Our perspective on global micro event and strategies.
At Wellington, we have long believed that strong environmental, social, and governance (ESG) ratings and characteristics can generate value for shareholders and improve a company’s long-term investment performance. We believe this applies broadly across market sectors and have established frameworks — what we call “research playbooks” — for evaluating companies within each sector based on various ESG criteria that we deem to be of material importance.
Here we look at the health care sector, to be followed by other market sectors in future blog posts by our ESG team.
ESG is of course just one input into our investment team’s multi-pronged fundamental analysis of…