Facts & Figures
|Inception of sustainability strategy||2011|
|Total AUM (USD)||1 trillion|
|AUM Responsible Strategies (USD)||1.667 billion|
|% ESG integration||100|
|% proxy voting||NA|
|Responsible Investment team||18 ( Click here to read more)|
Wellington does not exclude sectors on a firm-wide basis. Click here to read more.
Wellington Management is one of the largest independent investment management firms in the world, serving as a trusted adviser for institutions in over 60 countries. Our innovative investment solutions are built on the strength of rigorous, proprietary research and span nearly all sectors of the global securities markets.
As a private firm whose sole business is investment management, our long-term view and interests are aligned with those of our clients. And to better assess risks and opportunities in client portfolios, we have integrated the analysis of environmental, social, and corporate governance (ESG) factors into our investment and risk-management processes firmwide. Our dedicated ESG team provides our investors with proprietary research and insight to support ESG considerations, incorporating analytics, company engagement, and in-depth portfolio reviews.
Wellington has entered into a collaborative initiative with the Woodwell Climate Research Center (Woodwell) — the world’s leading independent climate research institute — to integrate climate science and asset management. Our new alliance will focus on creating quantitative models to help analyze and better understand how and where climate change may impact global capital markets. A broad range of projects are planned, including developing investor tools and innovative analytical methods seeking to improve climate risk assessment and investment outcomes.
Learn more about sustainable investing at our firm: https://www.wellington.com/en/sustainable-investing/