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At Stewart Investors, we believe in putting people first. Our investment world-view is of a series of partnerships – with each other, with our clients, with the companies we invest in, the people who buy their goods and services, and with the wider society in which we all live and work.

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Deputy head of global listed infrastructure, andrew greenup, tells livewire the most compelling reasons for investors to consider listed infrastructure as part of their portfolios, some common misconceptions, and shares a high conviction stock pick; the world's ...
In an environment of uncertainty, infrastructure investments can provide investors with a sense of reassurance. regardless of short-term market ‘noise’, every nation depends on roads, utilities, airports, railways, pipelines and wireless towers, in order to function effectively. these sect...
As we approach the midpoint of 2021, infrastructure is at an inflection point. different markets are emerging from covid-19 at their own pace, while long-term challenges like decarbonisation are more urgent than ever. in a recent client update, our global listed infrastruc...
We look for companies increasing the share of renewables in the global energy mix by decarbonising power generation assets and investing in electric vehicle infrastructure.” first sentier investors global listed infrastructure portfolio manager rebecca sherlock ...
"what we do well by being global is recognising trends that are happening in one part of the world, and seeing that as an opportunity in another part." peter meany, head of global listed infrastructure, discusses global trends in infrastructure assets ...
The sustainability report interviews portfolio manager rebecca myatt about the companies reducing their emissions in the global listed infrastructure universe.
For infrastructure companies, looking after all stakeholders is a fundamental part of honouring their social license to operate. how companies behave, especially during challenging times, gives tremendous insight into their overall commitment to social responsibility. in this video, re...
In this video rebecca sherlock, global listed infrastructure portfolio manager, outlines actions active managers can take to influence companies
Rebecca sherlock, global listed infrastructure portfolio manager, delves into the missing jigsaw piece in the transition to a clean energy economy.
Rebecca sherlock, global listed infrastructure portfolio manager, discusses the energy trilemma of trying to balance affordability, sustainability and reliability when we set energy policy.
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
Investors are cautious on infrastructure stocks over inflation concerns, when many of these assets have done the ground work to survive and thrive in inflationary environments.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
The responsible listed infrastructure fund investable universe includes utilities, toll roads, railroads, airports, energy infrastructure, mobile towers and data centres. these assets have high barriers to entry, effective pricing power, sustainable growth and predictable cas...
Investors are cautious on infrastructure stocks over inflation concerns, when many of these assets have done the ground work to survive and thrive in inflationary environments.
American listed infrastructure (ali) has seen a significant increase in merger and acquisition (m&a) activity. private market and foreign corporate buyers are paying premiums of 25% to listed markets, often for non-controlling stakes. this m&a illustrates the intrinsic value ...
Video: infrastructure - the good, the bad and the ugly
2020 has been a remarkable year for infrastructure operators and investors, with covid-19 abruptly changing the way we work, play and travel. lockdowns have not been seen on this scale since world war two, impacting short-term earnings for assets like toll roads and airports.
We recently spent several weeks in the us visiting listed infrastructure management teams, regulators, politicians, industry associations and conducting asset tours. the following paper provides an overview of our findings.
This paper asserts that macro towers will remain at the heart of a modern, mobile data communications network despite the continual development of new technologies.
Xcel energy is a us-listed regulated utility serving 3.5 million electric and 2 million gas customers in eight midwestern and western states, primarily colorado and minnesota. we invested in the company due to its combination of strong environmental credentials, and an attractive 5-7% earn...
The worldwide leaders sustainability invests in 40-60 high-quality global companies that are particularly well positioned to benefit from and contribute to sustainable development.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
Our responsible investment strategy is founded on a strong governance framework. A key part of good governance are policies which set clear expectations for our people. Transparency is also an important component of good governance as it allows our clients and other stakeholders to hold us accoun...
At First Sentier Investors, curiosity is at the heart of all we do. It shapes our investment philosophies, guides our investment processes and drives our distinctive, research-driven approach to investment management.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
We crossed six us states meeting over 70 infrastructure management teams as well as customers and suppliers at three conferences. we visited three corporate head offices, several regulators and toured the country’s largest nuclear power plant.
Curious fact. Asia is home to 60% of the world's population and 2,300 different languages
We know we need to pivot our approach if we are to minimise the environmental impacts of our business operations, no matter where our offices are based. In March 2022, we announced a firm-wide target to reduce greenhouse gas emissions across our business operations in line with a target of net ze...
Curious fact. Items immersed in honey can be preserved for centuries
Curious fact: Enough sunlight reaches earth each hour to satisfy the world’s energy remand for a year
Curious fact. The first footprints on the moon will remain there for a million years
First Sentier Investors is the new name for First State Investments. We’ve always been renowned for our research-led active management approach. Curious to know more?
Curious fact: Enough sunlight reaches earth each hour to satisfy the world’s energy remand for a year
First sentier investors became a globally certified b corporation (b corp). b corp accreditation provides a framework that we can effectively assess our operations and gain assurance that our business is operating to high standards from an environmental, social and governance point of view...
We believe that organisations have legal, moral and commercial obligations to respect human rights and remediate any implications on human rights in their operations and supply chains.
The worldwide leaders sustainability invests in 40-60 high-quality global companies that are particularly well positioned to benefit from and contribute to sustainable development.
Each investment team has developed a climate change statement and carbon footprint report. we provide a combined footprint for all listed equity portfolios and individual listed equity team carbon footprints.
People are are at the heart of our success as a leading global asset manager
We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this will deliver better outcomes for our people, our clients and society, and it is the right thing to do.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
We're driven by our Responsible Investment principles. Our commitment to RI and ESG analysis enables us to make more informed decisions that not only benefit our clients, but our environment and our society.
A new study has found that on average people could be ingesting approximately 5 grams of plastic every week, which is the equivalent weight of a credit card.
We aim to contribute to a sustainable economy and society by improving our environmental, social and governance standards. We aim to hold our own business to the same standards that we expect of the companies we invest our clients’ capital in. By doing so, we reinforce our position as responsible...
As investors, we know that biodiversity loss creates risks for the companies we invest in together with the broader economy, and that we need to do more to both understand and mitigate those risks.
Curious fact: the rain on Saturn is made of diamonds
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
Climate change and global warming pose systemic risks to society and the global economy. it impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
Diversity is a business issue as well as an ethical one. There is a raft of research demonstrating that gender diversity contributes to better business and economic outcomes.