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.

Kids in classroom with iPad

Wellington’s approach to impact investing

Global Impact Fund

Global Impact Bond Fund

Wellington Global Impact Bond Video still

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.

Life essentials

Affordable Housing
Clean Water & Sanitation
Sustainable Agriculture & Nutrition

Human empowerment

Digital Divide
Education & Job Training
Financial Inclusion
Safety & Security


Alternative Energy
Resource Efficiency
Resource Stewardship

Measuring Impact

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

1 - Input
  • Capital spending
  • Research
  • Specialized knowledge
  • Supplies
2 - Activity
  • Product development
  • Construction activity
  • Drug testing
  • Training programs
3 - Output
  • Student education
  • Units sold
  • Patients treated
  • Loan value provided
4 - Outcome
  • Salary increases
  • Health improvements
  • CO2 emissions avoided
5 - Impact
  • Reduction in poverty
  • Lives saved
  • Economic gains
  • Social empowerment
  • Health care cost savings

The KPI examples are for illustrative purposes only.