English (US) Client Login Wellington Management Funds Wellington Alternative Investments ABOUT CAPABILITIES INSIGHTS CAREERS CONTACT Sustainable Finance Disclosure Regulation Wellington Management aims to approach the Sustainable Finance Disclosure Regulation (SFDR), part of the EU’s Action Plan for Financing Sustainable Growth, with investment integrity and in a manner consistent with our clients' expectations. “Wellington Management is fully committed to ESG integration and sustainability. To support these efforts, we have assembled a dedicated Sustainable Investment Regulatory and Third-Party working group aimed to continue to meet and exceed the expectations of regulators, clients, consultants and other evaluators on sustainable investment issues. For the SFDR, we have put in place the requisite product disclosures and policies for March 2021. Our objective is to continue to partner with our clients to meet their financial and sustainable investment goals.” Wendy Cromwell, CFA, Vice Chair and Director of Sustainable Investment (left) Andria Weil, Chair, Sustainable Investment Regulatory and Third-Party working group (right) READ MORE SUSTAINABILITY RISK INVESTMENT POLICY The following documents provide information about our policies for integrating sustainability risks into our investment decision-making process. DOCUMENT EFFECTIVE DATE DOWNLOAD Wellington Global Sustainability Risk Consideration Policy 03/10/2021 English ADVERSE SUSTAINABILITY IMPACTS STATEMENTS The following documents provide information about how we consider the principal adverse impacts of our investment decisions on sustainability factors. DOCUMENT EFFECTIVE DATE DOWNLOAD WME Adverse Sustainability Impacts Statement 03/10/2021 English WMIL Adverse Sustainability Impacts Statement 03/10/2021 English FRAMEWORK FOR EVALUATING GOVERNANCE PRACTICES The following document describes our governance practices. DOCUMENT EFFECTIVE DATE DOWNLOAD Good Governance Assessment for Article 8 and 9 SFDR 10/01/2021 English EXCLUSIONS For certain Wellington Management Funds and at the request of a separate account client, Wellington Management can apply exclusions to companies participating in economic activity which they may deem to be harmful to the environment or society. While not all clients may wish to apply exclusions, this document explains the policies of Wellington Management on the exclusions of issuers from our clients’ investable universe where our clients have elected to apply exclusions. DOCUMENT EFFECTIVE DATE DOWNLOAD Wellington Management Exclusions Policy 10/01/2021 English SUSTAINABLE INVESTING Our holistic approach triangulates insights on potential investments from fundamental equity, credit and sustainable research perspectives. Achieving our clients’ investment goals means integrating our sustainable research and engagement practices across our investment platform. LEARN MORE INSIGHTS Market insights Blog CAPABILITIES Equity Fixed income Multi-asset Alternatives Multi-manager solutions Liability-driven investing Sustainable investing Emerging markets OUR CLIENTS Central banks and sovereign institutions Consultants Public defined benefit plans Corporate defined benefit plans Defined contribution plans Endowments, foundations, and nonprofits Family offices Financial advisors Insurers Intermediaries CAREERS Job openings Our people Our business networks Campus programs Information technology ABOUT US Our culture Meet the managers Facts and figures Diversity, equity, and inclusion Community engagement Wellington news CONTACT US Office locations Request information Press inquiries LEGAL Investment risks Terms of use Privacy policy Cookies Proxy vote SFDR Important disclosure FOLLOW US Sustainable Investing © Copyright 2021 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.