This strategy is offered by Newton Investment Management Ltd (‘NIM’). NIM is part of the Newton Investment Management Group.
Our Philosophy and Process
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Harnessing Newton’s global analysis resources, the strategy adheres to our investment framework focused on fundamentals, themes, valuations and ESG considerations.
We focus on innovative companies and dynamic management teams that provide solutions and benefit from growth opportunities. Active corporate engagement and proxy voting provide powerful feedback loops that make us more informed shareholders who promote positive corporate development.
Sustainable ‘red lines’, with responsible investment team validation, seek to ensure there is no investment in security issuers that:
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- Breach the UN Global Compact
- Are incompatible with a 2˚C world
- Are deemed to have material ESG risks which are likely to negatively affect future performance and are associated with significant social or environmental harm
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The strategy seeks to avoid investing in companies that participate in specific areas of activity that we deem to be harmful from an environmental and/or social perspective.
Every time we consider a security or look at an industry or country, it’s in the context of what’s happening across the world. We believe the investment landscape is shaped over the long term by some key trends, and we use a range of global investment themes to capture these.
Investment team
Our Sustainable Global Equity strategy is managed by a team with a wide range of backgrounds and varied experience. Our investment team of research analysts and portfolio managers works together across regions and sectors, helping to ensure that our investment process is highly flexible. Our dedicated responsible investment team is an integral part of the investment decision-making process. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.
- 23
- years’ average investment experience
- 11
- years’ average time at Newton
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Paul Markham
Head of Global Opportunities
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Simon Nichols
Portfolio manager, global opportunities team
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Nick Pope
Portfolio manager, sustainable equity strategies
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Louise Kernohan
Portfolio manager, UK Equities team
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Paul Birchenough
Portfolio manager, Global Opportunities team
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Ian Smith
Portfolio manager, Global Opportunities team
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Aditya Shah
Portfolio analyst, Global Opportunities team
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Joseph M Corrado
Portfolio manager, small cap equities team
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Caroline Higgins
Sr Research Analyst
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Patrick Kent
Deputy head of equity opportunities, portfolio manager
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Andrew Leger
Portfolio manager, small cap equities team
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Julianne McHugh
Head of Sustainable Equities
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Karen Miki Behr
Portfolio manager, Global Opportunities team
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John R Porter III
Chief investment officer, head of equity
Strategy profile
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Objective
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The strategy seeks to outperform the MSCI ACWI Index (NDR) by more than 2% per annum over rolling 5-year periods through investment in companies that demonstrate attractive investment attributes, sustainable business practices and have no material unresolvable environmental, social and governance (ESG) issues.
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Performance benchmark
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MSCI AC World Index (NDR)
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Typical number of equity holdings
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50 or fewer
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Strategy inception
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Composite inception: February 1, 2018
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.
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 and the assessment of their suitability for Newton’s sustainable strategies may vary depending on the asset class and strategy involved. For Newton’s sustainable strategies, ESG quality reviews are performed prior to investment for corporate investments (single name equity and fixed income securities).