PRI: Principles for Responsible Investment

A+ RATED

Newton Investment Management Limited has been a signatory of the UN Principles for Responsible Investment (PRI) since 2007, and is ranked A+ across all areas of the PRI’s annual assessment.

The UK Financial Reporting Council has determined, at its first opportunity, that Newton is a signatory of the UK Stewardship Code 2020. In March 2021, Newton joined 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.

How we approach responsible investment

ESG research

We believe that taking ESG factors into account where appropriate and as applicable can lead to better investment decisions. Our responsible investment process is founded on three pillars: in-depth ESG security analysis, active company engagement, and active proxy voting.

Active engagement

Active engagement with the companies we invest in allows us to monitor changes in management processes, remuneration and social and environmental issues. By taking a proactive approach to our engagement, we can work with the companies we invest in to increase the sustainability of their businesses over time. We also take an active role in the external ESG debate across the wider industry, and help to shape policy and thought leadership.

Holding ourselves to account

At Newton, we are conscious of the expectations we place on the entities we invest in on behalf of our clients, and we seek to hold ourselves to the same standards. The way our business is governed is designed to ensure that we achieve our commercial objectives in a responsible and sustainable manner which is consistent with our corporate purpose, and that in doing so we act as we expect others to act.

What we offer

Sustainable investment strategies

Sustainable Global Dynamic Bond

A fixed-income strategy with a dynamic, absolute-return approach, investing in securities that demonstrate attractive investment attributes and sustainable business practices

Learn more about Newton’s Sustainable Global Dynamic Bond strategy

Sustainable Global Equity

An actively managed global equity strategy investing for the long term in companies that demonstrate attractive investment attributes and sustainable business practices

Learn more about Newton’s Sustainable Global Equity Strategy

Sustainable Real Return

A global multi-asset strategy designed to seek absolute returns irrespective of market conditions, investing for the long term in securities that demonstrate attractive investment attributes and sustainable business practices

Learn more about Newton’s Sustainable Real Return Strategy

Reports – Stewardship and climate-related disclosures

Q3 2021 ESG report

Q3 2021 ESG report – Our latest engagement and voting activities

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

Newton Responsible Investment Policies and Principles

Responsible investment and stewardship

Responsible investment and stewardship 2020 annual report

TCFD report

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

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

Niall leads on developing and managing responsible investment data solutions. He also contributes to thematic research.

Carolyn undertakes research and engagement on ESG issues with global companies.

Jennifer is responsible for maintaining and expanding Newton’s efforts in relation to investor stewardship.

Alex leads on developing and managing responsible investment data solutions. He also contributes to thematic research.

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.