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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.
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.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon.
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
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.
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
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
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.
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.
Important information two fund ranges ("the Funds") for sale: the First State Investments ICVC and the First State Global Umbrella Fund plc
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.
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.
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.
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?
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.
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.
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.
The Sustainability Report interviews portfolio manager Rebecca Myatt about the companies reducing their emissions in the global listed infrastructure universe.
Discover our socially responsible investing approach through active ownership, ESG integration, and exclusion screening.
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.
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.
"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.
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.
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.
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.
Our 2026 outlook explores the trends driving progress and how First Sentier Group’s asset class specialists are thinking about where they can unlock opportunity in a changing world.
We are a small team of passionate investors managing, on behalf of our clients, investment funds with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development.
This Privacy Notice relates to First Sentier Group. We believe protecting your personal information and being clear about what we do with it is a vital part of our relationship with you.
Read our policy on cookies and responsibly managing your personal information.
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.
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% earnings per share growth. This growth is being driven by its investment in decarbonising its power generation assets through measures including: replacing coal with wind; grid advancement; smart meters; transmission; and electric vehicle infrastructure.
After decades of flat electricity demand for US utilities, the industry is now seeing unprecedented demand as growth in data centers / AI, electrification, onshoring and electric vehicles outweighs energy efficiency gains. One utility executive stated: “Seeing all these customers wanting 24/7 load and willing to pay for it – it is every utility’s dream”.
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.
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.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
For over twenty years, the global listed infrastructure asset class (GLI) has consistently generated dividend yields in the 3%-4% range. As valuation multiples have declined in the past few years, dividend yields have expanded into the upper half of this range.
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.
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.
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.
Diversified Alpha is a core systematic strategy designed to deliver consistent, risk-adjusted returns above the benchmark, with Environmental, Social and Governance (ESG) considerations embedded into the process.
In these articles the quantitative investment manager RQI Investors highlights a range of topical issues in financial markets and quantitative investing.
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
We have collected over 130 case studies from across our diverse investment teams on how a culture of responsible investment and stewardship manifests itself in real-life investment decisions and engagement with companies.
Discover how our equity managers with one of Australia's longest track records provide capital and income growth by investing in the Australian share market.
Airports have seen phenomenal traffic growth as people prioritise travel and experiences in the face of cost‑of‑living pressures.
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