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.
-
-
-
Our responsible investment approach
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 responsible investments 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, our investment managers 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
In-house expertise
Active stewards
Supporting real-world change
What we offer
-
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 we will look for opportunities to improve ESG issues affecting companies through voting and engagement. -
Sustainable strategies
Our suite of sustainable strategies seek a balance between the current and future requirements 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
We also offer exclusions and screening to clients such as charity investors.
Sustainable investment strategies
Our range of sustainable investment strategies builds on our long heritage of active stewardship and ESG-focused research.
These responsible investment strategies are managed by Newton Investment Management Ltd (‘NIM’). NIM is part of the Newton Investment Management Group.
Earlier editions of our responsible investment report are available from our report archive.
Principles for Responsible Investment (PRI) reports
2021 PRI Assessment Report – Newton Investment Management
2021 PRI Public Transparency Report – Newton Investment Management
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
-
Therese Niklasson
Global head of sustainable investment
-
Sakshi Bahl
Head of Sustainability Research
-
Niall Brennan
Co-Head of Responsible Investment Data Integration
-
Jennifer Law
Head of stewardship
-
Alexander Parkinson
Co-head of Responsible investment data integration
-
Parag Saxena
Responsible investment analyst*
-
Rebecca White
Responsible investment analyst
-
Onkar Jagtap
Responsible investment analyst*
-
Amit Khandelwal
Responsible investment analyst
-
Antoine Najm
Stewardship analyst
-
Anchit Sharma
Stewardship analyst*
-
Diya Choudhury
Stewardship analyst*
-
Harish Venkatachalam
Responsible investment data analyst*
-
Shalin Vora
Responsible investment data analyst*
*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. It is one of many inputs into the fundamental analysis. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that material ESG considerations are assessed may vary depending on the asset class and strategy involved. As of September 2022, the research team performs ESG analysis on equity securities prior to their addition to Newton’s Research Recommended List (RRL). ESG 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 reviews. Not all securities held by Newton’s strategies have an ESG review completed prior to investment. These opinions should not be construed as investment or other advice and are subject to change. This material is for information purposes only.