-
-
900+
-
investment professionals
-
Skip to main content
- Funds
- Capabilities
- Insights
- About Us
Asset classes
Sustainability considerations continue to affect markets and economies in new ways. We believe a focus on sustainability gives investors and the companies and issuers they invest in greater power to drive value and create strategic advantages.
Wellington at a glance
900+
investment professionals
60+
professionals dedicated to sustainability investment and research
3,000+
Tracked meetings in which E, S, or G topics were covered in 2023.1 We believe these meetings open avenues to value creation through productive dialogue on material ESG issues.
All figures as of 31 December 2023
1Represents meetings with public-market issuers. Issuers refers to companies and sovereigns. All figures as of 31 December 2023. For the Wellington Management group of companies.
Our approach to sustainable investing
To help mitigate risk and enhance potential returns
To translate sustainability research into client-oriented outcomes
*Wellington formerly referred to these solutions as “ESG forefront investing.”
To open avenues to value creation by advancing resilient business practices and sustainable outcomes
* Represents meetings with public-market issuers. Issuers refers to companies and sovereigns. All figures as of 31 December 2023. For the Wellington Management group of companies.
To engage with policymakers and standard setters to improve client outcomes
Sustainable investing and ESG solutions
Unlocking investment value with active ownership
Our stewardship activities aim to support outcomes that result in sustainable, competitive investment returns for our clients. Active ownership allows us to be committed to deep research and constructive dialogue and, in our view, is integral to our responsibility to our clients.
Industry initiatives, memberships, & frameworks
Principles for Responsible Investment (PRI)
Voluntary framework that allows investors to incorporate ESG issues into their decision-making and ownership practices
Taskforce on Climate-related Financial Disclosures (TCFD)
Develops disclosures for use by companies in providing information to relevant stakeholders
UN Sustainable Development Goals (SDGs)
17 goals and 169 underlying targets aimed at expanding global economic growth, reducing inequality, and promoting peace
Global Impact Investing Network (GIIN)
Nonprofit industry leader setting standards for impact investing across asset classes
International Financial Reporting Standards (IFRS)
Develops baseline standards for sustainability disclosures to help inform investment and economic decision making
Partnership for Biodiversity Accounting Financials (PBAF)
Provides financial institutions with practical guidance on biodiversity impact and dependency assessments
Corporate sustainability at Wellington refers to how our firm operates responsibly and sustainably. As a private partnership, we believe we have greater freedom to foster a culture and encourage the innovation that empowers our people to take action on sustainability, benefiting our clients, our company, and our people. Our firm’s approach focuses on:
Being effective stewards of sustainability within our operations
Partnering to help build thriving communities where we live and work
Empowering our colleagues to take action on sustainability
Past results are not necessarily indicative of future results and an investment can lose value. Funds returns are shown net of fees. Source: Wellington Management
© 2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Overall Morningstar Rating for a fund is derived from a weighted average of the three, five, and ten year (if applicable) ratings, based on risk-adjusted return. Past performance is no guarantee of future results.
The content within this page is issued by Wellington Management Singapore Pte Ltd (UEN: 201415544E) (WMS). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Information contained on this website is provided for information purposes and does not constitute financial advice or recommendation in any security including but not limited to, share in the funds and is prepared without regard to the specific objectives, financial situation or needs of any particular person.
Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed. The value of the shares of the funds and the income accruing to them, if any, and may fall or rise. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. Investors should read the prospectus and the Product Highlights Sheet of the respective fund and seek financial advice before deciding whether to purchase shares in any fund. Past performance or any economic trends or forecast, are not necessarily indicative of future performance. Some of the funds described on this website may use or invest in financial derivative instruments for portfolio management and hedging purposes. Investments in the funds are subject to investment risks, including the possible loss of the principal amount invested. None of the funds listed on this website guarantees distributions and distributions may fluctuate and may be paid out of capital. Past distributions are not necessarily indicative of future trends, which may be lower. Please note that payment of distributions out of capital effectively amounts to a return or withdrawal of the principal amount invested or of net capital gains attributable to that principal amount. Actual distribution of income, net capital gains and/or capital will be at the manager’s absolute discretion. Payments on dividends may result in a reduction of NAV per share of the funds. The preceding paragraph is only applicable if the fund intends to pay dividends/ distributions. Performance with preliminary charge (sales charge) is calculated on a NAV to NAV basis, net of 5% preliminary charge (initial sales charge). Unless stated otherwise data is as at previous month end.
Subscriptions may only be made on the basis of the latest prospectus and Product Highlights Sheet, and they can be obtained from WMS or fund distributors upon request.
This material may not be reproduced or distributed, in whole or in part, without the express written consent of Wellington Management.
You are about to enter a website intended for Singapore investors only. Any person unable to accept these terms and conditions should not proceed any further. Before making any investment decision, you shall read carefully the offering documents of each Fund (as defined below).
The use of https://www.wellington.com/en-sg/individual (this “Website”) is subject to the following terms and conditions (the “Terms”). After you have read and understood these Terms, you may click “Accept” to confirm that you agree to the Terms.
By clicking "Accept" you:
(i) expressly acknowledge that you have read and understood the Terms and agree to abide by them;
(ii) represent and warrant that the jurisdiction you have selected is the applicable jurisdiction for the intended investment activities, and that you are not resident in the United States of America and are not a U.S. Person;
(iii) confirm that you are accessing this Website in compliance with the laws and regulations of the jurisdiction you have selected, and all other applicable laws, rules and regulations;
(iv) represent and warrant, if applicable, that you are authorised to accept these Terms and use or access (or attempt to use or access) this Website on behalf of your employer, your client, or both, and that in doing so you are acting within the scope of your duties and, at all times, on behalf of your employer, your client or both;
and
(v) agree to the terms of our Privacy Policy as set out below in paragraph 17.
If you do not agree with these Terms you must refrain from using this Website.
In these Terms, references to “you” and “your” are references to any person using or accessing (or attempting to use or access) this Website. References to “Wellington Management”, “we” and “us” are references to Wellington Management Singapore Pte. Ltd.
By entering this Website, you acknowledge and agree to be bound by each of the following Terms, together with any additional terms and conditions that apply to individual webpages, documents or other attachments contained within this Website (together, the “Conditions of Use”). If there are any Conditions of Use that you do not understand or agree with, you must leave this Website or the webpage in question (as applicable) immediately and delete immediately from the memory of your computer all documents from this Website.
Effective as of 30th September 2021