We believe long-term performance benefits from a consistent, engagement-led investment approach.
In this session, we will introduce our core global equity fund, which invests in companies that display exemplary stewardship and prioritise all stakeholders in the pursuit of profit. Join us to learn how being a boutique within a large active asset manager enables us to engage with and influence global companies with a history of high returns to balance their impact on people, planet and profit and build long-term advantage to maximise their success. Wellington Global Stewards Fund is an Article 9 fund with a four-year track record.
Wellington Management serves 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.
Our long-term view and interests are aligned with those of our clients. 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 (WCRC) — 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.
Learn more about stewardship investing at our firm:
In Europe (ex. UK and Switzerland), issued by Wellington Management Europe GmbH which is authorized and regulated by the German Federal Financial Supervisory Authority (BaFin). Shares of the Fund may not be distributed or marketed in any way to German retail or semi-professional investors if the Fund is not admitted for distribution to these investor categories by BaFin.
For professional and institutional investors only. Capital at risk. This is a marketing communication. Please refer to the prospectus of the Funds and to the KID and/or offering documents before making any final investment decisions.
As a portfolio advisor with Wellington Management, Ronny works closely with portfolio managers as well as the firm’s macroanalysts to articulate our investment views to clients and prospects. Within the portfolio advisor group, he covers a variety of strategies and asset classes, spanning equities and alternative investments. He represents the firm’s global investment capabilities and advises clients, prospects, and consultants on global investing concepts.
Business Development Manager
T: +44 7515 975 104
E: drkwist@wellington.com
Relationship Analyst
T: +442071266603
E: taxelsson@wellington.com
(As of March 31st 2023)
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