Our credentials

Newton Investment Management Limited has been a signatory of the UN Principles for Responsible Investment (PRI) since 2007.

The UK Financial Reporting Council has confirmed that Newton Investment Management Limited has met the standards of reporting required under the UK Stewardship Code, which sets high stewardship standards for asset owners and asset managers.

Newton is also 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.

PRI Signatory 2022
UK Stewardship Code

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 specialised 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.

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.

Q4 2022 ESG report

Q4 2022 ESG report – Our latest engagement and voting activities

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

Responsible investment and stewardship 2021 annual report

TCFD report

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

Responsible investment policies and principles

Responsible investment policies and principles

Case studies

This series explains why we believe active engagement can drive better investment decisions, and shares some specific examples of our engagement work.

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.

This is a financial promotion. Newton will make investment decisions that are not based solely on ESG considerations. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG considerations are assessed may vary depending on the asset class and strategy involved. The research team performs ESG Quality Reviews on equity securities prior to their addition to Newton’s Research Recommended List (RRL). ESG Quality Reviews are not performed for all fixed income securities. The portfolio managers may purchase equity securities that are not included on the RRL and which do not have ESG Quality Reviews. Not all securities held by Newton’s strategies have an ESG Quality Review completed prior to investment, although since 2020 it has been a requirement for all (single name) equity securities to have an ESG Quality Review before they are purchased for the first time. These opinions should not be construed as investment or other advice and are subject to change. This material is for information purposes only.