UK Stewardship Code

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

  • Core strategies
    Core strategies

    Our core strategy approach has available a number of research inputs, including, where appropriate and as applicable, our ESG-focused research. In our core strategies, we may invest in securities with ESG risks if we believe such risks are reflected adequately in their valuations, but our emphasis is very much on improving respective ESG issues through active engagement.
  • Sustainable strategies
    Sustainable strategies

    Our suite of sustainable strategies seek a balance between the current and future needs of stakeholders. They aim to encourage a better allocation of capital that leads to the generation of sustainable risk-adjusted returns for clients alongside improved long-term global outcomes for the society and the environment.
  • Exclusions and screening
    Exclusions and screening

    We also offer exclusions and screening to some of our faith-based and charity investors.

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

Q2 2022 ESG report

Q2 2022 ESG report – Our latest engagement and voting activities

Read more
Earlier editions of our responsible investment report are available from our report archive.
Responsible investment and stewardship

Responsible investment and stewardship 2021 annual report

Read more
TCFD report

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

Read more
Responsible investment policies and principles

Responsible investment policies and principles

Read more

Case studies

This series explains why we believe active engagement can drive better investment decisions, and shares some specific examples of our engagement work.

loading-newton
The Future of Work
Article

The future of work

Rebecca White outlines the investment implications of the future of work.
26 August 2022
Responsible investment
Volkswagen: a true transformation?
Article

Volkswagen: a true transformation?

In the aftermath of the emissions scandal, we assess the auto manufacturer's credentials as a sustainable investment.
25 August 2022
Responsible investment, Sustainable
Diversity engagement and voting policy
Article

Newton’s diversity engagement and voting policy

A short look at our engagement and voting policy.
06 June 2022
Defined contribution, Responsible investment

View all case studies

Meet the team

  • Therese Niklasson
    Therese Niklasson

    Global head of sustainable investment

  • Sakshi Bahl
    Sakshi Bahl

    Responsible investment analyst*

  • Niall Brennan
    Niall Brennan

    Co-head of responsible investment data integration

  • Tanushree Chandhok
    Tanushree Chandhok

    Stewardship analyst*

  • Ragi Khimasia
    Ragi Khimasia

    Responsible investment analyst

  • Jennifer Law
    Jennifer Law

    Head of stewardship

  • Lloyd McAllister
    Lloyd McAllister

    Head of ESG research

  • Alexander Parkinson
    Alexander Parkinson

    Co-head of responsible investment data integration

  • Parag Saxena
    Parag Saxena

    Responsible investment analyst*

  • Rebecca White
    Rebecca White

    Responsible investment analyst

  • Onkar Jagtap
    Onkar Jagtap

    Responsible investment analyst*

  • Amit Khandelwal
    Amit Khandelwal

    Responsible investment analyst*

  • Antoine Najm
    Antoine Najm

    Stewardship analyst

  • Anchit Sharma
    Anchit Sharma

    Stewardship analyst*

  • Diya Choudhary
    Diya Choudhary

    Stewardship analyst*

  • Harish Venkatachalam
    Harish Venkatachalam

    Responsible investment data analyst*

  • Shalin Vora
    Shalin Vora

    Responsible investment data analyst*

*BNY Mellon India – outsourced service provider to Newton Investment Management.

Contact us

We are here to help with any questions you may have about our investment solutions.

Contact the team

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.