Responsible investment
Newton has a well established approach to responsible investment, which is integral to our investment process. On behalf of our clients, Newton's responsible investment team is charged with exercising voting rights, conducting research and carrying out engagement activities on environmental, social and governance (ESG) matters.
We believe that responsibly managed companies are best placed to achieve sustainable competitive advantage and provide strong long-term investment opportunities.
Newton's global sector analysts research for companies that deliver strong long-term performance. The full-time Corporate governance officer, Socially responsible investment officer and Responsible investment analyst are members of this research team. 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 is not necessarily geared towards the exclusion of potential investments, rather it aims to achieve a better understanding of the relevant ESG risks or seeks an improvement in the behaviour of the investee company.
Newton publishes reports regularly on its responsible investment activities. A quarterly report is produced which provides details of voting decisions, together with research and engagement undertaken by the responsible investment team. In addition, focus reports are published on topical and relevant ESG issues. Links to the reports can be found below.
In relation to the UK Stewardship Code, Newton complies with its seven principles. Please see pages 17, 26 & 27 of Newton's 'Responsible investment - policies and principles' document.
Newton was ranked third in a recent survey by FairPensions entitled 'Stewardship in the Spotlight'. The survey, which was published in December 2010, can be found here.
Newton has a well established approach to responsible investment, which is integral to our investment process. On behalf of our clients, Newton's responsible investment team is charged with exercising voting rights, conducting research and carrying out engagement activities on environmental, social and governance (ESG) matters.
We believe that responsibly managed companies are best placed to achieve sustainable competitive advantage and provide strong long-term investment opportunities.
Newton's global sector analysts research for companies that deliver strong long-term performance. The full-time Corporate governance officer, Socially responsible investment officer and Responsible investment analyst are members of this research team. 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 is not necessarily geared towards the exclusion of potential investments, rather it aims to achieve a better understanding of the relevant ESG risks or seeks an improvement in the behaviour of the investee company.
Newton publishes reports regularly on its responsible investment activities. A quarterly report is produced which provides details of voting decisions, together with research and engagement undertaken by the responsible investment team. In addition, focus reports are published on topical and relevant ESG issues.
In relation to the UK Stewardship Code, Newton complies with its seven principles. Please see pages 17, 26 & 27 of Newton's 'Responsible investment - policies and principles' document.
Newton was ranked third in a recent survey by FairPensions entitled 'Stewardship in the Spotlight'. The survey, which was published in December 2010, can be found here.
As part of Newton's responsible investment process, members of Newton's Responsible Investment desk explored various aspects of investment as they relate to environmental, social and governance (ESG) matters. This document provides a commentary on a number of issues.
Newton's responsible investment quarterly report covers corporate governance and SRI activity for Q4 2011. The report details Newton's comprehensive voting profile and includes rationale for resolutions where votes against were instructed during the quarter. The report also covers the quarter's engagement activity undertaken by the responsible investment team on corporate governance issues as well as the wider environmental and social matters facing the companies in which Newton invests.
This report explores scenarios that may arise from the wave of investment in African agribusiness
Newton believes that responsibly managed companies are best placed to achieve sustainable competitive advantage and provide strong long-term growth.
As part of Newton's responsible investment process, Newton's Responsible Investment Team explores various aspects of investment as they relate to environmental, social and governance matters. This document provides a commentary on a number of issues.
Newton's responsible investment quarterly report covers corporate governance and SRI activity for Q3 2011. The report details Newton's comprehensive voting profile and includes rationale for resolutions where votes against were instructed during the quarter. The report also covers the quarter's engagement activity undertaken by the responsible investment team on corporate governance issues as well as the wider environmental and social matters facing the companies in which Newton invests.
The broad range of responses from the world's major economies
Newton's responsible investment quarterly report covers corporate governance and SRI activity for Q2 2011. The report details Newton's comprehensive voting profile and includes rationale for resolutions where votes against were instructed during the quarter. The report also covers the quarter's engagement activity undertaken by the responsible investment team on corporate governance issues as well as the wider environmental and social matters facing the companies in which Newton invests.
As part of Newton's responsible investment process, the team explores various aspects of investment as they relate to environmental, social and governance matters. This document provides a commentary on hydraulic fracturing, Chinese housing, EC green paper on corporate governance, biofuels and corporate governance in Singapore.
The UK's new Bribery Act is expected to be enacted in 2011. This Act will be more stringent than any other similar regulation on bribery across the world.
Following its analysis and engagement, Newton has decided to vote against the resolution (in favour of management) at the company's AGM.
Newton's energy supply investment theme recognises that the world is short of energy supply options. There is a strong likelihood that energy prices, particularly transportation fuels, will increase.
Socially responsible investment and corporate governance are associated with many acronyms and organisations. Newton has prepared this glossary of terms to assist investors in their understanding and interpretation of responsible investment jargon.
- Quarterly engagement & voting reports
- Quarterly themes reports
- Focus documents and reports
- Thought pieces
Quarterly engagement & voting reports
- 2011 Q4 - Responsible investment
- 2011 Q3 - Responsible investment
- 2011 Q2 - Responsible investment
- 2011 Q1 - Responsible investment
- 2010 Q4 - Responsible investment
- 2010 Q3 - Responsible investment
- 2010 Q2 - Responsible investment
- 2010 Q1 - Responsible investment
- 2009 Q4 - Responsible investment
- 2009 Q3 - Responsible investment
- 2009 Q2 - Responsible investment
- 2009 Q1 - Responsible investment
- 2008 Q4 - Responsible investment
- 2008 Q3 - Responsible investment
- 2008 Q2 - Responsible investment
- 2008 Q1 - Responsible investment
- 2007 Q4 - Responsible investment
- 2007 Q3 - Responsible investment
- 2007 Q2 - Responsible investment
- 2007 Q1 - Responsible investment
- 2006 Q4 - Responsible investment
- 2006 Q3 - Responsible investment
- 2006 Q2 - Responsible investment
- 2006 Q1 - Responsible investment
- 2005 Q4 - Responsible investment
- 2005 Q3 - Responsible investment
- 2005 Q2 - Responsible investment
- 2005 Q1 - Responsible investment
Focus documents and reports
- 2012 - Feb - ESG Focus: Foreign Direct Investment in agribusiness - a new resource curse for Africa?
- 2011 - Oct - ESG Focus: Post-Fukushima - the nuclear reaction
- 2010 - Oct - ESG Focus: Bribery - a risk for all business
- 2009 - Nov - Sustainable transport - navigating the emissions challenge
- 2009 - Apr - Nuclear power: a climate change solution?
- 2008 - Mar - The evolving debate - supply chain management
- 2007 - Oct - Water - increasing demand diminishing supply
- 2007 - Apr - Integrating climate change implications into Newton's research process
- 2007 - Jan - The development of safe & effective Medicines & the ethical considerations of clinical trials
- 2006 - Oct - Access to medicines
- 2006 - Jul - Responsible food retailing
- 2006 - Apr - Supply chain management
- 2006 - Jan - Energy supply (3) the biofuels industry
- 2005 - Oct - Energy supply (2) the solar industry
- 2005 - Jul - Energy supply (1) - The energy challenge - renewable energy: the wind industry
- 2005 - Apr - Transparency in the extractive industries
