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Campe Goodman

Campe Goodman
Campe Goodman
CFA
Fixed Income Portfolio Manager

Industry experience

With Wellington

25
20

Campe is a portfolio manager on the Broad Markets Team. His focus is sector rotation — asset allocation across the major fixed income sectors — and he leads the specialist team responsible for the development of the top-down sector rotation strategy that is utilized in many approaches.

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Wellington’s Climate Research Team works with Woodwell Climate Research Center to integrate climate science into the investment process for our impact strategies. We increasingly leverage reports, quantitative models, and investor tools to identify impact assets with exposure to these risks and companies whose products we believe minimize the human and environmental toll of climate-related events.

Water scarcity

One key climate-related trend that overlaps with impact investing — particularly our clean water and sanitation theme — is water scarcity. We believe chronic water shortages in many regions are a critical issue. Solutions to prevent or alleviate water scarcity will likely attract more investor attention and trigger significant capital spending as governments and public/private partnerships invest in water infrastructure and technology. And because water scarcity is still underappreciated by the market, impact investors have opportunities to…

SUSTAINABILITY
Tara Stilwell
Tara Stilwell
CFA
Equity Portfolio Manager
Boston
Campe Goodman
Campe Goodman
CFA
Fixed Income Portfolio Manager
Boston
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Did you know?

  • Renewables are expected to meet nearly 30% of power demand in 2023.1
  • Efficient production and use of materials could help cut CO2 emissions by 25 gigatons.2
  • The world consumed 92.1 billion tons of material in 2017.3

Amid recent natural disasters and growing awareness, climate change has become a focus of social discourse, and we believe the ranks of market participants seeking solutions are growing. Many impact issuers contribute to environmental sustainability and help society better prepare for climate change. Here we share some of the environmental and climate-related innovations we are…

SUSTAINABILITY
Tara Stilwell
Tara Stilwell
CFA
Equity Portfolio Manager
Boston
Campe Goodman
Campe Goodman
CFA
Fixed Income Portfolio Manager
Boston

Did you know?

  • A 10% increase in mobile broadband adoption may correlate with up to 2.8% increase in GDP.1
  • Each grade a child completes may raise his or her earning potential as an adult by 10%.2
  • Small businesses employ 50% of workers worldwide and create seven of 10 jobs in emerging markets.3
  • By some estimates, cybercrime costs an estimated US$600 billion annually, or nearly 1% of global GDP.4

In many ways, these are the modern essentials: broadband internet and mobile technology; online education and financial services; and home, workplace, and product safety. These products and services help people climb the socioeconomic ladder, become more productive and competitive, and contribute to economic growth.

Digital divide

Internet access can make getting an education or a job or accessing financial services easier by increasing users’ productivity, providing agency, lowering costs, and enabling transparency. In many countries, the digital gaps between rich and poor, and between men and women are still…

SUSTAINABILITY
Tara Stilwell
Tara Stilwell
CFA
Equity Portfolio Manager
Boston
Campe Goodman
Campe Goodman
CFA
Fixed Income Portfolio Manager
Boston

Did you know?

  • Access to affordable housing may be one of the most cost-effective ways to reduce childhood poverty.1
  • Global demand for fresh water is expected to grow by 70% by 2050.2
  • Immunization prevents between two and three million deaths every year.3
  • One in nine people suffer from hunger, and one in three are malnourished.4

Meeting basic human needs like access to health care, affordable housing, clean water, and sustainable food sources may not seem like a compelling thesis for active investors seeking to outperform market indices. But we have found that disruptive impact issuers working to solve the world’s most pressing problems are often underappreciated market opportunities with…

SUSTAINABILITY
Tara Stilwell
Tara Stilwell
CFA
Equity Portfolio Manager
Boston
Campe Goodman
Campe Goodman
CFA
Fixed Income Portfolio Manager
Boston
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