Defined benefit schemes
Pension fund investment has been at the core of our business since our inception in 1978, and we offer a range of strategies designed to help DB schemes meet their objectives. These include absolute-return strategies, which seek to deliver positive returns irrespective of market conditions. We also offer a range of income products, which could help schemes deliver on their dual objective of generating income to meet cash requirements and growing capital over time, as well as a range of high-conviction strategies.
Defined contribution schemes
Newton is one of the UK’s most prominent active managers of DC pension investments. We work closely with schemes and specialist DC consultants to ensure we fully understand the outcomes that members are looking for and are positioned to offer the right strategies. We believe our actively managed multi-asset and absolute-return strategies are well suited to the specific requirements of DC schemes and their members at each stage of the retirement journey, and we also offer a broad range of equity and fixed-income strategies. Additionally, in response to growing member demand, we have recently introduced a suite of sustainable investment strategies.
Local government pension schemes
Local authorities are experiencing a period of great change, as local government pension schemes collaborate to pool assets and deliver improved outcomes for their members. We are fully supportive of the new pooling arrangements, and are an active manager in one of the UK’s premier pools, as well as working together with other pools in order to bring our expertise to the industry. We have local government pension scheme clients across a number of different pools, which helps us stay attuned to the requirements and developments of this area.
We have investment capabilities in actively managed equity and absolute-return strategies. We have also recently introduced a suite of sustainable investment products to address the growing desire to put environmental, social and governance issues at the core of an investment strategy.
Charities often rely on the proceeds of their investment portfolios to fund valuable projects. We understand that each charity is unique and will have its own investment objective and set of requirements. Whether your charity provides scholarships, funds scientific research or saves lives, we aim to provide you with an effective investment strategy.
For charities wishing to benefit from the administrative ease of a pooled investment, we offer a large variety of pooled funds to meet a broad range of investor objectives. Several of these funds are charity-specific and therefore have applicable tax advantages. In addition, we manage a large number of portfolios with an ethical orientation, and, as topics such as climate change have risen up the agenda, we have developed a range of sustainable strategies that are subject to greater environmental, social, governance or sustainability criteria as part of their investment process.
Whether you are a life, non-life, reinsurance or health insurance company, we understand the challenges you face and the opportunities you need to harness, including the need to expand and diversify investment options, boost investment performance and maximise liquidity.
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.