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

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formerly Realindex Investments

Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.

Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.

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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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Your search returned more than 50 results. The 50 most relevant results are displayed.

We have held the view that stock markets are due a correction for some time now. Overly inflated equity valuations, high corporate debt levels, profit margins expanding without any sales growth for a decade – to us, these were just a few of the signs that something needed to change.
We recently asked for your questions with regards to our Worldwide Sustainability Strategy, thank you for your input.We are pleased to share with you the recorded webcast, (below) with Nick Edgerton and Rob Harley, which addresses some of your questions.
Through the sustainable funds group, stewart investors access global equity markets by investing in emerging markets to deliver long-term investment returns.
Sustainability issues - climate change, global food shortages, water shortages, and poverty, as well as safety, management and governance scandals - are now daily news headlines. Sustainability is relevant to making any allocation of capital.
While the current norm is to assume that pursuing renewable energy is the most effect measure against climate change, there may be more to the story.
The Worldwide Leaders Sustainability invests in 40-60 high-quality global companies that are particularly well positioned to benefit from and contribute to sustainable development.
Updates and thought pieces from our leading investment experts
When it comes to the optimal team size for investment management, sometimes less is more.
In 2019, we commissioned a research project with the University of Technology (UTS) in Sydney to compile a set of recruitment and retention policies that have been implemented across geographies, industries, and organisations and can be tied to tangible improvements in diversity outcomes.
In july 2018, the stewart investors sustainable funds group, in partnership with the institute for sustainable futures at the university of technology sydney, hosted an interactive forum in mumbai with some of the largest local and multi-national consumer goods companies in india.
Political turmoil, currency fluctuations, and poor governance are common themes amongst headlines about emerging markets investing. It is in the context of these hazards that, in our decades of allocating clients’ capital in this universe of companies, we have looked to find high-quality family ...
Millions of people in the developing world are just one broken rickshaw or bad harvest away from the breadline. these are the people that need insurance the most – but they often struggle to get it. in the sustainable funds group at the stewart investors team within first sentier
investors are underestimating unilever’s sustainability success story. responsible capitalism model has delivered for investors and society
In 1946 George Orwell wrote an essay titled ‘Politics and the English Language’.
COVID-19: implications for performance and portfolio positioning
The emerging markets asset class is extremely varied. It includes democracies and dictatorships, economies reliant on manufacturing and those that export commodities, and – most importantly – some of the very best companies in the world alongside some of the very worst. If the last ten years inve...
The Return and Earn scheme being introduced in NSW introduces an interesting discussion on the validity of a circular versus linear economy and the trade-off between sustainability and investment returns.
COVID-19 is the latest in a long line of shocks to hit Asian markets and economies. Given how benign Asian markets have been over recent years, it’s easy to forget just how frequently Asian markets have dropped precipitously over the longer sweep of time.
The Worldwide Leaders Sustainability invests in 40-60 high-quality global companies that are particularly well positioned to benefit from and contribute to sustainable development.
Over the last decade, the role and prominence of technology companies in emerging markets has increased markedly. Emerging markets economies have proven themselves capable of producing truly world-leading tech firms. And as smartphone penetration has surged, the positive impact of technology on d...
How do we narrow down a universe of 15,000 Asian and Emerging Markets companies to a portfolio of approximately 50? Now that we invest globally, the challenge has become even starker.
While the industrialisation of farming has brought a multitude of benefits, it is also contributing to an array of unintended negative consequences, particularly for the environment.
The Sustainable Development Goals (SDGs) have been broadly embraced by financial institutions. This is a positive move, and timely too. The 2019 Edelman Trust Barometer indicates that the finance industry remains the least trusted business sector and is often, quite rightly, blamed for failing to...
Podcast: Coronavirus - Asian markets corrections and resilience
At stewart investors we aim to invest in quality companies trading at reasonable valuations. we believe that good stewardship is a key characteristic of a quality company.
In a recent essay, Santa Fe economist Brian Arthur challenges economists to describe the world in more than algebraic terms. He believes they should extend their vocabulary (and minds) to include verbs, alongside their highly prized nouns, to allow the underlying processes, context and organic na...
Emerging markets are usually seen as a risky asset class. Recent headlines of protests, currency devaluations and governance blow-ups have done little to dispel these impressions.
Leading global investment manager, first sentier investors (fsi), today announced the outcome of a review of its existing investment capabilities against its strategy.
We consider the tax rates paid by companies that we might invest in on behalf of our clients important because it impacts our assessment of Quality of Management, Franchise and Financials.
Recent forest fires across Malaysia and Indonesia cast a haze over many parts of Southeast Asia. Driving these fires was the production of palm oil, one of the most widely used vegetable oils in the world.
First sentier investors today announced unit holders have voted in favour of a change in responsible entity (re) for a number of funds from colonial first state to the trust company.
The Sustainable Finance Disclosure Regulation (SFDR) for the European Union Mandates the disclosure of the Principal Adverse Impacts (PAI) that investment decisions have on sustainability factors.
Paying a fair rate of corporate tax is an important contribution that companies make to society. If companies are proactively seeking to minimize their tax payments, this should be seen as a red flag. Economists at the International Monetary Fund estimate that global corporate tax avoidance costs...
An exploration of the obligations and capacity of the Funds Management industry to fulfil social purposes.
Leading global investment manager, first sentier investors, today announced the completion of its corporate rebrand from first state investments to first sentier investors in all markets ex australia, effective today. in australia, the firm has operated as first sentier investors...
People are are at the heart of our success as a leading global asset manager
Podcast: China, ray of hope and pockets of opportunities
This letter forms the first in a series designed to introduce and explain our approach to sustainability, and the lessons learned so far. We hope that these reflections, drawing on the team’s combined experience, will provide a useful insight.
As bottom-up investors, the fssa team carry out well over 1,500 meetings each year to assess company managements’ capabilities and the underlying strength of the franchises they run. these monthly manager views are based on the team’s discussions with company management and the in-depth an...
First sentier investors are the world-leading provider of specialist investment capabilities. discover how we provide research-led active investment management.
As long-term investors, we know that the investment decisions we make today affect communities in the future. investment decisions can have implications for the environment and a very tangible human impact. we believe that engaging with companies on issues such as climate change, diversity...
investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their esg obligations.
Mon 29 Nov 2021: David Allen has been appointed to the role of Global Head of Investment Management. David brings with him over 20 years of global asset management experience where he specialised in building investment businesses and leading investment teams.
Leading global investment manager, Colonial First State Global Asset Management (CFSGAM) today announced the completion of its sale from Commonwealth Bank of Australia to Mitsubishi UFJ Trust and Banking Corporation
Mr Aditya Puri, who had only recently retired as the CEO of HDFC Bank, had joined the board of a small, unlisted pharmaceutical company, Stelis Biopharma. Given Mr Puri’s remarkable leadership at HDFC Bank, we dug deeper into his new role. In addition to his board role at Stelis, he had accepted ...
As many economies have bounced back from the worst of the pandemic, concerns about central banks, the rate of money-printing and inflation have returned. markets have responded to the arrival of better times by selling off bonds and bond-like equities. the stocks that benefited most from lower di...
By April 31, countries will have imposed a tax on sugar to tackle the worldwide epidemic of obesity.