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

Our Climate Report: The race to zero

Climate change is a critical social, environmental and economic issue. During the quarter, we published our inaugural climate report which contains our climate targets, exposure to climate solutions, and approach to engagement and voting. Read our report

For more information on the largest emitters and contributors to carbon emissions, information on company-level climate change targets, and contributions to climate solutions for the individual strategies we manage, see the strategy reports

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, and for our clients in the UK and Europe we have updated our statement of commitment for the period to 31 December 2022.

Towards Sustainability label

During the quarter, our Irish-domiciled funds within the Asia Pacific Leaders, European, Global Emerging Markets and Worldwide Sustainability strategies were awarded the Towards Sustainability label, measured by the Towards Sustainability Quality Standard. The label aims to instil trust and reassure clients and potential investors that the awarded financial products are managed with sustainability in mind and are not exposed to unsustainable practices. More information on the label is available on the Towards Sustainability site.

Investor Support for Deforestation-free legislation

We have supported a bill put forward by the Fostering Overseas Rule of Law and Environmentally Sound Trade (FOREST) Act, which would provide investors with important information on material financial and climate-related risks to companies potentially linked to deforestation. This bill would help investors mitigate material risks facing portfolios and the companies in which they invest.

We believe it will effectively contribute to curbing global deforestation, thereby helping reduce climate risk and protecting investments in vulnerable sectors. Moreover, the procurement piece of this bill would help investors identify companies that are adequately mitigating climate and forest risk by fulfilling their commitments to net-zero emissions and zero deforestation.

Team changes

Mohan Gundu is retiring from the financial services industry and will be leaving Stewart Investors on 24 July 2022.

Mohan has had a long, successful career that began in the late 80s with roles at various brokerage firms such as Jefferies and CLSA, following his Bachelor of Technology in Civil Engineering and MBA from the Indian Institute of Management. Mohan joined Stewart Investors, Sustainable Funds Group in December 2016 as a senior analyst, and now plans to spend his retirement with his family and pursuing his planned book on the history of capital markets within India. 

On behalf of the business we are sure you would like to join us in thanking Mohan for his contribution over the years, and wish him the very best in his retirement.

Given Mohan’s decision to retire, we have undertaken an internal search for some additional research capabilities. With the First Sentier Investors decision to terminate St Andrews Partners in March 2022, we had the opportunity to interview the outgoing investment team prior to their departure. We are pleased to communicate that we have offered existing St Andrews Partners’ analyst, Tyler Thomas, a permanent role with Stewart Investors. Tyler commenced this role on the 27 June 2022.

Tyler was a graduate investment analyst with the St Andrews Partners team at Stewart Investors. He joined the team in September 2021. Tyler graduated with First Class Honours in Economics from the University of Durham in 2021. Prior to joining the team, Tyler gained internship experience with the St Andrews Partners team in Edinburgh.

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Portfolio Explorer

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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