BNY Mellon Investment Management today unveils its theme-focused ‘Future’ investment range with the launch of three strategies – Future Earth, Future Food and Future Life. These strategies are actively managed global portfolios focused on investing in equities that are set to benefit from tailwinds associated with environmental & natural resource pressures, the revolution in food production and increased consumer demand from aging populations.
The strategies are managed by Newton Investment Management, an investment firm part of BNY Mellon Investment Management, which has had a global thematic investment approach since its foundation in 1978. This approach uses a framework of investment themes to identify major areas of disruption and structural change in the world, which provides context to investment analysis and security selection, and helps to identify areas of potential investment opportunity and risk.
The ‘Future’ product range uses selected segments of this framework to define the universe for each of the strategies, allowing exposure to specific opportunities across traditional sectors and geographic regions:
- BNY Mellon Future Earth strategy invests in companies that proactively contribute to an overall shift towards helping protect the Earth’s environment and natural resources. The strategy draws ideas from Newton’s ‘Earth Matters’ theme, and considers a wide range of environmental concerns, including natural resource exhaustion, and its impact on government policy, company strategies and consumption behaviour. Four sub-themes of focus include efficient infrastructure, resource management & recycling, clean energy, and electric vehicles.
- BNY Mellon Future Food strategy invests in companies that are set to benefit from the myriad of opportunities associated with thedemand for new food and technological innovations across the global food supply chain. Aspects for consideration include population growth, reduction in crop yields and demand for healthier foods. The strategy looks across three sub-themes of agriculture & production, food processing & innovation, and retail & consumption.
- BNY Mellon Future Life strategy invests in companies worldwide that are set to benefit from opportunities associated with an ageing global population and the changes this will drive in consumer demand for products and services. Changing population dynamics and growth in health-related industries are key drivers of the investment backdrop. The strategy focuses on four sub-themes: care & support, financial security, health innovation, and ‘living better’. Opportunities are explored across healthcare, leisure, financial services, housing and travel.
The strategies are managed by Charles French, head of equity opportunities at Newton, and Yuko Takano, who is also co-lead manager on Newton’s Sustainable Global Equity strategy and the BNY Mellon Sustainable Global Equity Fund. They are supported by Newton’s global research team, thematic research groups, and the Equity Opportunities portfolio management team.
Thematic investing has always been core to Newton’s investment philosophy since its inception over 40 years ago. Disruptive change is happening at a record pace across all elements of our lives. We believe that by identifying those changes early and investing in them over the long-term we can capitalise on these structural drivers of growth for our clients.Curt Custard, chief investment officer at Newton
We’re excited to be extending the product offering to provide access to some of the most pertinent investment opportunities of our time. These strategies are looking for companies that are adapting well to a rapidly changing environment and contributing to building products and services to help solve problems.
This gives our clients the chance to gain direct exposure to investment themes that we believe will deliver some of the most successful investment outcomes in the coming years. It also allows them to allocate to specific themes where they have most conviction in the long-term trends and will be of interest to investors seeking long-term thematic exposure.Julian Lyne, chief commercial officer at Newton
The launch complements BNY Mellon Investment Management’s existing suite of thematic products, which are managed by its US-based investment firm Mellon Investments Corporation.
Notes to editors:
Newton Investment Management Limited (Newton) is a London-based global investment management subsidiary of The Bank of New York Mellon Corporation. Newton is authorised and regulated by the Financial Conduct Authority and registered with the US Securities and Exchange Commission. Registered address, BNY Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. With assets under management of £44 billion as at 30 September 2020, Newton provides investment products and services to a wide range of clients, including pension funds, charities, corporations and (via BNY Mellon) individuals. News and other information about Newton is available at newton-stag-01.aws.hmn.md and via Twitter: @NewtonIM.
BNY Mellon Investment Management is one of the world’s largest investment managers, and one of the top U.S. wealth managers, with US$2 trillion in assets under management as of September 30, 2020. The firm is built around delivering to investors a “best of both worlds” approach: the expertise and capabilities of our individual investment managers, wedded to a global geographic footprint, and guided by an unshakable commitment to financial stewardship. BNY Mellon Investment Management encompasses BNY Mellon’s affiliated investment management firms, wealth management services and global distribution companies.
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