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Wellington Management’s ESG Integration Philosophy

August 2019 
By Carolina San Martin and David Eikenberry

Wellington Management lays out its ESG integration approach.

Carolina San Martin, CFA
Managing Director and Director of ESG Research
David Eikenberry
Senior Managing Director, Multidisciplinary Research for Wellington Management


As one of the sub-advisers to Hartford Funds, Wellington Management considers environmental, social, and corporate governance (ESG) criteria as one set of factors among many that should be weighed appropriately to inform investment decision making. They view ESG analysis and integration as both return-enhancing and risk-mitigating. To help their portfolio managers and investment teams better assess risks and opportunities in client portfolios, they have integrated the analysis of ESG factors into their investment and risk-management processes firmwide.

Important Risks: 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 a fund’s benchmark or competing funds and expose a 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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