-
Yolanda Courtines
, CFA
- Equity Portfolio Manager
Explore our insights
Asset class
Formats
2026 Midyear Investment Outlook
Asia ex-Japan, Institutional
Change
Our stewardship investing team aims to identify and invest in ESG leaders and/or companies measurably improving their ESG practices. They believe companies focused on ESG in conjunction with financial fundamentals have the potential to develop competitive advantages and increase their value.
Our approach: Creating a flywheel effect
Seeking sustainable returns and stewardship
Our stewardship investment team believes companies that sustain attractive returns on capital can focus on positive ESG outcomes, leading to potentially higher stock prices and enabling further investment in stewardship. This may help generate a virtuous cycle, or flywheel effect, improving both profitability and stewardship over time.
Data-driven, fundamental research
The goal is to identify ESG leaders or companies measurably improving their ESG practices. We use analytical frameworks and proprietary rating systems, in addition to fundamental research and engagement.
Constructive dialogue and engagement
This investment team believes that working with companies to improve practices and focusing on the full set of stakeholder considerations helps them better assess management depth, risk controls, and innovation potential.
Stewardship investing in action
Explore recent case studies that illustrate how active ownership, engagement, and long-term investing can help inform investment decisions and support value creation for clients.
Meet our stewardship investing experts
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Samuel Cox
- Equity Portfolio Manager
Insights
Showing
of
Insights Posts
Article
6 min
Putting long-term investing into context
Equity Portfolio Managers Yolanda Courtines and Sam Cox and Investment Specialist Fred Owens-Powell revisit the concept of long-term investing in an increasingly sentiment-driven market through two case studies.
6 min
Article
2027-05-07
Article
4 min
Succession planning: lessons for investors from three sectors
Equity Portfolio Manager Yolanda Courtines and Investment Director Alex Davis explore the importance of CEO succession planning for investors through three sector case studies.
4 min
Article
2027-01-01
Article
3 min
Transition at risk: Checking in on corporate decarbonization progress
Corporate climate transitions face ambition-execution gaps. Success requires integrating decarbonization into business strategy, focusing on emissions, pragmatic Scope 3 approaches, transparency, and credible plans. See how our experts are thinking about this.
3 min
Article
2026-10-14
Article
10 min
Evaluating human capital management amid AI adoption: A guide for investors
This guide explores the critical role of HCM in maximizing AI's potential benefits, from productivity to innovation. Wellington ESG analyst Caroline Conway also provides targeted engagement questions to ask management teams as they navigate their AI journey.
10 min
Article
2026-09-04
Article
7 min
How stewardship can bring perspective amid uncertainty
Portfolio Managers Yolanda Courtines, Sam Cox, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.
7 min
Article
2026-05-31
Article
10 min
Navigating AI resource demands: Strategies for sustainable data center operations
AI's growing computational demands are raising critical questions about energy efficiency and water-resource management. We delve into strategies for enhancing sustainable data center operations, highlighting the importance of proactive resource stewardship.
10 min
Article
2025-10-31
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Explore other sustainable investing opportunities
Seeks to identify climate-related investment opportunities and risks across public and private markets, including issuers supporting climate mitigation and adaptation solutions, and to help clients pursue a range of climate investment objectives
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
