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2023 Sustainability Report

2025-04-30
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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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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: Investment approach
  • Section 3: Culture of stewardship
  • Section 4: Exercising rights and responsibilities
  • Closing thoughts
  • Appendices and disclosures

As part of our firmwide objective to deliver excellence for clients to positively impact the lives of millions of beneficiaries, we continue to enhance our sustainable investment (SI) platform. In 2023, we focused on the following efforts, which we believe help us maintain a credible, research-based, future-facing approach that can deliver competitive investment outcomes for clients:

  • Honing our four pillars of ESG research, stewardship, climate, and impact investing.
  • Strengthening our climate research efforts.
  • Improving our measurement tools and data management capabilities.
  • Engaging constructively with a broader set of issuers to create value.
  • Expanding our internal SI education program.
  • Working with clients to “meet them where they are” on their SI journey.

Sustainability issues continue to be a key concern for policymakers, market participants, and consumers. Because these forces have the potential to reshape economies and markets, we aim to identify potential financial risks and opportunities they engender. From climate change to executive compensation to supply chain transparency and many others, sustainability topics often present financially material risks to the value of issuers in which we invest on our clients’ behalf. In our view, SI research can provide complementary perspectives on companies, countries, and other securities issuers. In this report, we share highlights from 2023.

Annual sustainability reports

Our approach to sustainable investing

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