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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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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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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

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Hidden emissions in listed property leading to new investment opportunities

Measuring emissions differently has led to some discoveries into new risks and opportunities in the global listed property sector – First Sentier Investors Global Head of Property Securities Stephen Hayes.

Current protocols don't go far enough and don't apply very well to the real estate sector, which has led to the development of our proprietary methodologies.

Carbon analysis is at the individual stock level and it covers modernisation programs such as development, redevelopment and maintenance capex programs, as well as renewable energy procurement programs, on site energy generation programs, carbon offsets and embodied carbon associated with development.

This detailed analysis allows for extensive company engagement where we can take the information to the companies to help try and drive better environmental outcomes.

We are forecasting total portfolio Net Zero operational carbon emissions by 2039, well before 2050 global targets.

 

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