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Sustainable investing

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A lesson in climate resilience: Why China’s recent heat wave wasn’t worse
See why Hong Kong-based Macro Strategist Santiago Millán believes China's investments in climate resilience can be a lesson for the rest of the world.
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Article
2023-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Sustainable fixed income: Key terms allocators should know
ESG integration versus sustainable investing: What’s the difference? We explain a few key distinctions that are important for allocators to understand.
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Quick Take
2023-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The Inflation Reduction Act: A big deal for the US economy
US Macro Strategist Juhi Dhawan considers the economic implications of the climate- and energy-related spending provisions in the IRA, including the potential for higher productivity.
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Article
2023-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Hidden corners of sustainability-related innovation
European small-cap equities are at the forefront of sustainability-related innovation but getting exposure to those opportunities requires a combination of research, engagement and long-term mindset.
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Article
2023-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Enhancing corporate sustainability: About our innovative virtual power purchase agreement
Learn about Wellington's groundbreaking renewable energy initiative, projected to match 100% of our US corporate and US employees’ home electricity usage with wind energy.
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Article
2023-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
A Canadian investor’s guide to navigating climate change
Director of Climate Research Chris Goolgasian and Alan Matijas, director of Client Group in Canada, provide relevant climate-related research and insights for Canadian investors.
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Article
2023-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Why climate change matters
We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.
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Article
2023-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Governance best practices in public markets
For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.
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Article
2023-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Local perspectives matter: Grassroots research in emerging markets
During a recent research trip across India, our impact investing team witnessed the rapid pace of change and growth mindset that are expanding the impact opportunity set.
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Article
2023-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
ESG and stewardship: Key updates to focus topics and voting guidelines
We provide an update on our ESG integration and stewardship efforts, including updates to our proxy voting guidelines to enhance our commitments in key areas.
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Quick Take
2022-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid-2022 ESG & Sustainability Outlook
Our Mid-2022 Sustainability Outlook provides an update on our sustainability efforts, expansion of research into the economic impacts of climate change, ESG integration and stewardship, and impact platform.
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Article
2022-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Climate change investing: Research and collaboration continue
Our research into the economic impacts of climate change continues to expand, as does our climate-related engagement and industry-leadership efforts. Members of our Climate Research Team summarize our ongoing progress.
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Quick Take
2022-12-01
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Global Impact Annual Report
Discover how we evolved our impact platform in 2021 and tracked the impact progress of select portfolio companies and issuers.
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Report
2023-11-09
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Evolving impact investing for better potential outcomes
Our impact portfolio managers provide a snapshot of recent highlights and developments in impact investing.
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Quick Take
2022-09-30
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Our commitment to net zero
We share our client-centric, engagement-driven approach to net zero by 2050, including our investor toolkit and measurement processes.
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Article
2023-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Sustainable fixed income investing comes of age
ESG integration and sustainable investing have gained considerable traction in global fixed income markets. Investment Directors Anand Dharan and Meredith Joly and Fixed Income Trader Keenan Choy discuss this ongoing trend and some of its key implications for asset allocators.
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Article
2023-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
A guide to ESG materiality assessments
We continue our "ESG insights for private companies" series by exploring ESG materiality assessments, including why they are important and how to conduct one for your private company.
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Article
2023-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Deepening our commitment to sustainability: Highlights from 2021
Head of Sustainable Investment Wendy Cromwell shares 2021 sustainability highlights across our investment, client, and infrastructure platforms.
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Quick Take
2023-05-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2021 Sustainability Report
Sustainability is a strategic priority for our firm and an integral part of our commitment to our clients. By focusing on our clients’ objectives and pairing intellectual curiosity with discipline, we believe we can help our clients meet their long-term goals in a changing world. We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
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Article
2023-06-14
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How a diversified approach to climate return opportunities can support decarbonisation goals
Joy Perry and Ken Baumgartner explore how a diversified approach to climate return opportunities can support decarbonisation goals.
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Article
2022-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Climate investing: The case for a market-neutral approach
We explore why climate change is a compelling organizing principle for investing and highlight the potential benefits and risks of market-neutral implementations.
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Article
2023-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Stewardship and engagement: 2021 highlights and 2022 goals
Wellington’s long-standing commitment to deep fundamental research and meaningful engagement with investee companies continues to drive positive engagement outcomes that we believe support and enhance long-term investment value for our clients. We are proud of progress we made in 2021 advancing our stewardship priorities, and we have seen many positive outcomes spanning a range of environmental, social, and governance (ESG) issues. We look forward to continued momentum on ESG and to expanding our influence via active ownership in 2022.
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Quick Take
2023-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Navigating a new tomorrow
In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.
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Event replay
2023-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Adapting our capital market assumptions to the realities of climate risk
As the momentum behind decarbonisation and net-zero objectives builds around the world, asset owners are increasingly engaged in addressing the investment implications of climate change. The focus thus far has largely been on implementation at the security- and manager-selection levels, but there is a growing recognition of the need to factor climate change into broader investment policy and asset allocation decisions. To help with this process, our Investment Strategy Team, in partnership with our Climate and ESG teams, recently completed a comprehensive effort to integrate climate risks into our capital market assumptions (CMAs).
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Quick Take
2022-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2021 Responsible Investor USA conference: Climate investor spotlight
In this event replay from the 2021 Responsible Investor USA conference, Portfolio Manager Alan Hsu discusses how you can dynamically build a portfolio of stocks for a pragmatic net zero CO2 strategy.
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Event replay
2023-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Hedging climate risk: The best defense is a good offense
Climate risks have the potential to create a long-term return drag on investment portfolios. We suggest a straightforward approach to hedging the deleterious effects of climate change.
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Article
2023-02-28
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Decarbonization and the energy transition: The next supercycle
The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.
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Article
2022-12-31
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Integrating climate change into capital market assumptions: our approach and findings
Members of our Investment Strategy team explain how they are incorporating climate-related inputs, including physical and transition risks, into their capital market assumptions and outline the impact of these changes at the asset-class level.
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Article
2023-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 ESG & Sustainability Outlook
Our 2022 ESG & Sustainability Outlook previews our climate research and engagement approach for the coming year and offers investment strategy considerations.
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Article
2022-12-31
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Impact investing in practice: supporting the shift to alternative energy
In this case study, we explore how our impact team supports the shift to alternative energy while seeking to capture the associated return potential.
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2022-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Climate Change Investing Outlook
As the effects of climate change become more difficult to ignore, we suggest focusing on adaptation, mitigation, & engagement for 2022 climate investing plans.
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Article
2022-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Climate Change Investing Outlook
As the effects of climate change become more difficult to ignore, we suggest focusing on adaptation, mitigation, & engagement for 2022 climate investing plans.
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2022-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
ESG in 2022: Insights for private companies
We profile why ESG factors matter in private markets, explore the diverse ESG issues private companies face across industries, highlight five key areas to prioritize, and share the essential steps private companies can take to keep up with today’s evolving ESG risks and opportunities.
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Article
2022-11-30
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Tying ESG to alpha — in practice
In a climate-driven capital cycle, companies that prioritise the environment and formulate clear climate strategies can become market leaders.
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2022-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Update on stewardship priorities
We share an update on our 2021 stewardship priorities, including diversity, equity, and inclusion (DEI) and climate change. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
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Article
2022-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The Economist’s Sustainability Week interview: Countdown to COP26
In this event replay from The Economist’s 2021 Sustainability Week, Head of Sustainable Investment Wendy Cromwell discusses how investors are incorporating climate science data into investment decisions, the anticipated implications for capital markets of climate change adaption, and net-zero considerations for the energy transition.
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Event replay
2022-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Toward carbon neutrality: Our approach to carbon offsets
Wellington has committed to be carbon neutral in our operations by the end of 2022. Members of our Sustainable Investing and Corporate Sustainability Teams describe our multifaceted approach to achieving that goal.
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Article
2022-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
After the inflection point: How the climate challenge will transform the global economy
The decarbonization commitments of countries around the world will fundamentally reshape the global economy. Members of our Central Macro Team highlight their research findings, from the effects on growth and the cost of capital to the potential for geopolitical conflict and higher inflation.
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Article
2022-10-31
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Countering climate risks through collaboration
Global Industry Analyst Alan Hsu and Dr. Philip Duffy of Woodwell Climate Research Center discuss the importance of close cooperation between investors and climate scientists when addressing climate action.
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Podcast
2022-10-31
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Adapting to climate change: Investing in the resiliency imperative
As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires, and water scarcity.
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Article
2022-09-30
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Update on key sustainability initiatives (Q2 2021)
We offer an update and mid-year outlook on key climate- and sustainability-related initiatives at the firm. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
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Article
2022-06-30
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Global Impact Annual Report
Improving lives and protecting the environment while delivering competitive returns are the dual goals of our impact equity and bond strategies.
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Article
2022-04-30
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Are ESG and policy intervention game changers?
An accelerating focus on ESG and more aggressive policy interventions could change the way we invest in years to come. Marc Piccuirro assesses the implications for investors.
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Article
2022-07-31
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Causes and effects of climate migration: Five essential insights
Climate-driven migration will have important social, economic, and geopolitical consequences. What experiences will drive people to leave their home? Which regions are at risk of disruption? Our Future Themes research team explores this complicated issue, including potential investment implications.
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Article
2022-06-30
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Using climate science to uncover investment opportunities
Investors are increasingly aware of the risks posed by climate change, but perhaps less so of the unexpected opportunities that climate science can help uncover.
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Article
2022-07-31
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Building climate resilience with strategic asset allocation framework
Driving volatility and dispersion, climate change could have lasting effects on the risk and return profile of a strategic asset allocation plan. We suggest allocators factor climate change into their structural planning today, and we propose a climate-aware allocation framework to help them do so.
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Article
2022-07-31
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Update on key sustainability initiatives
We highlight progress on key sustainability initiatives: interim targets for our net-zero commitment, inclusion of location data in climate disclosures, and expanding our compliance with SFDR.
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Has climate transition risk been priced into equities?
The recent runup of some “green” equities has investors questioning whether climate transition risks have been priced in. But the lack of Scope 3 emissions data and wide variation in the quality of companies’ climate transition plans leave gaping inefficiencies that active investors can still exploit.
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Article
2022-05-31
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Capital market evolution – Part 2: ESG’s massive growth in new issue markets
We explore the potential benefits of the growing ESG debt market and highlight the importance of avoiding greenwashing.
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Quick Take
2021-12-31
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Net Zero Asset Managers initiative
By targeting net-zero emissions, investors can contribute to the global decarbonization effort. But what does this mean in practice? How do we pursue net zero while aiming to deliver competitive investment returns for clients? Our incoming CEO discusses our net-zero commitment, and members of our Sustainable Investing Team explain how we are approaching it.
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Video
2022-06-30
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Water: Priced for imperfection
Water scarcity could have profound humanitarian and economic consequences. Members of our Future Themes research team share insights from their work, including why they believe water is woefully underpriced and how investors can effectively gain exposure to this important theme.
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Article
2022-05-31
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How will climate interventions affect developed economies
Green spending has been a key element in the stimulus packages announced by Western governments and the EU. But how will these measures play out economically? Macroeconomic Strategist Jens Larsen explains what he believes are the most likely outcomes
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ESG research playbook: Health care
Wellington has established frameworks — what we call “research playbooks” — for evaluating companies within each sector based on key ESG criteria. ESG Analyst Lindsay Blitstein looks at the health care sector here.
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Quick Take
2022-04-30
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2020 Sustainability Report
Our long-standing commitment to sustainable investing and environmental, social, and governance (ESG) engagement is grounded in the belief that sustainable practices are competitive advantages and value drivers. Through our firm’s culture and operations, we strive to advance sustainable practices and remain committed to continuous improvement. We appreciate the opportunity to share our approach and evolution.
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2022-03-24
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2020 Sustainability Report
Our long-standing commitment to sustainable investing and environmental, social, and governance (ESG) engagement is grounded in the belief that sustainable practices are competitive advantages and value drivers. Through our firm’s culture and operations, we strive to advance sustainable practices and remain committed to continuous improvement. We appreciate the opportunity to share our approach and evolution.
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Article
2022-03-24
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Seeing an end to the ESG blind spot in private equity
ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate, and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.
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Article
2022-01-31
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Navigating sustainable investing: Guide for mission-based organizations
We believe sustainable investing approaches can increase donor appeal, enhance positive impact, and add return potential to an investment portfolio. Here, we share insights on the evolving sustainable investing landscape, introducing five key market inefficiencies and how to take advantage of them.
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2022-05-31
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