We believe sustainability considerations are impacting financial markets.

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Sustainability considerations continue to affect markets and economies in new ways. We believe a focus on sustainability gives investors and the companies and issuers they invest in greater power to drive value and create strategic advantages.

Wellington at a glance

900+

investment professionals

60+

professionals dedicated to sustainability investment and research

3,000+

Tracked meetings in which E, S, or G topics were covered in 2023.1 We believe these meetings open avenues to value creation through productive dialogue on material ESG issues.

All figures as of 31 December 2023

1Represents meetings with public-market issuers. Issuers refers to companies and sovereigns. All figures as of 31 December 2023. For the Wellington Management group of companies.

Our approach to sustainable investing

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Integrated research

To help mitigate risk and enhance potential returns 

 

 

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Innovative solutions

To translate sustainability research into client-oriented outcomes

 

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Influential engagement

To open avenues to value creation by advancing resilient business practices and sustainable outcomes

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Industry leadership

To engage with policymakers and standard setters to improve client outcomes

 

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Sustainable investing and ESG solutions

Environmental, social, and/or governance (ESG) factors are central to the investment philosophy in pursuit of value creation and/or risk management.

Socially and environmentally positive themes underpinned by structural economic drivers are central to the investment philosophy in pursuit of value creation and/or risk management.

Seeks to invest in issuers that we believe contribute to a lower-carbon future, can help the world adapt to a changing climate, or are well positioned to manage transition and/or physical risks

Seeks to invest in issuers whose core products, services, or projects provide environmental and/or social solutions in a differentiated way, with the goal of driving measurable positive impact alongside financial returns

Industry initiatives, memberships, & frameworks

Sector:
Climate technology
Sector:
Climate technology
Sector:
Climate technology
Sector:
Climate technology
Sector:
Climate technology

corporate sustainability

Corporate sustainability at Wellington refers to how our firm operates responsibly and sustainably. As a private partnership, we believe we have greater freedom to foster a culture and encourage the innovation that empowers our people to take action on sustainability, benefiting our clients, our company, and our people. Our firm’s approach focuses on:

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Being effective stewards of sustainability within our operations

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Partnering to help build thriving communities where we live and work

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Empowering our colleagues to take action on sustainability

Past results are not necessarily indicative of future results and an investment can lose value. Funds returns are shown net of fees. Source: Wellington Management

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