How impact investing can help solve world’s social and environment problems
With impact investing, investors can seek to help solve the world’s major social and environmental problems while potentially earning attractive returns. We aim to invest in impact companies whose innovative solutions are supported by long-term societal trends.
We believe short-term volatility is possible given the smaller size and disruptive nature of some companies, making the approach more suitable for long-term investors.
Investors should consider the risks that may impact their capital. The value of your investment may become more or less than the amount you initially invested.
Wellington’s approach to impact investing
Global Impact Fund
Global Impact Bond Fund
Global Impact Annual Report
Improving lives and protecting the environment while delivering competitive returns are the dual goals of our Global Impact and Global Impact Bond approaches. See impact highlights from the past year, along with the measurable results that the companies and issuers we invest in are delivering.
A philosophy built on global change
In our impact strategies, we aim to achieve positive, measurable social and environmental outcomes alongside competitive financial returns. We do this by investing in companies whose core products and services represent solutions to major global problems not addressed by other, nonmarket means. From affordable housing to clean energy to internet access, companies we invest in have improved the lives of millions of people around the world..
Our impact themes
3 categories. 11 themes. A world of opportunities.
How evaluation is central to our research and investment process
With extensive research and the development of proprietary key performance indicators (KPIs), we seek to determine each company’s progress toward effecting positive social and environmental change. By adopting a structured, repeatable methodology, we aim to hold ourselves — and the companies we invest in — to high standards of accountability for measuring and achieving impact.
KPI logic chain and examples of metrics
- Capital spending
- Specialized knowledge
- Product development
- Construction activity
- Drug testing
- Training programs
- Student education
- Units sold
- Patients treated
- Loan value provided
- Salary increases
- Health improvements
- CO2 emissions avoided
- Reduction in poverty
- Lives saved
- Economic gains
- Social empowerment
- Health care cost savings
The KPI examples are for illustrative purposes only.