An interview with Carolina San Martin, Hillary Flynn and Chris Goolgasian, members of the ESG Research and Climate Research teams at Wellington Management Company.
Our ESG integration philosophy comes down to two core beliefs that act as our North Star. First is a belief that material E, S, and G issues are strategic business issues that can impact performance. This is why we have a dedicated team of experts to identify them, analyze them, and bring insights to our portfolio managers (PMs) so they can be taken into account in investment decisions. Second is a belief that it doesn’t stop at the research—as our clients’ fiduciaries, we have a responsibility to give feedback to companies when they can improve, using the tools of voting and engagement, because when they perform better on ESG issues that are most relevant to financial outcomes, our clients should benefit. We take an investment-led, bottom-up approach to ESG analysis, putting the issues in the context of the investment thesis, which leads to a holistic and truly integrated approach to assessing companies, all to drive better investment decisions for our clients.Engaging with Wellington Management Company