Climate risks are also an important topic for investors. A look at the climate-readiness of companies can minimise potential risk factors.
THIS AUTHOR'S POSTS
A Tale of Two Companies: Bayer’s Biodiversity Conundrum with Monsanto
In 2018, Bayer acquired the US agrochemical and agricultural chemicals company Monsanto. However, the deal, valued at around USD 64 billion, raised a number of questions. As a result of the merger, Bayer has since found itself responsible for a number of controversial practices of the US company. This is associated not only with sustainability risks but also with a potential risk of billions through various class actions.
“Every vote counts!”
Investors can make positive and lasting changes by actively participating in general meetings. As demonstrated in the last US presidential election, every single vote counts. Environmental and social issues in particular are becoming increasingly important.
Sustainable finance – an (overdue) act of re-orientation?
In general terms, impact investments are investments that bring societal benefits on top of financial yield. This topic therefore offers a great opportunity to talk to experts about the effects of investments on society. This is why Erste Asset Management also has an internal forum, where ESG topics, sustainability aspects, and climate risks are periodically […]
Focus on ESG risk – the EU approach
From the coldest winter in Beijing’s recorded history to the storm in Texas that surprised the world – extreme weather phenomena remind us again and again of the invasion of climate change into our daily routine. Climate risk can no longer be ignored and has to be taken into account in asset management as well. […]
Sustainable performance via engagement and dialogue
The topic of sustainability offers a great opportunity to discuss the question of engagement. By engagement, we understand the dialogue between investors and shareholders and the respective companies in order to suggest changes and to bring them about in a targeted fashion.
The European Green Deal: Do no significant harm
A European Green Deal is the ambitious goal of the EU to implement a new growth strategy to stop net greenhouse gas emissions by 2050 and make economic growth independent of resource use.
Energy and phasing-out of coal-based electricity
The topic of energy and electricity provides an excellent background to have a closer look at the issue of energy transition. The prevalent energy mix, which is still very much geared towards fossil fuels, is in the process of transition, as also pointed out by Erste AM’s research partners. The comeback of coal? The current […]