Our ESG commitment to portfolio companies

The market continues to focus on firms’ environmental, social, and governance (ESG) practices that are material to the assessment of long-term financial value. Our investors aim to help portfolio companies navigate this complex, evolving landscape to drive positive outcomes for our clients.


Wellington at a glance

USD 1 T+ 

Client assets managed




Tracked meetings in which E, S, or G topics were covered. We believe these meetings open avenues to value creation through productive dialogue on material ESG issues.

All figures are for the Wellington Management Group of companies as at 31 December 2023.

resources for companies

Our engagement philosophy centers on research and company dialogue. As an integral part of our fiduciary responsibility, we engage with thousands of issuers and exercise our voting rights with the goal of achieving favorable outcomes that enhance the value of our clients’ investments. Through engagement, we encourage companies to hold high standards for governance and sustainability practices that can increase resilience and profitability. We believe that with informed, active ownership, we can influence and foster best practices on issues material to client outcomes. Please explore these resources:



Our north star is the belief that material ESG issues can affect the long-term value of securities we invest in; therefore, it is in our clients’ best interest for us to analyze these issues. We do this by: 

  • Applying sector knowledge and investment experience to materiality assessment
  • Taking an investment-led approach, focusing on connections between fundamental and ESG performance and on material ESG issues that we believe will drive — or impair — value creation
  • Regularly discussing material ESG issues at our firmwide daily morning meetings, sector team meetings, and portfolio team discussions
  • Actively supporting the development of corporate disclosure standards focused on material issues

For more information, or to speak with an investment team, please email us here and select “Corporate Access Inquiry” as the type of request.