ESG

Showing of Insights Posts
1402425145
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Impact measurement and management practices

What constitutes an impact investment? How is impact measured? And, what are the benefits of impact investing? Our Impact Management and Measurement Practice Leader Oyin Oduya discusses our approach. 

Continue reading
event
3 min
Video
2025-10-18
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1408450618
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Human capital management for private companies

We discuss why effective people management is critical for private companies and outline four strategic focus areas that can help companies navigate evolving employee needs, regulatory changes, and investor expectations.

Continue reading
event
7 min
Article
2025-08-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1300422159
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Cybersecurity for private companies

We highlight today's rising cybersecurity risks, explore how they impact private companies, discuss key regulatory considerations, and share best practices for companies facing these threats.

Continue reading
event
8 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1485104210
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2023 Sustainability Report

We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms. 

Continue reading
event
Report
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
200512222-001
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Three ways social considerations can enhance portfolios

Four leading Wellington equity and fixed income experts explore three ways social considerations can enhance portfolios.

Continue reading
event
5 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
455242307
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Will proposed corporate governance reforms help to narrow the “Korea discount”?

Could South Korea's Corporate Value-up Program help to narrow the so-called “Korea discount” and build on the momentum gathering pace elsewhere across Asia to improve corporate governance and shareholder returns?

Continue reading
event
Quick Take
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1148429736
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Private market perspectives

Hear from private market experts across our early-stage venture, climate growth, late-stage biomedical, late-stage growth, private credit, and ESG  teams.  

Continue reading
event
Video
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1449307455
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Five key ESG topics for private companies in 2024

See where our ESG for Private Investments team is focusing to minimize investment risk and maximize company value in 2024 and beyond.

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
solar plant on hills
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Why climate change matters in private markets

We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.
Continue reading
event
Article
2024-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
glass building with sky with sun
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Governance best practices in public markets

For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.

Continue reading
event
Article
2024-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
podcasts mic stand and headphones
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

WellSaid: Partnering with portfolio companies

Co-head of private investing Michael Carmen explores how we partner with portfolio companies to help them along the "last mile from the private market to the public market" including on key ESG issues for private companies to consider.

Continue reading
event
Podcast
2024-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial materiality: The cornerstone of the ISSB’s global baseline for sustainability disclosure

The new standards may help provide market participants with data necessary to price sustainability-related risks and opportunities, which can feed directly into the assessment of enterprise value.

Continue reading
event
Quick Take
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1269990020
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
A guide to ESG materiality assessments
We continue our "ESG insights for private companies" series by exploring ESG materiality assessments, including why they are important and how to conduct one for your private company.
Continue reading
event
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Wellington_GlobalCampaign_UP_Day_2_1309_Yolanda_R2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The value in valuing employees

Companies able to adapt and respond to challenges in the labor market will find themselves well positioned for the future, say Equity Portfolio Managers Yolanda Courtines and Mark Mandel.

Continue reading
event
Article
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
fintech-regulation-sec-legislation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fintech regulation: Geopolitics, ESG, and crypto

Discover how fintech’s growing role as a national strategic imperative impacts regulations, the effect of ESG on regulation, and the specific need for regulation in crypto markets.

Continue reading
event
Article
2024-02-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Key updates to Wellington’s 2023 proxy voting guidelines

We periodically update our guidelines in an ongoing effort to help Wellington's investment teams vote proxies in our clients' best interests. Read about key updates for this year from two members of Wellington's ESG team. 

Continue reading
event
Quick Take
2024-02-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
corporate-landscape-european-industry-frankfrut-cityscape
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

European credit: seeking to make the most of the new market regime

Fixed Income Portfolio Manager Derek Hynes and Investment Specialist Jillian Rooney assess why the new market regime is creating potentially compelling opportunities in the European credit market.

Continue reading
event
Article
2024-02-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
podcasts mic stand and headphones
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Private equity market in 2023

In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.

Continue reading
event
Article
2024-02-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
financial-inclusion-esg-in-fintech
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The role of ESG in fintech

Global Industry Analyst Matt Ross and Portfolio Manager Matt Lipton explore the role of ESG in fintech in this clip from their WellSaid podcast episode.

Continue reading
event
Article
2024-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
625229914
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2023 Insurance Outlook: Resolve to solve with a restocked toolkit

Multi-Asset Strategist Tim Antonelli and Insurance Strategist Max Davies share four actionable ideas designed to help insurers successfully navigate 2023.

Continue reading
event
Whitepaper
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2023 ESG & Sustainability Outlook
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Focusing on value amid rising global challenges and opportunities

Our Sustainable Investing (SI) Research Team offers a high-level view of 2023 research and engagement priorities.

Continue reading
event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Global Economic Outlook — 2023
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Five key ESG topics for private companies in 2023

Our ESG for Private Investments Team explores five critical ESG topics for private companies in the year ahead.

Continue reading
event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1390560381
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Harnessing the power of engagement in stewardship investing

Equity Portfolio Manager Yolanda Courtines explores why company engagement is a key component of successful stewardship investing.

Continue reading
event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Equity icons
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Equity investing with a thematic lens: Three game changers for 2023

Head of Investment Research Mary Pryshlak and Equity Portfolio Manager Tim Manning highlight their strongest convictions across global equity markets heading into 2023.

Continue reading
event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Sustainable fixed income: Key terms allocators should know
ESG integration versus sustainable investing: What’s the difference? We explain a few key distinctions that are important for allocators to understand.
Continue reading
event
Quick Take
2023-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
glass building with sky with sun
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Governance best practices in public markets
For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.
Continue reading
event
Article
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
588551157
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid-2022 ESG & Sustainability Outlook
Our Mid-2022 Sustainability Outlook provides an update on our sustainability efforts, expansion of research into the economic impacts of climate change, ESG integration and stewardship, and impact platform.
Continue reading
event
Article
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Sustainable fixed income investing entering the mainstream
This short piece explores the continued rise of sustainable fixed income investing and links to a more in-depth white paper on the topic.
Continue reading
event
Quick Take
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
946852536
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Sustainable fixed income investing comes of age
ESG integration and sustainable investing have gained considerable traction in global fixed income markets. Investment Directors Anand Dharan and Meredith Joly and Fixed Income Trader Keenan Choy discuss this ongoing trend and some of its key implications for asset allocators.
Continue reading
event
Article
2023-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Deepening our commitment to sustainability: Highlights from 2021
Head of Sustainable Investment Wendy Cromwell shares 2021 sustainability highlights across our investment, client, and infrastructure platforms.
Continue reading
event
Quick Take
2023-05-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The full climate-investing opportunity
From devastating floods in Australia — tragically, in many of the same areas hit by fires in recent years — to wildfires in Europe and the US, widespread disasters bring into stark reality the consequences today of a changing climate. The human toll of these events has become an unfortunate yet familiar part of the news cycle, but the second-order impacts of climate change on financial markets are sometimes less well understood. Many traditional approaches to climate investing have rightly focused on these risks, but we believe both their approach and their scope are often incomplete and lacking nuance, thereby creating inefficiencies in the climate-investing landscape.
Continue reading
event
Quick Take
2023-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Stewardship and engagement: 2021 highlights and 2022 goals
Wellington’s long-standing commitment to deep fundamental research and meaningful engagement with investee companies continues to drive positive engagement outcomes that we believe support and enhance long-term investment value for our clients. We are proud of progress we made in 2021 advancing our stewardship priorities, and we have seen many positive outcomes spanning a range of environmental, social, and governance (ESG) issues. We look forward to continued momentum on ESG and to expanding our influence via active ownership in 2022.
Continue reading
event
Quick Take
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
14763_insight_five-esg-considerations-for-private-investors_screen-shot_1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Five key ESG topics for private companies
Members of our private market ESG team highlight the topics they expect will be top of mind in the coming year, from diversity to data privacy to supply-chain issues.
Continue reading
event
Video
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1178919282
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2021 Responsible Investor USA conference: Climate investor spotlight
In this event replay from the 2021 Responsible Investor USA conference, Portfolio Manager Alan Hsu discusses how you can dynamically build a portfolio of stocks for a pragmatic net zero CO2 strategy.
Continue reading
event
Event replay
2023-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
floods-997424604-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Japan rises to the challenge of climate change
Two of our climate investors explain how Japanese companies are developing innovative solutions to protect society from the effects of climate change.
Continue reading
event
Article
2023-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1318627653
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Decarbonization and the energy transition: The next supercycle
The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.
Continue reading
event
Article
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
woman-standing-between-mountains
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Alternative Investment Outlook
Our 2022 Alternative Investment Outlook looks at 5 areas of focus for the coming year and explores private equity markets and ESG opportunities.
Continue reading
event
Article
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1160370731
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Ten essential climate questions for private companies
We explore how climate change impacts private companies and share the top questions for companies to be prepared to address as this issue grows.
Continue reading
event
Quick Take
2022-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
588551157
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 ESG & Sustainability Outlook
Our 2022 ESG & Sustainability Outlook previews our climate research and engagement approach for the coming year and offers investment strategy considerations.
Continue reading
event
Article
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
884018786
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
Continue reading
event
2023-01-27
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
497424407
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Three transition year themes — inflation, capital, ESG
Insurance Multi-Asset Strategist Tim Antonelli believes 2022 could be a year of transition for the global insurance industry, with the three big themes of inflation, capital, and ESG likely to play prominent roles in many insurers’ strategic planning and decisions.
Continue reading
event
Whitepaper
2022-12-01
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
829105476
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The critical role of ESG for private companies

Explore our full ESG insights for private companies series with our latest research on governance, DEI, climate, and much more.

Continue reading
Article
2024-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.