Quarterly Client Update

We provide regular strategy updates including portfolio changes and proxy voting, and links to our investment rationales, latest articles, statements, webcasts and videos which explore our thinking on sustainable investment, including the challenges and issues we grapple with in our search for high-quality companies.

Strategy updates: portfolio changes & proxy voting

Find out the latest updates on the strategies we manage including significant portfolio changes and proxy voting:

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Stories of sustainable investment

Our investment process starts with a blank page, not a benchmark.

Below are links to our latest articles, statements, webcasts and videos which explore our thinking on sustainable investment, including the challenges and issues we grapple with in our search for high-quality companies.

We believe that our focus on quality, sustainability positioning and stewardship should reward both patient investors and society. We hope our content highlights the careful and deliberate way we invest and engage with companies – both when we get it right and when we do not.

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Other news

India Plastics Pact

In July 2018, we hosted an interactive forum in Mumbai with eleven Indian consumer goods companies to discuss the challenges around plastic waste and how they could best work together to improve the situation in India. A key output that stemmed from the forum was the need for a new industry body to work with government and agree on industry wide targets. The briefing and output papers from this forum are available online.

Since the forum, we are delighted to have supported and part-funded WRAP (a global sustainability charity), who have experience in rolling out Plastic Pacts globally, in the operational costs to develop and launch an India Plastics Pact.

For more information on the India Plastics Pact, which launched on 3 September 2021, please visit the Pact’s website

A Responsible Investment Leader

We are proud to share that the Responsible Investment Association Australasia (RIAA) has recognised Stewart Investors as a Responsible Investment Leader 2021.

This acknowledges our commitment to responsible investing; our explicit consideration of environmental, social and governance factors in investment decision making, our strong and collaborative stewardship; and our transparency in reporting activity, including the societal and environmental outcomes being achieved.

Full article1.

Global Emerging Markets Leaders Sustainability and Worldwide Leaders Sustainability strategy launches

On the 27 September, the team launched Global Emerging Markets Leaders Sustainability (GEMLS) and Worldwide Leaders Sustainability (WWL) funds for Australian clients. More information on these strategies is available on this site.

Stories of Sustainability virtual event

On the 29 September, we hosted our first virtual event in Australia. During the event the team discussed frameworks they use to evaluate a company's contribution to a sustainable future and provide examples of sustainable companies that you've likely not heard of. The CEO of HDFC also joined us to discuss the history and culture of the company and how their services are evolving to consider the growing risks of climate change.

To watch the event online, please visit the dedicated event pages.

European SRI Transparency Code Compliance (Eurosif)

We are committed to transparency and believe that we are as transparent as possible given the regulatory and competitive environments that exist in the countries in which we operate. We meet the full recommendations of the European SRI Transparency Code. Our first statement of commitment, is now publically available on our website for European clients and covers the period to 31 December 2021.

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Investment rationales - interactive holdings map

We focus on understanding the contributions individual companies make to sustainable development. We believe that qualitative assessments are as important as quantitative measures and understanding the real-world impact that companies have and the challenges they face requires context and nuance, which are best expressed in stories rather than sustainability scores that often conceal more than they reveal.

This interactive tool tells the sustainable development stories of the companies we invest in across our strategies, and the contribution companies are making towards climate solutions, human development or the Sustainable Development Goals. The tool can filter, tap and switch between views in order to explore the different ways in which we believe the companies are making the world a better place.

Portfolio holdings

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