Wellington's impact investment teams believe partnership and engagement with companies and issuers in which we invest can create lasting value for our clients while enhancing our investments’ positive impact.
Engagement is a means of deepening our fundamental analysis of a potential investment and gauging the viability of our impact thesis. Our impact investment teams seek to approach engagement as we do our investment research, leveraging a multidisciplinary analysis that spans equity, fixed income, impact, and ESG perspectives. As a fiduciary of our clients’ capital, we believe it is our objective to understand the full mosaic of an investee entity’s business or financial model, industry structure, and capital allocation decisions. We also believe that this approach is the most effective way to further our intended positive impact on people and the planet.
Once invested, engagement can help us drive the desired investment and impact outcomes. Specifically, in relation to impact, we find that by educating and supporting management teams, we may be able to help them exceed expected positive environmental and social outcomes.