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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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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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Infrastructure describes the physical assets that provide basic services to modern society, including utilities, transport and communication assets. The fundamental, essential nature of the services provided gives global listed infrastructure qualities that can be beneficial to an investment portfolio.
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
Deputy Head of Global Listed Infrastructure, Andrew Greenup, tells Livewire the most compelling reasons for investors to consider listed infrastructure as part of their portfolios, some common misconceptions, and shares a high conviction stock pick; the world's largest renewables owner.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
Jessica Jouning, Senior Analyst, Global Listed Infrastructure, unveils the sectors poised for long-term investment opportunities within American Listed Infrastructure.
Global listed infrastructure companies outperformed both global equities and bonds in 2022. We believe the financial and economic factors contributing to this outperformance may remain in play in 2023.
Along with business travel demand, the behaviour of Chinese tourists is expected to have a significant impact on the investment opportunity for airports globally as travel restrictions are lifted. The return of Chinese travellers to the airways is one of the great uncertainties affecting airports in a post-pandemic world, a new paper outlines. The return of business travellers is also being closely tracked, with early data suggesting that both business travellers and Chinese tourists will likely return to flying with different preferences and behavioural patterns compared to pre-2019. The paper, entitled ‘A Pre-Flight Checklist For A Post-Pandemic World’, is written by William Thackray, an analyst in First Sentier Investors’ Global Listed Infrastructure team. William examines impacts on airport companies that might stem from changing passenger mixes. He also looks at a range of other factors affecting airports including the evolution of route planning, changing agreements with airport retailers and the increased focus on real estate development projects by airports.
In this video Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, outlines actions active managers can take to influence companies
Leading global investment manager, First Sentier Investors, today announced the launch of its Responsible Listed Infrastructure Fund (the Fund) to Australian institutional and wholesale investors.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, delves into the missing jigsaw piece in the transition to a clean energy economy.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, discusses the energy trilemma of trying to balance affordability, sustainability and reliability when we set energy policy.
In September 2023, I met more than 30 global listed infrastructure companies and stakeholders from the UK, Europe and China. The following travel diary summarises my impressions and findings from these meetings.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon.
Property and infrastructure companies are the essential components that underpin our societies. They are the utilities that power our electric grids, they are the offices and homes we live and work in, the logistics centres we utilise, and the tollroads, railroads and airports we move around with.
Property and infrastructure companies are the essential components that underpin our societies. They are the utilities that power our electric grids, they are the offices and homes we live and work in, the logistics centres we utilise, and the tollroads, railroads and airports we move around with.
As we return to the skies for that first face-to-face meeting, reuniting with family or taking that well-deserved holiday, the airports we pass through will be markedly different to what we knew before. These changes might not be immediately obvious as you pass through security, browse duty-free or board your plane; but the implications are significant for investors
We recently spent several weeks in the US visiting listed infrastructure management teams, regulators, politicians, industry associations and conducting asset tours. The following paper provides an overview of our findings.
Pricing power is now a major consideration with inflation is on the rise. Equal consideration needs to be given to the social license of companies to raise prices in line with community expectations.
Updates and thought pieces from our leading investment experts
Share market sell offs following the major shift in monetary policy last year created opportunities for bargain-hunters in global listed real estate. Select global real estate investment trusts (GREITs) are as cheap as they have been in some time compared to their private market valuations, as measured by the listed segment’s discount to net asset values.
Through the Sustainable Funds Group, Stewart Investors access global equity markets by investing in emerging markets to deliver long-term investment returns.
The well-established First Sentier Investors Australian Small and Mid-Caps team has extended its small companies long short strategy to retail investors for the first time
First Sentier Investors recently presented at the Responsible Investment Association Australasia (RIAA) annual conference and hosted a design lab on how responsible investors can shape the future of Electric Vehicles (EV). This paper outlines the key challenges for EV acceptance, analyses the rollout of EV charging infrastructure around the world, and considers practical ideas for investors to super-charge the uptake of EV.
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
Transformation of the energy grid as well as increased investment in renewables will result in an opportunity for investors spanning multiple decades as companies start executing on their net zero promises.
Our responsible investment strategy is founded on a strong governance framework. A key part of good governance are policies which set clear expectations for our people. Transparency is also an important component of good governance as it allows our clients and other stakeholders to hold us accountable.
The outlook for the global economy and financial markets looks more uncertain today than it has for a long time. Both interest rates and inflation have risen sharply. There is a growing consensus that much of the world will shortly be experiencing slowing economic growth.
We know we need to pivot our approach if we are to minimise the environmental impacts of our business operations, no matter where our offices are based. In March 2022, we announced a firm-wide target to reduce greenhouse gas emissions across our business operations in line with a target of net zero emissions by 2030 (or sooner).
Curious fact. Asia is home to 60% of the world's population and 2,300 different languages
Curious fact: Enough sunlight reaches earth each hour to satisfy the world’s energy remand for a year
Curious fact. Items immersed in honey can be preserved for centuries
Curious fact. The first footprints on the moon will remain there for a million years
Curious fact: Enough sunlight reaches earth each hour to satisfy the world’s energy remand for a year
As investors, we know that biodiversity loss creates risks for the companies we invest in together with the broader economy, and that we need to do more to both understand and mitigate those risks.
First Sentier Investors became a globally certified B Corporation (B Corp). B Corp accreditation provides a framework that we can effectively assess our operations and gain assurance that our business is operating to high standards from an environmental, social and governance point of view, as well as to identify areas where we can enhance and improve.
We believe that organisations have legal, moral and commercial obligations to respect human rights and remediate any implications on human rights in their operations and supply chains.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
Each investment team has developed a climate change statement and carbon footprint report. We provide a combined footprint for all listed equity portfolios and individual listed equity team carbon footprints.
People are are at the heart of our success as a leading global asset manager
We are striving to provide services that our customers can feel secured by implementing a wide range of countermeasures against financial crimes as well as providing assistance for victims of such financial crime.
We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this will deliver better outcomes for our people, our clients and society, and it is the right thing to do.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
At First Sentier Investors, curiosity is at the heart of all we do. It shapes our investment philosophies, guides our investment processes and drives our distinctive, research-driven approach to investment management.
Proxy voting rights are an important asset for listed equity investors and exercising these rights is a core part of our stewardship responsibilities. We seek to vote on all possible resolutions at company meetings.
A new study has found that on average people could be ingesting approximately 5 grams of plastic every week, which is the equivalent weight of a credit card.
We aim to contribute to a sustainable economy and society by improving our environmental, social and governance standards. We aim to hold our own business to the same standards that we expect of the companies we invest our clients’ capital in. By doing so, we reinforce our position as responsible investors.
Curious fact: the rain on Saturn is made of diamonds
Learn about investing in Asian equities with FSSA Investment Managers today. Our Asia funds invest in high quality companies that outperform over the long term.
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