ESG gushora mumagambo yoroshye – ishoramari ryatsi ryunguka?

Amasosiyete mpuzamahanga akora inganda arushaho kumenya ingaruka z’ubucuruzi bw’ibidukikije, imibereho myiza n’imyitwarire. Isoko ryishoramari rya ESG rihora ryiyongera, ariko ntabwo abashoramari bose bamenyereye iki gitekerezo. Reka dusuzume ishoramari rishinzwe gushora imari muburyo burambuye, dutange ibisobanuro, kandi tunatanga urutonde rwibigo byimbere mu gihugu ndetse n’amahanga bifitemo inyungu nyinshi mu ishoramari rirambye rya ESG.
Amahame yishoramari rishinzwe imibereho myiza [/ caption]

ESG ni iki

Ishoramari rya ESG (ibidukikije, imibereho myiza, imiyoborere) nuburyo bwishoramari rishinzwe imibereho myiza ishyira imbere isosiyete ifite ingaruka nke kubidukikije. Muri make, iyo abashoramari baguze imigabane yibi bigo ko:

1. Ntabwo yangiza ikirere, urusobe rw’ibinyabuzima hamwe n’isi.
2. Bafata abakozi babo neza kandi babaha umushahara mwiza.

Mu rwego rwo gushyira mu bikorwa ubushake bwa politiki ya ESG, ibigo birashobora kuba abanyamuryango b’ishyirahamwe PRI. Ishyirahamwe ryiyemeje guhagararira inyungu z’umufatanyabikorwa mu biganiro n’ubuyobozi butandukanye, guverinoma z’ibindi bihugu, nibindi. Bisubiye, isosiyete yitabiriye igomba kubahiriza amahame yishoramari rishinzwe imibereho.

Ibigize ESG

1. “E”. “Isuku” : urwego rwiterambere ryiterambere ryibidukikije byangiza ibidukikije bigira ingaruka nziza kubidukikije; ingaruka z’isosiyete ku mihindagurikire y’ikirere; ingano ya gaze ya parike yasohotse, ingano yo gukoresha umutungo kamere muto (amazi meza, ishyamba, inyamaswa zidasanzwe, nibindi).
2. “S”. “Ibigize imibereho” : urwego rwiterambere ryimibereho; igitsina, igitsina n’imyaka y’abakozi; imiterere y’akazi; ishoramari mu mishinga igamije gushyigikira uburezi buhoraho n’amahugurwa y’abakozi.
3. “G”. “Ubuyobozi” (imyitwarire yubucuruzi) : imiterere yubuyobozi, imikorere yingamba zo gucunga ibigo.

Imiyoborere y’Ibidukikije, Imibereho Myiza y’Abaturage – Ishoramari rya Megatrend rya ESG: https://youtu.be/L2PKBl8iUR4

Ubushakashatsi kuri ESG

Icyamamare cyuburyo bwa ESG mugushora imari bushigikirwa nubushakashatsi bwinshi. Muri Whitepaper yanditse kuva ku banyamigabane kugeza ku bafatanyabikorwa yanditswe n’abahanga bo muri kaminuza ya Oxford, bivugwa ko kuri ubu 20% by’umutungo w’isi ucungwa mu buryo bushinzwe imibereho. Byongeye kandi, kumenya ibibazo bya ESG byiyongereye cyane mu myaka yashize, nkuko bigaragazwa n’ubwiyongere bukabije bw’akamaro k’iki cyerekezo. Iyi nzira ntabwo yihariye abashoramari b’ibigo: Ubushakashatsi bwakozwe na Campden mu mwaka wa 2015 bwerekanye ko hafi 60% by’ingo zinjiza amafaranga menshi muri Amerika babona ishoramari rya ESG nk’uburyo bwo kwinjiza amafaranga ahoraho.

Ibiranga ishoramari rya ESG

Urebye ibintu bya ESG mugihe ishoramari rishobora gufasha kwirinda ibibazo mugihe kirekire. Kurugero, isosiyete icukura amabuye y’agaciro ntabwo ishobora kujya mu isoko ry’idubu niba ifite politiki y’ibidukikije kandi itangazamakuru ntirishobora gusiga irangi uruganda runini rukora ibintu nabi. Indi sosiyete yinganda ntishobora guhura n’abakozi mu gihe ibifata neza kandi ikita ku nyungu zabo. Ibibazo bijyanye nubuyobozi cyangwa ingaruka mbi yisosiyete kubidukikije irashobora kwangiza ibyangiritse bidasubirwaho kwizina, bigira ingaruka kumyungu, no kugabanya cyane igiciro cyimigabane. [ibisobanuro id = “umugereka_12022” align = “aligncenter” ubugari = “921”]
Urugero rwibintu bya ESG [/ caption] Kurundi ruhande, ishoramari rya ESG ni amahirwe yo gushora imari. Kurugero, niba isosiyete yarashoboye kugabanya cyane ikirenge cyayo cya karubone ugereranije nabanywanyi, ariko ibi ntibigaragara mubiciro byimigabane yayo, isosiyete irashobora guhinduka ishoramari rishimishije mugihe kizaza. Ishoramari rya ESG, imyambarire cyangwa icyerekezo kirekire, ubuyobozi bwishoramari: https://youtu.be/7ZgcX_1ERNg

Ingaruka zishoboka hamwe ninyungu zishobora kubaho

Kubara ibintu bya ESG ntabwo bitanga garanti 100% yo gutsinda. Ikintu kimwe gishobora kuvugwa kubijyanye nuburyo bwa kera bwo gusesengura isoko ryivunjisha. Nyamara, ibipimo byishoramari rishinzwe imibereho myiza bishobora kongera amahirwe yo kubona inyungu kubushoramari mugihe kirekire.
Gushora imari muri ESG ntabwo ari ingaruka kandi wabuze amahirwe. Abashoramari bafite inshingano mu mibereho yabo babuze amahirwe akomeye yo gucuruza imigabane y’amasosiyete y’itabi n’inzoga, kugira uruhare mu “kugabanuka” no “kwiyongera”, ndetse bakanatakaza inyungu zishobora guterwa n’ishoramari mu migabane y’ibi bigo. Ingaruka mu rwego rwo gushora imari ya ESG – ibintu byingenzi mugihe ufata ibyemezo byishoramari:
Ingaruka murwego rwa ESG [/ caption]

Ibigo byo mu gihugu no hanze

Kubona ikidendezi gikwiye cyibigo byishoramari rya ESG biragoye kuko umushoramari akeneye kumara umwanya munini asesengura imbonerahamwe, gusoma amakuru no kwiga isoko ryimigabane. Nigute ushobora kumenya isosiyete ESG niyihe itariyo? Buri gihe cyo gutanga raporo, amafaranga yigenga akora imbonerahamwe hamwe nu amanota y’ibigo bifite amahirwe menshi yo gushora imari ya ESG. Abashoramari barashobora kumenyera ubushakashatsi bwibigo bikurikira byishoramari:

1. MSCI.
2. Sustainalytics.
3. FTSE.
4. Vigeo Eiris.
5. ISS.
6. Laboratoire Yukuri.
7. RobecoSAM.
8. Gusubiramo.

Impuzandengo ya ESG ku isoko ryo muri Amerika n’umubare w’amasosiyete [/ caption]

Abakora amanota basuzuma ibigo ukurikije ibipimo bitandukanye, bityo amanota arashobora gutandukana cyane. Umwanzuro rusange ugomba kubakwa uhereye kumubare wamakuru yose yize.

Kurugero, ubushakashatsi buherutse gusohoka bwiswe “2020 Edelman Trust Barometer Brands na Coronavirus” bwarebye ibihugu bifite umubare munini wibigo byubahiriza kubushake amahame yishoramari rishinzwe imibereho myiza. Ubushinwa bwashyize ku mwanya wa mbere, Burezili ku mwanya wa kabiri, Koreya y’Epfo iba iya gatatu. Dushingiye ku mibare yatanzwe, dushobora kwemeza ko amasoko y’imigabane yo muri Aziya y’iburasirazuba no muri Amerika yepfo azatangira gukurura abashoramari ba ESG.

Infografiya ku masosiyete yo hanze

“Gutandukana ku gipimo gisanzwe cya
ESG ku masosiyete yo mu mahanga.” Igishushanyo cyerekana ibigo bizwi cyane bikora ibikorwa byo gukora.

Isuzuma ry ‘”ibihangange” binini biva mu kigega cyishoramari –
FTSE,
Sustainanalytics,
MSCI. Ibigo byasuzumwe hakurikijwe ibipimo 4 – “ESG muri rusange”, “Ibidukikije”, “Ingaruka mbonezamubano”, “Ubwiza bw’Ubuyobozi”.

Ariko, umuntu ntagomba kwizera buhumyi ubushakashatsi. Ni abantu basanzwe bashobora gukora amakosa. Kurugero, muri 2020, havutse urukozasoni. Isosiyete yo mu Bubiligi Solvay, ijugunya imyanda ikomoka ku miti mu nyanja, yari ku murongo wo hejuru wa ESG nk’uko ikigega cy’ishoramari cyigenga MSCI kibitangaza. Igihe ibinyoma byagaragaye, ububiko bwa Solvay bwaragabanutse – kandi urwego rwo hejuru ntirwigeze rufasha. Ishoramari rya ESG rirashimishije:
Ishoramari rya ESG

Ibigo byo mu gihugu – Ishoramari rya ESG mu Burusiya

Ikigo cyigenga RAEX-Uburayi cyakoze igipimo cya ESG cy’amasosiyete yo mu Burusiya. Ubushakashatsi bwashyizwe ahagaragara ku ya 15 Ukuboza. Imyanya 10 yambere yatanzwe muri ayo masosiyete afite inyungu nyinshi. Isuzuma ryashingiye ku ngingo eshatu – E Rank, S Rank na G Rank.
Isoko ry’imari rya kijyambere ry’Uburusiya ririmo gutangiza buhoro buhoro gahunda y’ishoramari rishinzwe imibereho. Vuba aha, amafaranga ashingiye kuri ESG yashizweho hashingiwe ku “bihangange” by’Uburusiya RSHB, VTB na Sberbank, maze muri Nyakanga 2020 Banki Nkuru y’Uburusiya itanga ibyifuzo birambuye ku gushyira mu bikorwa amahame y’ishoramari rishinzwe. Kugeza ubu, ni ubushake gusa. [ibisobanuro id = “umugereka_12018” align = “aligncenter” ubugari = “606”]
Ishoramari rya ESG mu Burusiya – igipimo cy’amasosiyete [/ caption]

Incamake yishoramari rya VTB

Ku ya 27 Nzeri, VTB Capital yatangije ikigega cya 11 cyagurishijwe mu bucuruzi, gishora imari mu migabane y’amasosiyete yo mu Burusiya hamwe na politiki ya ESG yatsinze cyane mu bijyanye n’ishoramari rishinzwe imibereho myiza. Gucuruza imigabane byabonetse haba kumanywa nimugoroba. Ikigega cya VTB ni cyiza kubashoramari bonyine n’abacuruzi babigize umwuga bahitamo gufunga amasezerano mato. Isesengura ryamasosiyete ashobora gutsinda neza ashyira mubikorwa imyitozo yishoramari ashinzwe imibereho itangazwa buri gihe kurubuga rwemewe rwa VTB Capital. Urashobora gusoma raporo muburyo burambuye ukurikira umurongo – https://www.vtbcapital-am.ru/analititic/esgmonitor/ Raporo zirimo ibice bigufi byamakuru bikubiyemo ibintu bigufi. Abakoresha barashobora gukurikira umurongo ukora kandi bagasoma amakuru ayo ari yo yose. Mu gusoza buri ngingo, VTB isangira igitekerezo cyayo uko ibintu bimeze, ndetse n’ibiteganijwe ku bihe biri imbere. Kurupapuro rwanyuma – amanota ya ESG yamasosiyete yuburusiya kurwego rwa ABCD. Kuri ubu, VTB ihitamo Lukoil, Rosneft hamwe nu musaruro wa Polymetal.

Byongeye kandi

Nihehe handi ushobora kubona amakuru yingirakamaro? Kurugero, mubirori bikorwa buri gihe murwego rwo guteza imbere ubucuruzi bwimbere mu gihugu. Ku ya 25 Ugushyingo 2021, abayobozi bakuru b’amasosiyete akomeye yo mu gihugu ndetse n’ibigo by’imari n’inguzanyo bavugiye ku rubuga rw’itumanaho rwa Vedomosti. Insanganyamatsiko y’inama ni “Ishoramari rya ESG mu Burusiya: Kubijyanye n’ubukungu bw’icyatsi”. [ibisobanuro id = “umugereka_12021” align = “aligncenter” ubugari = “927”]
Politiki yo gushora imari isobanura iki [/ caption] Gufata amajwi y’inama biraboneka kuri https://events.vedomosti.ru/events/esg Noneho, twasuzumye imwe mu nzira zigezweho mu ishoramari rigezweho. ESG nuburyo bukomeye bwo gusuzuma niba ishoramari rishoboka. Ndetse n’amasoko manini manini yatangiye kuzirikana iki gipimo mu isesengura. .
_ ntabwo ari umwanzuro. Ariko, mugihe kirekire, aya ni amahirwe akomeye yo gushimangira isesengura ryubu.