Business practices

Showing of Insights Posts
1402425145
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Impact measurement and management practices

What constitutes an impact investment? How is impact measured? And, what are the benefits of impact investing? Our Impact Management and Measurement Practice Leader Oyin Oduya discusses our approach. 

Continue reading
event
3 min
Video
2025-10-18
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1408450618
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Human capital management for private companies

We discuss why effective people management is critical for private companies and outline four strategic focus areas that can help companies navigate evolving employee needs, regulatory changes, and investor expectations.

Continue reading
event
7 min
Article
2025-08-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1522445175
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2023 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
event
Report
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
active-views-event-hero-page-banner-image
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Corporate bonds: giving credit where credit is due

ActiveViews host Will Lockhart and Derek Hynes, portfolio manager on Wellington’s Global Credit Team, discuss the current credit cycle, market dynamics and the future of corporate credit markets.

Continue reading
event
30 min
Event replay
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1485104210
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2023 Sustainability Report

We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms. 

Continue reading
event
Report
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1437442224
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How to translate a critical concept into return potential

How to translate the critical concept of stewardship into rewarding returns? Portfolio Managers Mark Mandel, Yolanda Courtines and Sam Cox share their firsthand experience.  

Continue reading
event
Article
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
active-views-event-hero-page-banner-image
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Long-term investing in an age of short-termism

ActiveViews host Will Lockhart and Yolanda Courtines, co-manager of the Wellington Global Stewards and European Stewards Funds, explore how being genuinely long term in an increasingly short-term world may provide a differentiated investment edge.

Continue reading
event
Event replay
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Shareholder activism in Japan: Integrating ESG within the investment process

In the final article within our series on shareholder activism in Japan, ESG Analyst Soo Ho Jung shares how the Japan equity team integrates ESG to help realize value for investors.

Continue reading
event
Quick Take
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

US banking system: Three pressing questions

Equity Strategist Andrew Heiskell asks three questions investors ought to ask when it comes to the recent US banking system volatility.

Continue reading
event
Quick Take
2024-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Wellington_GlobalCampaign_UP_Day_2_1309_Yolanda_R2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The value in valuing employees

Companies able to adapt and respond to challenges in the labor market will find themselves well positioned for the future, say Equity Portfolio Managers Yolanda Courtines and Mark Mandel.

Continue reading
event
Article
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Key updates to Wellington’s 2023 proxy voting guidelines

We periodically update our guidelines in an ongoing effort to help Wellington's investment teams vote proxies in our clients' best interests. Read about key updates for this year from two members of Wellington's ESG team. 

Continue reading
event
Quick Take
2024-02-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Floods
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Building climate resilience: Toward a practical corporate framework

The need for systemic climate change resilience is becoming clear. We present a practical framework to help companies enhance resilience in their own operations.

Continue reading
event
Whitepaper
2023-10-03
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
wellington_globalCampaign_UP_Day_2_1683_Jean_R3
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Annual message from our CEO: Forward thinking

After a year of profound economic and market change, CEO Jean Hynes discusses the path forward, including the role of alternatives and sustainability, the firm's investments in talent, and the importance of stability and innovation.

Continue reading
event
Whitepaper
2024-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
tower surrounded with circled trees
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Mapping physical climate risks 

Working with Woodwell Climate Research Center, we have developed a geospatial mapping tool designed to help our investors visualize and quantify physical climate risks.

Continue reading
event
Video
2023-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
919781838
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Why collective investment trusts are gaining traction within DC plans
Growing interest in CITs within the DC space is being driven by lower fees and other benefits — a trend our DC team expects to continue.
Continue reading
event
Article
2023-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
windmill in sunflower farm
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Enhancing corporate sustainability: About our innovative virtual power purchase agreement
Learn about Wellington's groundbreaking renewable energy initiative, projected to match 100% of our US corporate and US employees’ home electricity usage with wind energy.
Continue reading
event
Article
2023-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
glass building with sky with sun
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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
event
Article
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
588551157
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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
event
Article
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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
event
Quick Take
2022-12-01
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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
event
Quick Take
2023-05-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
unique bridge
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Annual letter from our CEO: Embracing change
In a fast-changing world, CEO Jean Hynes discusses some of the strategic initiatives our firm has undertaken to ensure that we’re aligned with and ready to support our clients’ goals for years to come.
Continue reading
event
Article
2023-01-01
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.