Economia civile, oltre la speculazione
SRI - Connect
THE SIX PRINCIPLES
"As institutional investors, we have a duty to act in the best long-term interests of our beneficiaries. In this fiduciary role, we believe that environmental, social, and corporate governance (ESG) issues can affect the performance of investment portfolios (to varying degrees across companies, sectors, regions, asset classes and through time).
We also recognise that applying these Principles may better align investors with broader objectives of society.
ESG Investing is a term that is often used synonymously with sustainable investing, socially responsible investing, mission-related investing, or screening. At MSCI ESG Research we define it as the consideration of environmental, social and governance factors alongside financial factors in the investment decision-making process.
oekom research AG is one of the world's leading rating agencies in the area of sustainable investment. Our research insights provide you with a competitive edge, allowing you to blend sustainable and responsible investment (SRI) with a high rate of return. As the experienced partner of numerous institutional investors and financial service providers, we develop tailor-made services and help realize investment strategies in a rapidly growing sector.
Our sustainability research covers major issuers of shares and bonds (companies, countries and supranational institutions). When assessing securities, we attach great importance to high standards in quality, independence and transparency.
Total Social Impact
For decades, most companies have oriented their strategies toward maximizing total shareholder return (TSR). This focus, the thinking has been, creates high-performing companies that produce the goods and services society needs and that power economic growth around the world. According to this view, explicit efforts to address societal challenges, including those created by corporate activity, are best left to government and NGOs.
Secondo i più recenti dati della Global sustainable investment alliance (Gsia), gli investimenti sostenibili nel mondo nel 2016 erano a quota 22.890 miliardi di dollari
FINANZA SOSTENIBILE 04 maggio 2017
«Il motore green in Italia? Enti religiosi e fondi pensione»
dollari, con un incremento del 25% rispetto al 2014. La ricerca Gsia viene realizzata ogni due anni e si riferisce ai patrimoni gestiti secondo i criteri Esg (ambiente, sociale, governance). Nel report viene segnalato inoltre che in Europa gli investimenti sostenibili hanno registrato una crescita del 12%, raggiungendo i 12 trilioni di dollari. Questo fiume di denaro è alla ricerca di aziende quotate e gestite secondo criteri di sostenibilità. In tale ambito è da ricordare che l’anno prossimo le società quotate con oltre 500 dipendenti dovranno inserire in un documento allegato ai bilanci le non financial information (su temi etici, ambientali e sociali), come previsto dalla normativa che ha recepito la direttiva Ue in merito.
Sustainability is one of those ubiquitous words, which can also be very slippery, as different people understand the word differently.
At a planetary level, sustainability is meeting the needs of the present generation without compromising the ability of future generations to meet their needs (Brundtland - 1987); and how 9-10 billion people can live reasonably well within the constraints of one planet by mid-century (WBCSD 2010).