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Wellington Management Company LLP

PRI reporting framework 2020

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Outputs and outcomes

LEI 12. How ESG incorporation has influenced portfolio composition

12.1. Indicate how your ESG incorporation strategies have influenced the composition of your portfolio(s) or investment universe.

Describe any reduction in your starting investment universe or other effects.

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.

Specify the percentage reduction (+/- 5%)

%

Describe any alteration to your investment universe or other effects.

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 11 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 and ESG analysts to discern which companies and industries are best positioned to capitalize on this theme.

Select which of these effects followed your ESG integration.

12.2. Additional information.[Optional]


LEI 13. Examples of ESG issues that affected your investment view / performance (Private)


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