Newton Investment Management

Our purpose at Newton is to unlock investment opportunity so that our clients achieve their goals in the vibrant world we all want to see. Our clients include public and private-sector DB and DC pension plans, corporations, sovereign wealth funds, charities, endowments and foundations, and, via our parent company BNY Investments, individuals. Each has its own particular objectives, and our starting point is to understand what they are and how we can best help meet them by being an expert partner to our clients. We seek to deliver strong outcomes to our clients by taking an active, multidimensional and engaged investment approach. It’s a future-facing approach – designed to manage the realities of today’s fast-evolving investment landscape, and to resist outdated assumptions – and it’s applied across our active equity, income, absolute return (including fixed income), multi-asset (both fundamental and systematic), thematic and sustainable strategies. Founded in 1978, we remain solely focused on investment management, and we have grown to become a global firm, with offices in London, New York, Boston, San Francisco and Tokyo. Assets under management: £79.9 billion / $107.2 billion (as at 30 Sept 2024). Important information: www.newtonim.com/terms ‘Newton Investment Management Group’ describes a group of affiliated companies that provide investment advisory services under the brand name ‘Newton’ or ‘Newton Investment Management’. Those companies are Newton Investment Management Ltd in the UK, Newton Investment Management North America LLC in the US, and Newton Investment Management Japan Ltd. (“NIMJ”), and all are indirect subsidiaries of The Bank of New York Mellon Corporation (‘BNY’).