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Wendy Cromwell

Wendy Cromwell
Wendy Cromwell
CFA
Vice Chair, Director of Sustainable Investment, and Portfolio Manager

Industry experience

With Wellington

22
15

Wendy is the director of Sustainable Investment, setting the research agenda and strategies for the firm’s sustainable investment practice, including impact, climate, and long-term engagement strategies. As vice chair, Wendy is a senior member of the firm’s management team and acts as an aide to the chairman and CEO with respect to external affairs of the organization, with a focus on representing our firm globally with clients, prospects, government organizations, and industry groups in speaking about our business and industry.

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During this period of unprecedented upheaval and disruption, some companies will rise to the challenge of the moment, while others will not. In many cases, their most enduring actions — and the ones that help them survive — will include ESG decisions as well as financial ones. How are companies ensuring employees’ safety? What benefits are they providing? How are they treating customers and communities? Are they evaluating the resilience of their supply chains?

During our engagement calls with executives and boards, we are asking questions like these to understand how each company is responding to the COVID-19 crisis and considering all its stakeholders. I’ve included a few of our investors’ insights here.

Carolina San Martin, CFA
Director, ESG Research

On a recent energy-company call, it was clear that the board and management have increased their focus on employees in light of the COVID-19 crisis. While they didn’t rule out…

SUSTAINABILITY
Wendy Cromwell
Wendy Cromwell
CFA
Vice Chair, Director of Sustainable Investment, and Portfolio Manager
Boston
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