How We Approach Responsible Investment

When we talk about ‘responsible investment’, we are primarily focused on corporate investments (i.e. our activities when we buy company shares on behalf of our clients). This is because there are more opportunities for Newton to have a voice and support change for these types of investment than for other securities and asset classes.

Newton’s approach to responsible investment is focused on multidimensional proprietary research, thought leadership and evidence. Where appropriate and as applicable, we assess sustainability as a fundamental part of the mosaic of issues required to fully understand the material risks and opportunities influencing the securities and instruments in which we invest on behalf of our clients.

We believe that companies that are well governed and can mitigate and manage the environmental and social factors that affect their enduring value are likely to be better managed businesses.

Integrated ESG Analysis and Dedicated Sustainable Strategies

Our investment teams are responsible for understanding and evaluating material ESG-related risks and opportunities (where appropriate and as applicable) in the context of their role to create durable value for clients. We also run dedicated sustainable strategies with a variety of different sustainability focal points.

In-House Expertise

Our investment teams are supported by a well-resourced, global responsible investment team, comprising subject-matter experts. The responsible investment team guides our overall sustainability ecosystem and drives our internal frameworks, policies, standards, and specialized insights.

Active Stewards

We are active stewards – engaging and voting to influence social and environmental outcomes. We do that to try to enhance sustainable shareholder value, and with the conviction that over the long term the interests of all stakeholders are generally aligned. We also work with the wider financial services industry around a variety of advocacy areas.

Supporting Real-World Change

We are prepared to divest from securities where appropriate (and of course to exclude them where client or strategy mandates require). However, we also embrace the theory of investing for real-world change, and to that end we are prepared to engage with issuers and others to promote change.

Newton is a signatory to 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

Sustainable Investment Strategies

Our range of sustainable investment strategies builds on our long heritage of active stewardship and ESG-focused research.

These strategies are managed by Newton Investment Management Ltd (‘NIM’). NIM is part of the Newton Investment Management Group.

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.

Q3 2022 ESG report

Q3 2022 ESG report – Our latest engagement and voting activities

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

Newton Investment Management North America LLC – Responsible Investment Policies and Principles


Newton Investment Management Ltd – Responsible Investment Policies and Principles

Insights

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

Meet the team

*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.

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.

Newton manages a variety of investment strategies. Whether and how ESG considerations are assessed or integrated into those 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.