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The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Contents
- Message from leadership
- Wellington in numbers
- Section 1: Purpose and governance
- Section 2: Sustainable investment approach
- Section 3: Culture of stewardship
- Section 4: Exercising rights and responsibilities
- Section 5: Corporate sustainability
- Closing thoughts and contact information
- Appendices and disclosures
Wellington’s sustainable investment (SI) research supports our firmwide objective to deliver investment excellence for our clients. To that end, we are committed to:
- Grounding decisions in financial materiality and rigorous analysis
- Strengthening our integrated, investment-led research
- Staying informed through collaboration and external expertise
- Using active ownership and engagement to support long-term value
- Maintaining transparency and evolving our stewardship practices
- Aligning firmwide risk management and operations
Our SI research and approach is designed to further positive investment outcomes for our clients. This report outlines our firm’s approach to sustainable investment, which is nuanced, research-driven, and grounded in financial materiality.
