Switzerland, Institutional
Change
The views expressed are those of the teams comprising Wellington’s Impact Platform including our impact equity and fixed income investment teams and IMM Practice. For these teams and strategies, impact measurement and management and engagement is a core component of the investment process. These practices do not necessarily extend to other strategies that Wellington Management offers. Views are those of the authors at the time of writing, and other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Global Impact report
We are pleased to share the eighth report for Wellington’s Global Impact strategy. In our view, growing social and environmental challenges continue to underscore the need to invest across our impact themes.
The contents of this report showcase key developments in our Global Impact strategy during 2023, including sample engagements and investment spotlights to illustrate our investment process and the measurable outcomes we achieved.
For a full list of companies we engaged with in 2023, please see our Impact engagement report.
Data as of 31 December 2023 | Source: Wellington Management | Sources for chart statistics: Affordable housing: “Housing,” UN-Habitat. Clean water & sanitation: “Partnerships and Cooperation for Water: UN World Water Development Report 2023,” United Nations Educational, Scientific and Cultural Organization (UNESCO). Health: “Tracking Universal Health Coverage: 2023 Global Monitoring Report,” World Health Organization, September 2023. Sustainable agriculture & nutrition: Jeremy Ney, “Food deserts and inequality,” Social Policy Data Lab, 30 September 2021; “New map shows where millions of UK residents struggle to access food,” University of Sheffield, 22 July 2021. Digital divide: “Facts and Figures 2023: Internet use,” itu.int, 2024. Education & job training: “Education pays,” U.S. Bureau of Labor Statistics, May 2023. Financial inclusion: “The Global Findex Database,” The World Bank, 2022. Safety & security: “Global Cybersecurity Outlook 2023,” World Economic Forum. Alternative energy: “The Five Grand Challenges," Breakthrough Energy. Resource efficiency: Daneil Raimi, et al., “Global Energy Outlook 2023: Sowing the Seeds of an Energy Transition,” Resources for the Future, March 2023. Resource stewardship: “Global Resources Outlook 2024,” UN Environment Programme, 01 March 2024.
HOW TO INVEST
Global Impact Fund
Art.9 (SFDR)
Seeks to outperform the MSCI All Country World Index while generating measurable social or environmental impact
Capital at risk
IMPACT INVESTING AT WELLINGTON
Approach to engagement
All investing involves risk. If an investor is in any doubt as to the suitability of an investment, they should consult an independent financial adviser. Past results are not necessarily indicative of future results and an investment can lose value.
Please refer to the investment risks page for information about each of the following risks:
Important disclosures
Data provided is as of 31 December 2022 | Investment examples are based on holdings of the representative account from 1 January to 31 December 2022. Company examples are for illustrative purposes only, are not representative of all investments made by the portfolio and should not be interpreted as a recommendation or advice. Portfolio spotlight examples are based on nonperformance criteria.
