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Social Impact: Invest in the World You Want to Live In

June 2018
By Eric Rice, R. Patrick Kent, CFA, CMT, and Andrew Snow, CFA

A research approach seeking innovative companies dedicated to impact causes that can potentially deliver attractive returns is the key to social impact investing.

 
  • Awareness of social-conscious investing is increasing, and the realization that public markets are needed to meet the demand for impact solutions is reflected in the expansion of impact companies.
  • To identify attractive social impact investment opportunities, Wellington focuses its research thematically, seeking companies delivering solutions in the broad impact areas of life essentials, human empowerment, and the environment.
  • Wellington believes that the key to investing in social impact is a disciplined research approach that focuses on identifying innovative companies that are dedicated to impact causes and have the potential to deliver attractive investment returns.
Eric Rice
Managing Director Multi-Asset Portfolio Manager Hartford Global Impact Fund
R. Patrick Kent, CFA, CMT
Managing Director Multi-Asset Portfolio Manager Hartford Global Impact Fund
Andrew Snow, CFA
Investment Director

Investing involves risk, including the possible loss of principal. • Risks of focusing on investments that involve sustainability and environmentally responsible investment criteria may influence investment performance relative to the fund’s benchmark or competing funds and expose the fund to increased risks related to downturns or other adverse developments in that market segment. 

The views expressed herein are those of Wellington Management, are for informational purposes only, and are subject to change based on prevailing market, economic, and other conditions. The views expressed may not reflect the opinions of Hartford Funds or any other sub-adviser to our funds. They should not be construed as research or investment advice nor should they be considered an offer or solicitation to buy or sell any security. This information is current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Wellington Management or Hartford Funds.

 

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