Jupiter is a high-conviction, active asset manager. Our focus as a business is the delivery of investment outperformance over the long term for our clients. We have been managing investments on behalf of a range of institutional clients since Jupiter was established in 1985.
We believe that talented fund managers who are free to pursue their own investment styles provide the best outcomes for clients. With no ‘house view’ to constrain them, our fund managers actively seek the best investments through fundamental analysis, clear investment processes and a focus on impactful stewardship. Jupiter has a high-performance culture, with independent thought, individual autonomy and accountability and our portfolio managers are encouraged to invest in their own strategies; this further aligns their interests to those of their clients. We work in an environment in which cooperation and knowledge sharing among portfolio managers is continuous, with our investment teams sitting together, enabling the cross-pollination of outstanding insights across strategies.
The Jupiter Global Sustainable Equities Strategy has demonstrated market leading performance since its inception and continues the longstanding legacy of commitment to sustainable investing at Jupiter. Given this corporate heritage, over two decades, we have a multitude of corporate commitments which support Jupiter’s integrity of corporate alignment to public sustainability initiatives. Notable events include becoming founder signatories to the CDP (2000) and signatories to the PRI (2008), UK Stewardship code and Investment 2020 (2010 – which our CEO Andrew Formica co-founded), 30% Club (2012) and Women in Financer Charter (2016). More recently, Jupiter joined the RE100 initiative and Diversity Project (2017), signed the LGPS Investment Code of Transparency (2018) and joined the Institutional Investors Group on Climate Change (2019).
28 May 2020 08:45
mallowstreet University Digital Roundtable - The "S" Factor
In the time of Coronavirus, it has never been so important to consider investing in the context of broader stakeholders. Companies with a strong strategic response towards supporting the human capital throughout their value chain (employees, customers and suppliers) have outperformed.
In this Digital Roundtable, Abbie Lewellyn-Waters (Portfolio Manager of the Jupiter Global Sustainable Equities strategy) will explore how fundamental analysis can be enhanced by considering Social inputs. We will discuss the increasing financially material imperative of embedding ESG into stock selection, a topic we believe to be pertinent to Local Government Pension Schemes and institutional investors more broadly.
This morning session is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers.
Abbie Llewellyn-Waters is the manager of the Jupiter Global Sustainable Equities Fund.
She joined Jupiter in 2006, is a global equities fund manager in the Environment and Sustainability team, and has been a lead manager of institutional funds since 2012.
In 2017, Abbie was awarded both Fund Manager of the Year and Investment Woman of the Year at Investment Week’s inaugural Women in Investment Awards. Abbie is also a contributing member of several industry initiatives: for example, she is an Ambassador for the Diversity Project and a member of the 30% Club UK Investor Group.
She has a degree in Classics from University College, London.
Steven joined Jupiter in 2018 and is responsible for managing Jupiter’s relationships with existing and prospective institutional clients in the UK.
Steven joined Jupiter from Franklin Templeton Investments where he led their institutional business development efforts in the UK and Ireland, managed relationships with institutional clients and was responsible for developing relationships with UK-focused investment consultants. Prior to this, Steven held a senior role in the institutional client service team at Baring Asset Management, a role he assumed after relocating to London from Edinburgh where he was a member of the overseas institutional client team at Baillie Gifford. Steven began his career on the investment side having spent four years as an investment analyst at SL Capital Partners, the private equity division of what was then Standard Life Investments.
Steven holds a first class honours degree in Economics from the University of Strathclyde and was the recipient of the Sir Charles Carter Prize for Excellence in the field of the Economics of Industry and Innovation.