ESG kuyika ndalama m’mawu osavuta – kodi ndalama zobiriwira ndizopindulitsa?

Makampani opanga zinthu padziko lonse lapansi akudziwa zambiri za momwe amagwirira ntchito zachilengedwe, zachikhalidwe komanso zamakhalidwe abwino. Msika wogulitsa ndalama wa ESG ukukula mosalekeza, koma si onse omwe ali ndi ndalama omwe amadziwa bwino lingaliro ili. Tiyeni tikambirane mwatsatanetsatane momwe anthu amakhalira ndi ndalama, perekani tanthauzo, komanso perekani mndandanda wamakampani apakhomo ndi akunja omwe ali ndi chidwi chachikulu pakugulitsa kwanthawi yayitali kwa ESG. [id id mawu = “attach_12017” align = “aligncenter” wide = “980”]
Mfundo zoyendetsera bwino chuma[/ mawu]

ESG ndi chiyani

Kuyika ndalama za ESG (zachilengedwe, zachikhalidwe, zaulamuliro) ndi mtundu wandalama wodalirika womwe umayika patsogolo kampani yomwe ili ndi vuto lochepa kwambiri la chilengedwe. Mwachidule, pamene osunga ndalama amagula magawo amakampani omwe:

1. Sawononga mlengalenga, biosphere ndi noosphere.
2. Amachitira bwino antchito awo ndi kuwalipira malipiro abwino.

Monga gawo la kukhazikitsidwa mwaufulu kwa mfundo za ESG, makampani akhoza kukhala mamembala a PRI Association. The Association akupanga kuimira zofuna za mnzake pokambirana ndi olamulira osiyanasiyana, maboma a mayiko ena, etc. M’malo mwake, kampani yomwe ikutenga nawo gawo ikuyenera kutsatira mfundo zazachuma zomwe zimakhudzidwa ndi anthu.

Zithunzi za ESG

1. “E”. “Choyera” : mlingo wa chitukuko cha matekinoloje opangira zachilengedwe omwe ali ndi zotsatira zabwino pa chilengedwe; zotsatira za kampani pa kusintha kwa nyengo; kuchuluka kwa mpweya wowonjezera kutentha womwe umatulutsa, kuchuluka kwa kugwiritsa ntchito zinthu zachilengedwe zochepa (madzi abwino, nkhalango, nyama zosowa, etc.).
2. “S”. “Social chigawo” : mlingo wa chitukuko cha anthu; jenda, kugonana ndi zaka za antchito; mikhalidwe yogwirira ntchito; ndalama m’mapulojekiti okhudzana ndi chikhalidwe cha anthu omwe cholinga chake ndi kuthandizira maphunziro opitilira ndi maphunziro a antchito.
3. “G”. “Management” (makhalidwe abizinesi) : kapangidwe ka bungwe, magwiridwe antchito a njira zoyendetsera kampani.

Ulamuliro wa Zachilengedwe, Zachikhalidwe ndi Zamakampani – ESG’s Megatrend Green Investments: https://youtu.be/L2PKBl8iUR4

Kafukufuku wa ESG

Kutchuka kwa njira ya ESG pakuyika ndalama kumathandizidwa ndi kafukufuku wambiri. Mu Whitepaper yolembedwa yochokera kwa Shareholder to Stakeholder yolembedwa ndi asayansi aku Oxford University, akuti pafupifupi 20% yazinthu zapadziko lonse lapansi pano zikuyendetsedwa moyenera. Kuphatikiza apo, kuzindikira za nkhani za ESG kwakula kwambiri m’zaka zaposachedwa, monga zikuwonetseredwa ndi kuwonjezeka kwakukulu kwakufunika kwa izi. Izi sizodziwika kwa osunga ndalama m’mabungwe: kafukufuku wa Campden Research wa 2015 adapeza kuti pafupifupi 60% ya mabanja omwe amapeza ndalama zambiri ku US amawona kugulitsa kwa ESG ngati njira yopezera ndalama zowonjezera.

Zambiri za ESG Investment

Kuganizira zinthu za ESG mukayika ndalama kungathandize kupewa mavuto pakapita nthawi. Mwachitsanzo, kampani ya migodi ndiyomwe ingalowe mumsika wa zimbalangondo ngati ili ndi ndondomeko yabwino ya chilengedwe ndipo atolankhani sangathe kujambula kampani yaikulu yopanga zinthu molakwika. Kampani ina yamakampani simakumana ndi sitiraka kwa ogwira ntchito ngati iwachitira chilungamo ndikuganizira zofuna zawo. Nkhani zokhudzana ndi kasamalidwe kapena kusokoneza kwamakampani pa chilengedwe zitha kuwononga mbiri, kusokoneza phindu, ndikuchepetsa kwambiri mtengo wagawo. [id id mawu = “attach_12022” align = “aligncenter” wide = “921”]
Chitsanzo cha zinthu za ESG[/caption] Kumbali ina, ndalama za ESG ndi mwayi wopeza ndalama. Mwachitsanzo, ngati kampani yatha kuchepetsa kwambiri mpweya wake wa carbon poyerekezera ndi omwe akupikisana nawo, koma izi sizikuwoneka pamtengo wa magawo ake, kampaniyo ikhoza kukhala ndalama zochititsa chidwi m’tsogolomu. Kuyika ndalama kwa ESG, mafashoni kapena zochitika zanthawi yayitali, kalozera wandalama: https://youtu.be/7ZgcX_1ERNg

Zowopsa zomwe zingatheke komanso phindu lomwe lingatheke

Kuwerengera zinthu za ESG sikupereka chitsimikizo cha 100% chakuchita bwino. Zomwezo zikhoza kunenedwa za njira yakale yowunikira msika wosinthanitsa. Komabe, njira zopezera ndalama zothandizira anthu zitha kukulitsa mwayi wopeza phindu pakapita nthawi.
Kuyika ndalama mu ESG sikuli kopanda zoopsa komanso mwayi wophonya. Osunga ndalama omwe ali ndi udindo pa chikhalidwe cha anthu akusowa mwayi waukulu wogula magawo a fodya ndi mowa, kusewera pa “kuchepa” ndi “kuwonjezeka”, komanso kutaya phindu lomwe lingakhalepo poika ndalama m’magawo a makampaniwa. Zowopsa pazachuma cha ESG – zinthu zomwe zimakhala zofunika popanga zisankho zandalama:

Makampani apakhomo ndi akunja

Kupeza dziwe lamakampani oyenera kwambiri pakuyika ndalama za ESG ndikovuta chifukwa wobwereketsa amafunika kuwononga nthawi yambiri akusanthula ma chart, kuwerenga nkhani komanso kuphunzira msika wamasheya. Momwe mungadziwire kuti ndi kampani iti ESG ndi yomwe si? Nthawi iliyonse yopereka lipoti, ndalama zodziyimira pawokha zimapanga ma chart ndi mavoti amakampani omwe ali ndi kuthekera kwakukulu kwa ndalama za ESG. Otsatsa atha kudziwa bwino kafukufuku wamabizinesi otsatirawa:

1. Mtengo wa MSCI.
2. Sustainlytics.
3. FTSE.
4. Vigeo Eiris.
5. ISS.
6. TruValue Labs.
7. RobecoSAM.
8. RepRisk.

[id id mawu = “attach_12019″ align=”aligncenter” wide=”735″]
Chiyerekezo cha ESG pamsika waku US ndi kuchuluka kwamakampani[/caption]

Opanga ma ratings amawunika makampani motengera njira zosiyanasiyana, kotero kuti mavotiwo amatha kusiyana kwambiri. Mawu omaliza ayenera kupangidwa kuchokera ku mfundo zonse zomwe zaphunziridwa.

Mwachitsanzo, kafukufuku waposachedwa wotchedwa “2020 Edelman Trust Barometer Brands and the Coronavirus” adayang’ana mayiko omwe ali ndi makampani ambiri omwe amatsatira modzifunira mfundo zoyendetsera ndalama mwanzeru. China idakhala yoyamba, Brazil yachiwiri, ndi South Korea yachitatu. Kutengera ziwerengero zomwe zaperekedwa, titha kunena kuti misika yamsika yaku East Asia ndi South America posachedwa iyamba kukopa osunga ndalama a ESG.

Infographics pamakampani akunja

“Kupatuka pamlingo wa
ESG wokhazikika wamakampani akunja.” Grafu ikuwonetsa makampani odziwika kwambiri omwe akuchita ntchito zopanga.

Kuwunika kwa “zimphona” zazikulu kuchokera ku ndalama zosiyanasiyana zogulitsa –
FTSE,
Sustainanalytics,
MSCI. Makampani adawunikidwa molingana ndi 4 – “ESG yonse”, “Environment”, “Social effect”, “Management Quality”.

Komabe, munthu sayenera kukhulupirira mwachimbulimbuli maphunziro oterowo. Ndi anthu wamba omwe amatha kulakwitsa. Mwachitsanzo, mu 2020, chiwopsezo chidayamba. Kampani yaku Belgian Solvay, yomwe imataya zinyalala zopanga mankhwala molunjika m’nyanja, inali pamzere wapamwamba kwambiri wa ESG malinga ndi thumba lodziyimira pawokha lazachuma la MSCI. Pamene chinyengocho chinawululidwa, katundu wa Solvay adatsika – ndipo chiwerengero chapamwamba sichinathandize. Kuyika ndalama kwa ESG ndikosangalatsa:
kuyika ndalama kwa ESG

Makampani apakhomo – ESG ndalama ku Russia

Bungwe lodziyimira pawokha la RAEX-Europe lapanga muyeso wa ESG wamakampani aku Russia. Phunzirolo linasindikizidwa pa December 15th. Malo 10 oyambirira adagawidwa pakati pa makampani omwe ali ndi chidwi kwambiri. Kuwunikaku kudatengera njira zitatu – E Rank, S Rank ndi G Rank.
Msika wamakono wazachuma waku Russia pang’onopang’ono ukuyambitsa dongosolo lazachuma lazachuma. Posachedwapa, ndalama zochokera ku ESG zidapangidwa pamaziko a “zimphona” zaku Russia za RSHB, VTB ndi Sberbank, ndipo mu Julayi 2020, Banki Yaikulu ya Chitaganya cha Russia idapereka malangizo mwatsatanetsatane pakugwiritsa ntchito mfundo zoyendetsera ndalama. Mpaka pano, iwo ndi odzifunira okha. [id id mawu = “attach_12018” align = “aligncenter” wide = “606”]
Mandalama a ESG ku Russia – kuchuluka kwamakampani[/ mawu]

Malingaliro a kampani VTB Capital Investments

Pa Seputembara 27, VTB Capital idakhazikitsa thumba la 11 la thumba lachiwongola dzanja, lomwe limayika ndalama m’magawo amakampani aku Russia omwe ali ndi mfundo zopambana kwambiri za ESG pazachuma chomwe chimayang’anira anthu. Kugulitsa m’magawo kudayamba kupezeka nthawi yamasana ndi madzulo. VTB Mutual Fund ndiyabwino kwa osunga ndalama komanso akatswiri ochita malonda omwe amakonda kutseka mabizinesi ang’onoang’ono. Kusanthula kwamakampani omwe angakhale ochita bwino omwe akugwiritsa ntchito njira zoyendetsera ndalama zosamalira anthu kumasindikizidwa pafupipafupi patsamba lovomerezeka la VTB Capital. Mutha kuwerenga malipotiwo mwatsatanetsatane potsatira ulalo – https://www.vtbcapital-am.ru/analititic/esgmonitor/ Malipotiwa ali ndi nkhani zazifupi zomwe zili ndi nkhani zazifupi. Ogwiritsa akhoza kutsata ulalo wokhazikika ndikuwerenga nkhani iliyonse. Pamapeto pa nkhani iliyonse, VTB imagawana maganizo ake pazochitikazo, komanso zowonetseratu zamtsogolo. Patsamba lomaliza – mlingo wa ESG wamakampani aku Russia pamlingo wa ABCD. Pakali pano, VTB imakonda Lukoil, Rosneft ndi Polymetal kupanga.

Kuphatikiza apo

Kodi ndi kuti kumene mungapeze mfundo zothandiza? Mwachitsanzo, pazochitika zomwe zimachitika nthawi zonse ngati gawo la chitukuko cha bizinesi yapakhomo. Pa Novembara 25, 2021, oyang’anira apamwamba amakampani akuluakulu apanyumba ndi mabungwe azachuma ndi ngongole adalankhula papulatifomu yolumikizirana ya Vedomosti. Mutu wa msonkhanowu ndi “Zachuma za ESG ku Russia: Kupititsa Pachuma Chobiriwira”. [id id mawu = “attach_12021” align = “aligncenter” wide = “927”]
Kodi mfundo zoyendetsera bwino ndalama zikutanthawuza chiyani[/caption] Zojambulidwa za msonkhanowu zikupezeka pa https://events.vedomosti.ru/events/esg ESG ndi njira yayikulu yowonera kuthekera kwa ndalama. Ngakhale misika yayikulu kwambiri yamsika idayamba kuganizira izi pakuwunika. Mwachiwonekere, zomwe zimapangitsa kuti anthu azikhala ndi moyo wathanzi, zachilengedwe komanso mafakitale ndi osatsimikiza. Komabe, m’kupita kwa nthawi, uwu ndi mwayi waukulu kulimbikitsa kusanthula kwamakono.