Wellington Management Advancement of Women

    Wellington manages a variety of equity and fixed income strategies that have explicit sustainability objectives. This includes impact investing strategies, in addition to strategies focused on deep ESG integration and engagement. Many of our impact approaches align with the UN Sustainable Development Goals and also produce Key Performance Indicator (KPI) reporting.

    Wellington Management Advancement of Women is  a forthcoming global equity portfolio designed to invest in high-quality companies that value the inclusion and promotion of women. As part of the fundamental research process, the investment team focuses on female representation at the board and senior management levels as a proxy for companies’ commitment to diversity. This strategy uses engagement to assess whether a company’s commitment to diversity is genuine and to encourage goal-setting, transparency in reporting, and improvement toward gender parity.

    This strategy is currently in incubation.