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The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Contents
- Messaging from leadership
- Wellington in numbers
- Section 1: Purpose and governance
- Section 2: Sustainable investment approach
- Section 3: Culture of stewardship
- Section 4: Exercising rights and responsibilities
- Closing thoughts and contact information
- Appendices and disclosures
Wellington’s sustainable investment (SI) research supports our firmwide objective to deliver investment excellence for our clients. To that end, we are committed to:
- Rigorous and science-backed research that leads to better-informed investment decisions.
- Risk-adjusted and nonconcessionary SI strategies that translate sustainability research into competitive outcomes for our clients.
- A partnership model of constructive, informed dialogue with companies and other issuers on material issues in pursuit of improved investment outcomes.
- Focus on financially material issues that may affect long-term returns and client outcomes.
Our SI research and approach is designed to further positive investment outcomes for our clients. This report outlines our firm’s approach to sustainable investment, which is nuanced, research-driven, and grounded in financial materiality.
Annual sustainability reports
Our approach to sustainable investing
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