Profile achieved (industry-wide)
We are fully transparent about the profile achieved by organisations and individuals across our network and issue regular updates on industry visibility.
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 buzzes
(366) Transition Pathway Initiative: Carbon performance assessment of food producers: Discussion paper
Transition Pathway Initiative: Carbon performance assessment of food producers: Discussion paper
(https://www.transitionpathwayinitiative.org/publications/109.pdf?type=Publication)
Transition Pathway Initiative: Carbon performance assessment of food producers: Discussion paper
The food sector is significant both to investors and the climate. The world’s 20 largest publicly listed food producers had a market capitalisation of over US$710bn in 2021, and the entire food sector contributes, either directly or indirectly, to 19-32% of annual global GHG emissions. Most of the food processing sector’s emissions are driven by upstream Scope 3 emissions from purchased goods and services, especially the emissions associated with crop and livestock production, and land-use change.
This discussion paper proposes a methodology to assess the Carbon Performance of food producers. It incorporates company feedback on the individual company assessments have undertaken. TPI are publishing it now to solicit additional feedback from interested parties, with the aim of improving the methodology still further. To date, TPI has developed methodologies to assess the Carbon Performance of 10 high-carbon sectors, including electricity utilities, oil and gas producers, and high-carbon industrial and transport sectors.
(350) MSCI: Deforestation Risks on the Rise
MSCI: Deforestation Risks on the Rise
(https://www.msci.com/www/blog-posts/deforestation-risks-on-the-rise/03549423265)
- Continued forest loss represents growing physical and regulatory risks to companies and investors. COP15 has put further pressure on businesses to tackle deforestation, especially in biodiversity-sensitive regions.
- MSCI's analysis flagged 11% of MSCI ACWI Index constituents as having the potential for direct or indirect contribution to deforestation, with food producers and retailers particularly well represented.
- Although most companies in industries with high exposure to deforestation risks are not formally addressing the issue, MSCI’s Biodiversity Screening Metrics can help investors manage biodiversity risks in their portfolios.
(346) South Pole Group: Agriculture’s problem child: rethinking the management and application of fertiliser
South Pole Group: Agriculture’s problem child: rethinking the management and application of fertiliser
Fertiliser is agriculture's problem child.
On the one hand, synthetic, nitrogen-based fertilisers are hugely important to increasing crop yields and securing the global food supply. It would be no exaggeration to say they revolutionised food production in the 20th century. On the other hand, the same nitrogen-based fertilisers represent an enormous threat to the integrity of our ecosystems. They not only emit nitrous oxide – a gas 300 times more powerful than carbon dioxide in terms of global warming potential – but also seriously damage soil health, pollute water systems, and put biodiversity at risk in their current quantities. According to the IPCC, the usage of synthetic fertilisers has gone up by an enormous 800% since 1960. That increase has left a huge footprint: the synthetic fertiliser supply chain was responsible for around 2.1% of emissions globally in 2018.
Agriculture is one of the most difficult sectors to decarbonise and the key to reducing its footprint undoubtedly lies in the more efficient, sustainable application of fertiliser, especially given the estimated increase in global usage by over 50% by 2050. There is no silver bullet that will solve the challenge of producing more food for a larger global population at a lower environmental impact… yet collaboration between farmers and FLAG-sector companies can drive meaningful reductions today and speed progress towards a net zero future.
(329) Rabobank: The EU's road to net-zero mobility: Highway or traffic jam?
Rabobank: The EU's road to net-zero mobility: Highway or traffic jam?
Within the EU Green Deal the transport sector needs to cut 90% of its emissions by 2050. This article outlines the policies that the EU is deploying to this end. The policies cover a very broad range, raising the question of whether the many stakeholders will be able to implement all the required changes.
We are facing historic, transformative times. It is abundantly clear that protecting the climate does not come at the expense of a strong economy. Investing in preserving the climate contributes to a stronger and more resilient economy as well. In Rabobank's view, the road ahead holds as many opportunities as it does challenges.
(301) S&P Global Ratings: Latin America Green, Social, Sustainability, And Sustainability-Linked Bonds 2022
S&P Global Ratings: Latin America Green, Social, Sustainability, And Sustainability-Linked Bonds 2022
(https://www.spglobal.com/_assets/documents/ratings/research/101568893.pdf)
S&P Global Ratings: Latin America Green, Social, Sustainability, And Sustainability-Linked Bonds 2022
On the heels of S&P Global Ratings’ revisions to its forecast for global issuance, “Global Sustainable Bond Issuance Likely To Fall In 2022,” published Sept. 20, 2022, this research explores some of the characteristics that make the Latin American green, social, sustainability, and sustainability-linked bond (GSSSB) market unique and aims to shed light on regional issuance trends. This research draws on data from the Economic Commission for Latin America and the Caribbean (ECLAC), Climate Bonds Initiative, Environmental Finance Bond Database, and S&P Global Ratings’ forecasts for GSSSB issuance in 2022.
Key Takeaways
- Due to challenging market conditions worldwide, we forecast a 40% decline in GSSSB issuance in Latin America in 2022 compared with 2021.
- GSSSB in Latin America, which declined 25% year over year in H1 2022, is showing strong resilience in the face of a 60% drop in non-GSSSB issuance in the region.
- Sustainability-linked bonds make up a higher proportion of GSSSB in Latin America than in any other region globally, and sovereign issuances in the region continue to attract attention from international investors.
- S&P believe financial institutions will continue promoting the development of the GSSSB market, supported by multilateral development banks.
- Progress in regulations and the establishment of green and sustainability taxonomies may help support the growth of GSSSB in the region
(297) New Forests: Outlook for Forestry Investment
New Forests: Outlook for Forestry Investment
(https://newforests.com/insight/new-forests-outlook-for-forestry-investment/)
New Forests: New Forests' outlook for Forestry Investment
New Forests has previously published comprehensive reviews of the outlook for institutional forestry investments
This paper takes a refreshed view of the key trends influencing forestry investment and the forestry sector more broadly. There have been significant shifts in geopolitics, supply chains, the Covid-19 pandemic, a Russian invasion of Ukraine and intensification of global efforts to address the twin challenges of climate change and biodiversity loss. These issues translate into both an acceleration of previous trends as well as new opportunities and risks for investors in sustainable forestry and broader land use.
This forestry investment outlook is a shorter form than previous versions and seeks to consolidate a view, at this moment in time, on how the forestry asset class is evolving and what the implications are for investors over the next few years.
(295) Aviva Investors: Reflections on COP27
Aviva Investors: Reflections on COP27
(https://www.avivainvestors.com/en-gb/views/aiq-investment-thinking/2022/12/cop27/)
In this month’s installment of their visual series on topical themes, Aviva Investors look at climate in the aftermath of November’s COP27 event in Egypt.
Read this article to understand:
- The here and now consequences of climate change
- What a difference 0.5 degrees can make
- How markets are reacting to the climate crisis
(288) IFM Investors: A perspective on embedding ESG considerations into Private Equity’s value creation approach
IFM Investors: A perspective on embedding ESG considerations into Private Equity’s value creation approach
Investment experience in recent years has reinforced IFM's view that there is a compelling opportunity to embed environmental, social and governance (ESG) considerations into the private equity value creation approach. In order to harness these opportunities, there needs to be an alignment of purpose, strategy and actions at the investment team and portfolio company levels - what we describe as aligning “the heart, the head and the feet”.
The ‘heart’ is about aligning a company’s ‘noble purpose’ and culture with value creation to accelerate impact. The ‘head’ is about incorporating ESG into investment strategy, the ownership of which must sit with both the investment team and portfolio company boards. This top-down drive will help support action. Positive intent alone does not yield results. The ‘feet’ are about tangible actions, continuous improvement and progress of value creation plans that incorporate ESG objectives. To help get the feet moving, it’s important to define and measure an ESG baseline across a suite of material ESG metrics, which supports the setting of data-driven, ambitious targets, as well as a ‘closed loop’ continuous improvement approach.
ESG considerations can add a new dimension to value creation in private equity. Financial results and ESG results can be generated together, and IFM believe that investment returns are likely to be lower if improved ESG performance outcomes are not delivered.
IFM think that this opens up an exciting new horizon for private equity investors to demonstrate how to integrate ESG considerations into value creation.
(278) MSCI: ESG and Climate Trends to Watch for 2023 (Report and Event)
MSCI: ESG and Climate Trends to Watch for 2023 (Report and Event)
(https://www.msci.com/www/events/esg-climate-trends-to-watch-for/03496212385?=v1)
MSCI ESG Research: ESG and Climate Trends to Watch for 2023 (Report and Event)
Amid a shifting ESG and climate landscape, the latest paper ESG and Climate Trends to Watch for 2023, identifies key trends companies and investors need to be cognizant of.
The 2023 trend report discusses developments like:
- Climate change and the road to net-zero
- Responses to regulation
- Supply chain innovations
- Biodiversity
- New technologies
- Issues affecting everyday life
Event details:
Time
11:00 a.m. EST New York
4:00 p.m. GMT London
5:00 p.m. CET ParisLocation
Virtual Platform(274) Moody's Analytics: Uncovering Climate Hazard Concentrations in Loan Portfolios: A Case Study
Moody's Analytics: Uncovering Climate Hazard Concentrations in Loan Portfolios: A Case Study
New sources of concentration risk in loan portfolios stem from the exposure of counterparties and their facilities to climate hazard events. Traditionally, these exposures have not been captured by standard systemic risk factors in credit and market risk models.
Moody's novel framework quantifies the concentration risks in loan portfolios due to direct exposures of counterparties to tropical cyclones, storms, droughts, floods, and heatwaves. This approach enables financial institutions to better measure and manage these risks and thus meet regulatory, disclosure, and internal risk management needs. The framework has broad business applications that range from capital impact analysis to climate hazard resilient limit setting and climate hazard event scenario analysis.
Leveraging Moody’s proprietary and granular data on firms’ global facility locations, Moody's capture the localized nature of climate hazard events and provide deeper and broader insights into financial institutions’ loan portfolios.
The analysis of climate hazard concentrations can be enhanced by incorporating exposures of firms' suppliers to hazard-prone locations. Moody's research shows that such indirect risk is also material for firm valuation and capital allocations.
Most viewed organisations
- (1120) Amadeis
- (161) Aviva Investors
- (132) Sustainalytics
Most viewed users
- (2175) Mirza Baig @ Aviva Investors
- (999) Juan Salazar @ Pictet Asset Management
- (360) Martin Grosskopf @ AGF
- (297) Tobias Jung @ INFRAS
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