Newton Investment Management North America LLC

Newton Investment Management North America LLC is a subsidiary of Newton Investment Management Limited, a London-based investment management firm. Established in 2021, Newton North America offers a range of active investment strategies across equity, fixed income, and multi-asset portfolios, catering to institutional clients such as pension funds, endowments, foundations, and insurance companies. The firm's investment approach emphasizes active management, in-depth research, and a long-term perspective, aiming to deliver consistent and competitive returns for its clients over time.

The firm's investment strategies span a wide range of active investment disciplines across the style, geography, and capitalization spectrum. They are designed to meet growing client demand for more diversified, sophisticated investment solutions from a single provider.

Newton Investment Management North America LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) and is a member of the National Futures Association and Commodity Futures Trading Commission. The firm has availed itself of the International Adviser Exemption in several Canadian provinces, including Alberta, British Columbia, Ontario, and Manitoba. Its offices are located in Boston, Massachusetts, and New York City, New York.

As of March 31, 2023, Newton Investment Management Group, which includes Newton North America, managed assets totaling $103 billion. The firm's client base includes U.S. and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, and other pooled investment vehicles.

Newton Investment Management North America LLC is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon), a global financial services company. The firm's investment philosophy is centered on delivering value to clients through active management and a commitment to responsible investment practices.

For more information, visit the official website at https://www.newtonim.com or contact the firm at institutional.na@bny.com or +1 617 248 3000.