Sustainable Finance Disclosure Regulation
Wellington Management approaches the Sustainable Finance Disclosure Regulation (SFDR) based on a philosophy of ensuring investment integrity and meeting clients’ expectations.
The SFDR, part of the EU’s Action Plan for Financing Sustainable Growth, has been a key focus for Wellington since its release in 2019. Having put in place the requisite product disclosures and policies for March 2021, we are now actively preparing for Level 2 requirements. Wellington is fully committed to ESG integration and sustainability with the support of firmwide Sustainable Investment Governance, Management and Leadership teams. We have also assembled a Sustainable Investment Regulatory and Third-Party Working Group to focus on the sustainability-related regulations. Our objective is to extend our partnership with clients to meet both their financial and sustainable investment goals.
Wendy Cromwell, CFA, Vice Chair and Head of Sustainable Investment
Cheryl Duckworth, CFA, Head of Sustainable Investing, Client Group
Andria Weil, Director, Sustainable Investment Policy and Chair, Sustainable Investment Regulatory and Third-Party Working Group
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