Stort tillykke til Environmental Finance for deres seneste prisfor bæredygtige investeringer1, som viser at ESG faktorer i stigende grad bliverbrugt af kapitalforvaltere og -organisationer til at udvælge og maksimere resultaterne af deres investeringer. Vi er stolte af, at blive annerkendt, som årets investeringskonsulent-team. I artiklen her løfter to af vores eksperter inden for bæredygtigt investeringer Rebecca Mather and Jill Reid sløret for, hvad vi forventer kommer til at være på agendaen i den kommende tid.
 |
af investorer i Europa tager nu ESG relaterede overvejelser med i deres investeringsproces - en stigning fra 55% in 2019* |
“Position for transition. How are you going to act?” By Jillian Reid and Niall O’Sullivan, Mercer
Klimaforandringer og andre ESG faktorer samt mangfoldighed og ligestilling (DE&I) er i stigende grad med i overvejelserne når investorer skal placere deres midler. Investorer er i stigende grad bevidste om deres rolle i og mulighed for at påvirke skiftet til en mere miljøvenlig CO2 neutral økonomi. Det handler om mere og andet end blot at eksludere visse virksomheder fra bestemte sektorer, og er i lige så høj grad et spørgsmål om at se på hvilke virksomheder, der aktivt arbejder med omstillingen og hvilke der ikke gør.
Som konsekvens af vores arbejde med at gøre bæredygtighed til omdrejningspunktet for vores inveteringstilgang, har vi i vores globale investeringsarbejde sat en målsætning om at være CO2 neutrale i langt hovedparten af vores fonde i år 20502. Vi forventer at reducere CO2 aftrykket af vores samlede porteføjle med 45 % i år 20303.
Se mere om vores målsætning i denne video med Mark McNulty, International Head of Clients, eller se vores presse meddelelse.
Det er vigtigt at forstå, hvordan klimaforandringer og ESG faktorer kan påvirke din porteføjle. Gennem vores online investeringsplatforme giver vi dig de seneste opdateringer lige ved dine fingerspidser.
Bæredygtig investering kan betyde mange ting, og forskellige regioner og sektorer har forskellige tilgange til området. Vores specialister kan hjælpe dig sammensætte en løsning der matcher dine ønsker og behov.
Der er mange fordele ved at implementere en investeringsløsning eller benytte en Outsourced Cheif Investment Officer. Du får hjælp til at skabe en langsigtet strategi baseret på dine ESG krav og ønsker, og du kan få hjælp til at reducere omkostninger, risici, ressourceforbrug og bygge modstandsdygtige porteføljer.
Vi hjælper vores kunder med omfattende ESG relateret strategisk modellering af deres porteføljer. Vi ser på hvordan faktorer så som befolkningstilvækst, ressourceknaphed og energieffektivitet kan give virksomheder en konkurrencemæssig fordel og gode betingelser for økonomisk vækst.
Vores analytiske modeller for investering i en brydningstid, hjælper investorer med at fastsætte grænseværdier for udledning af drivhusgasser, og hvordan de kan optimere deres portefølje mod reducerede udledninger. Vi vejleder i opsætning af delmål for reduktion af udledningen og udvikler en implementeringsplan der kan integreres med investeringsstrategien og opbygningen af porteføljen.
Som et af de første konsulenthuse til at arbejde systematisk med bæredygtige investeringer, har vi nu gennem næsten to årtier arbejdet med både PRI og andre internationale organisationer for at promovere 'best practice' på området. Som en af grundlæggerne af PRI i 2006, vi var involveret i udformningen af formålsbeskrivelsen. I 2020 modtog vi en A+ og seks A fra PRI for vores $306 miliarder i AUM på tværs af offentlige og private markeder. Du kan læse mere om, hvordan vi hjælper kunder i deres rejse mod en bæredygtig fremtid her.
Mercer har været førende inden for ESG analyse og har arbejdet med investorer verden over for at implementere langsigtede strategier for bæredygtige investeringer.
Alexis rådgiver direktører og beslutningstagere i investeringsafdelingerne hos pensionsselskaber, forsikringsselskaber og private fonde. Alexis leader Mercers globale team af spcialister inden for bæredygtige investeringer.
Kylie er delt formand for den Globale Delegated Solutions ESG Integrations Komité, hvor hun står i spidsen for vidnscenteret for ESG integration og investeringstilsyn. Kylies team hjælper kunder med at integrere en holistisk tilgang til ESG i deres investerings strategi og beslutningsprocesser.
Sarika leder vores team af researchere der vurderer porteføljeforvalteres kompetencer inden for bæredygtige investeringer. Teamet matcher portefølgeforvalternes investeringsstrategier op mod FNs bæredygtighedsmål, klimaforandringer og øvrige sociale faktorer. Hun leder også Mercers ESG analyse og - integration på tværs af aktivklasser og er del af Mercers Strategic Research Group, der bidrager med viden og know-how fokueret på implementerbare løsninger inden for bæredygtige investeringer.
Jillian har over 20 års erfaring på tværs af flere dele af investeringsverdenen. siden 2011 har hun specialiseret sig i bæredygtige investeringer og siden 2014 med særligt fokus på klimafoirandringer. Hun rådgiver pensionsselskaber og andre institutionelle investorer i at integrere ESG faktorer og klimaforandringeri deres investeringsstrategier og processer i tæt samarbejde med Mercers regionale investeringsteams.
* Source: Mercer, European asset allocation insights 2020
1 Source: Environmental Finance Sustainable Investment Awards 2021, ranked from information relevant from the time period March 1 2020 to April 16 2021, as given by each entrant to Environmental Finance. Mercer did not pay a fee to enter this award.
2 Defined as absolute carbon emissions, per $M of FUM and Scope 1&2 for 11 multi-asset Mercer Funds in aggregate and for each participating client with a discretionary growth portfolio. – for clients with discretionary growth portfolios, total client AUM has been considered here.
3 Per dollar of assets under management. While the funds continue to maintain an investment objective of seeking long-term growth of capital and income, they also promote environmental characteristics though progressive decarbonisation with a view to achieving net zero emissions by 2050.
References to Mercer shall be construed to include Mercer LLC and/or its associated companies.
© 2020 Mercer LLC. All rights reserved.
This information is for sophisticated investors only who are accredited investors or qualified purchasers. Funds of private capital funds are speculative and involve a high degree of risk. Private capital fund managers have total authority over the private capital funds. The use of a single advisor applying similar strategies could mean lack of diversification and, consequentially, higher risk. Funds of private capital funds are not liquid and require investors to commit to funding capital calls over a period of several years; any default on a capital call may result in substantial penalties and/or legal action. An investor could lose all or a substantial amount of his or her investment. There are restrictions on transferring interests in private capital funds. Funds of private capital funds’ fees and expenses may offset private capital funds’ profits. Funds of private capital funds are not required to provide periodic pricing or valuation information to investors. Funds of private capital funds may involve complex tax structures and delays in distributing important tax information. Funds of private capital funds are not subject to the same regulatory requirements as mutual funds. Fund offering may only be made through a Private Placement Memorandum (PPM).
This contains confidential and proprietary information of Mercer and is intended for the exclusive use of the parties to whom it was provided by Mercer. Its content may not be modified, sold or otherwise provided, in whole or in part, to any other person or entity without Mercer's prior written permission.
Mercer does not provide tax or legal advice. You should contact your tax advisor, accountant and/or attorney before making any decisions with tax or legal implications.
This does not constitute an offer to purchase or sell any securities.
The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed.
For Mercer’s conflict of interest disclosures, contact your Mercer representative or see http://www.mercer.com/conflictsofinterest.
This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances. Mercer provides recommendations based on the particular client's circumstances, investment objectives and needs. As such, investment results will vary and actual results may differ materially.
Information contained herein may have been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy in the data supplied by any third party.
Not all services mentioned are available in all jurisdictions. Please contact your Mercer representative for more information.
Certain regulated services in Europe are provided by Mercer Global Investments Europe Limited and Mercer Limited.
Mercer Global Investments Europe Limited and Mercer Limited are regulated by the Central Bank of Ireland under the European Union (Markets in Financial Instruments) Regulation 2017, as an investment firm. Registered officer: Charlotte House, Charlemont Street, Dublin 2, Ireland. Registered in Ireland No. 416688. Directors: Sylvia Cronin, Michael Dempsey, Tom Geraghty, Abhishek Krishan, Deborah Mintern, Bruce Rigby (British) and Vincent Sheridan. Mercer Limited is authorized and regulated by the Financial Conduct Authority. Registered in England and Wales No. 984275. Registered Office: 1 Tower Place West, Tower Place, London EC3R 5BU.
Investment management services for Canadian investors are provided by Mercer Global Investments Canada Limited. Investment consulting services for Canadian investors are provided by Mercer (Canada) Limited.
Investment management and advisory services for U.S. clients are provided by Mercer Investments LLC (Mercer Investments). Mercer Investments LLC is registered to do business as “Mercer Investment Advisers LLC” in the following states: Arizona, California, Florida, Illinois, Kentucky, New Jersey, North Carolina, Oklahoma, Pennsylvania, Texas, and West Virginia; as “Mercer Investments LLC (Delaware)” in Georgia; as “Mercer Investments LLC of Delaware” in Louisiana; and “Mercer Investments LLC, a limited liability company of Delaware” in Oregon. Mercer Investments LLC is a federally registered investment adviser under the Investment Advisers Act of 1940, as amended. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Mercer Investments’ Form ADV Part 2A & 2B can be obtained by written request directed to: Compliance Department, Mercer Investments, 99 High Street, Boston, MA 02110.
Africa
