Sustainable Finance Disclosure Regulation
Wellington Management aims to approach the Sustainable Finance Disclosure Regulation (SFDR), part of the EU’s Action Plan for Financing Sustainable Growth, with investment integrity and in a manner consistent with our clients' expectations.
“Wellington Management is fully committed to ESG integration and sustainability. To support these efforts, we have assembled a dedicated Sustainable Investment Regulatory and Third-Party working group aimed to continue to meet and exceed the expectations of regulators, clients, consultants and other evaluators on sustainable investment issues. For the SFDR, we have put in place the requisite product disclosures and policies for March 2021. Our objective is to continue to partner with our clients to meet their financial and sustainable investment goals.”
Wendy Cromwell, CFA, Vice Chair and Director of Sustainable Investment (left)
Andria Weil, Chair, Sustainable Investment Regulatory and Third-Party working group (right)
Sustainability Risk Investment Policy
Document | Effective date | Download |
|---|---|---|
Wellington Global Sustainability Risk Consideration Policy | 03/10/2021 | English |
ADVERSE SUSTAINABILITY IMPACTS STATEMENTS
Document | Effective date | Download |
|---|---|---|
WME Adverse Sustainability Impacts Statement | 03/10/2021 | English |
WMIL Adverse Sustainability Impacts Statement | 03/10/2021 | English |
FRAMEWORK FOR EVALUATING GOVERNANCE PRACTICES
The following document describes our governance practices.
Document | Effective date | Download |
|---|---|---|
Good Governance Assessment for Article 8 and 9 SFDR | 10/01/2021 | English |
EXCLUSIONS
For certain Wellington Management Funds and at the request of a separate account client, Wellington Management can apply exclusions to companies participating in economic activity which they may deem to be harmful to the environment or society. While not all clients may wish to apply exclusions, this document explains the policies of Wellington Management on the exclusions of issuers from our clients’ investable universe where our clients have elected to apply exclusions.
Document | Effective date | Download |
|---|---|---|
Wellington Management Exclusions Policy | 10/01/2021 | English |