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Invest in potential long-term growth and value drivers

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In pursuit of value creation, our sustainable theme investment professionals focus on companies whose products and services, in their view, stand to make positive long-term contributions to society and the environment, underpinned by structural economic drivers.

Our approach: Focusing on trendlines, not headlines

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Building on Future Themes

For more than 40 years, Wellington investors have engaged in a firmwide research initiative, aimed at identifying the ideas that will shape the future. This culture of thematic thinking is the basis of and inspiration behind our next-generation investment approaches. 

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Aligning with structural economic development drivers

Structural themes can change the world. Areas like biotechnology or renewable energy, which were barely investable 30 years ago, are now enormous opportunity sets. Today’s next-generation ideas may be among the most important long-term economic drivers for the next 30 years. 

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Finding growth potential

The dynamics that sustain economic progress are typically more enduring than near-term growth drivers, and these structural trends can provide a wide range of investment opportunities.

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Active approach; prudent risk management

Our sustainable theme investment professionals believe an active approach to thematic investing is essential for identifying disruptive companies that can improve outcomes through scale, cooperation, and innovation. Our portfolio construction focuses on risk contributions, aiming to smooth risk and return experiences across thematic exposures. 

What route is right in emerging markets investing?

How can investors find the most compelling opportunities within emerging market equities? Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success.

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The next generation of thematic investing

The Next Generation Thematic Team seeks high-conviction structural opportunities across global equity markets, with a focus on themes related to inclusion, innovation, and sustainability.

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Meet our sustainable theme investing experts

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Dáire Dunne

, CFA

Head of Next Generation Thematic
Simon Charles Henry

Simon Henry

, CFA

Equity Portfolio Manager
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Natasha Brook-Walters

Co-Head of Investment Strategy

Insights

FAQs: Sustainable theme investing 

Contact the team

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