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
- Scientific Community
- Academia
We believe investments that foster a sustainable future may be poised to benefit from it. Our sustainable approaches include:
- Impact Investing
- Thematic Investing
- ESG Integration and Engagement
We aim to assess material ESG issues and influence corporate behavior in ways that unlock value.
- Risk Assessment
- Corporate Engagement
- Value Enhancement
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.
Global Impact
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
Climate Strategy
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
Low-carbon solutions
Quantitative strategy aimed at investing in companies contributing to a lower-carbon future
Broader Perspectives
Invests in a combination of what we believe are ESG leaders and businesses showing improvements in ESG
Global Stewards
Invests in multinational companies that we believe can sustain high return on capital and that display exemplary corporate stewardship
Learn more about our approaches:
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.
2020
- Ontario Teachers' Pension Plan (OTPP) joins climate science initiative
- Marjorie Winfrey, sustainable investment research analyst, joins EU Taxonomy Practitioners Group
2019
- Launched Global Stewards & Broader Perspectives
- Began managing Vanguard Global ESG Select Stock
- Chris Goolgasian, director of Climate Research, joins CFTC Climate Risk Subcommittee
2018
- Wendy Cromwell, head of Sustainable Investment, elected to PRI board
- Began climate research initiative with Woodwell Climate Research Center. CalPERS joins initiative
2017
- Launched Global Impact Bond
- Launched Low-Carbon Systematic Emerging Markets
- Signed Statement of Support for Task Force on Climate-related Financial Disclosures (TCFD)
2016
- Began collaborating on Harvard Business School case study
- Joined the Global Impact Investment Network (GIIN)
2015
- Launched Global Impact
2012
- Signed the UN Principles for Responsible Investment (PRI)
2011
- Formalized environmental, social, and governance (ESG) Research team
2007
- Launched Climate Strategy**
- ** Formerly Global Environmental Opportunities
2006
- Became subadvisor for Domini equity fund
1995
- 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.
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.
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.