We welcomed Xi Li from the London School of Economics to discuss her research into shareholder engagement on environmental, social and governance issues, and its impact on corporate behaviour and portfolio returns.


  • an update on our outlook for the charity sector from Jeremy
  • an update on Newton Growth and Income Fund for Charities performance and positioning from our portfolio management team
  • a presentation from our head of responsible investment Rob Stewart and fund manager Raj Shant, who discussed how Newton approaches sustainable investing


The afternoon concluded with drinks and canapés giving delegates an opportunity to meet members of the Newton team and follow up on some of the subjects raised during the seminar.



Discussion around the Newton Charity Investment Survey findings
Jeremy Wells
View presentation


Newton Growth and Income Fund for Charities update
Simon Nichols
Hilary Meades
View presentation


Sustainable investing
Rob Stewart
Xi Li
Raj Shant
View presentation

Event organisers

Lavinia Dawkins

UK marketing manager

+44 (0) 20 7163 8251


Haberdashers' Hall
18 West Smithfield

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