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.
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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.
Helga rådgiver direktører og beslutningstagere i investeringsafdelingerne hos pensionsselskaber, forsikringsselskaber og private fonde. Helga 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.
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