How we approach responsible investment
We believe that taking ESG factors into account where appropriate and as applicable can lead to better investment decisions. Our responsible investment process is founded on three pillars: in-depth ESG security analysis, active company engagement, and active proxy voting.
Active engagement with the companies we invest in allows us to monitor changes in management processes, remuneration and social and environmental issues. By taking a proactive approach to our engagement, we can work with the companies we invest in to increase the sustainability of their businesses over time. We also take an active role in the external ESG debate across the wider industry, and help to shape policy and thought leadership.
Holding ourselves to account
At Newton, we are conscious of the expectations we place on the entities we invest in on behalf of our clients, and we seek to hold ourselves to the same standards. The way our business is governed is designed to ensure that we achieve our commercial objectives in a responsible and sustainable manner which is consistent with our corporate purpose, and that in doing so we act as we expect others to act.
Newton Investment Management Limited has been a signatory of the UN Principles of Responsible Investment (PRI) since 2007, and is ranked A+ across all areas of the PRI’s annual assessment. It is also a ‘Tier 1’ signatory of the Financial Reporting Council’s 2012 UK Stewardship Code. In March 2021, Newton joined the Net Zero Asset Managers initiative, demonstrating our commitment to work with our clients to help fulfil their net-zero ambitions and to navigate portfolios through the complex energy transitions that are unfolding.
What we offer
Our core strategy approach has available a number of research inputs, including, where appropriate and as applicable, our ESG-focused research. In our core strategies, we may invest in securities with ESG risks if we believe such risks are reflected adequately in their valuations, but our emphasis is very much on improving respective ESG issues through active engagement.
Our suite of sustainable strategies seek a balance between the current and future needs of stakeholders. They aim to encourage a better allocation of capital that leads to the generation of sustainable risk-adjusted returns for clients alongside improved long-term global outcomes for the society and the environment.
Exclusions and screening
We also offer exclusions and screening to some of our faith-based and charity investors.
Sustainable investment strategies
Sustainable Global Dynamic Bond
Learn more about Newton’s Sustainable Global Dynamic Bond strategy
Sustainable Global Equity Income
Learn more about Newton’s Sustainable Global Equity Income Strategy
Sustainable Real Return
Learn more about Newton’s Sustainable Real Return Strategy
Reports – Stewardship and climate-related disclosures
Q2 2021 ESG report – Our latest engagement and voting activitiesreport archive.
Newton Responsible Investment Policies and Principles
Responsible investment and stewardship 2020 annual report
Task Force on Climate-related Financial Disclosures (TCFD) report
This series explains why we believe active engagement can drive better investment decisions, and shares some specific examples of our engagement work.
Meet the team
Head of sustainable investment
Andrew is responsible for developing our sustainable investment offering and communicating our approach to responsible investment to our global client base.
Head of responsible investment
Ian is responsible for Newton’s approach to ESG, including corporate governance and wider stewardship matters, and how these are considered throughout Newton’s investment process.
Head of ESG research
Lloyd is head of ESG research at Newton. His role includes setting responsible investment philosophy, overseeing the ESG research process as well as conducting research and engagement on environmental, social and governance issues.
Responsible investment analyst
Sakshi undertakes research and engagement on ESG issues with global companies, as well as voting and reporting to clients.
Sakshi is employed by BNY Mellon India, an outsourced service provider to Newton Investment Management.
ESG data analyst
Alex leads on developing and managing Responsible Investment data solutions. He also contributes to thematic research.
Responsible investment analyst
Rebecca undertakes research and engagement on ESG issues with global companies, as well as voting and reporting to clients.
Responsible Investment analyst
Parag undertakes research and engagement on ESG issues with global companies, as well as voting and reporting to clients.
Parag is employed by BNY Mellon India, an outsourced service provider to Newton Investment Management.
Tanushree’s responsibilities include the exercise of voting rights, engaging with companies and reporting to clients.
Tanushree is employed by BNY Mellon India, an outsourced service provider to Newton Investment Management.
We are here to help with any questions you may have about our investment solutions.