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formerly Realindex Investments
Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.
Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.
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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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Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
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 largest renewables owner.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
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 believes the world’s largest infrastructure assets can make the most meaningful progress in achieving net zero.
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 cash flows.
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.
Important information two fund ranges ("the Funds") for sale: the First State Investments ICVC and the First State Global Umbrella Fund plc
Video: Infrastructure - the good, the bad and the ugly
In this video Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, outlines actions active managers can take to influence companies
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 zero emissions by 2030 (or sooner).
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, Rebecca Myatt, Portfolio Manager Global Listed Infrastructure discusses; • How Infrastructure companies are honouring their commitment to stakeholders and wider society. • Why the payment of dividends is not a one size fits all approach • How investment in infrastructure can play a role in economic recovery post COVID-19
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.
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 accountable.
Global listed infrastructure underperformed in 2023 owing to rising interest rates and a shift away from defensive assets. Relative valuations are now at compelling levels. Infrastructure assets are expected to see earnings growth in 2024 and beyond, aided by structural growth drivers.
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.
Curious fact: Enough sunlight reaches earth each hour to satisfy the world’s energy remand for a year
The quantitative investing universe can be confusing - whether you might have been afraid to ask or yet to discover these terms, we’re here to help.
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.
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.
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
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.
Curious fact: the rain on Saturn is made of diamonds
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.
Making a difference to the communities where we live, work and invest through philanthropy has been a focus for our business for over a decade. This is also an important part of our corporate value of ‘care’ to societies in which we operate. The First Sentier Foundation is our philanthropic initiative, founded in 2012 and dedicated to building sustainable lives through education.
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.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
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.
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, as well as to identify areas where we can enhance and improve.
Net Zero initiatives are gathering pace. While moves to decarbonise the world’s economy are reducing the need for some infrastructure assets, they are underpinning strong structural growth for others.
People are are at the heart of our success as a leading global asset manager
First Sentier Investors is committed to providing a culture where all staff are encouraged to raise concerns about unacceptable practice and misconduct
With key equity markets volatile, bond yields racing to zero, central banks out of dry powder and governments consumed by politics, 2020 promises to be a year of uncertainty for investors. The one thing investors can’t ignore is the investment process.
The Sustainability Report interviews portfolio manager Rebecca Myatt about the companies reducing their emissions in the global listed infrastructure universe.
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.
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.
Discover our socially responsible investing approach through active ownership, ESG integration, and exclusion screening.
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 investors.
"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 with Graham Hand from FirstLinks.
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?
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.
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.
Curious fact. Asia is home to 60% of the world's population and 2,300 different languages
Curious fact. The first footprints on the moon will remain there for a million years
RQI Investors’ quantitative value strategies have a long history of outperformance versus peers and value indices. Our disciplined, highly active, and repeatable value investing process provides investors with a benchmark unaware, diversified equity portfolio that is cost competitive versus fundamental active stock pickers.
Global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles.
Proxy voting rights are an important asset for listed equity investors and exercising these rights is a core part of our stewardship responsibilities. We seek to vote on all possible resolutions at company meetings.
Our executive leadership team combines deep industry expertise, operational excellence and a focus on client outcomes to lead the business forward.
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