Sustainability

event February 2025

7 min

Article

2026-02-28

Private equity Climate tech Private portfolio companies Private investing Venture capital Liquid alternatives & hedge funds Growth Private investments Video

WellSaid: Partnering with climate founders

Wellington head of private climate Greg Wasserman discusses his team's approach to helping private companies progress along their growth journey

By

Greg Wasserman, CFA

event February 2025

Video

2026-02-28

Portfolio construction Sustainability Net zero Institutional Program Multi-asset Whitepaper Sustainable Investing Program

Implementing decarbonisation guidelines: lessons learned in collaboration with clients

For asset owners with net-zero ambitions, balancing decarbonisation goals with investment objectives can be a challenge. Climate Transition Risk Analyst Julie Delongchamp outlines a practical five-step approach to implementing tailored guidelines.

By

Julie Delongchamp, CFA

event February 2025

10 min

Whitepaper

2026-02-28

Geopolitics Climate Wellington on Washington and the World Content CoE Program Global Program Elections Article

Geopolitics in 2025: Risks, opportunities, and deepening uncertainties

Geopolitical Strategist Thomas Mucha outlines his structural, policy, and geopolitical outlook for the year.

By

Thomas Mucha

event February 2025

8 min

Article

2026-02-28

Private investing Venture capital Private companies Private Investing Program Economic cycle ESG insights for private companies Private equity Mid-stage Early stage ESG Video

Private market perspectives

Hear from private market experts across our early-stage venture, climate growth, late-stage biomedical, late-stage growth, private credit, and ESG teams.

Multiple authors

event January 2025

5 min

Video

2026-01-28

Innovation Climate Climate tech Sustainable Investing Program Climate Strategy Climate Strategy Equity Article

Climate adaptation may cost trillions. Is your portfolio ready?

With climate adaptation and resilience spending projected to exceed mitigation spending sixfold by 2050, we believe investors should consider allocations to adaptation-aligned opportunities.

Multiple authors

event January 2025

6 min

Article

2025-12-31

Private company management Private equity ESG Private companies Private portfolio companies ESG insights for private companies Private investments Article

Governance best practices in public markets

For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.

Multiple authors

event December 2024

7 min

Article

2025-12-31

Impact Private portfolio companies Venture capital Private Investing Program Impact investing Private equity Impact measurement Private investments Sustainable investing Private investing Article

Measuring impact in venture capital

We highlight why venture capital matters to impact investors and how to authentically measure and manage impact in this asset class.

By

event November 2024

5 min

Article

2025-11-01

Impact Sustainability Portfolio strategy Impact investing Equity Fixed income Sustainability policies Impact measurement Sustainable investing Article

Impact measurement and management: addressing key challenges

Our IMM practice leader describes common impact investing challenges and suggests ways to overcome them.

By

event October 2024

5 min

Article

2025-10-31

Active management Large-cap Sustainability Wealth Program Fundamental equity Global Stewards Article

Unlocking the full value potential of stewardship

Yolanda Courtines and Alex Davis examine how corporate stewardship can be a source of value and delve into what investors can do practically to maximise its full potential.

By

Yolanda Courtines, CFA

Alex Davis

event October 2024

5 min

Article

2025-10-31

Impact investing Private companies Sustainability Private investing Private equity Venture capital Liquid alternatives & hedge funds Equity Fixed income Impact Private company management Private portfolio companies Impact measurement Private investments Sustainable investing Article

Decoding impact expectations: best practices for impact investors and companies

We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.

By

Louisa Boltz

event October 2024

6 min

Article

2025-10-31

Energy Artificial intelligence (AI) Stewardship Sustainable Investing Program Thematic solutions Article

Navigating AI resource demands: Strategies for sustainable data center operations

AI's growing computational demands are raising critical questions about energy efficiency and water-resource management. We delve into strategies for enhancing sustainable data center operations, highlighting the importance of proactive resource stewardship.

By

Caroline Conway

Edwina Matthew

event October 2024

10 min

Article

2025-10-31

Impact ESG Sustainability Distribution Impact investing Business practices Sustainable investing Video Unique Perspectives

Impact measurement and management practices

What constitutes an impact investment? How is impact measured? And, what are the benefits of impact investing? Our Impact Management and Measurement Practice Leader Oyin Oduya discusses our approach.

By

event October 2024

3 min

Video

2025-10-18

Sustainability Impact Climate Impact investing Global Impact Global Impact Bond Global Impact Global Impact Bond Stewardship Impact measurement Sustainable investing Brand Article

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.

By

Louisa Boltz

event October 2024

9 min

Article

2025-10-02

Diversification Commodities Sustainability Sustainable Investing Program Sustainable investing Article

Commodities and the energy transition: Symbiosis for the future

The global energy transition is driving demand for commodities. Our experts explain which ones will be needed most.

Multiple authors

event September 2024

7 min

Article

2025-08-31

Private portfolio companies Private equity Business practices ESG insights for private companies Private company management ESG Article

Human capital management for private companies

We discuss why effective people management is critical for private companies and outline four strategic focus areas that can help companies navigate evolving employee needs, regulatory changes, and investor expectations.

Multiple authors

event August 2024

7 min

Article

2025-08-28

multi-family-housing-neoclassical-masonic

Fixed income Investment grade Real estate Institutional Program Global Credit Plus Opportunistic Fixed Income Credit Article Economic cycle Sustainability

Office to multifamily conversions: Implications for CMBS investors

Our experts explore the emerging trend in some US cities of converting office space into multi-family units and its implications for bond investors.

Multiple authors

event July 2024

5 min

Article

2025-07-31

Private portfolio companies Private equity ESG Private company management ESG insights for private companies Private investments Article

Cybersecurity for private companies

We highlight today's rising cybersecurity risks, explore how they impact private companies, discuss key regulatory considerations, and share best practices for companies facing these threats.

Multiple authors

event June 2024

8 min

Article

2025-06-30

Climate Sustainability policies Carbon emissions Climate report Report Business practices Sustainable investing No Optimizely

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.

Multiple authors

event June 2024

Report

2025-06-30

Sustainability policies Stewardship Business practices Sustainable investing ESG Climate Report

2023 Sustainability Report

We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.

event April 2024

Report

2025-04-30

Impact Carbon emissions Emerging markets Sustainable investing Brazil Africa Equity EM debt Impact investing Article

Impact investing in emerging markets: Growing opportunities, shifting challenges

Members of our impact bond team discuss their evolving emerging markets opportunity set and the importance of a bottom-up approach to value creation.

Multiple authors

event April 2024

6 min

Article

2025-04-30

Fixed income Sustainability Impact investing Fixed income program Impact Sustainable investing Global Impact Bond Article

Why an impact lens is an important tool in the fixed income investor's arsenal

Campe Goodman, Will Prentis and Oyin Oduya discuss how an impact lens can be an important tool in the fixed income investor's arsenal.

Multiple authors

event April 2024

4 min

Article

2025-04-30

Manager selection Climate Sustainable investing iStrat program Strategic allocation Active management Equity Fixed income Multi-asset Liquid alternatives & hedge funds Article iStrat Tactical allocation

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.

Multiple authors

event April 2024

3 min

Article

2025-04-30

Thematic exposure Carbon emissions Energy Emerging Market Development iStrat program iStrat Article

Thematic investing focus: evolving the current generation of energy

The energy transition is taking place amid a greater focus on energy security and affordability. What could this mean for the role of traditional energy companies, ask Keith White Daouii Abouchere and Megan Galligan.

Multiple authors

event April 2024

11 min

Article

2025-04-30

Thematic exposure Carbon emissions Energy iStrat program Emerging Market Development iStrat Article

Thematic investing focus: advancing the next generation of energy

The decarbonisation process represents the biggest capital cycle in our lifetime. As we develop the next generation of energy, Keith White, Daouii Abouchere and Megan Galligan examine how thematic investors can make the most of this structural opportunity.

Multiple authors

event April 2024

11 min

Article

2025-04-30

Manager selection Climate iStrat program Strategic allocation Multi-asset iStrat Whitepaper

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.

Multiple authors

event March 2024

Whitepaper

2026-03-31

Asia ESG Stewardship Equity Sustainability Sustainable investing Quick Take

Will proposed corporate governance reforms help to narrow the “Korea discount”?

Could South Korea's Corporate Value-up Program help to narrow the so-called “Korea discount” and build on the momentum gathering pace elsewhere across Asia to improve corporate governance and shareholder returns?

By

Soo Ho Jung

David Palmisano

event March 2024

Quick Take

2025-03-31

Fixed income Credit Sustainability Sustainable investing Global trading Distribution Article

Evaluating labelled bonds: a robust framework is key

Fixed Income Portfolio Manager Campe Goodman and Investment Specialist Will Prentis explain why they believe a robust framework for analysing labelled, or sustainable, debt can help to generate real-world impact.

By

Will Prentis

event March 2024

Article

2024-07-31

Venture capital Private equity Private investing Liquid alternatives & hedge funds ESG Private company management Private portfolio companies ESG insights for private companies Private investments Article

Five key ESG topics for private companies in 2024

See where our ESG for Private Investments team is focusing to minimize investment risk and maximize company value in 2024 and beyond.

Multiple authors

event December 2023

Article

2024-12-31

Outlook Sustainability Volatility Climate Strategy Emerging Market Development Global Impact Global Impact Bond Global Stewards Global Impact Bond Multi-asset Sustainable investing

The growing importance of supply chain transparency

Head of Sustainable Investment Wendy Cromwell explains why supply chains remain a key investment risk and details related research areas for our SI team in 2024.

By

event December 2023

2024-12-31

Outlook Sustainability Volatility Impact investing Innovation Climate Market Neutral Climate Strategy Article

Sustainable Investment Outlook

Our head of Sustainable Investment shares key areas of focus for 2023, including climate change and biodiversity, modern slavery, data privacy, shareholder rights, and impact investing,

Multiple authors

event December 2023

Article

2024-12-31

Climate Climate tech Portfolio strategy Portfolio construction Sustainable investing Article

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.

By

Victoria Landaeta

event November 2023

Article

2024-11-30

Climate tech Venture capital Private equity Private investments Climate Mid-stage Private company management Private portfolio companies Artificial intelligence (AI) Liquid alternatives & hedge funds Video

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.

event October 2023

Video

2024-10-31

Sustainability Biodiversity Climate Public pension (DB) Private pension (DB) Distribution Multi Single Balance sheet Discretionary Union (Taft Hartley) Climate Market Neutral Climate Strategy Sustainable investing Article

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.

By

event October 2023

Article

2024-09-30

Private equity Private portfolio companies Climate Private investments ESG insights for private companies ESG Sustainable investing Article

Why climate change matters in private markets

We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.

Multiple authors

event October 2023

Article

2024-10-31

Japan Stewardship Equity Business practices Quick Take

Shareholder activism in Japan: Integrating ESG within the investment process

In the final article within our series on shareholder activism in Japan, ESG Analyst Soo Ho Jung shares how the Japan equity team integrates ESG to help realize value for investors.

By

Soo Ho Jung

event September 2023

Quick Take

2024-09-26

Impact Income Diversification Impact investing Fixed income Sustainable investing Quick Take No Optimizely

Green horizons: How the shift toward sustainable finance may reshape fixed income markets

Three sustainability trends have the potential to reshape fixed income markets, leading to a range of new opportunities for investors.

By

Anand Dharan, CFA

event September 2023

Quick Take

2024-09-07

Large-cap Interest rates Stewardship Sustainable investing Equity Fundamental equity Article

Building resilience: Key questions equity investors need to ask today

Yolanda Courtines explores how equity investors can re-assess the resilience of their core portfolio against higher interest rates and more adverse macro conditions.

By

Yolanda Courtines, CFA

event August 2023

Article

2024-08-23

Japan Stewardship Equity Financials Telecom Industrials Quick Take

Shareholder activism in Japan: How our engagement approach drives value

Equity Portfolio Manager Katsuhiro Iwai introduces the Japan equity investment team's approach to engagement, sharing a number of successful recent case studies.

By

Katsuhiro Iwai, CFA, CMA

event August 2023

Quick Take

2024-08-04

Climate Hedge funds Liquid alternatives & hedge funds Alternatives investing Sustainable investing Whitepaper

Climate investing: The case for a market-neutral approach

In our view, climate change is a macro catalyst with the potential to disrupt entire industries, producing both relative winners and relative losers. Market-neutral strategies may offer the potential to capitalize on both.

By

Eric Krusell, CFA

event July 2023

Whitepaper

2024-07-31

Venture capital Private equity Private portfolio companies Private companies Late stage Private company management ESG Liquid alternatives & hedge funds Private investing Private investments Podcast

WellSaid: Partnering with portfolio companies

Co-head of private investing Michael Carmen explores how we partner with portfolio companies to help them along the "last mile from the private market to the public market" including on key ESG issues for private companies to consider.

By

Michael Carmen, CFA

event July 2023

Podcast

2024-07-24

Sustainability policies ESG Climate Climate Market Neutral Climate Strategy Emerging Market Development Global Impact Global Impact Bond Global Stewards Sustainable investing Quick Take

Financial materiality: The cornerstone of the ISSB’s global baseline for sustainability disclosure

The new standards may help provide market participants with data necessary to price sustainability-related risks and opportunities, which can feed directly into the assessment of enterprise value.

By

event June 2023

Quick Take

2024-06-29

Sustainability Impact Income Sustainable investing Fixed income Investment grade High yield Impact investing Quick Take

More green shoots: Tracking trends in sustainable debt issuance

While growth in the sustainable debt market has been uneven, certain pockets offer substantial opportunities. Two of our fixed income investment professionals weigh in.

By

Thomas Canham

event June 2023

Quick Take

2024-06-26

Climate Macro and market iStrat Multi-asset Strategic allocation Liquid alternatives & hedge funds Tactical allocation Article

Is your asset allocation ready for the realities of climate change?

Our Investment Strategy Team shares key findings from the research behind their climate-aware strategic asset allocation (SAA) approach, including challenges and trade-offs that asset owners should understand.

Multiple authors

event June 2023

Article

2025-06-30

Japan Stewardship Equity Impact investing Impact Quick Take

Activism – History and evolution in Japan

Investment Specialist Toshiki Izumi examines the history of shareholder activism in Japan, with particular emphasis on the differences between current and historical attitudes toward activism.

By

Toshiki Izumi, CFA, CMA

event June 2023

Quick Take

2024-06-12

Impact Impact investing Government bonds Fixed income Sustainable investing Article

Blue bonds: long-awaited innovation or yet to make a splash?

Blue bonds – which aim to support projects related to ocean conservation – are on the rise. How effective are they and what do investors need to know before they invest?

By

Will Prentis

event May 2023

Article

2024-05-31

Private companies Private equity ESG Private portfolio companies Private company management ESG insights for private companies Private investments Article

A guide to ESG materiality assessments

We continue our "ESG insights for private companies" series by exploring ESG materiality assessments, including why they are important and how to conduct one for your private company.

Multiple authors

event May 2023

Article

2025-07-31

Unique Perspectives Climate Carbon emissions Sustainable investing Brand Net zero APAC Article

Will emerging Asia leapfrog the energy transition?

Decarbonizing while maintaining economic growth presents tremendous challenges for developing countries in Asia. Is technological innovation the solution?

Multiple authors

event May 2023

Article

2024-05-11

Climate Multi-asset iStrat Sustainable investing Whitepaper Strategic allocation Liquid alternatives & hedge funds Tactical allocation

Designing a climate-aware strategic asset allocation

Members of our Investment Strategy Team explain how they incorporate climate metrics into their asset allocation optimization process. They also discuss implementation — the choice of specific climate-aware building blocks and strategies to express the desired asset allocation.

Multiple authors

event April 2023

Whitepaper

2024-04-13

Climate Liquid alternatives & hedge funds iStrat Strategic allocation Quick Take Equity Portfolio construction Sustainable investing

Adapting our capital market assumptions to the realities of climate risk

How will asset prices be affected by climate risk? Members of our Investment Strategy team explain how they're seeking to answer that question with their new climate-aware capital market assumptions.

By

Ben Cooper, CFA

Patrick Wattiau

event April 2023

Quick Take

2024-04-30

corporate-landscape-european-industry-frankfrut-cityscape

Fixed income Active management ESG Investment grade Macro and market Article

European credit: seeking to make the most of the new market regime

Fixed Income Portfolio Manager Derek Hynes and Investment Specialist Jillian Rooney assess why the new market regime is creating potentially compelling opportunities in the European credit market.

By

Derek Hynes

Jillian Rooney

event February 2023

Article

2024-02-29

Risk management Climate Utilities Sustainability policies Business practices Energy Real estate Whitepaper

Building climate resilience: Toward a practical corporate framework

The need for systemic climate change resilience is becoming clear. We present a practical framework to help companies enhance resilience in their own operations.

Multiple authors

event January 2023

Whitepaper

2023-10-03

Fintech ESG Private equity Global Industry Research Digital payments Alternatives investing Private investments Article Private portfolio companies

The role of ESG in fintech

Global Industry Analyst Matt Ross and Portfolio Manager Matt Lipton explore the role of ESG in fintech in this clip from their WellSaid podcast episode.

Multiple authors

event January 2023

Article

2024-01-31

Outlook Macro and market Economic cycle Equity Fixed income Liquid alternatives & hedge funds Inflation Monetary policy Geopolitics Innovation Article Sustainability

Navigating the new global economy in 2023

This executive summary distills the points of view of several of our 2023 Outlook authors. Discover the risks and opportunities they see as we enter a new economic and market regime.

event January 2023

Article

2023-12-31

Outlook Macro and market Economic cycle Private equity Fixed income Liquid alternatives & hedge funds Inflation Geopolitics Climate

Picture this: Our 2023 economic forecast in five charts

We explain the shifts the market is undergoing, analyze the implications for different asset classes, and identify potential risks and opportunities in a series of visuals.

event January 2023

2023-12-31

Inflation Geopolitics Volatility Alternatives investing Economic cycle Climate Liquid alternatives & hedge funds Hedge funds Video

Perspectives on today’s alternative investment environment

Take a quick tour of the alternative investment environment with investors from across our macro research and hedge fund teams, as they explore the geopolitical landscape, macro volatility, and key trends like climate-change adaptation and digital tokenization.

Multiple authors

event December 2022

Video

2023-11-30

Sustainability ESG Climate Sustainable investing Outlook No Optimizely Impact Stewardship Biodiversity Article

Focusing on value amid rising global challenges and opportunities

Our Sustainable Investing (SI) Research Team offers a high-level view of 2023 research and engagement priorities.

By

event December 2022

Article

2023-12-31

deforestation healthy forest palm rubber trees

Biodiversity Sustainability Risk management Sustainable investing Climate Stewardship Article

Advancing stewardship on biodiversity: Engagement examples

Members of our ESG Research Team share their approach to and examples of engagements on the financial risks of biodiversity.

By

Carolina San Martin, CFA

Sean Caplice, CFA

event November 2022

Article

2023-12-31

Biodiversity Climate Stewardship Sustainability policies EMEA Article Sustainable investing

Biodiversity: Why investors should take note

With scientists now broadly agreeing on the risks posed by accelerating biodiversity loss, Chris Goolgasian and Jenny Xie assess implications for investors and steps they can take.

By

event November 2022

Article

2023-12-31

Climate Sustainability Net zero Sustainable investing Quick Take

Physical climate risks: Implications for investors

Director of Climate Research Chris Goolgasian and Woodwell Climate Scientist Zach Zobel discuss how investors might use climate science as an input for financial decision-making.

By

event November 2022

Quick Take

2023-04-30

Equity Health care Digital transformation Brand Outlook Active management Macro and market ESG Climate Information technology Fundamental equity Global Industry Research Article No Optimizely

Equity investing with a thematic lens: Three game changers for 2023

Head of Investment Research Mary Pryshlak and Equity Portfolio Manager Tim Manning highlight their strongest convictions across global equity markets heading into 2023.

By

Mary Pryshlak, CFA

Tim Manning

event October 2022

Article

2023-12-31

Climate Sustainability Business practices Fund of funds Video Sustainable investing

Mapping physical climate risks

Working with Woodwell Climate Research Center, we have developed a geospatial mapping tool designed to help our investors visualize and quantify physical climate risks.

Multiple authors

event October 2022

Video

2023-10-31

Climate Energy Fiscal policy Carbon emissions Utilities Consumer staples Commodities Global Industry Research USA Article

Wind at their backs: What the IRA means for clean energy industries

Members of our energy and utilities teams break down the range of impacts of the US Inflation Reduction Act on companies in their sectors.

Multiple authors

event October 2022

Article

2023-09-30

Climate Energy Materials Sustainable investing Macro and market Sustainability policies China Equity EM equity Article

A lesson in climate resilience: Why China’s recent heat wave wasn’t worse

See why Hong Kong-based Macro Strategist Santiago Millán believes China's investments in climate resilience can be a lesson for the rest of the world.

By

Santiago Millán, CFA

event September 2022

Article

2023-09-30

Macro and market Climate Energy Germany Quick Take No Optimizely Unique Perspectives

Germany: Reducing Russian energy dependence in a hurry

Macro Strategist Juhi Dhawan sees Germany continuing to embrace the transition to renewables while also working to diversify its sources of fossil fuels.

By

Juhi Dhawan, PhD

event September 2022

Quick Take

2022-12-30

Asset allocation ESG Fixed income Sustainable investing Impact Quick Take

Sustainable fixed income: Key terms allocators should know

ESG integration versus sustainable investing: What’s the difference? We explain a few key distinctions that are important for allocators to understand.

By

Anand Dharan, CFA

event September 2022

Quick Take

2023-06-30

Inflation Climate Energy Fiscal policy USA Sustainable investing Climate technology Article

The Inflation Reduction Act: A big deal for the US economy

US Macro Strategist Juhi Dhawan considers the economic implications of the climate- and energy-related spending provisions in the IRA, including the potential for higher productivity.

By

Juhi Dhawan, PhD

event September 2022

Article

2023-09-30

Sustainability policies Carbon emissions Corporate social responsibility Business practices Sustainable investing Energy Climate Article

Enhancing corporate sustainability: About our innovative virtual power purchase agreement

Learn about Wellington's groundbreaking renewable energy initiative, projected to match 100% of our US corporate and US employees’ home electricity usage with wind energy.

Multiple authors

event August 2022

Article

2023-08-31

ESG insights for private companies Private portfolio companies Business practices ESG Alternatives investing DEI Sustainability policies Liquid alternatives & hedge funds Private equity Sustainable investing Article

Governance best practices in public markets

For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.

Multiple authors

event August 2022

Article

2023-07-31

Sustainability ESG Sustainable investing Impact Climate Net zero Stewardship Carbon emissions Sustainability policies Business practices Article

Mid-2022 ESG & Sustainability Outlook

Our Mid-2022 Sustainability Outlook provides an update on our sustainability efforts, expansion of research into the economic impacts of climate change, ESG integration and stewardship, and impact platform.

Multiple authors

event July 2022

Article

2022-12-31

Sustainability Digital transformation Impact Climate Equity Fixed income Impact investing Health care Quick Take

Impact investing: Increasing needs, broadening opportunities

Members of our impact investing team, offer a brief update on our impact platform, which continues to evolve amid an expanding opportunity set in developed and emerging market equities and fixed income.

By

Joy Perry

Meredith Joly

event July 2022

Quick Take

2022-12-31

Climate Net zero Carbon emissions Sustainable investing Sustainability policies Business practices Quick Take

Climate change investing: Research and collaboration continue

Our research into the economic impacts of climate change continues to expand, as does our climate-related engagement and industry-leadership efforts. Members of our Climate Research Team summarize our ongoing progress.

By

Julie Delongchamp, CFA

event July 2022

Quick Take

2022-12-01

Macro and market Impact Stewardship Podcast Sustainable investing No Optimizely Unique Perspectives

The growing power of impact investing

Impact Measurement and Management Practice Leader Oyin Oduya appears on the WellSaid podcast series to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive social and environmental outcomes.

By

event July 2022

Podcast

2023-05-31

Impact Sustainability Health care Climate Sustainable investing Equity Fixed income Impact investing Global Impact Global Impact Bond Report Impact report

Global Impact Annual Report

Discover how we evolved our impact platform in 2021 and tracked the impact progress of select portfolio companies and issuers.

Multiple authors

event June 2022

Report

2023-11-09

Impact investing Sustainability Stewardship Sustainable investing Impact Climate Equity Fixed income Quick Take

Evolving impact investing for better potential outcomes

Our impact portfolio managers provide a snapshot of recent highlights and developments in impact investing.

Multiple authors

event June 2022

Quick Take

2022-09-30

ESG Sustainability Fixed income Macro and market Government bonds Credit Sustainable investing Impact investing Article

Sustainable fixed income investing comes of age

ESG integration and sustainable investing have gained considerable traction in global fixed income markets. Investment Directors Anand Dharan and Meredith Joly and Fixed Income Trader Keenan Choy discuss this ongoing trend and some of its key implications for asset allocators.

Multiple authors

event June 2022

Article

2023-06-30

Sustainability policies Net zero ESG Carbon emissions Sustainable investing Business practices Quick Take Corporate social responsibility

Deepening our commitment to sustainability: Highlights from 2021

Head of Sustainable Investment Wendy Cromwell shares 2021 sustainability highlights across our investment, client, and infrastructure platforms.

By

event May 2022

Quick Take

2023-05-30

Climate Carbon emissions Article Macro and market Net zero Sustainable investing

How a diversified approach to climate return opportunities can support decarbonisation goals

Joy Perry and Ken Baumgartner explore how a diversified approach to climate return opportunities can support decarbonisation goals.

By

Joy Perry

Ken Baumgartner, CFA

event May 2022

Article

2022-09-30

Climate Carbon emissions Quick Take Macro and market Energy Utilities ESG

The full climate-investing opportunity

From devastating floods in Australia — tragically, in many of the same areas hit by fires in recent years — to wildfires in Europe and the US, widespread disasters bring into stark reality the consequences today of a changing climate. The human toll of these events has become an unfortunate yet familiar part of the news cycle, but the second-order impacts of climate change on financial markets are sometimes less well understood. Many traditional approaches to climate investing have rightly focused on these risks, but we believe both their approach and their scope are often incomplete and lacking nuance, thereby creating inefficiencies in the climate-investing landscape.

By

Eric Krusell, CFA

event April 2022

Quick Take

2023-04-30

Climate Macro and market Sustainable investing Quick Take

Addressing the shared financial challenge of climate change

In February, the Intergovernmental Panel on Climate Change (IPCC), a body of the United Nations, released its Sixth Assessment Report, “Impacts, Adaptation and Vulnerability.” While the full report is 3,675 page long, the Technical Summary is just 96 pages and well worth the read. In the Summary alone, climate adaptation is referenced 442 times, versus 60 for climate mitigation.

By

event April 2022

Quick Take

2022-07-30

Stewardship Sustainability Climate ESG Sustainable investing Quick Take

Stewardship and engagement: 2021 highlights and 2022 goals

Wellington’s long-standing commitment to deep fundamental research and meaningful engagement with investee companies continues to drive positive engagement outcomes that we believe support and enhance long-term investment value for our clients. We are proud of progress we made in 2021 advancing our stewardship priorities, and we have seen many positive outcomes spanning a range of environmental, social, and governance (ESG) issues. We look forward to continued momentum on ESG and to expanding our influence via active ownership in 2022.

By

Daniel Veazey

event March 2022

Quick Take

2023-07-31

Macro and market Sustainability Equity Fixed income Liquid alternatives & hedge funds Climate Geopolitics Emerging markets Sustainable investing Tech & Innovation Event replay

Navigating a new tomorrow

In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.

By

Multiple speakers

event February 2022

Event replay

2023-01-31

Equity Sustainable investing Event replay Climate ESG Macro and market

2021 Responsible Investor USA conference: Climate investor spotlight

In this event replay from the 2021 Responsible Investor USA conference, Portfolio Manager Alan Hsu discusses how you can dynamically build a portfolio of stocks for a pragmatic net zero CO2 strategy.

By

event February 2022

Event replay

2023-01-31

Climate Risk management Sustainability Multi-asset Sustainable investing Article

Hedging climate risk: The best defense is a good offense

Climate risks have the potential to create a long-term return drag on investment portfolios. We suggest a straightforward approach to hedging the deleterious effects of climate change.

By

Erika Murphy, CFA, CAIA

event February 2022

Article

2023-02-28

Carbon emissions Energy Sustainable investing Liquid alternatives & hedge funds Equity Opportunities and risks Article Climate ESG

Decarbonization and the energy transition: The next supercycle

The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.

By

Keith White

Kinga Darida, CFA

event January 2022

Article

2022-12-31

Sustainability DEI Active management Business practices Article

Annual letter from our CEO: Embracing change

In a fast-changing world, CEO Jean Hynes discusses some of the strategic initiatives our firm has undertaken to ensure that we’re aligned with and ready to support our clients’ goals for years to come.

By

Jean Hynes, CFA

event January 2022

Article

2023-01-01

Outlook Private equity Macro and market Manager selection ESG Climate Alternatives investing Article

2022 Alternative Investment Outlook

Our 2022 Alternative Investment Outlook looks at 5 areas of focus for the coming year and explores private equity markets and ESG opportunities.

Multiple authors

event December 2021

Article

2022-12-31

Climate ESG Future Themes Macro and market Quick Take

Ten essential climate questions for private companies

We explore how climate change impacts private companies and share the top questions for companies to be prepared to address as this issue grows.

By

Hillary Flynn

Julie Delongchamp, CFA

event December 2021

Quick Take

2022-06-30

Climate Carbon emissions Macro and market Quick Take

Why COP26 was (probably) more constructive than headlines suggest

From better targets to methane to financial commitments, a climate investor shares his views on the lasting positive outcomes likely to emerge from the recent global conference on climate change.

By

Tim Antonelli, CAIA, CFA, FRM, SCR

event December 2021

Quick Take

2022-07-31

Net zero Carbon emissions Biodiversity Sustainable investing Climate Article

2022 Climate Change Investing Outlook

As the effects of climate change become more difficult to ignore, we suggest focusing on adaptation, mitigation, & engagement for 2022 climate investing plans.

Multiple authors

event December 2021

Article

2022-12-31

Outlook Macro and market ESG Impact Stewardship Sustainable investing Article

2022 ESG & Sustainability Outlook

Our 2022 ESG & Sustainability Outlook previews our climate research and engagement approach for the coming year and offers investment strategy considerations.

Multiple authors

event December 2021

Article

2022-12-31

Outlook EM equity Energy Utilities Health care Macro and market Thematic exposure Factors ESG Disruption

2022 Equity Outlook

Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year

Multiple authors

event December 2021

2023-01-27

Insurance Multi-asset Inflation COVID Whitepaper Credit ESG

Three transition year themes — inflation, capital, ESG

Insurance Multi-Asset Strategist Tim Antonelli believes 2022 could be a year of transition for the global insurance industry, with the three big themes of inflation, capital, and ESG likely to play prominent roles in many insurers’ strategic planning and decisions.

By

event December 2021

Whitepaper

2022-12-01

Carbon emissions Sustainability policies Article Sustainable investing Net zero Business practices

Toward carbon neutrality: Our approach to carbon offsets

Wellington has committed to be carbon neutral in our operations by the end of 2022. Members of our Sustainable Investing and Corporate Sustainability Teams describe our multifaceted approach to achieving that goal.

By