Morningstar Sustainalytics’ Post

I just clinched my THIRD ESG certification this month, the latest jewel being "Macroeconomics of Climate Change: Transitioning to Net-zero" from the IMF. That's three in a row, folks! But here's the real ROI: I'm not just stockpiling these for my showcase. This expertise is my toolkit to navigate the intricate maze of financial implications in our evolving climate landscape. 📊 For my valued clients in carbon-intensive sectors: Let's pivot, let's profit, and ensure that your balance sheets love both the green of money AND the green of sustainability! 🌱💰 Regulatory fines? Financial pitfalls? Not on our watch. Let's transform compliance into a competitive advantage. 🚀 #ESGReturns #FinancialForesight #GreenEconomics #InvestInTomorrow #ClimateSmartInvesting #IMFEndorsed #transformation #strategy #cfoadvisory #targetoperatingmodel

You don't want to miss this one! We will be talking about how ESG reshapes fundamental analysis, global markets, regulatory and industry landscapes in 2024 Register here: https://lnkd.in/ePb2M-Cj #esg #sustainability #esginvesting #bloombergintelligence

🏆 On track for a record audience! Investors clearly care about the impact of #carbon pricing on companies. 👇 👇 Climate #transition risk is increasingly impacting financial assets and portfolios. However, recent stress tests by the ECB, Bank of England and most recently the Fed have found that such risks are not adequately understood. In this #webinar, SparkChange carbon market experts are joined by Marissa Santikarn, Director at Pollination, to discuss how carbon pricing is rapidly expanding globally, and what this means for corporates and the underlying financial assets. Register here: https://lnkd.in/ebY6d6ey Carbon pricing forces polluters to pay for their emissions – but so far regulatory initiatives were fragmented, and most emissions were not priced. This changes now as carbon pricing expands across three dimensions: ➡ Breadth: CBAM is activated in 20 months, and 14 new compliance carbon markets are under development, including large economies such as Japan, Brazil, Turkey or the second ETS in Europe ➡ Height: The global average carbon price is approaching its all-time high ➡ Depth: Companies receive less of their allowances for free as governments switch from free allocation to auctions The trinity of global carbon price expansion will affect revenues, costs, and margins across sectors. This SparkChange Webinar will help you answering the following questions ❓ How will the carbon price expansion unfold in the next 36 months? ❓ Why is the carbon footprint an inadequate proxy for carbon price exposure? ❓ How is evolving climate regulation affecting the carbon price risk of companies in different sectors? ❓ How can you identify embedded carbon price risk across a range of regulatory scenarios? ❓ How can you profit from the divergence between granular and forward-looking carbon price risk indicators, traditional ESG metrics and analyst consensus? Register your slot today, we approach our seat limit! https://lnkd.in/ebY6d6ey

Excited to join Jan Ahrens + Philipp Ruf on June 26 to discuss how #carbon pricing is evolving around the world (sign up below). - Where are we seeing new systems and taxes? - Are existing systems expanding and/or seeing higher prices? - How will all these changes affect companies? - What new sectors or innovations are we seeing in carbon pricing design?

New NeuGroup Peer Research, sponsored by Sustainable Fitch and National Association of Securities Professionals, shows that DEI firms enjoy support among corporates, with 66% of treasuries using diverse-owned firms in their capital markets deals—but the firms may face headwinds in the current ESG climate.   That is one takeaway from a survey we conducted in late 2023 about members' use of diverse-owned firms in the capital markets. The full report, which dives deeper into the survey, will be published in the coming weeks. #NeuGroupCelebratesBHM https://lnkd.in/eMtCmbTe

Will 2024 be a year of major structural shifts in the economy, and what are the key trends that could influence the world of ESG investing? We delve into this and more in the best of this week’s insights from #MSCIResearch. And remember, you can also subscribe to our MSCI Weekly emails to have our latest research delivered straight to your inbox. Subscribe now: ms.spr.ly/6048gPCLw Investment Trends in Focus: Quarterly Roundtable – Q1 2024 MSCI’s chief research officer, Ashley Lester, moderates a roundtable discussion to identify trends that could influence markets in 2024, including uncertainty in #interestrates, the impact of #AI and the #climate transition. http://ms.spr.ly/6040itwUn What Could Shape Sustainability and Climate Investing in 2024? MSCI’s Sustainability and Climate Trends to Watch 2024 explores key themes that could impact the world of #ESG investing. Here we touch on three of them: extreme weather, #AI and investing in nature via the voluntary #carbon market. http://ms.spr.ly/6042itwUk. And if you’d like to learn even more on this, register for our webinar. http://ms.spr.ly/6043itwUZ Carbon Credits in 2024 MSCI’s head of MSCI Carbon Markets, Guy Turner, discusses how these markets faired in 2023, what may happen in 2024 and why carbon credits and offsets will remain an important part of global #decarbonization plans. http://ms.spr.ly/6044itwUw ESG and Climate Reporting with Derivatives No clear guidance currently exists on #ESG and #climate reporting for #derivatives. Using input from market participants, regulatory guidance and a survey of existing research, we propose a framework for more transparent reporting to include derivatives. http://ms.spr.ly/6045itwUb Subscribe now to receive our MSCI Weekly emails straight to your inbox: ms.spr.ly/6048gPCLw

Please join the Bloomberg Intelligence ESG team next week, as we’ll come together and examine how ESG (re)shapes fundamental analysis, global markets, regulatory and industry landscapes in 2024 in our BI ESG Outlook Webinar: "Will ESG Anchor Capital Markets in Polarized Times?" Date: Wednesday 03/27 at 10pm HKT / 2pm GMT / 10am EST. Key topics: • What Is the Market Sentiment? • What Is the Appetite for ESG Funds? • Is ESG a Performance Signal? • How to Navigate a Sea of Regulations? • What Are Shareholders Focusing on? • How to Assess Climate in Key Industries? Register here: https://lnkd.in/ePb2M-Cj #esg #esginvesting #bloombergintelligence

We compared the financial results of climate pioneers with those of more than 4,000 other emerging market companies and found that these climate pioneers, especially those in the consumer products sector, significantly outperformed companies on the S&P Index in revenue growth. Click the link below to read the full report.

This month our #Taylor4Trends explores ESG. ESG-related factors now influence the purchase behaviors and investing habits of the largest consumer groups on the planet. Watch the full video to learn more. - https://lnkd.in/djuC86fE

This week, how many companies are planning to bring say-on-climate votes to shareholders this proxy season, and global equity portfolios may not be as diversified as investors think. We cover these issues and more in this week’s highlights of insights from #MSCIResearch. And remember, you can have our latest research delivered straight to your inbox by subscribing to the MSCI Weekly emails: ms.spr.ly/6048gPCLw Is Say-on-Climate Losing Steam? Investors looking at how companies in their portfolios are working toward establishing and meeting climate goals may find it useful to note trends around shareholder say-on-climate proposals. http://ms.spr.ly/6046Y1K0y Time to Check Your Diversification? Understanding how #deglobalization and #megatrends are impacting regions, industries and asset classes can help in designing a portfolio that better reflects the desired #diversification profile. http://ms.spr.ly/6040Y1K0M Pondering Peak Emissions in China As climate targets are laid down and climate change accelerates, figuring out China’s emissions trajectory will be tricky. And that’s OK — the folks at MSCI's ESG now podcast love a tricky discussion. http://ms.spr.ly/6041Y1K03 Climate Glidepaths for Energy Portfolios Adding emission-reduction targets to portfolios requires a careful navigation of market complexities and risk considerations alongside sustainability objectives. Could using a #climateglidepath help? http://ms.spr.ly/6042Y1K0O Subscribe now to receive our MSCI Weekly emails straight to your inbox: ms.spr.ly/6048gPCLw