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Specialist in Asia Pacific, 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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Insights
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.
Discover moreOur strategy is to lead change
As long-term investors, we know that the investment decisions we make today impact communities in the future.
First Sentier Investors places responsible investment at the heart of what we do. We are entrusted with our clients’ money, and we invest it with today and tomorrow in mind. Every investment team has the autonomy to develop their own approach to ESG issues, but the common thread is a focus on considering how investment decisions will impact clients, communities and the environment.
Our strategic approach to responsible investment continues to focus on enhancing the quality and relevance of our investment capabilities, embedding a culture of stewardship across the organisation and engaging all of our employees in our responsible investment work.
Benchmarking our progress
Our approach to responsible investment and stewardship is designed to deliver the best possible long-term outcomes for our clients.
As industry practice continues to evolve, we continue to look for standards and industry codes to benchmark ourselves against. These help us both to identify areas where we can make improvements and to guide the development of our reporting and disclosure mechanisms, in turn enabling us to increase transparency.
Two important independent standards against which we benchmark ourselves are the Principles for Responsible Investment (PRI) Assessment ratings and the Responsible Investment Association of Australasia (RIAA) Benchmark Report.
We have been a Signatory to the Principles for Responsible Investment since 2007. Our PRI Assessment results provide a useful independent benchmark of our progress against industry peers. In 2023, PRI introduced a number of new questions and modules, and merged/shifted a number of modules. This means our scores changed for a number of modules. In 2023, we achieved 5 stars on Fixed Income Corporate, Fixed Income Securitised, Fixed Income Private Debt, Direct Infrastructure, and Confidence Building Measures. For additional information, you can read our PRI Assessment Report or access the PRI Transparency Report on the UN PRI’s website.
There were changes in the assessment methodology from 2020 to 2021, with 2021 being a pilot of a new methodology1. Module scores have moved from alphabetical grading (A to E+) to a new numerical grading system ranging from 1 to 5 stars (with 5 stars being the highest grade) in 2021 to reflect that scores for the 2021 reporting cycle cannot be compared to previous years.
1 Absolute grading has been adopted in order to achieve a more balanced distribution of scores than under the previous methodology.
PRI Assessment Report summaries
2023 scores
2021 scores (pilot published in 2022)
2014-2020 scores
In 2020 we scored an ‘A+’ rating in 7 of the 8 categories against which we are assessed and ‘A’ in the 8th1.
1 Responsible Investment Association of Australasia, From Values to Riches 2020
Responsible Investment Leader 2024
We are proud to be recognised as a Responsible Investment Leader, the highest possible standard for investors, by the Responsible Investment Association Australasia (RIAA). This recognises our commitment to responsible investing and attributes as an investment manager.
Discover our reports
Read our latest annual
Responsible Investment Report
Read our latest annual
Stewardship Report
Learn more
First Sentier Investors is an active investment manager with a diverse range of individual and autonomous investment teams who share a commitment to responsible investment.
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 to view our report and for additional information regarding the assessment process.
Material on this website is intended to provide general information only. This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), and includes the Financial Services Guide for FSI AIM.
This material does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider the information on this website and the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the relevant fund, issued by either Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468) (CFSIL) or The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) (Perpetual) and assess whether the fund is appropriate given your objectives, financial situations or needs. If you are unsure about whether a fund is suitable for your objectives, situation or needs, you should consult a financial adviser.
Any opinions expressed in videos are the opinions of the individual participant and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information required to make such a decision in relation to such financial product; and (iii) may substantially differ from other individuals within First Sentier Investors.
Copyright © First Sentier Investors (Australia) Services Pty Ltd 2024 (part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG).
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