Our Climate Research Team studies the investment risks and opportunities of climate change. They also engage with companies and issuers that they believe contribute to a lower-carbon future, can help the world adapt to changing climate, or are well positioned to manage climate-related risks.
Our approach: Research-based, science-supported
Ongoing work with two leading research institutions, Woodwell Climate Research Center and the MIT Joint Program on the Science and Policy of Global Change, helps us better understand and communicate physical climate and climate-transition risks.
Working with Woodwell Climate, our Climate Research Team developed our Climate Exposure Risk Application (CERA), which Wellington investment teams can opt to use to view the geospatial relationships between physical climate risks and securities worldwide.
Our investment teams have access to several data-driven analytics tools, including our Carbon Emissions Dashboard, Net Zero Portfolio View, and Transition Alignment Rating. Our Climate Research Team also offers climate portfolio reviews to all our investment teams to help them assess and enhance climate readiness.
How to invest
Global equity fund with a singular focus on climate risk and the environment
Art.9 (SFDR)
Capital at risk
Biodiversity investment research
Given widespread economic dependence on ecosystem services, investors can benefit from a better understanding of the financial risks associated with biodiversity loss and the depletion of natural capital.
Net Zero Asset Managers initiative (NZAM)
As consistent with their philosophy and process and with the aim of improving investment outcomes, our research and investment teams partner with asset owners on their decarbonization goals, in recognition of the potential impact of the low-carbon transition on security valuations.
We also acknowledge that the scope for asset managers to invest for net zero and to meet the commitments set forth above depends on the mandates agreed with clients and clients’ and managers’ regulatory environments. These commitments are made in the expectation that governments will follow through on their own commitments to ensure that the objectives of the Paris Agreement are met, including increasing the ambition of their Nationally Determined Contributions, and in the context of our legal duties to clients and unless otherwise prohibited by applicable law.
Meet our climate investing experts
Christopher Goolgasian
, CFA, CPA, CAIA
Alan Hsu
Julie Delongchamp
, CFA
Insights
Assessing the impact of climate resilience
Oyin Oduya and Louisa Boltz discuss the case for impact solutions focused on climate adaptation and share high-level guidelines to help overcome the associated measurement challenge.
2023 Climate Report
Aligned with TCFD recommendations, this report describes how we manage climate-related risks and opportunities, engage with companies on climate change, and reduce our own carbon footprint.
2023 Sustainability Report
We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
Picking the right building blocks for a climate-aware portfolio
For asset owners integrating climate change into their multi-asset portfolios, members of our Investment Strategy & Solutions Group offer five important insights.
A blueprint for building climate-aware multi-asset portfolios
Members of our Investment Strategy & Solutions Group take a deep dive on the issues asset owners should consider when choosing climate-aware portfolio building blocks, from the evolving opportunity set to the active/passive decision.
Climate mapping in action: Investment case studies
We describe our Climate Exposure Risk Application (CERA), which can help our investment teams visualize and quantify physical climate risks.
Private investing portfolio company interview with AMP Robotics CEO
Dr. Matanya Horowitz, CEO of AMP Robotics, highlights how the company integrates AI and robotics into the recycling industry and explores the “actionable guidance” Wellington provides on ESG and other strategic issues.
Why sustainable food systems matter to investors
Our climate research expert explores insights from our joint work with Woodwell Climate Research Center on the pivotal relationship between food systems and biodiversity and highlights potential investment opportunities.
Why climate change matters in private markets
When extreme weather becomes the norm: what’s next for climate investors?
Climate investors can play a crucial role in accelerating mitigation and adaptation solutions. But finding investable opportunities requires a deep understanding of the climate investing landscape.
WellSaid: The economic significance of biodiversity
In this short clip from his WellSaid podcast interview, Dr. Zach Zobel of Woodwell Climate Research Center discusses the economic importance of coral reefs — lynchpins of marine biodiversity and vital to fishing, tourism, and other industries.
URL References
Related Insights
FAQS: Climate investing
In our view, climate change has the potential to significantly impact economic and financial-market outcomes, inclusive of asset prices and valuations. Companies and issuers that are unable to respond to shifting policy and regulation aimed at mitigating the effects of climate change, or that fail to adapt and build resilience to physical climate risks, may see their costs of capital rise and long-term value fall. Conversely, we believe companies and issuers that are helping the world mitigate and adapt to climate change may offer attractive investment opportunities.
Since September 2018, our Climate Research Team has been collaborating with Woodwell Climate Research Center, a leading independent climate-research institute. Working with the climate scientists, our Climate Research Team studies the physical effects of climate change on capital markets and asset prices, integrating those findings into our investment processes, where relevant to our clients’ objectives and the portfolio manager’s philosophy and process.
In January 2022, Wellington and the MIT Joint Program announced a new climate-change research collaboration. The alliance has not only bolstered the research we had been doing on the transition to a low-carbon economy, but also enhanced our understanding of the expected financial impacts of various transition pathways on industries and economies and deepened our decarbonization engagement practices.
We aim to study the investment risks and opportunities presented by climate change. With Woodwell Climate, we aim to bridge the gap between physical climate science and capital markets; understand which companies and regions face environmental and biodiversity risks; and improve our ability to quantify liabilities and appropriately price securities. With the MIT Joint Program, we seek to outline decarbonization pathways for corporate operations, supply chains, and products, while also assessing their potential economic impacts.
We leverage proprietary, data-driven tools and technology, including our Climate Exposure Risk Application tool (CERA), software that Wellington investors can use to view the geospatial relationships between physical climate-risk variables and the assets we consider investing in on behalf of clients. This work facilitates our ability to integrate climate science into fundamental investment insights; to better analyze and question those insights; and to draw practical, action-oriented conclusions. The Climate Research Team also conducts portfolio reviews and develops investor dashboards to facilitate company- and portfolio-level monitoring. The team also supports collaborative climate research at the firm.
Explore other sustainable and ESG investing opportunities
Socially and environmentally positive themes underpinned by structural economic drivers are central to the investment philosophy in pursuit of value creation and/or risk management.
Seeks to invest in issuers whose core products, services, or projects provide environmental and/or social solutions in a differentiated way, with the goal of driving measurable positive impact alongside financial returns
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