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SUSTAINABILITY MEANS INVESTING FOR REAL-WORLD CHANGE

Read on to find out more about our leadership in tackling the sustainable issues today that we believe will help us to secure a better world for tomorrow.

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This page relates to strategies managed by Newton Investment Management Ltd. Whether and how ESG considerations are assessed or integrated depends on the asset classes and/or the particular strategy involved. ESG may not be considered for each individual investment and, where ESG is considered, other attributes of an investment may outweigh ESG considerations when making investment decisions.

How We Approach Responsible Investment

ESG Research

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

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.

Our Credentials

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

  • Core strategies
    Core Strategies

    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.
  • Sustainable strategies
    Sustainable Strategies

    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
    Exclusions and Screening

    We also offer exclusions and screening to some of our faith-based and endowment & foundation investors.

Sustainable Investment Strategies

References to the sustainable range and the sustainable investment and research process refers to sustainable strategies managed by Newton Investment Management Ltd only.

Sustainable Global Dynamic Bond

A fixed-income strategy with a dynamic, absolute-return approach, investing in securities that demonstrate attractive investment attributes and sustainable business practices

Learn more about Newton’s Sustainable Global Dynamic Bond strategy

Sustainable Global Equity

An actively managed global equity strategy investing for the long term in companies that demonstrate attractive investment attributes and sustainable business practices

Learn more about Newton’s Sustainable Global Equity Strategy

Sustainable Global Equity Income

A global strategy which aims to generate stable returns by harnessing equity income from companies with sustainable business models, using a disciplined, repeatable process

Learn more about Newton’s Sustainable Global Equity Income Strategy

Sustainable Real Return

A global multi-asset strategy designed to seek absolute returns irrespective of market conditions, investing for the long term in securities that demonstrate attractive investment attributes and sustainable business practices

Learn more about Newton’s Sustainable Real Return Strategy

Reports – Newton Investment Management Ltd Stewardship and Climate-Related Disclosures

Newton manages a variety of investment strategies. Whether and how ESG considerations are assessed or integrated into Newton’s strategies depends on the asset classes and/or the particular strategy involved, as well as the research and investment approach of each Newton firm. ESG may not be considered for each individual investment and, where ESG is considered, other attributes of an investment may outweigh ESG considerations when making investment decisions.

Q1 2022 ESG report

Q2 2022 ESG report – Our latest engagement and voting activities

Read more
Earlier editions of our responsible investment report are available from our report archive.
TCFD report

Task Force on Climate-related Financial Disclosures (TCFD) report

Read more

Insights

Expert comment and analysis from our investment team and industry specialists on topics related to responsible and sustainable investment.

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Responsible investment quarterly report
Article

2022 Q2 – Responsible Investment Report

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.
September 15, 2022
Responsible investment
The social impacts of gaming
Blog

The Social Impacts of Gaming

We explore the key investment risks and opportunities associated with the gaming industry.
Newton responsible investment team
September 5, 2022
Responsible investment
Keeping the lights switched on
Blog

Keeping the Lights Switched On

Energy security and decarbonization: are they mutually exclusive?
Philip Shucksmith
August 31, 2022
Real Return, Responsible investment, Sustainable
Defence stocks and ESG
Blog

Defense Stocks and ESG

We outline the key ESG issues related to defense and how we integrate these in our investment approach.
Sakshi Bahl
August 22, 2022
Industry views, Responsible investment, Sustainable

Meet the team

  • Therese Niklasson
    Therese Niklasson

    Global head of sustainable investment

  • Sakshi Bahl
    Sakshi Bahl

    Responsible investment analyst*

  • Niall Brennan
    Niall Brennan

    Co-head of responsible investment data integration

  • Tanushree Chandhok
    Tanushree Chandhok

    Stewardship analyst*

  • Ragi Khimasia
    Ragi Khimasia

    Responsible investment analyst

  • Jennifer Law
    Jennifer Law

    Head of stewardship

  • Lloyd McAllister
    Lloyd McAllister

    Head of ESG research

  • Alexander Parkinson
    Alexander Parkinson

    Co-head of responsible investment data integration

  • Parag Saxena
    Parag Saxena

    Responsible investment analyst*

  • Rebecca White
    Rebecca White

    Responsible investment analyst

  • Onkar Jagtap
    Onkar Jagtap

    Responsible investment analyst*

  • Amit Khandelwal
    Amit Khandelwal

    Responsible investment analyst*

  • Antoine Najm
    Antoine Najm

    Stewardship analyst

  • Anchit Sharma
    Anchit Sharma

    Stewardship analyst*

  • Diya Choudhary
    Diya Choudhary

    Stewardship analyst*

  • Harish Venkatachalam
    Harish Venkatachalam

    Responsible investment data analyst*

  • Shalin Vora
    Shalin Vora

    Responsible investment data analyst*

Niall leads on developing and managing responsible investment data solutions. He also contributes to thematic research.

Jennifer is responsible for maintaining and expanding Newton’s efforts in relation to investor stewardship.

Alex leads on developing and managing responsible investment data solutions. He also contributes to thematic research.

*BNY Mellon India – outsourced service provider to Newton Investment Management.

Contact us

We are here to help with any questions you may have about our investment solutions.

Contact the team