Stewardship investing

Seeking to deliver positive financial outcomes by investing in companies focused on the best interests of all stakeholders

What is stewardship investing?

We define stewardship as how companies balance the interests of all stakeholders — such as customers, employees, communities, supply chains and the environment — in their pursuit of profits and how they incorporate material ESG risks and opportunities in their corporate strategy. We believe stewardship can be assessed by how successfully company boards and managers balance people, the planet and profits when building long-term advantage.

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Invest in people

  • Prioritise talent and culture
  • Promote diversity, equity and inclusion
  • Improve customer satisfaction
  • Take accountability for the supply chain
Green forest

POSITIVELY IMPACT THE PLANET

  • Adapt and invest in the energy transition
  • Reduce environmental footprint
  • Contribute to a circular economy
  • Be a vital partner to the local community
Work in a office

BUILD SUSTAINABLE PROFIT

  • Allocate capital wisely
  • Invest in innovation
  • Run the business with a long-term orientation
  • Ensure shareholders are compensated over the long-term

Reasons to invest

We believe stewardship is an often-overlooked source of competitive advantage and long-term returns.

Harvesting apples

Highly Selective

Using our rigorous in-house research, we seek to identify large industry leaders with robust competitive positions that display good stewardship and generate attractive returns on capital.

VIRTUOUS CIRCLE

In our view, companies that generate and sustain attractive returns on capital can focus on positive environmental and social outcomes, leading to higher stock prices. We believe higher returns enable these companies to further invest in good corporate stewardship. The process generates a virtuous circle, or flywheel effect, improving the level and sustainability of financial returns and stewardship over time.

Virtouos circle
For illustrative purposes only

Active Engagement

We actively engage with the companies we invest in, aiming to hold those in charge to account and to inspire long-term thinking. We also encourage these companies to commit to net-zero carbon emission targets in alignment with the Paris Agreement.

active engagement

WELLINGTON GLOBAL STEWARDS FUND
QUARTERLY SUSTAINABILITY REPORT

We provide a update on our engagement and proxy-voting activity and outcomes, company ESG ratings, and portfolio-level carbon footprint.

People, planet, profit

HOW TO INVEST

We offer two highly selective equity funds investing in companies we believe display exemplary stewardship with sustained track records of strong financial performance.

Global Stewards Fund

Art.9 (SFDR) Capital at risk

A highly selective global equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance.

European Stewards Fund

Art.9 (SFDR) Capital at risk

A highly selective European equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance.

SUSTAINABLE FINANCE DISCLOSURE REGULATION (SFDR)

Wellington Management aims to approach the EU’s new regulatory requirement with investment integrity and in a manner consistent with our clients’ expectations.

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