Singapore, Intermediary
Change
What is impact investing?
Impact investing seeks to deliver financial returns by intentionally investing in companies whose core goods, services, or projects help solve the world’s biggest social or environmental problems.
Reasons to invest
In our impact strategies, we aim to achieve positive, measurable social and environmental outcomes alongside competitive financial returns.
Many of our investments have material exposure to at least one of our impact themes, provide solutions that are “additional” (unlikely to be provided by other means or entities), and have measurable impact key performance indicators (KPIs). Our impact themes align with and support many of the United Nations Sustainable Development Goals (UN SDGs).
A world of opportunities
We invest worldwide across three broad impact categories — Life essentials, Human empowerment, and Environment — which are further divided into 11 impact themes. We believe impact investment opportunities can represent innovative solutions across sectors and industries, in companies and issuers across market capitalisations. All our impact investments must offer material exposure to least one of our impact themes, have a low prospect of being met by other means, and their impact can be measured and tracked. Our fundamental analysis must support the potential for attractive long term returns.
Life essentials
- Affordable housing
- Clean water and sanitation
- Health
- Sustainable agriculture and nutrition
Human empowerment
- Digital divide
- Education & job training
- Financial inclusion
- Safety & security
Environment
- Alternative energy
- Resource efficiency
- Resource stewardship
Differentiated solutions
We believe the companies and issuers we invest in offer innovative solutions to many of the world’s social and environmental challenges. Their core goods, services or projects offer material exposure to least one of our impact themes, their solutions have a low prospect of being met by other means, and their impact can be measured and tracked.
- Hero
Global impact annual report
See impact highlights from the past year, along with the measurable results the companies and issuers we invest in are delivering.
How to invest
We offer impact funds in two asset classes:
Global Impact Fund
Art.9 (SFDR)
Seeks to outperform the MSCI All Country World Index while generating measurable social or environmental impact
Capital at Risk
Global Impact Bond Fund
Art.9 (SFDR)
Seeks to outperform global fixed income markets represented by the Bloomberg Global Aggregate Index USD Hedged while generating measurable positive social or environmental impact
Capital at Risk
Sustainable finance disclosure regulation (SFDR)
Wellington Management aims to approach the EU’s new regulatory requirement with investment integrity and in a manner consistent with our clients’ expectations.
