# Newton Investment Management North America

Newton Investment Management North America is an Asset Manager based in Boston, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 1978
- **Assets under management:** Undisclosed
- **Website:** newtonim.com
- **LinkedIn:** https://www.linkedin.com/company/newton-investment-management

## Regulatory record

- **CRD number:** 312937
- **SEC file number:** 801-120501
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312937

## About

NEWTON INVESTMENT MANAGEMENT NORTH AMERICA is an SEC-registered investment adviser in BOSTON, MA, registered since 2021. The firm manages $59.2 billion in assets, $58.9 billion on a discretionary basis. It has 88 employees and 55 investment advisers.

## Sectors

- Public Equities
- Fixed Income
- Multi-Asset
- ESG

## Offices

- London, United Kingdom

## People

- Michele Gesualdi — Chief Executive Officer
- Amy Wilson — Chief Investment Officer

## Questions

### Who makes investment decisions at Newton Investment Management North America?

CIO Amy Wilson leads North American investment strategy, reporting to CEO Michele Gesualdi. Portfolio managers and analysts execute decisions within Newton's fundamental and sustainability-integrated investment framework. The firm operates under parent BNY Mellon's governance but maintains independent investment autonomy.

### How does Newton integrate sustainability into its investment process?

Newton applies sustainability analysis across all asset classes as part of its core research since the 1990s. Analysts assess environmental, social, and governance factors alongside financial valuation. The firm's proprietary framework evaluates how sustainability drivers affect long-term business performance and risk.

### Is Newton Investment Management part of a larger financial institution?

Yes, Newton is a wholly owned subsidiary of BNY Mellon, the custody bank and asset servicer based in New York. BNY Mellon's investment management arm includes Newton alongside other boutiques. BNY Mellon acquired Newton in 2008 to expand its multi-asset and sustainability capabilities.

### What asset classes does Newton invest in for institutional clients?

Newton manages equity, fixed income, and multi-asset strategies. Equity mandates focus on global and U.S. large-cap stocks. Fixed-income strategies cover government, corporate, and emerging-market debt. Multi-asset portfolios balance allocations across equities, bonds, and alternatives.

### Does Newton offer commingled funds or only separate accounts?

Newton offers both U.S. mutual funds (through BNY Mellon's fund platform) and separately managed accounts for institutions. Separate accounts allow customization of mandates for pension funds, endowments, and insurance clients. Commingled vehicles provide diversified exposure to Newton's strategies.

### What is Newton's track record in U.S. equity investing?

Newton's U.S. equity strategies have historically emphasized high-quality growth companies. Publicly reported holdings include Microsoft, UnitedHealth Group, Alphabet, and other large-cap names (per Morningstar, 2023). Performance data is not independently verified by Altss.

### Does Newton participate in environmental or social shareholder initiatives?

Yes, through BNY Mellon's stewardship framework, Newton engages portfolio companies on climate-risk disclosure, workforce diversity, and board independence. The firm is a signatory to the UN Principles for Responsible Investment and other collaborative investor initiatives targeting net-zero emissions.

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Last updated: 2026-06-03T20:00:00.000Z

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