Developing net-zero commitments and tools

Windmills

More and more companies, asset owners and investment managers are pledging to achieve net zero in the decades ahead. Director of Sustainable Investing Wendy Cromwell and Climate Transition Risk Analyst Julie Delongchamp recently led an interactive discussion about the net-zero commitment, considerations for asset owners and tools to align portfolios with the energy transition.

How we believe climate science can uncover investment opportunities

Desert landscape with cracked soil plates

In this replay, we explore how our partnership combines Woodwell’s leading-edge science and Wellington’s investment expertise to understand how the physical effects of climate change are impacting particular sectors, regions and securities. We believe this leads to better-informed investment insights and differentiated opportunities.

Power move: why electric utilities may be the key to the energy transition

Electricity utilization is the key

As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernised. While renewables like wind and solar have attracted much of the attention from investors looking to play the energy transition, electric networks utilities may offer more upside today.

Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative

numbers on paper, oil field, business people at table

We explain our decision to join the Net Zero Asset Managers initiative as a founding member. We also provide an update on our ESG engagement and proxy voting activity in the quarter.

Mapping the impact of climate change

Flooded neighborhood street

In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.

2021 Global Economic Outlook

Global Economic Outlook - Birdseye view of downtown office tower

Our 2021 economic outlook describes the forces we believe will shape macro & market events, including significant geopolitical risks with strong 2021 growth likely.

Why should investors study climate science?

Our director of sustainable investment discusses our partnership with Woodwell Climate Research Center and the tools we are developing to help investment teams and clients understand the economic impacts of climate change.

What investors need to know about Green Deals

solar and wind power

Green Deals aimed at delivering fiscal stimulus and addressing climate change are under discussion in the EU and US and could have far-reaching effects for companies in a number of sectors.

Why aren’t markets repricing rising climate risks?

Flooded neighborhood street

Misperceptions of the cumulative probability of climate-related events may be a big reason why markets have yet to appropriately reprice climate risks. We explain the math and share a new tool designed to help investors more accurately value securities exposed to climate change.

Climate change: understanding the physical risks

wind turbines

We believe that a fuller understanding of the implications of physical climate risks should better equip investment managers to anticipate corporate strategy and to effectively evaluate management decisions. In practice, this means combining climate data with fundamental research and engagement to build portfolios that should prove resilient and sustainable in the long run.