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Wellington Management Company LLP

PRI reporting framework 2020

Export Public Responses

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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 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.


12.2. 補足情報 [任意]

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