Wellington Management

United States

$1.0T in AUM

Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Stewardship Score

Policy Engagement Score

Top Line Target

Net Zero

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Equity Asset Management
$185B
-18%
3.2%

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $185B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Exelon Corp15.0%
Engie SA13.2%
AES Corp11.7%
Duke Energy Corp10.9%
NRG Energy Inc9.7%
Iberdrola SA9.4%
RWE AG5.6%
Enel SpA5.4%
American Electric Power Company Inc4.5%
China Longyuan Power Group Corp Ltd2.6%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Renault SA43.2%
Great Wall Motor Co Ltd19.7%
Tesla Inc17.9%
Subaru Corp5.5%
Mahindra and Mahindra Ltd5.4%
Ford Motor Co5.2%
Maruti Suzuki India Ltd1.3%
BYD Co Ltd0.9%
Volkswagen AG0.5%
Suzuki Motor Corp0.2%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Glencore PLC100.0%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
BP PLC13.8%
Petroleo Brasileiro SA Petrobras13.2%
Conocophillips11.9%
Chesapeake Energy Corp11.7%
Canadian Natural Resources Ltd10.1%
Shell PLC8.6%
Diamondback Energy Inc6.1%
TotalEnergies SE5.6%
Equinor ASA5.1%
EOG Resources Inc2.9%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
United States
$51.8B
0%
N/A
United States
$45.3B
0%
N/A
United States
$32.7B
3.7%
8%
United States
$23.0B
10.6%
-21%
United States
$5.84B
77.5%
-15%
Luxembourg
$1.66B
2.6%
N/A
United States
$1.43B
18.9%
-22%
Ireland
$1.14B
1.9%
N/A
United States
$1.01B
10.7%
-16%
United States
$914M
2.2%
N/A
Ireland
$624M
40.5%
-19%
Luxembourg
$420M
1.3%
N/A
Luxembourg
$328M
19.0%
-14%
Ireland
$313M
0%
N/A
Luxembourg
$1.72M
8.0%
3%
Luxembourg
$1.58M
3.7%
0%
Luxembourg
$980K
0%
N/A

Stewardship

B-
Performance Band

49%
Voting Percentage

Detailed Evidence Used to Assess Wellington Management

The following table outlines the key queries and data sources, which FinanceMap uses to assess asset managers' corporate engagement programs. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Policy Engagement

C-
Performance Band

56%
Organisation Score

54%
Relationship Score

Detailed Evidence Used to Assess Wellington Management

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions’ sustainable finance policy engagement. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Detailed Evidence Used to Assess Wellington Management - Relationships

In this section, we depict graphically the relationships the corporation has with trade associations, federations, advocacy groups and other third parties who may be acting on their behalf to influence climate change policy. Each of the columns above represents one relationship the corporation appears to have with such a third party.

In these columns, the top, dark section represents the strength of the relationship the corporation has with the influencer. For example if a corporation's senior executive also held a key role in the trade association, we would deem this to be a strong relationship and it would be on the far left of the chart above, with the weaker ones to the right. Click on these grey shaded upper sections for details of these relationships. The middle section contains a link to the organization score details of the influencer concerned, so you can see the details of its climate change policy influence. Click on the middle sections for for details of the trade associations. The lower section contains the organization score of that influencer, the lower the more negatively it is influencing climate policy.

Strength of Relationship
STRONG
 
 
 
 
 
 
 
WEAK
 
54%
 
54%
 
41%
 
41%
 
49%
 
49%
 
58%
 
58%
 
60%
 
60%
 
51%
 
51%
 
82%
 
82%