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  • February 2018 (Revised October 2018)
  • Case
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Wellington Global Impact

By: Shawn Cole and Lynn Schenk
  • Format:Print
  • | Language:English
  • | Pages:22
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Abstract

Wellington Global Impact is one of the first public equities impact investing strategies in the market. The case explores how the strategy was developed at Wellington, including an analysis of the culture that supported its development. It also explores the difficulty in marketing the strategy as a first-mover and the effort to demonstrate that investments can have both positive financial and social returns. Protagonists Eric Rice and Patrick Kent must find ways to show that it is possible to drive impact through a public markets vehicle and show the rigorous financial and ESG analysis that went into building the strategy. Students will gain exposure to concepts around firm strategy, portfolio construction, risk management, marketing, and impact investing.

Keywords

Finance; Impact Investing; Investment; Strategy; Corporate Social Responsibility and Impact; Organizational Culture; Analysis

Citation

Cole, Shawn, and Lynn Schenk. "Wellington Global Impact." Harvard Business School Case 218-067, February 2018. (Revised October 2018.)
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About The Author

Shawn A. Cole

Finance
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Related Work

    • February 2018 (Revised October 2018)
    • Faculty Research

    Wellington Global Impact

    By: Shawn Cole and Lynn Schenk
    • October 2019
    • Faculty Research

    Eric Rice, Patrick Kent, Quyen Tran, Wendy Cromwell; Wellington Global Impact

    By: Shawn A. Cole and Lynn Schenk
Related Work
  • Wellington Global Impact By: Shawn Cole and Lynn Schenk
  • Eric Rice, Patrick Kent, Quyen Tran, Wendy Cromwell; Wellington Global Impact By: Shawn A. Cole and Lynn Schenk
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