We see opportunity in sustainable investing
A range of investment 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.
Invests in the equities of public companies that we believe are solving the world’s biggest social and environmental problems
Global Impact Bond
Seeks to invest in fixed income issues whose proceeds help solve great social and environmental problems
Invests in companies focused on climate mitigation or adaptation
Emerging Market Development
Invests in companies that contribute to or benefit from secular development trends in emerging markets
Quantitative strategy aimed at investing in companies contributing to a lower-carbon future
Invests in a combination of what we believe are ESG leaders and businesses showing improvements in ESG
Invests in multinational companies that we believe can sustain high return on capital and that display exemplary corporate stewardship
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.
- Launched Global Stewards & Broader Perspectives
- Began managing Vanguard Global ESG Select Stock
- Chris Goolgasian, director of Climate Research, joins CFTC Climate Risk Subcommittee
- Launched Global Impact Bond
- Launched Low-Carbon Systematic Emerging Markets
- Signed Statement of Support for Task Force on Climate-related Financial Disclosures (TCFD)
- Launched Global Impact
- Formalized environmental, social, and governance (ESG) Research team
- Became subadvisor for Domini equity fund
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.
A+ rating from PRI
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.
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.
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.
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