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Wellington Management Company LLP

PRI reporting framework 2018

Export Public Responses

You are in Direct - Listed Equity Incorporation » Outputs and outcomes


LEI 12. How ESG incorporation has influenced portfolio composition

12.1. 組織のESG組み入れ戦略がポートフォリオや投資ユニバースの構成にどういう影響を与えているかを記載してください。


Clients with socially responsible investment (SRI) objectives may wish to integrate restrictions in their mandate guidelines, and we have assisted several clients in the development of investment “screens” or complete investment styles that seek to achieve specified investment goals while complying with the restrictions. These client SRI issues extend across a broad range of social concerns including tobacco, gambling, alcohol, weapons, pornography, labor issues, as well as specific countries like the Sudan.

削減率を明記してください(+/- 5%)



Portfolio Managers develop their own investment approaches, whereby ESG considerations are integrated into their research and decision-making processes to the extent that they believe these issues may affect the long-term success of a company and investment returns.

For example, our Global Impact strategy is underpinned by 10 primary impact themes that define the investable universe for the product. Another example is the theme of electrification of transportation, which is pervasive throughout many of the diversified strategies we manage. Diversified portfolio managers look to the combined work of Global Industry analysts and ESG analysts to discern which companies and industries are best positioned to capitalize on this theme.


12.2. 補足情報 [任意]

LEI 13. Measurement of financial and ESG outcomes of ESG incorporation

13.1. 上場株式への責任投資アプローチがポートフォリオ(財務業績やESGパフォーマンス)に及ぼす影響を測定しているかどうかを記載してください。


Funds' reputation


Funds' ESG performance

13.2. こうした結果を決定する方法について説明してください。

Measurement of reputational impact is qualitative in nature and comes from conversations and feedback from clients and prospects who request additional information during due diligence based on the Morningstar Globe Ratings focused on sustainability and sourced from Sustainalytics data. We are not aware of any clients or prospects who declined to invest in one of our strategies due to the fund's sustainability rating.

Measurement of ESG performance is quantitative in nature. One example is part of the firm's ongoing competitive intelligence efforts. All Wellington funds that are loaded into Morningstar and have a sustainability score are analyzed on a quarterly basis to assess any changes in the ratings. This allows us to identify which funds are improving relative to their peer category. Another example of assessing ESG performance over time is to assess trend reports for a given portfolio using our proprietary internal ESG ratings.

LEI 14. Examples of ESG issues that affected your investment view / performance (Private)