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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
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 that we believe contribute to a lower-carbon future, can help the world adapt to a changing climate, or are well positioned to manage transition and/or physical risks
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
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
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