Singapore, Intermediary
Change
What is climate investing?
At Wellington, climate investing focuses on companies addressing climate change through adaptation, mitigation, or innovation. Our work with Woodwell Climate Research Center confirms that society is vastly unprepared for climate change, and we expect demand for climate innovations to increase significantly. Companies that position themselves to be part of the solutions could gain market share and build competitive advantages, while those that fail to respond to the climate challenge could lag.
Reasons to invest
We believe the climate challenge is one of most under-addressed capital market risks today. Climate investing enables investors to supply capital toward solution that help society adapt to and mitigate the effects of climate change, while gaining access to an inefficient market segment with many attractive opportunities.
Broad opportunity set
Decarbonising the economy and adapting to climate change will require a vast array of solutions from many sectors. Many of these markets are in the early stages of growth and projected to see rising demand in coming years.
Low-carbon electricity
Energy efficiency
Low-carbon transport
Water and resource management
Climate-resilient infrastructure
Climate focus
We focus on identifying companies that are mitigating and/or adapting to the risks and opportunities presented by climate change.
Measurable outcomes
We report on key performance indicators that measure the improvements that many of the companies we invest in are having on the earth’s climate. This includes net carbon dioxide emissions avoided, renewable energy produced and volume of waste water treated.
CLIMATE STRATEGY FUND
Art.9 (SFDR)
Global equity fund with a singular focus on climate risk and the environment.
Capital at risk
CLIMATE MARKET NEUTRAL FUND
Art.8 (SFDR)
Global equity long/short fund with a focus on climate risks and opportunities.
The Fund does not have a sustainability-related investment objective. Whilst climate factors are a consideration when determining allocations to individual companies, the team will not necessarily exclude investments on the basis of climate risk. The Fund may make short investments in climate-disadvantaged companies with a relatively weak or weakening positions with respect to climate mitigation and/or climate adaption and consequently may profit from the negative effects of climate change. A minimum of 51% of the long equity exposure of the Fund will be to companies that are positively contributing to one of more United Nations Sustainable Development Goals (SDGs).
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.
