Sa hannun jari na ESG a cikin kalmomi masu sauƙi – shin saka hannun jarin kore yana da fa’ida?

Инвестиции

Kamfanonin masana’antu na duniya suna ƙara fahimtar tasirin muhalli, zamantakewa da zamantakewar kasuwancin su. Kasuwancin saka hannun jari na ESG yana ci gaba da girma, amma ba duk masu saka hannun jari ne suka saba da wannan ra’ayi ba. Bari mu yi la’akari da saka hannun jari na zamantakewa dalla-dalla, ba da ma’ana, da kuma samar da jerin kamfanoni na cikin gida da na waje waɗanda ke da mafi girman sha’awar saka hannun jari na ESG na dogon lokaci. [taken magana id = “abin da aka makala_12017” align = “aligncenter” nisa = “980”]
Sa hannun jari na ESG a cikin kalmomi masu sauƙi - shin saka hannun jarin kore yana da fa'ida?Ka’idodin saka hannun jari na zamantakewa[/ taken magana]

Menene ESG

ESG (muhalli, zamantakewa, mulki) saka hannun jari wani nau’i ne na saka hannun jari na zamantakewa wanda ke ba da fifiko ga kamfani wanda ke da mafi ƙarancin tasirin muhalli. A taƙaice, lokacin da masu zuba jari suka sayi hannun jari na waɗannan kamfanoni waɗanda:

  1. Ba sa lalata yanayi, biosphere da noosphere.
  2. Suna kyautatawa ma’aikatansu da biyansu albashi mai tsoka.

A matsayin wani ɓangare na aiwatar da manufofin ESG na son rai, kamfanoni na iya zama membobin ƙungiyar PRI. Ƙungiyar tana ɗaukar nauyin wakilcin bukatun abokin tarayya a cikin tattaunawa tare da hukumomi daban-daban, gwamnatocin wasu ƙasashe, da dai sauransu. A sakamakon haka, kamfanin da ke shiga ya zama dole ya bi ka’idodin zuba jarurruka na zamantakewar al’umma.

Abubuwan da aka bayar na ESG

  1. “E”. “Tsaftace” : matakin haɓaka fasahar samar da yanayin muhalli wanda ke da tasiri mai kyau akan yanayin; tasirin kamfanin kan sauyin yanayi; yawan iskar gas da ake fitarwa, yawan amfani da albarkatun kasa masu iyaka (sabon ruwa, daji, dabbobin da ba kasafai ba, da sauransu).
  2. “S”. “Bangaren zamantakewa” : matakin ci gaban zamantakewa; jinsi, jima’i da shekarun ma’aikata; yanayin aiki; zuba jari a cikin ayyukan zamantakewa da nufin tallafawa ci gaba da ilimi da horar da ma’aikata.
  3. “G”. “Gudanarwa” (da’a na kasuwanci) : tsarin tsari, tasiri na dabarun gudanarwa na kamfani.

Muhalli, Zamantakewa da Gudanar da Ƙungiya – ESG’s Megatrend Green Investments: https://youtu.be/L2PKBl8iUR4

Bincike akan ESG

Shahararriyar hanyar ESG a cikin saka hannun jari tana goyan bayan bincike da yawa. A cikin wata rubutacciyar takarda daga mai hannun jari zuwa mai ruwa da tsaki da masana kimiyya na Jami’ar Oxford suka rubuta, an kiyasta cewa kusan kashi 20% na kadarorin duniya a halin yanzu ana sarrafa su ta hanyar da ta dace. Bugu da ƙari, wayar da kan al’amuran ESG ya karu sosai a cikin ‘yan shekarun nan, kamar yadda karuwa mai girma a cikin mahimmancin wannan yanayin. Wannan yanayin bai keɓanta ga masu saka hannun jari na cibiyoyi ba: Binciken Bincike na Campden na 2015 ya gano cewa kusan kashi 60% na manyan gidaje na Amurka suna kallon saka hannun jari na ESG azaman nau’in ƙarin samun kuɗi na dindindin.

Siffofin saka hannun jari na ESG

Yin la’akari da abubuwan ESG lokacin zuba jari na iya taimakawa wajen guje wa matsaloli a cikin dogon lokaci. Alal misali, kamfanin hakar ma’adinai shi ne mafi ƙarancin shiga kasuwar beyar idan yana da kyakkyawar manufar muhalli kuma ‘yan jarida ba za su iya yin zanen babban kamfani na masana’antu a cikin mummunan haske ba. Wani kamfani na masana’antu ba zai fuskanci yajin aiki daga ma’aikata ba idan ya yi musu adalci tare da la’akari da bukatunsu. Batutuwa masu alaƙa da gudanarwa ko mummunan tasirin kamfani akan muhalli na iya haifar da lahani maras misaltuwa ga suna, suna shafar riba, da rage farashin hannun jari. [taken magana id = “abin da aka makala_12022” align = “aligncenter” nisa = “921”]
Sa hannun jari na ESG a cikin kalmomi masu sauƙi - shin saka hannun jarin kore yana da fa'ida?Misali na abubuwan ESG[/taken magana] A gefe guda, saka hannun jarin ESG shine yuwuwar damar saka hannun jari. Misali, idan kamfani ya sami damar rage sawun carbon dinsa sosai idan aka kwatanta da masu fafatawa, amma a halin yanzu ba a nuna wannan a cikin farashin hannun jarinsa, kamfanin na iya zama jari mai ban sha’awa a nan gaba. Saka hannun jari na ESG, salon ko yanayin dogon lokaci, jagorar saka hannun jari: https://youtu.be/7ZgcX_1ERNg

Hatsari mai yuwuwa da yuwuwar riba

Yin lissafin abubuwan ESG baya bada garantin 100% na nasara. Hakanan za’a iya faɗi game da tsarin gargajiya na nazarin kasuwar musayar. Duk da haka, ma’auni don zuba jarurruka na zamantakewar al’umma na iya ƙara damar samun dawowa kan zuba jari a cikin dogon lokaci.
Sa hannun jari na ESG a cikin kalmomi masu sauƙi - shin saka hannun jarin kore yana da fa'ida?Zuba jari a cikin ESG ba tare da haɗari ba ne da damar da aka rasa. Masu zuba jari da ke da alhakin zamantakewa suna rasa babbar dama don kasuwanci da hannun jari na kamfanonin taba da barasa, don yin wasa akan “raguwa” da “ƙara”, da kuma haɗarin rasa riba mai yuwuwa yayin saka hannun jari a hannun jarin waɗannan kamfanoni. Haɗari a cikin mahallin saka hannun jari na ESG – abubuwan da ke da mahimmanci yayin yanke shawarar saka hannun jari: [taken magana id = “abin da aka makala_12024” align = “aligncenter” nisa = “942”]
Sa hannun jari na ESG a cikin kalmomi masu sauƙi - shin saka hannun jarin kore yana da fa'ida?Hadari a cikin mahallin ESG [/ taken]

Kamfanoni na cikin gida da na waje

Nemo mafi dacewa tafkin kamfanoni don zuba jari na ESG yana da wuyar gaske saboda mai saka jari yana buƙatar ciyar da lokaci mai yawa don nazarin sigogi, karanta labarai da nazarin kasuwannin jari. Yadda za a ƙayyade wane kamfani ne ESG kuma wanda ba haka bane? Kowace lokacin rahoto, kudade masu zaman kansu suna zana sigogi da kimar kamfanoni masu babban yuwuwar saka hannun jari na ESG. Masu zuba jari za su iya sanin kansu da bincike na kamfanonin zuba jari masu zuwa:

  1. MSCI.
  2. Dorewa.
  3. FTSE.
  4. Vigeo Eiris.
  5. ISS.
  6. TruValue Labs.
  7. RobecoSAM.
  8. Rikici.

[taken magana id = “abin da aka makala_12019” align = “aligncenter” nisa = “735”]
Sa hannun jari na ESG a cikin kalmomi masu sauƙi - shin saka hannun jarin kore yana da fa'ida?Matsakaicin ƙimar ESG a cikin kasuwar Amurka da adadin kamfanoni[/taken magana]

Masu tara ƙididdiga suna kimanta kamfanoni bisa ga ma’auni daban-daban, don haka ƙimar za ta iya bambanta sosai. Ya kamata a gina ƙarshen ƙarshe daga jimillar duk bayanan da aka yi nazari.

Misali, wani binciken da aka buga kwanan nan mai taken “2020 Edelman Trust Barometer Brands da Coronavirus” ya kalli ƙasashen da ke da mafi girman yawan kamfanoni waɗanda da son rai suke bin ƙa’idodin saka hannun jari na zamantakewa. China ce ta daya, Brazil ta biyu, sai Koriya ta Kudu ta uku. Dangane da kididdigar da aka gabatar, zamu iya kammala cewa kasuwannin hannayen jari na Gabashin Asiya da Kudancin Amurka nan ba da jimawa ba za su fara jawo hankalin masu saka hannun jari na ESG.
Sa hannun jari na ESG a cikin kalmomi masu sauƙi - shin saka hannun jarin kore yana da fa'ida?

Bayanan bayanai akan kamfanonin kasashen waje

“Bambance-bambance daga daidaitattun
ƙimar ESG ga kamfanonin waje.” Jadawalin yana nuna shahararrun kamfanoni waɗanda ke tsunduma cikin ayyukan masana’antu.
Sa hannun jari na ESG a cikin kalmomi masu sauƙi - shin saka hannun jarin kore yana da fa'ida?
Kimanta manyan “kattai” daga kudade na zuba jari daban-daban –
FTSE,
Sustainanalytics,
MSCI. An kimanta kamfanoni bisa ga ma’auni 4 – “ESG gaba ɗaya”, “Muhalli”, “Tasirin zamantakewa”, “Ingantacciyar Gudanarwa”.
Sa hannun jari na ESG a cikin kalmomi masu sauƙi - shin saka hannun jarin kore yana da fa'ida?
Duk da haka, bai kamata mutum ya yi imani da irin waɗannan karatun a makance ba. Mutane ne na gari waɗanda za su iya yin kuskure. Misali, a shekarar 2020, wata badakala ta barke. Kamfanin Belgian Solvay, wanda ke zubar da sharar sinadarai kai tsaye zuwa cikin teku, ya kasance a cikin mafi girman layi na ƙimar ESG bisa ga asusun saka hannun jari mai zaman kansa MSCI. Lokacin da aka fallasa labarin, hannun jarin Solvay ya ragu – kuma babban darajar bai taimaka ba. Saka hannun jari na ESG yana da ban sha’awa:
saka hannun jari na ESG

Kamfanonin gida – ESG zuba jari a Rasha

Hukumar RAEX-Europe mai zaman kanta ta tattara kimar ESG na kamfanonin Rasha. An buga binciken ne a ranar 15 ga Disamba. An rarraba wurare 10 na farko a tsakanin kamfanonin da suka fi dacewa. An dogara da kimantawa akan sharuɗɗa uku – E Rank, S Rank da G Rank.
Sa hannun jari na ESG a cikin kalmomi masu sauƙi - shin saka hannun jarin kore yana da fa'ida?Kasuwar hada-hadar kudi ta Rasha ta zamani tana sannu a hankali tana gabatar da tsarin saka hannun jari na zamantakewa. Kwanan nan, an ƙirƙiri kuɗaɗen da suka dace da ESG bisa tushen “Kattai” na Rasha RSHB, VTB da Sberbank, kuma a cikin Yuli 2020 Babban Bankin Tarayyar Rasha ya ba da cikakkun shawarwari game da aiwatar da ka’idodin saka hannun jari. Ya zuwa yanzu, na son rai ne na musamman. [taken magana id = “abin da aka makala_12018” align = “aligncenter” nisa = “606”]
Sa hannun jari na ESG a cikin kalmomi masu sauƙi - shin saka hannun jarin kore yana da fa'ida?Saka hannun jari na ESG a cikin Rasha – ƙimar kamfanoni[/taken magana]

Rahoton kudi na baya-bayan nan game da kudin shiga na VTB Capital Investments

A ranar 27 ga Satumba, VTB Capital ya kaddamar da asusun musayar musayar na 11, wanda ke zuba jari a hannun jari na kamfanonin Rasha tare da manufofin ESG mafi nasara a fannin zuba jari na zamantakewa. Ciniki a cikin hannun jari ya zama samuwa duka a lokacin rana da zaman maraice. Asusun Mutual na VTB yana da kyau ga masu saka hannun jari da ƙwararrun ƴan kasuwa waɗanda suka gwammace rufe ƙananan ciniki. Ana buga nazari na kamfanoni masu nasara masu nasara waɗanda ke aiwatar da aikin zuba jari na zamantakewar al’umma akai-akai akan gidan yanar gizon hukuma na VTB Capital. Kuna iya karanta rahotannin daki-daki ta hanyar bin hanyar haɗin yanar gizon – https://www.vtbcapital-am.ru/analititic/esgmonitor/ Rahotanni sun ƙunshi taƙaitaccen bayanan labarai tare da taƙaitaccen abun ciki. Masu amfani za su iya bin hanyar haɗin kai mai aiki kuma su karanta kowane labari. A ƙarshen kowane labarin, VTB yana ba da ra’ayi game da halin da ake ciki, da kuma hasashen abubuwan da zasu faru a nan gaba. A shafi na ƙarshe – ƙimar ESG na kamfanonin Rasha akan sikelin ABCD. A yanzu, VTB yana ba da fifiko ga Lukoil, Rosneft da riƙewar samar da Polymetal.

Bugu da kari

A ina kuma za ku iya samun bayanai masu amfani? Misali, a abubuwan da ake gudanarwa akai-akai a matsayin wani bangare na ci gaban kasuwancin cikin gida. A ranar 25 ga Nuwamba, 2021, manyan manajoji na manyan kamfanoni na cikin gida da cibiyoyin hada-hadar kudi da bashi sun yi magana a dandalin sadarwa na Vedomosti. Taken taron shine “EsG Zuba Jari a Rasha: Zuwa Tsarin Tattalin Arziki na Green”. [taken magana id = “abin da aka makala_12021” align = “aligncenter” nisa = “927”]
Sa hannun jari na ESG a cikin kalmomi masu sauƙi - shin saka hannun jarin kore yana da fa'ida?Menene manufar zuba jari mai alhakin[/taken magana] Ana samun rikodi na taron a https://events.vedomosti.ru/events/esg Don haka, mun yi la’akari da ɗaya daga cikin sabbin abubuwan da ke faruwa a cikin saka hannun jari na zamani. ESG hanya ce mai mahimmanci don tantance yuwuwar saka hannun jari. Ko da manyan kasuwannin hannayen jari sun fara la’akari da wannan ma’auni a cikin bincike. [taken magana id = “abin da aka makala_12023” align = “aligncenter” nisa = “902”]
Sa hannun jari na ESG a cikin kalmomi masu sauƙi - shin saka hannun jarin kore yana da fa'ida?Zuba jari mai alhakin zamantakewa yana da al’amura, bisa ga binciken manyan masu zuba jari daga kasashe 35[/ taken] A bayyane yake, dalilin dorewar zamantakewa, muhalli da masana’antu shine ba yanke hukunci ba. Duk da haka, a cikin dogon lokaci, wannan babbar dama ce don ƙarfafa nazarin halin yanzu.

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