Asset Manager

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Newton Investment Management

Newton Investment Management is an SEC-registered investment adviser in Boston, MA, registered since 2021. The firm manages $59.2 billion in assets, with $58.9...

Newton Investment Management

Newton Investment Management is an SEC-registered investment adviser in Boston, MA, registered since 2021. The firm manages $59.2 billion in assets, with $58.9 billion managed on a discretionary basis. It has 88 employees and 55 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

Canada

City

Boston

Corporate office

Toronto, Ontario, Canada

Additional offices

Menlo Park · New York · Singapore · London

Sector focus

Active EquityMulti-AssetFixed IncomeThematic StrategiesAbsolute ReturnSustainable Investing

Frequently asked questions

Who owns Newton Investment Management?

Newton is an indirect subsidiary of The Bank of New York Mellon Corporation (BNY). It operates under BNY Investments, the asset management arm of BNY.

What types of clients does Newton serve?

Newton provides investment management services to institutional clients, including pension funds, sovereign wealth funds, central banks, endowments, foundations, charities, insurance companies, and registered mutual funds. Through BNY, it also serves individual investors.

What investment strategies does Newton offer?

Newton manages active equity, income, absolute return (including fixed income), multi-asset, thematic, and sustainable strategies. The firm takes an active, multidimensional investment approach.

How does Newton's research process work?

Newton uses a multidimensional approach that combines fundamental in-house analysis with inputs from thematic, quantitative, investigative, geopolitical, credit, responsible investment, and private-market research. The global investment team collaborates across regions and sectors.

Where is Newton's headquarters located?

Newton's headquarters is in Toronto, Canada, with additional offices in Menlo Park, New York, Singapore, and London. The firm serves clients globally.

Does Newton consider ESG factors in its investments?

ESG integration varies by strategy and asset class. Newton does not currently view certain investments as presenting ESG risks and does not evaluate such risks for some other investments. Where ESG is considered, other attributes may outweigh ESG factors.

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