Skip to main content

Unlocking investment value with active ownership


Our stewardship activities aim to support outcomes that result in sustainable, competitive investment returns for our clients.  Active ownership allows us to be committed to deep research and constructive dialogue and, in our view, is integral to our responsibility to our clients.

Our 2023 stewardship efforts in numbers


Tracked meetings in which E, S, or G topics were covered. We believe these meetings open avenues to value creation through productive dialogue on material ESG issues.


Companies for which we voted proxies.


Annual general meetings at which we did not support management recommendations on at least one resolution.1

1 These decisions are intended to advance the best interests of shareholders, support best practices, and foster constructive dialogue.

All figures as of 31 December 2023.

Importance of engagement 

With the objective of creating value, we engage to advance resilient business practices and support sustainable outcomes. Deep research and constructive dialogue with management and boards is at the heart of our engagement philosophy. We also encourage transparency to better assess financial risks and opportunities for each company or issuer.


Proxy voting

Many of our clients delegate proxy voting authority to Wellington, given our research expertise, access to management teams, and incorporation of engagement into our investment process. Our investment teams vote proxies in accordance with their individual investment philosophies to support value creation. We prioritize open dialogue so that clients may understand our approach and how it reflects their best interests.


ESG integration and ratings

For many Wellington investment teams, ESG research is an input or lens to help assess the value of investments. The “weight” or prominence of this input differs depending on ESG topic, security type, and the discipline and/or philosophy & process applied to a given investment portfolio. For more than 8,500 companies, we identify relevant data to assess issuer performance on material ESG issues, and we use this data to assign company-level ESG ratings.  


Reports and policies

We aim to approach all regulation with investment integrity and in a manner consistent with our clients' expectations.

Industry initiatives, memberships, & frameworks

Climate technology
Climate technology
Climate technology
Climate technology
Climate technology

Contact the team

Please fill out the form with any questions for the team. 

Your request has been submitted.