Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.
Global Responsible Investment and Stewardship Principles and Policy
Our Global Responsible Investment and Stewardship Principles and Policy builds on and improves our previous suite of RI policies in one consolidated document. The document articulates our approach to RI and what it means to us, and includes a set of guiding principles for investment team members as well as specific requirements in relation to ESG integration, corporate engagement, proxy voting and investment screens. Through this policy we communicate our approach to issues such as climate change, nature and biodiversity, diveristy and human rights and modern slavery.
The policy was last updated in March 2022. The document is approved by RI Steering Group following extensive consultation with investment teams and other stakeholders in the business.
In developing our Climate Change Statement, we sought to align our disclosure with the Task Force for Climate Related Financial Disclosure's recommendations and the Investor Group on Climate Change's Guide for Investor Disclosure. Strategy, Governance, Risk Management and Metrics.
In a diverse global organisation good governance is extremely important. Governance of responsible investment and stewardship engages over 50 people across our organisation, allowing staff to participate in, and be kept up to date on our responsible investment work.
Disclaimer: Reference to specific securities (if any) is included for the purpose of illustration only and should not be construed as a recommendation to buy or sell the same.
We support a number of industry and trade groups that are focused on developing and improving RI. While these groups do not speak for us unless we specifically sign a statement they draft, we are aligned with their broader missions.
Each year, we review the various initiatives that we have been involved with. We do this to ensure their purpose aligns with our clients’ interests and that we have the capacity to make a meaningful contribution. The initiatives that we actively support and engage with are listed here:
Finance for Biodiversity pledge
Task Force on Climate-Related Financial Disclosures
Tobacco Free Portfolios Pledge
Cambridge University Investment Leaders Group
Chair of Working Group
Climate Action 100+
Supporting investor for 3 companies
Net Zero Asset Managers Initiative
UK Sustainable Investment Forum
Institute of Chartered Accounts in England and Wales (ICAEW)
Member of the Corporate Governance Committee
Member of Sustainability Committee
Prince’s Accounting for Sustainability (A4S)
Expert panel member
UK Investment Association
Member of Sustainability & Responsible Investment Committee
First Sentier Investors became a Certified B Corporation in November 2022 with a score = 107.2, noting that the passing score is 80. Please visit the B Corp Directory here to view our report and for additional information regarding the assessment process.
Investment involves risks. Past performance is not indicative of future performance. Refer to the offering documents of the respective funds for details, including risk factors. Investors may not get back the full amount invested.
This website is issued by First Sentier Investors (Singapore) whose company registration number is 196900420D and has not been reviewed by the Monetary Authority of Singapore. First Sentier Investors (registration number 53236800B), FSSA Investment Managers (registration number 53314080C), Igneo Infrastructure Partners (registration number 53447928J), and Stewart Investors (registration number 53310114W) are business divisions of First Sentier Investors (Singapore).