We welcomed Xi Li from the London School of Economics to discuss her research into shareholder engagement on environmental, social and governance issues, and its impact on corporate behaviour and portfolio returns.
an update on our outlook for the charity sector from Jeremy
an update on Newton Growth and Income Fund for Charities performance and positioning from our portfolio management team
a presentation from our head of responsible investment Rob Stewart and fund manager Raj Shant, who discussed how Newton approaches sustainable investing
The afternoon concluded with drinks and canapés giving delegates an opportunity to meet members of the Newton team and follow up on some of the subjects raised during the seminar.
Agenda
Discussion around the Newton Charity Investment Survey findings Jeremy Wells View presentation
Newton Growth and Income Fund for Charities update Simon Nichols Hilary Meades View presentation
Individual Investors will be redirected to bnymellon.com
This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. Past performance is not a guide to future performance. 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.
