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USD 1 T+
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Client assets managed
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United States, Institutional
Change
Wellington at a glance
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3,000+
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Clients
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3,000+
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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.
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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.
- ESG research at Wellington is centralized and available to all investment teams. Each investment team incorporates this research into its decision making and risk-management practice as appropriate, and in a way that is consistent with its investment philosophy and process.
- The firm’s leadership team believes that material ESG issues are strategic business issues that can affect the value of assets we invest in on behalf of our clients. We view analysis and integration of ESG criteria as both return-enhancing and risk-mitigating.
- Our ESG analysts conduct in-depth analysis of the ESG factors considered material to companies within their sector coverage. Materiality is the foundation of our integration process, as the ESG issues likely to impact long-term value differ by sector and industry.
- By deepening the engagement dialogue with portfolio companies on material issues, we aim to unlock value and enhance long-term investment returns.
resources for companies
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:
- ESG insights for private companies — Diversity, equity, and inclusion: FAQ
OUR APPROACH TO ESG
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:
- Applying sector knowledge and investment experience to materiality assessment
- Taking an investment-led approach, focusing on connections between fundamental and ESG performance and on material ESG issues that we believe will drive — or impair — value creation
- Regularly discussing material ESG issues at our firmwide daily morning meetings, sector team meetings, and portfolio team discussions
- Actively supporting the development of corporate disclosure standards focused on material issues
For more information, or to speak with an investment team, please email us here and select “Corporate Access Inquiry” as the type of request.
