We see opportunity in sustainable investing
Because we believe investing in a sustainable future is good for the world, and good for our clients.
Climate Strategy Fund
A global equity fund with a singular focus on climate risk and the environment
Emerging Market Development Fund
Investing in emerging markets companies that we believe will benefit from economic and structural development themes
Global Stewards Fund
A concentrated global equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance
Capital at risk.
Wellington joins Net Zero Asset Managers Initiative
Wellington is proud to be a founding member and signatory to the Net Zero Asset Managers Initiative, joining a select group of peers from around the world. We believe climate change presents material risks and opportunities for investors, and we expect that many asset prices will increasingly begin to reflect these effects.
- We intend to partner with asset owners on their decarbonisation goals, in recognition of the impact the low-carbon transition may have on security valuations.
- We also pledge to be carbon neutral in our operations by 2022.
This opportunity enables us to demonstrate continued leadership on climate issues, deepen engagements with portfolio companies, and enhance consultative partnerships with clients.
Interested in learning more about our net-zero commitment, considerations for asset owners, and tools to align portfolios with the energy transition? At a March 2021 event, our Director of Sustainable Investment Wendy Cromwell and Climate Transition Risk Analyst Julie Delongchamp addressed these issues and more.
Four decades of forward thinking
Since the early 1980s, our investment teams periodically collaborate on a firmwide, interdisciplinary research initiative called Future Themes, exploring, provocative investment ideas to address emerging global trends and challenges. This tradition, which continues today, informs our sustainable investing research.
- Launched Global Stewards & Broader Perspectives
- Began managing Vanguard Global ESG Select Stock
- Chris Goolgasian, director of Climate Research, joins CFTC Climate Risk Subcommittee
- Launched Global Impact Bond
- Launched Low-Carbon Systematic Emerging Markets
- Signed Statement of Support for Task Force on Climate-related Financial Disclosures (TCFD)
- Launched Global Impact
- Formalised environmental, social, and governance (ESG) Research team
- Became subadvisor for Domini equity fund
1970s - present
- Research sustainability via Future Themes
Wellington Sustainability Report
Our long-standing commitment to sustainable investing and environmental, social, and governance (ESG) engagement is grounded in the belief that sustainable practices are competitive advantages and value drivers. We believe achieving our clients' goals means integrating sustainable research and engagement practices across our investment platform.
Through our firm’s culture and operations, we strive to advance sustainable practices and remain committed to continuous improvement. We appreciate the opportunity to share our approach and evolution.
A+ rating from PRI
We are proud to have earned an overall A+ rating from the Principles for Responsible Investment (PRI).
Participating in the assessment is part of our effort to benchmark ourselves and improve our practice and approach to sustainable investing.
We support the United Nations Sustainable Development Goals (SDGs)
The 17 UN SDGs are a blueprint for raising global economic growth, lowering inequality, and protecting the environment for future generations.
Learn why our investment professionals think the SDGs are such an important framework, and how we work to support them.
Understanding how climate change will affect asset prices
Working with Woodwell Climate Research Center, we are studying how the physical effects of climate change — heat, drought, flooding, and other variables — will affect capital markets and asset prices.
By integrating climate science data with financial data and using those findings in our investment process, we hope to help companies identify, measure, and manage their exposure to these risks and be able to relay that information to capital providers, investors, and regulators.
Learn about our work in our Climate 101 series of short videos.