Tag Archives: sustainability

$60 Trillion – Yes, Trillion – Committed to Investing This Way

Index providers often work with large pensions and asset managers, so it’s difficult to surprise us with big numbers. Recently, though, I saw a chart with some staggering sums. I am pasting it below. What is the PRI? This chart shows the investment world’s adoption of the “PRI”, the Principles for Responsible Investment. In 2006, Read more […]

Buybacks, Dividends, Capex, and Long-Term Value Creation

This is the fourth and final in a series of blog posts relating to the launch of the S&P Long-Term Value Creation (LTVC) Global Index. In our recent paper “Long-Termism Versus Short-Termism, Time for the Pendulum to Shift?” we discussed reasons why short-term corporate behaviors persist in developed economies.  One of the key drivers was Read more […]

Key Environmental Metrics for Investors: It’s not Just Carbon

Emissions of carbon dioxide and the other greenhouse gasses are often foremost in people’s minds when they consider environmental risk.  This is understandable as, if we continue on our current path, we are set for four degrees Celsius of warming by 2100, compared with pre-industrial levels.  Expected consequences include the flooding of coastal cities, irreversible Read more […]

Resource Efficiency: A Step Beyond Climate Change

In recent years, there has been much focus on the importance of climate change and how much greenhouse gas is produced in the process of conducting business.  While managing greenhouse gases is an important focus, is the future more about increasing efficiency across different depletable resources, such as water? Because the demand across different scarce Read more […]

The Role of Quality in Long-Term Value Creation

  This is the third in a series of blog posts relating to the launch of the S&P Long-Term Value Creation (LTVC) Global Index. In the last blog, we discussed how long-term investing requires looking at metrics that go beyond the standard GAAP financial accounting measures and why the Economic Dimension (ED) score from RobecoSAM Read more […]

Looking Beyond the Short Term

This is the first in a series of blog posts relating to the launch of the S&P Long-Term Value Creation (LTVC) Global Index. The debate continues on the detrimental impact of the short-term mindset of public companies.  Short-termism (a.k.a. quarterly capitalism) is defined as companies’ fixation on managing for the short term, with decisions driven Read more […]

New Year’s Resolution: Lose Weight…in Carbon

Global emissions of carbon dioxide (CO2) would have to fall by about 60% by 2050 to limit the increase in average temperature to 2°C above pre-industrial levels. Over the last 40 years, CO2 emissions have mostly risen or remained flat, and fallen only following major economic crises. Add to this a global population that is Read more […]

New ESG concepts evolved; Decarbonization was the word in 2015

New concepts of ESG are evolving The biggest shift since the beginning of 2015 has been that the asset owner ideology has changed to involve concepts such as “Impact Investing”, “Natural Capital”, and “Universal Owner”. We have seen initiatives from pension investors that provoked a visible shift away from a purely financial viewpoint to one Read more […]

COP21 and Beyond

 Climate change talks dominated sustainability discussion in 2015 as COP21 approached As we approached COP21 in Paris this year, the core of sustainability discussion was increasingly centered on climate change, which has received a consensus priority status as both the most important and the most pressing subject. The Montreal Carbon Pledge that was adopted in Read more […]

DJSI: A Journey Toward Sustainability and Beyond

Last year the Dow Jones Sustainability Indices (DJSI) celebrated their 15 year anniversary, making them the longest running family of global sustainability indices in the world. The DJSI have been recognized as one of the most credible ratings in the world (GlobeScan / SustainAbility Survey) and have played a supporting role in leveraging sustainability as Read more […]