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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
- Messaging 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
- 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:
- Rigorous and science-backed research that leads to better-informed investment decisions.
- Risk-adjusted and nonconcessionary SI strategies that translate sustainability research into competitive outcomes for our clients.
- A partnership model of constructive, informed dialogue with companies and other issuers on material issues in pursuit of improved investment outcomes.
- Focus on financially material issues that may affect long-term returns and client outcomes.
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.
Annual sustainability reports
Our approach to sustainable investing
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Sustainable commodities: Rethinking investment strategies for a changing climate
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Transition at risk: Checking in on corporate decarbonization progress
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Investing in climate solutions across public and private markets
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2024 Climate Report
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Human capital management for private companies
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Broadening impact through multi-theme fixed income investments
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Finding climate investment opportunities amid shifting US policy
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Sustainable commodities: Rethinking investment strategies for a changing climate
As climate change and the energy transition reshape global markets, commodities are gaining renewed attention as inflation hedges and portfolio diversifiers. This article introduces a climate integration framework for evaluating commodity investments through both sustainability and financial lenses.
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2026-11-30
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Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Transition at risk: Checking in on corporate decarbonization progress
Corporate climate transitions face ambition-execution gaps. Success requires integrating decarbonization into business strategy, focusing on emissions, pragmatic Scope 3 approaches, transparency, and credible plans. See how our experts are thinking about this.
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Investing in climate solutions across public and private markets
Collaboration between public and private market investors can be powerful. Opportunities where expertise and resources can be shared to accelerate innovation and deployment are optimal. Our experts explore how AI, geopolitics, and global policy are reshaping climate solutions across sectors.
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Multi-theme fixed income impact investments can drive sustainable development by aligning with multiple Sustainable Development Goals, ensuring broad-based impact.
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We delve into the evolving landscape for climate investments in the US and explain areas of overlap between government policy, corporate commercial interests, and climate focus.
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Evaluating human capital management amid AI adoption: A guide for investors
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Collaboration in practice: Climate venture capital
Greg Wasserman, Head of Private Climate Investing, highlights the importance of collaborating with Wellington’s later-stage private market investors and public market experts to better understand best practices, valuation, exit opportunities, and more.
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2026-09-30
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Innovation
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Private Investing Program
Artificial intelligence (AI)
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