Recent Buzz from the editor
15 of 10,006 results
DHL Group: 2025 Annual Report / Group Sustainability Statement
DHL Group: 2025 Annual Report / Group Sustainability Statement
Published: March 2026
Summary: DHL continues to produce one of the strongest integrated sustainability reports in the logistics sector. It combines financial reporting with detailed sustainability disclosures covering sustainable aviation fuel, electrified delivery fleets, green logistics solutions, supply-chain resilience and customer decarbonisation services, plus statbook.
International Airlines Group (IAG): Annual Report & Accounts 2025 / Consolidated Statement of Non-financial Information
International Airlines Group (IAG): Annual Report & Accounts 2025 / Consolidated Statement of Non-financial Information
(https://www.iairgroup.com/investors-and-shareholders/financial-reporting/annual-reports/)
Published: March 2026
Summary: IAG's reporting covers sustainable aviation fuel (SAF), fleet renewal, operational efficiency and climate transition. The report links decarbonisation with long-term airline competitiveness, while also discussing investment in more fuel-efficient aircraft and customer demand for lower-carbon travel.
A.P. Moller – Maersk: Annual Report 2025 (Integrated Sustainability Reporting)
A.P. Moller – Maersk: Annual Report 2025 (Integrated Sustainability Reporting)
(https://www.maersk.com/sustainability/reports-and-resources?utm_source=chatgpt.com)
Published: March 2026
Summary: Maersk continues to integrate sustainability directly into its Annual Report rather than publishing a standalone ESG report. Key themes include green methanol-powered vessels, logistics decarbonisation, customer supply-chain emissions reduction, responsible ship recycling and climate transition strategy.
KoI: Circumstances matter
KoI: Circumstances matter
(https://klementoninvesting.substack.com/p/circumstances-matter)
One of the shortcomings of behavioural economics and psychology is that in experiments, researchers focus on personality traits and socio-economic factors, but pay little attention to the circumstances a person is in.
I have written in my Virtuous Investor series in 2020 about the risks involved in this. In particular, I pointed out the excellent book by Lisa Feldman Barrett that shows how circumstances influence our decisions. Even a small change in circumstances can turn these experiments upside down.
KoI: Is water use priced in stock markets?
KoI: Is water use priced in stock markets?
(https://klementoninvesting.substack.com/p/is-water-use-priced-in-stock-markets)
Yes (to provide one example that violates Betteridge’s law of headlines). Investors are increasingly pricing water risk across sectors and, in particular, within sectors.
A team of Dutch researchers analysed global stock return data for 14,650 firms in 75 countries and paired these companies with their self-reported water use where available. They then tried to find correlations between stock market returns and water use within an industry, as well as direct and indirect water use (throughout the supply chain) and the influence of water stress (water use relative to available water supply).
Diageo: Annual Report 2025 / Spirit of Progress Update
Diageo: Annual Report 2025 / Spirit of Progress Update
(https://www.diageo.com/en/investors/results-reports-and-events/annual-report-2025)
Published: March 2026 reporting cycle
Summary: Diageo continues to integrate sustainability into its "Spirit of Progress" strategy, covering regenerative agriculture, water stewardship, packaging innovation, responsible drinking and supply-chain resilience.
Carlsberg Group: Annual Report 2025
Carlsberg Group: Annual Report 2025
(https://www.carlsberggroup.com/reports-downloads/carlsberg-group-2025-annual-report/)
Published: February 2026
Summary: Carlsberg's report integrates financial and sustainability reporting under its "Together Towards ZERO and Beyond" strategy. Coverage of climate, water efficiency, regenerative agriculture, sustainable packaging and low-carbon brewing operations, together with progress against science-based targets.
Heineken: Annual Report 2025 (including Sustainability Statements)
Heineken: Annual Report 2025 (including Sustainability Statements)
Published: February 2026
Summary: Heineken's integrated report continues to develop its "Brew a Better World" strategy, linking sustainable agriculture, water stewardship, circular packaging and responsible consumption with long-term business growth.
Deka Investment: Engagement Bericht 2025
Deka Investment: Engagement Bericht 2025
(https://www.deka-etf.de/documents/cgrv_20260223_de.pdf)
Deka Investment has published its Engagement Bericht 2025 (Engagement Report 2025; German-language)
Publication date: February 2026
Domini Impact Investments: 2025 Impact Report
Domini Impact Investments: 2025 Impact Report
(https://domini.com/2025-impact-report/)
Domini Impact Investments has published its 2025 Impact Report, covering the firm's shareholder advocacy, community investment, and environmental activities for calendar year 2025.
Publication date: 4 May 2026
DPAM (Degroof Petercam Asset Management): 2025 Engagement Activity Report
DPAM (Degroof Petercam Asset Management): 2025 Engagement Activity Report
(https://www.dpaminvestments.com/documents/engagement-activity-report-enBE)
DPAM has published its 2025 Engagement Activity
Publication date: no specific date stated; voting data as at 31 December 2025 and the text references developments to February 2026, indicating publication in Q1/Q2 2026
Comgest: Annual Stewardship Report 2025
Comgest: Annual Stewardship Report 2025
(https://www.comgest.com/-/media/comgest/esg-library/esg-en/uk-stewardship-code.pdf)
Comgest has published its Annual Stewardship Report 2025
Publication date: May 2026
Climate Action Coalition: Net Benefit AI: Scaling Solutions, Opening Opportunities
Climate Action Coalition: Net Benefit AI: Scaling Solutions, Opening Opportunities
(https://coalition.climateaction.org/wp-content/uploads/2026/06/CAC_AI_REPORT_A4_v7_Digital.pdf)
The Climate Action Coalition's Net Benefit AI Taskforce has published 'Net Benefit AI: Scaling Solutions, Opening Opportunities', examining AI's dual role as a fast-growing source of electricity demand and an accelerant of decarbonisation.
The report cites estimates that data centres consumed roughly 448 TWh of electricity in 2025 — on course to approach 1,000 TWh before 2030 — while responsibly deployed AI could cut global emissions by up to 5.4 billion tonnes by 2035, more than offsetting its own footprint.
It proposes a 'Global Pledge for Net Benefit AI', analogous to COP28's renewables-trebling goal, alongside priorities spanning renewable-powered data centres, mandatory environmental disclosure and efficiency standards. Co-chaired by Ambassador Patricia Espinosa and Chris Skidmore, the report is available at the link below.
CCLA Investment Management: Better World 2026: Stewardship Outcomes for the Year 2025
CCLA Investment Management: Better World 2026: Stewardship Outcomes for the Year 2025
(https://reports.ccla.co.uk/better-world-2026)
CCLA Investment Management has published Better World 2026, its annual stewardship outcomes report covering the year 2025. One of the UK's leading responsible investment managers — serving charities, faith bodies and not-for-profit organisations — CCLA documents a full year of engagement activity across three interconnected themes: better work, better environment and better health.
In 2025, CCLA engaged with 242 companies on workplace issues, 209 on environmental themes and 220 on health, with 96 co-investors holding a combined £16 trillion in assets under management supporting its programmes.
Headline activities include the launch of the Corporate Mental Health Benchmark – Global 100+ and the Modern Slavery UK Benchmark, with co-signed letters dispatched to every ranked company; the filing and subsequent withdrawal (after commitments were made) of a climate resolution at NextEra Energy; engagement with Amazon and McDonald's on collective bargaining and supply chain labour standards; and a new initiative targeting 40 counterparty institutions in CCLA's cash funds on fossil fuel financing.
A pilot of a Global Modern Slavery Benchmark, covering 95 of the world's largest companies, was also launched. The report includes full appendices covering CCLA's 2025 engagement record, shareholder proposals, voting record and portfolio carbon footprint.
AllianceBernstein: Global Stewardship Statement and 2025 Report
AllianceBernstein: Global Stewardship Statement and 2025 Report
AllianceBernstein has published its AB Global Stewardship Statement and 2025 Report, combining its annual stewardship activity report with its standing responsible investing policy statement in a single document covering calendar year 2025.
Publication date: April 2026
