Sustainable Finance Disclosure Regulation
Wellington Management aims to approach the Sustainable Finance Disclosure Regulation (SFDR), part of the EU’s Action Plan for Financing Sustainable Growth, with investment integrity and in a manner consistent with our clients' expectations.
“Wellington Management is fully committed to ESG integration and sustainability. To support these efforts, we have assembled a dedicated Sustainable Investment Regulatory and Third-Party working group aimed to continue to meet and exceed the expectations of regulators, clients, consultants and other evaluators on sustainable investment issues. For the SFDR, we have put in place the requisite product disclosures and policies for March 2021. Our objective is to continue to partner with our clients to meet their financial and sustainable investment goals.”
Wendy Cromwell, CFA, Vice Chair and Director of Sustainable Investment (left)
Andria Weil, Chair, Sustainable Investment Regulatory and Third-Party working group (right)
Sustainability Risk Investment Policy
ADVERSE SUSTAINABILITY IMPACTS STATEMENTS
FRAMEWORK FOR EVALUATING GOVERNANCE PRACTICES
The following document describes our governance practices.
The following documents contain information about the type of issuers that our funds may avoid investing in (referred to as ‘exclusions’). Information on whether and how exclusions are used by a fund is available in the investment objectives and policy disclosures sections of the funds’ prospectuses