We believe that responsibly managed companies are best placed to achieve sustainable competitive advantage and provide strong long-term investment opportunities.
Dedicated research team
Our research team includes:
- the full-time corporate governance officer
- the head of responsible investment
- two ESG (Environmental, Social and Governance) investment analysts
This ensures that Newton’s investment rationale for a company is supported through research into ESG matters, voting decisions and engagement work.
The work of Newton’s responsible investment team aims to achieve a better understanding of the relevant ESG risks and an improvement in the behaviour of the investee company. This is achieved, in part, by formal ESG quality reviews that the team conducts on all stocks recommended by Newton’s global sector analysts. It is not geared towards the exclusion of potential investments on ethical grounds.
We publish reports quarterly on our responsible investment activities. The quarterly report provides details of voting decisions, together with research and engagement undertaken by the responsible investment team. In addition, we publish thematic reports on topical and relevant ESG issues.
Compliance with UK Stewardship Code
Newton complies with the seven principles of the UK Stewardship Code. We are in the process of securing the services of a third party in order to obtain independent opinion and an assurance report on Newton’s engagement and voting activities. Please see pages 18, 24 and 25 of our Responsible investment – policies and principles document for further information.