Listen to the latest podcast episode where Jake Moeller, Associate Director of Responsible Investment at Titan Square Mile, sits down with Jason Goins, Equity Porfolio Manager at Wellington Management, to discuss the Wellington Global Impact Fund. Together, they discuss how the Wellington Global Impact Fund balances sustainability with performance, the three core themes shaping its investments, and how impact is measured and reported. Jason also touches on portfolio diversification, key holdings, and his top takeaways for investors. If you don't have time to listen to the full episode, you can jump to some of the highlights: 00:53: Why is sustainability so important for you and can you explain how outperformance and sustainability can comfortably co-exist? 02:16: There are three themes that drive the fund, how are investment opportunities being shaped by these? 04:54: Are you forgoing any traditional analysis - such as valuation, balance sheet - for these kind of stocks?  05: 32 Does having an impact theme make your portfolio riskier and does it compromise diversification? 06:53 How does Wellington Management support this fund? 08:16 How do you measure impact and how do you report on the fund? 10:34 Can you tell us about some impactful stocks that you hold? 12:13 Are there any stocks you are tempted to include e.g. popular, momentum stocks, when they become a large part of the index? 14:36 Can you distil 3 key messages for our listeners to consider your fund in their portfolio? 15:41 Tell us a little bit about yourself that our listeners are unlikely to know about you? This podcast was recorded in October 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a resu👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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