch list. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities.
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Mary Pryshlak featured on FCLTGlobal’s Going Long Podcast
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What will it take for crypto to become a viable asset class? Have we put the right price on water? Listen to Mary Pryshlak, CFA, head of Investment Research, explore these and other Future Themes topics on the latest episode of FCLTGlobal’s Going Long Podcast.
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The Business Times | Successful innovation investing
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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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Press release: Wellington and Enel Green Power form a groundbreaking renewables initiative
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Wellington and Enel Green Power have agreed to terms for a first-of-its-kind, 10-year virtual power purchase agreement (VPPA) for renewable energy. Wellington expects to become the first company in the world to develop a VPPA to match fully both its US employees’ total home and corporate electricity usage with clean energy.
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New Managing Partner Elected
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Effective 1 July 2021, Terry Burgess will join Jean Hynes and Steve Klar as one of three Managing Partners of Wellington Management Group, LLP. Terry will succeed Brendan Swords as a Managing Partner.
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The Business Times | Asia’s big digital transformation
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In a recent roundtable with The Business Times, three experts — including Wellington’s Yash Patodia — shared their views on the likely impact Asia tech would have on digital transformation and discussed their strongest investible ideas.
Source: The Business Times
© Singapore Press Holdings Limited. Permission required for reproduction. -
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Wall Street Journal | 15 CEOs reflect on their pandemic year and the lessons they’ve learned
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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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Wendy Cromwell on Bloomberg TV: We’re Bridging The Gap Between Climate & Finance
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Wellington’s Director of Sustainable Investment Wendy Cromwell spoke with Bloomberg’s Alix Steel about how our firm is preparing for climate change – including our research partnership with Woodwell Climate Research Center to map the physical impacts of climate change and our founding membership with the Net Zero Asset Managers initiative. Watch the interview here:
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Barron’s report | The 100 Most Influential Women in US Finance
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Congratulations to our incoming CEO Jean Hynes on being named one of the 100 Most Influential Women in US Finance for the second consecutive year by Barron’s!
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Bloomberg Opinion | Masters in Business Podcast, featuring Jean Hynes
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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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Professional Pensions Investment Awards 2020 — Multi Asset/Sector Credit Manager of the Year
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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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50 Leading Women in Hedge Funds
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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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Jean Hynes featured in recent Boston Globe article
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The Boston Globepublished 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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Wendy Cromwell featured on Capital Allocators podcast
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Tune in to hear Wellington’s Wendy Cromwell discuss sustainable investing with Ted Seides, host of the popular investing podcast Capital Allocators. Wendy is the first of 10 industry leaders to be featured in a series called Sustainable Investing: The Next Frontier. In the 70-minute episode, Wendy shares her insights on this growing global market, Wellington’s sustainable investing capabilities, and why several market inefficiencies present avenues for active investors to deliver value.
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*About third-party links on our website: Wellington Management may offer links to other third-party websites. When you click on these links you will leave Wellington Management’s website and will be redirected to another site. The links are provided solely for your convenience and for informational purposes only; they do not constitute an endorsement, guarantee, or an approval by Wellington Management of any of the products, services, or opinions of the third party. Wellington Management makes no representation or warranty regarding the accuracy, legality, or content of the third-party site or the links. These sites are not under the control of Wellington Management. Please also be aware that the security and privacy policies on these sites may be different than those of Wellington Management. Please read third-party privacy and security policies closely. If you have any questions or concerns about the products and services offered on linked third-party websites, please contact the third party directly.
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