We see opportunity in sustainable investing

A holistic sustainable investing approach

Our holistic approach triangulates insights on potential investments from fundamental equity, credit and sustainable research perspectives. Achieving our clients' investment goals means integrating our sustainable research and engagement practices across our investment platform.

We cultivate thought partnerships within and outside of our industry in pursuit of better investment outcomes.

  • Industry Leaders
    Industry Leaders
  • Scientific Community
    Scientific Community
  • Academia
See How We Partner

We believe investments that foster a sustainable future may be poised to benefit from it. Our sustainable investing approaches include:

  • Impact Investing
    Impact Investing
  • Thematic Investing
    Thematic Investing
  • ESG Integration and Engagement
    ESG Integration and Engagement
See How We Invest

We aim to assess material ESG issues and influence corporate behavior in ways that unlock value.

  • Risk Assessment
    Risk Assessment
  • Corporate Engagement
    Corporate Engagement
  • Value Enhancement
    Value Enhancement
See How We Engage

A range of sustainable investing options

While stewardship and ESG awareness are increasingly part of our firmwide philosophy, we offer a range of dedicated sustainable strategies for clients who want to express their investment intent directly.

Learn more about our approaches:

Wellington joins Net Zero Asset Managers Initiative

Wellington is proud to be a founding member and signatory to the Net Zero Asset Managers Initiative, joining a select group of peers from around the world. We believe climate change presents material risks and opportunities for investors, and we expect that many asset prices will increasingly begin to reflect these effects.

  • We intend to partner with asset owners on their decarbonization goals, in recognition of the impact the low-carbon transition may have on security valuations.
  • We also pledge to be carbon neutral in our operations by 2022. 

This opportunity enables us to demonstrate continued leadership on climate issues, deepen engagements with portfolio companies, and enhance consultative partnerships with clients. 

Interested in learning more about our net-zero commitment, considerations for asset owners, and tools to align portfolios with the energy transition? At a March 2021 event, our Director of Sustainable Investment Wendy Cromwell and Climate Transition Risk Analyst Julie Delongchamp addressed these issues and more.

Four decades of forward thinking

Since the early 1980s, our investment teams periodically collaborate on a firmwide, interdisciplinary research initiative called Future Themes, exploring provocative investment ideas to address emerging global trends and challenges. This tradition, which continues today, informs our sustainable investing research.

  • Ontario Teachers' Pension Plan (OTPP) joins climate science initiative
  • Marjorie Winfrey, sustainable investment research analyst, joins EU Taxonomy Practitioners Group
  • Launched Global Stewards & Broader Perspectives
  • Began managing Vanguard Global ESG Select Stock
  • Chris Goolgasian, director of Climate Research, joins CFTC Climate Risk Subcommittee
  • Wendy Cromwell, head of Sustainable Investment, elected to PRI board
  • Began climate research initiative with Woodwell Climate Research Center. CalPERS joins initiative
  • Launched Global Impact Bond
  • Launched Low-Carbon Systematic Emerging Markets
  • Signed Statement of Support for Task Force on Climate-related Financial Disclosures (TCFD)
  • Began collaborating on Harvard Business School case study
  • Joined the Global Impact Investment Network (GIIN)
  • Launched Global Impact
  • Signed the UN Principles for Responsible Investment (PRI)
  • Formalized environmental, social, and governance (ESG) Research team
  • Launched Climate Strategy**
  • ** Formerly Global Environmental Opportunities
  • Became subadvisor for Domini equity fund
  • Launched a Shari'ah-compliant global equity strategy, collaborating with Harvard University scholars and the Islamic Development Bank
1970s - present
  • Research sustainability via Future Themes

Wellington 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. We believe achieving our clients' goals means integrating sustainable research and engagement practices across our investment platform.

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.

Read the report

A+ rating from PRI

Summary scorecard showing A - A+ ratings for Wellington Management

We are proud to have earned an overall A+ rating from the Principles for Responsible Investment (PRI).

Participating in the assessment is part of our effort to benchmark ourselves and improve our practice and approach to sustainable investing.

See the report (PDF)

We support the United Nations Sustainable Development Goals (SDGs)

The 17 UN SDGs are a blueprint for raising global economic growth, lowering inequality, and protecting the environment for future generations.

Learn why our investment professionals think the SDGs are such an important framework, and how we work to support them.

In practice

Understanding how climate change will affect asset prices

Working with Woodwell Climate Research Center, we are studying how the physical effects of climate change — heat, drought, flooding, and other variables — will affect capital markets and asset prices.

By integrating climate science data with financial data and using those findings in our investment process, we hope to help companies identify, measure, and manage their exposure to these risks and be able to relay that information to capital providers, investors, and regulators.

Learn about our work in our Climate 101 series of short videos.

Learn more

Gain sustainable investing insight

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2021 ESG & Sustainability Outlook

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Sustainable investing in 2020 and beyond

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Why should investors study climate science?

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2020 Climate Report

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Global Impact Annual Report

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Physical Risks of Climate Change

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