We believe that, as stewards of our clients’ assets, we want to be as open and transparent with our investors as we would like our investee companies to be with us.
We state our responsible investment beliefs in our responsible investment policies and principles document, and publicly disclose all our responsible investment activities in a quarterly report.
Additionally, we have a range of sustainable strategies which aim to achieve their objectives through investing for the long term in securities of companies that demonstrate attractive investment attributes and sustainable business practices and have no material unresolvable ESG issues.
Our sustainable strategies adopt the fundamental principles captured by our integrated ESG approach, and amplify the responsible investment requirements. Importantly, we seek and support those companies that are making the positive transition to more sustainable activities.
Our commitment to being a responsible active asset management firm is reflected in the consistently high marks we have received in our UN Principles for Responsible Investment (PRI) annual assessment report, with the top A+ rating for investment strategy and governance in 2018.
Task Force on Climate-Related Financial Disclosures (TCFD) Report
How we consider climate-related risks and opportunities with regard to our business and our clients’ investments.
We aim to optimize performance returns for our clients by investing in well-managed companies. Intrinsic to the understanding of the potential of an investment is an appreciation of the quality of the company’s management, its structure, the appropriateness of its internal controls, and the assurance that ESG issues are managed to the benefit of long-term investor value.
An Active, Integrated Approach
Our responsible investment process includes identifying the ESG risks and opportunities faced by a company and ensuring that these challenges are well managed within the company’s business strategy.
We continue to try to protect and enhance the value of our clients’ holdings throughout the life of an investment. Active engagement with companies enables us to monitor trading, strategy, changes in management processes, remuneration, and social and environmental issues. We have a rigorous approach to ESG and proxy voting, and take our stewardship responsibilities to our clients very seriously.
Active Engagement In Policy & Regulation
We take an active role in the policy and regulation landscape, and we have board positions on, or membership of, a wide range of key regulatory and advisory bodies and networks.
These include: Principles for Responsible Investment (PRI), Council of Institutional Investors, International Corporate Governance Network, Pensions and Lifetime Savings Association (PLSA) Stewardship Advisory Group, and the 30% Club Investor Group.
Responsible Investment Team
Our responsible investment team is part of our global research team and an integral part of the investment process. The team exercises voting rights and conducts proprietary ESG quality reviews of individual companies that are being considered for investment. It also conducts research on ESG issues and undertakes engagement.
Head of sustainable investment
Head of responsible investment research
Head of governance and stewardship
Responsible investment analyst
Responsible investment analyst
This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved. Securities in Canada are offered through BNY Mellon Asset Management Canada Ltd. (MAML), registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada and as an Investment Fund Manager and Commodity Trading Manager in Ontario. MAML is an indirect wholly owned subsidiary of The Bank of New York Mellon Corporation and is an affiliate of Newton’s. Unless otherwise indicated, all financial data is shown in U.S. dollars. This document has been provided in Canada by MAML for use with institutional investors only and may not be redistributed without authorization.