Stewardship and ESG integration

Unlocking investment value with active ownership

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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.

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Our stewardship efforts in numbers

3,000+ 

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.

6,229

Companies for which we voted proxies.

47% 

Annual general meetings at which we did not support management recommendations on at least one resolution.1

1 These decisions are intended to advance the best interests of shareholders, support best practices, and foster constructive dialogue.

All figures as of 31 December 2022.

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SFDR alignment

We aim to approach the Sustainable Finance Disclosure Regulation (SFDR) with investment integrity and in a manner consistent with our clients' expectations.

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Importance of engagement 

With the objective of creating value, we engage to advance resilient business practices and support sustainable outcomes. Deep research and constructive dialogue with management and boards is at the heart of our engagement philosophy. We also encourage transparency to better assess financial risks and opportunities for each company or issuer.

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Proxy voting

Many of our clients delegate proxy voting authority to Wellington, given our research expertise, access to management teams, and incorporation of engagement into our investment process. Our investment teams vote proxies in accordance with their individual investment philosophies to support value creation. We prioritize open dialogue so that clients may understand our approach and how it reflects their best interests.

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See our proxy voting activity

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ESG integration and ratings

For many Wellington investment teams, ESG research is an input or lens to help assess the value of investments. The “weight” or prominence of this input differs depending on ESG topic, security type, and the discipline and/or philosophy & process applied to a given investment portfolio. For more than 8,500 companies, we identify relevant data to assess issuer performance on material ESG issues, and we use this data to assign company-level ESG ratings.  

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Our ESG commitment to portfolio companies

If you are a portfolio company, see how we may be able to help you navigate the evolving ESG landscape.

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Reports and policies

We aim to approach all regulation with investment integrity and in a manner consistent with our clients' expectations.

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Industry initiatives, memberships, & frameworks

Sector:
Climate technology

Principles for Responsible Investment (PRI)

Voluntary framework that allows investors to incorporate ESG issues into their decision-making and ownership practices

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Sector:
Climate technology

Taskforce on Climate-related Financial Disclosures (TCFD)

Develops disclosures for use by companies in providing information to relevant stakeholders

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Sector:
Climate technology

UN Sustainable Development Goals (SDGs)

17 goals and 169 underlying targets aimed at expanding global economic growth, reducing inequality, and promoting peace

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Sector:
Climate technology

Global Impact Investing Network (GIIN)

Nonprofit industry leader setting standards for impact investing across asset classes

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Sector:
Climate technology

International Financial Reporting Standards (IFRS)

Develops baseline standards for sustainability disclosures to help inform investment and economic decision making

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Sector:
Climate technology

Partnership for Biodiversity Accounting Financials (PBAF)

Provides financial institutions with practical guidance on biodiversity impact and dependency assessments

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Explore other sustainable and ESG investing opportunities

Environmental, social, and/or governance (ESG) factors are central to the investment philosophy in pursuit of value creation and/or risk management.

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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.

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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

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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

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Contact the team

Please fill out the form with any questions for the team. 

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