Our clients face a fast-changing investment backdrop. Tectonic shifts in the geopolitical landscape, the drive to decarbonize, and technological disruption are among the transformational changes that are reshaping investment opportunities and risks. In a world that looks very different from before, we believe many of the investment techniques that worked in the past may well get left there.
At Newton, we understand the challenges that today’s world presents for our clients and believe that taking a holistic approach to investing has never been more critical.
We created a multidimensional research platform, with fundamental in-house research a key component, but recognized the need to go further.
That’s meant reimagining how a research platform must be structured to have full sight of the investment landscape of today and tomorrow.
We’ve equipped our analysts and portfolio managers with access to innovative capabilities, from investigative research by former journalists, to specialist insights on ESG (environmental, social and governance) issues, and expert analysis of private markets.
It’s about looking at investment prospects from all relevant angles – in search of the widest perspective possible on the investment landscape.
It’s an approach driven by our pursuit of attractive outcomes for our clients.
Our multidimensional research platform provides our investment team with a toolkit like no other.
Fundamental, security-specific research is a key component, but it is not the only analytical approach that we have available.
Other research capabilities that our teams can access include thematic, ESG-focused, geopolitical, forensic accounting, credit, investigative and private-market research.
And these are augmented by a quantitative toolset. It’s a platform that we believe leads our portfolio managers to better investment decisions.
We believe that helping our clients achieve their goals necessitates a highly active, innovative, engaged and investment-led approach.
Active ownership is a central tenet of our investment processes, and we engage and vote to influence social and environmental outcomes.
We do this to try to enhance sustainable shareholder value, and with the conviction that over the long term the interests of all stakeholders are generally aligned.
Our engagement activities are not limited to companies.
We have been active participants in the debate regarding best practices, standards and regulations. In doing so, we aim to achieve a better understanding, have greater influence, and enhance the rights of investors and wider stakeholder groups.