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为什么负责任的投资已成为年龄

由澳大利亚出版


越来越多地讨论澳大利亚蓝筹公司的董事会客房和沉重的机构投资者并不是如何提高利润和股价 - 但如何做好事。
Not that the conversation is exclusively about philanthropy or altruism: they’ve realised that adopting environmental, social and governance (ESG) principles makes sound financial and strategic sense.

澳大利亚首席执行官Simon O'Connor的负责任投资协会表示,过去十年来一直被视为投资的重要组成部分。““在过去的几年里,它真的加速了,因为我们刚刚看到这些非财务考虑的相关人员已成为分享价格走势。”
Also known as ethical investing, responsible investing or impact investing, ESG has evolved far beyond a fringe ethos catering to a minority of green-tinged or socially conscious consumers.
Traditionally, ethical investment has meant refraining from investing in harmful industries such as tobacco or armaments, or environmentally destructive practices. Under the ESG banner, it entails much more: the “social” element covers aspects such as employing non-discriminatory hiring practices, affirmative action, treatment of workers (including remuneration), and avoiding products or services derived from slave labour.
The “governance” part relates to how organisations – especially listed companies – comport themselves. Increasingly they’re being brought to account: Australian Ethical, the country’s biggest pure play ethical fund, recently divested its AMP holding amid revelations that the assurance giant was charging customers fees for non-existent services.

根据RIAA BANNER,220名机构占管理层下的5万亿美元资产账单已注册ESG原则。
According to the RIAA’s 2017 benchmark report, $1 out of every $2 invested by the institutions — $622 billion — is done according to broad responsible guidelines.
“That’s much higher than in the US and closer to the European experience,” O’Connor says.
A further $64.9 billion is invested according to core responsible investing principles. A similar RIAA survey of 53 super funds released last week shows that 81 per cent are committed to responsible investing.


Mercer的负责任投资的全球商业领导者Helga Birgden表示,评价ESG应该是纯粹的,以评估任何投资所需的风险和退货 - 特别是在投资者可能在全球范围内实现较低的回报时。
Recently voted the #1 Investment Consulting Firm Globally for Sustainable and Responsible Investing, Mercer advises companies on ESG investment strategy and portfolio integration.
“The core thesis of investing is to achieve a risk-adjusted return and the risk landscape is now more complex than it was,” she says. “For the Australian market, the key is understanding that value can be destroyed by environmental issues, or when the share value of a fast food company plummets because it’s been underpaying workers.”
 Birgden says that while corporate and institutional investors have led the way on ESG, governments have not proved effective advocates. “But the winds of change are blowing,” she says.

在Birgden在市场上将“强大信号”中的一个“强烈的信号”,澳大利亚审慎监管管理局的执行委员会成员(其中监督银行,保险公司和超级资金)指出,“商业要求”落后于此ESG和气候变化为金融风险。
“Institutions that fail to adequately plan for this transition put their own futures in jeopardy, with subsequent consequences for their account holder members and policy holders,” he said.


已经退出煤炭业务的RIO TINTO正在看到股东激励,以便重新考虑支持煤炭行业的行业机构的成员。

RIAA的O'Connor Concrens,称推出来自消费者和负责投资万亿美元零售储蓄的机构。
“We are seeing the investment community ramping up their willingness to take a visible, active stance on these issues.”
The trend was highlighted at recent annual meetings of QBE Insurance and Rio Tinto. In the case of QBE, a resolution to improve the insurer’s disclosure of climate risks received close to a 20 per cent vote in favour.
In the case of Rio, 18.7 per cent of holders approved a motion exhorting the miner to reconsider its membership of industry bodies advocating for the coal industry.
He also cites the backlash over underpayment of wages at franchises such as 7-Eleven and Caltex, as well as recent instances of bank misbehaviour. “They are using the full suite of tools available, such as voting, corporate engagement and public advocacy,” he says.



负责Mercer的投资洞察力

一系列全球研究表明,ESG采用者同样表现在某种情况下以及一些情况下易于优越。
For instance, a global meta study by Deutsche Asset Management and the University of Hamburg distilled the findings of 2000 separate performance studies. It concluded that deploying ESG principles helped returns 64 per cent of the time, and had a neutral or positive effect 93 per cent of the time.

根据RIAA的说法,“核心”负责资金平均返回超过五年的13%,而且10年超过6.3%,而基准标准普尔/ ASX300积累指数则为11.6%和4.4%。


澳大利亚的道德报告称,过去五年,其旗舰零售基金在过去的五年里获得了14%,而过去10年的7.8%。基准小股票指数分别返回9.2%和2.6%。
Australian Ethical CEO Phil Vernon says about half of all super funds have adopted some sort of responsible investment screens. Climate change, shifting consumer preferences and a hardening of attitudes towards big companies have all played a role.
“We talk about the rise of the conscious consumer — substantial issues are becoming front and centre of their mind,” he says.

内容最初出现在theaustralian.com.au



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财富和投资
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财富和投资

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