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Wellington Management’s ESG Integration Philosophy

August 2017 
By Carolina San Martin and David Eikenberry

Wellington Management lays out its ESG integration approach.

Carolina San Martin
CFA, Vice President, Business Manager, Multidisciplinary Research and ESG
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.

All investments are subject to risk, including the possible loss of principal. Risks of focusing on investments that involve sustainability and environmentally responsible investment criteria may influence investment performance to increased risks related to downturns or other adverse developments in that market segment. 

The views expressed here are those of Wellington portfolios managers. They should not be construed as investment advice. They are based on available information and are subject to change without notice. Portfolio positioning is at the discretion of the individual portfolio management teams; individual portfolio management teams and different fund sub-advisers may hold different views and may make different investment decisions for different clients or portfolios. This material and/or its contents are current as of 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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