Although environmental and social issues dominated the shareholder resolutions in this year’s voting season, their approval by investors declined. There are many reasons for this. In any case, Erste AM is increasing its support for environmental and social motions.
At Erste AM, we have been dealing with sustainable investment for many years and have also included biodiversity agendas in our considerations. With our new biodiversity guideline, these issues are to be integrated even more formally into our processes. In addition, we are defining concrete biodiversity goals in the investment process that we want to achieve by 2030.
The Inflation Reduction Act is designed to get the US back on track in terms of climate protection. What will the law achieve and who could benefit from it? Senior Research Analyst Stefanie Schock addresses these questions in her article.
In 1972, the Club of Rome published its first analysis of the “Limits to Growth”. Fifty years later, the non-profit organisation asks in a book whether green growth is possible at all.
At the beginning of August, this year’s Tesla Annual General Meeting took place under the name “Cyber Roundup”. The number of shareholder proposals on environmental and social issues reached a new maximum this year.
As a sustainable investor, Erste Asset Management has been dealing with social indicators in the evaluation of companies and countries for more than ten years. But how are these social aspects addressed and what do they mean?
In recent years, environmental and social issues were voted on at the annual general meetings of global companies. Increasingly, the focus was on more transparency regarding lobbying and political contributions.
In August 2021, the IPCC (Intergovernmental Panel on Climate Change) published a report on global climate change. One of the key messages is that human influence has warmed the atmosphere, land areas and oceans. Heat waves, precipitation and the resulting soil moisture were identified as relevant physical risks.
According to our evaluation, the Danish Ørsted AS is among the leading companies in the environmental sector, which results from a radical transformation of the business model that the company has gone through in the recent decade. Whereas ten years ago the company produced 85% of its energy from fossil fuels and only 15% from […]
Many of the companies in the utilities sector have so far failed to implement a comprehensive decarbonisation strategy. Utilities sector: assessment & engagement According to the analysis by our partner MSCI, less than half of the companies in this sector[1] have set themselves goals such as the ones required for the containment of climate warming […]
