Wellington at a glance
USD 1 T+
Client assets managed
3,000+
Clients
3,000+
Tracked meetings in which E, S, or G topics were covered. We believe these meetings open avenues to value creation through productive dialogue on material ESG issues.
All figures are for the Wellington Management Group of companies as at 30 June 2024.
ESG integration philosophy
At Wellington Management, we consider ESG criteria as one set of factors among many that should be weighed appropriately to inform investment decision making.
Our engagement philosophy centers on research and company dialogue. As an integral part of our fiduciary responsibility, we engage with thousands of issuers and exercise our voting rights with the goal of achieving favorable outcomes that enhance the value of our clients’ investments. Through engagement, we encourage companies to hold high standards for governance and sustainability practices that can increase resilience and profitability. We believe that with informed, active ownership, we can influence and foster best practices on issues material to client outcomes. Please explore these resources:
Our north star is the belief that material ESG issues can affect the long-term value of securities we invest in; therefore, it is in our clients’ best interest for us to analyze these issues. We do this by:
For more information, or to speak with an investment team, please email us here and select “Corporate Access Inquiry” as the type of request.
