Here we list the buzzes and profiles that have been most viewed in the last 90 days.
For full details and rankings of which firms and individuals are most effectively developing their online profile in sustainable investment and corporate governance engagement on SRI-CONNECT, see Our reach; your opportunity.
Or you can request a personalised Industry Profile Report that analyses and benchmarks (vs peers) the activity and visibility of individual firms.
Most read research buzzes
(493) Natixis IM: Is defence defensible in ESG investing?
Natixis IM: Is defence defensible in ESG investing?
Mirova, DNCA, Ossiam: Is defence defensible in ESG investing?
Caught between the threat of Russian expansionism in the East and a possible withdrawal of the American security umbrella by Donald Trump across the Atlantic, Europe has launched an €800 billion finance plan to rearm the continent.
Yet this military emancipation cannot be achieved without recourse to private investment, particularly considering the context of strained public accounts across many European countries.....
(490) Experian: Sustainability & Support for Financial Health - Roadshow for asset managers & owners
Experian: Sustainability & Support for Financial Health - Roadshow for asset managers & owners
InterAxS Global and SRI-Connect are organising a virtual roadshow for Experian to discuss with asset managers how its approach to financial inclusion, the UN SDGs, inclusion & belonging and sustainability more broadly contributes to its core investment proposition.
The roadshow comprises a small group meeting on 21 July @ 13:00 (UK) and 1-on-1 meetings on:
- 21 July
- 22 July
- 2 Sept
... focused on investors with funds that prioritise social themes in general or social inclusion / financial inclusion in particular.
Please indicate your interest using the form below.
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Topics covered will include:
- their products and programmes for financial health
- the contributions these make to UN SDGs 1, 8 & 9.
(No poverty; Decent work & economic growth; Industry, innovation & infrastructure). - the company’s positive social impact framework
- wider aspects of the company’s ESG strategy and performance.
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These meetings should be of particular interest and relevance to:
- Investors that manage socially- or sustainably-themed funds - including funds with a particular focus on the UN SDGs
- All investors that hold the company within funds operating SRI/ESG mandates
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Details - for the small group meeting:
- Format: Virtual, small group meeting
- Date: Monday 21 July
- Time: 13:00 – 14:00 (UK)
- Invitees: Portfolio managers and analysts from asset managers - 'mainstream', sustainability-thematic & ESG
Company participants:
- Abigail Lovell, Chief Sustainability Officer
- Evelyne Bull, Director, Investor Relations
- Charlie Brown, Company Secretary
RSVP...
... using the form below.
(474) Allianz GI: From just a transition to a just transition?
Allianz GI: From just a transition to a just transition?
(https://www.allianzgi.com/en/insights/outlook-and-commentary/just-transition)
Key takeaways
- "Climate transition involves challenges in managing the social impacts of tackling climate change. But as well as challenges, there are opportunities for sustainable and inclusive economic growth.
- A focus on a “just transition” may be the key to unlock lagging actions on climate adaptation.
- To achieve a just transition, the consideration of social factors should permeate all aspects of climate strategies. At AllianzGI, we put the theme at the centre of our in-house research and stewardship toolkit.
- “Just transition” is an increasingly important topic for investors due to inclusion in climate planning and incoming regulation."
(467) RepRisk: Insight Report: The fabric of risk – responsible business conduct in fashion’s supply chains
RepRisk: Insight Report: The fabric of risk – responsible business conduct in fashion’s supply chains
RepRisk data reveals two-thirds of fashion supply chain risks are social
- Among all sectors, retail is by far the most exposed to supply chain risk, with incidents more than doubling globally since 2020 and rising by 22% in the past year alone.
- Over the past five years, social risks have accounted for about two-thirds of all incidents globally in each fashion segment: fast, premium, and luxury.
- Human rights and poor working conditions drive the majority of social risk incidents in the global fashion sector.
In today’s global economy, supply chains are not just operational backbones – they are strategic assets that directly impact business continuity, profitability, and corporate reputation. As supply chains extend across borders and involve layers of subcontractors, responsibility becomes increasingly fragmented. This opacity introduces significant exposure to business conduct risks. These risks can arise from unethical, illegal, or irresponsible behavior by a company or its employees – such as biodiversity degradation, forced labor, or greenwashing – and can result in serious consequences, including regulatory penalties, compliance breaches, reputational damage, and financial loss. Beyond the harm to the environment and society, the fallout can shake investor confidence and expose banks, asset managers, and insurers to financial and reputational risks.
This report presents key findings and insights from RepRisk’s analysis of data on supply chain risk exposure, with a particular focus on the fashion sector. Due to its vast scale, complex supply chains, and dual role as both a producer of essential goods and a major employer in many regions, the fashion industry represents a critical focal point for supply chain risks.
“Fashion’s supply chains have never been easy – and today’s global pressures make them even tougher. It is time for transparency! Daily monitoring powered by data that effectively combines human intelligence with AI – through fine-tuned models trained on human-labeled data – enables fashion and other companies not only to build resilient value chains but also to maintain stakeholder trust and drive long-term performance.”
Philipp Aeby, CEO and Co-founder at RepRiskRead the press release
(463) S&P Global Sustainable1: For the world’s largest companies, climate physical risks have a $1.2 trillion annual price tag by the 2050s
S&P Global Sustainable1: For the world’s largest companies, climate physical risks have a $1.2 trillion annual price tag by the 2050s
Without adaptation, utilities are projected to bear the brunt of the projected costs for companies in the S&P Global 1200 index, according to a new analysis using the S&P Global Sustainable1 Climate Physical Risk dataset.
Companies’ exposure to extreme weather events and chronic climate hazards such as extreme heat, water stress and drought has created significant financial costs across all sectors. These costs are projected to continue climbing, even under a climate change scenario that assumes strong greenhouse gas emissions reduction (SSP2-4.5), absent adaptation.
The total cost of climate physical risk for the world’s largest companies that make up the S&P Global 1200 is projected to reach $1.2 trillion annually by 2050 under this scenario, according to S&P Global Sustainable1 data; this figure assumes no adaptation measures and is not adjusted for future inflation. The highest costs come from extreme heat and water stress.
Utility companies are projected to experience the largest costs from climate physical risk: The average electric utility in the S&P Global 1200 is projected to face $4.6 billion in costs annually in the 2050s, absent adaptation. Importantly, utilities are more advanced than many sectors in terms of adaptation planning.
(456) Experian: Sustainability & Support for Financial Health - Update for sell-side analysts
Experian: Sustainability & Support for Financial Health - Update for sell-side analysts
Sell-side analysts are invited to join a small group meeting with Experian management to discuss how the company’s approach to financial inclusion, gender equity, the UN Sustainable Development Goals and sustainability more broadly contributes to its core investment proposition.
Friday 6 June @ 13:00 (UK)
Organised by InterAxS Global and SRI-Connect. RSVP using the form below.
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The company will update sell-side analysts on progress since its initial briefing in 2024 and on the back of its soon-to-be-published report.
This event will enable sell-side analysts (both ‘mainstream’ and ESG/sustainability/thematic specialists) to hear about and evaluate Experian’s approach to these topics – so that they can support their buy-side clients’ understanding of whether / how / where the stock might fit within ESG / sustainability-focused or broader investment portfolios.
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Agenda:
The company will present for c. 30 mins and take questions for analysts for c. 30 mins.
Details:
- Format: Virtual, small group meeting
- Date: Friday 6 June
- Time: 13:00 – 14:00 (UK)
- Invitees: Sell-side analysts (‘mainstream’ financial and sustainability / ESG / thematic specialists)
Company participants:
- Abigail Lovell, Chief Sustainability Officer
- Evelyne Bull, Director, Investor Relations
- Nadia Ridout-Jamieson, Chief Communications Officer
RSVP...
... using the form below.
(439) S&P Global Ratings: Decarbonizing Oil And Gas Production Faces Long-Term Hurdles After Short-Term Gains
S&P Global Ratings: Decarbonizing Oil And Gas Production Faces Long-Term Hurdles After Short-Term Gains
S&P Global Ratings: Decarbonizing Oil And Gas Production Faces Long-Term Hurdles After Short-Term Gains
Key Findings
- We believe oil and gas companies can achieve their interim 2030 emissions reduction targets. A significant reduction of scope 1 and 2 emissions should be possible with existing technologies, while potentially also lowering production costs or adding to revenue.
- Emissions regulations for the industry vary across jurisdictions, and it's unclear how they might evolve. We believe the achievement of longer-term emission goals will require further technological advancement, engagement across industry and government participants, and stable and supportive policies.
- In our view, cutting emissions now will put oil and gas producers' credit profiles in a better position should carbon regulations tighten further. The sector's improved balance sheet strength over recent years should help it absorb the near-term costs of decarbonization.
- Nevertheless, oil and gas will be part of the energy system for decades to come; and though certain regulations have eased recently, we anticipate that pressure to decarbonize over the long term will remain, posing additional challenges for the sector.
(412) Morgan Stanley: The Exponential Growth of Obesity Drugs
Morgan Stanley: The Exponential Growth of Obesity Drugs
(https://www.morganstanley.com/insights/articles/weight-loss-medication-market-unstoppable-growth)
Key Takeaways
- The weight-loss medication market could reach $150 billion, an increase from the previous estimate of $105 billion.
- The pace of adoption internationally is likely to be higher than in the U.S. over the next 10 years.
- The potential benefits of obesity drugs in the treatment of other diseases, including cardiovascular outcomes, renal disease, and sleep apnea, as well as investigational areas like cancer and Alzheimer’s, are some of the growth drivers for the market.
- Companies in sectors such as restaurants, beverage and grocery stores could suffer impacts from the expanded use of the drugs, while apparel could benefit.
(407) UBS: Is there a role for lead & zinc in the new energy economy?
UBS: Is there a role for lead & zinc in the new energy economy?
Electricity Demand Growth: Electricity demand outpaced overall energy demand growth last year, with electricity demand reaching 34% of total energy demand in 2024.
Hyperscalers Shift to Renewables: Hyperscalers (the largest cloud infrastructure firms) are adopting a strategy of co-locating new renewable energy sources, in part to avoid rising power costs, which have been traditionally linked to commodities like natural gas.
Battery Storage Rise: Battery energy storage systems (BESS), using lead-acid or zinc-bromide alongside lithium-ion, present a potential solution to the problem of renewable energy variability for these facilities.
Zinc and Lead Opportunity: Increased BESS use could boost demand for zinc and lead under certain adoption scenarios, improving market outlook by enhancing their role in the green energy economy.
(406) Manulife AM: Catch the AI wave: water risk in big tech
Manulife AM: Catch the AI wave: water risk in big tech
(https://www.manulifeim.com/institutional/global/en/viewpoints/sustainability/water-risk-big-tech)
Catch the AI wave: water risk in big tech
Access to usable fresh water is fundamental to livelihoods, health, ecosystems, and the global economy.
Water-related natural hazards such as floods and droughts can have such devastating effects that we believe that water-related risks and opportunities can be financially material factors that need to be increasingly integrated into technology sector decisions and the investment strategies that support them.
Most viewed job posts
(823) JobPost: Lloyds Banking Group - Sustainability Reporting Manager (London, close 5 Jun)
JobPost: Lloyds Banking Group - Sustainability Reporting Manager (London, close 5 Jun)
JobPost: Lloyds Banking Group - Sustainability Reporting Manager (London, close 5 Ju
(808) JobPost: M&G - ESG Manager (12 month Secondment / FTC) (London, close 24 May)
JobPost: M&G - ESG Manager (12 month Secondment / FTC) (London, close 24 May)
JobPost: M&G - ESG Manager (12 month Secondment / FTC) (London, close 24 May)
Most viewed organisations
- (25) Robeco
- (16) Aviva Investors
- (16) Capital Group
Most viewed users
- (23) Mike Tyrrell @ SRI-CONNECT
- (3) Vivina Berla @ Vimine Holding
- (3) Jane Li @ Unknown firm
