ESG kuisa mari mumashoko akareruka – kudyara kwegirinhi kunobatsira here?

Makambani ekugadzira epasi rese ari kuwedzera kuziva nezvezvakatipoteredza, zvemagariro uye maitiro ebhizinesi maitiro. Musika wekudyara ESG uri kuramba uchikura, asi havasi vese vanoita mari vanoziva nezveiyi pfungwa. Ngatifungei nezvekudyara zvine chekuita nemagariro mune zvakadzama, tipe tsananguro, uye zvakare tipe runyorwa rwemakambani epamba neekunze ayo ari anonyanya kufarira kune kwenguva refu ESG investimendi.

Chii chinonzi ESG

ESG (zvakatipoteredza, zvemagariro, zvekutonga) kudyara inzira yekudyara zvine chekuita nemagariro inoisa pamberi pekambani ine yakaderera kukanganisa kwezvakatipoteredza. Zvichitaurwa zviri nyore, kana varimi vatenga migove yemakambani aya anoti:

1. Ivo havaparadze mhepo, biosphere uye noosphere.
2. Vanobata vashandi vavo zvakanaka uye vanovapa mihoro yakanaka.

Sechikamu chekuzvidira kuita kweiyo ESG mutemo, makambani anogona kuve nhengo dzePRI Association. Sangano rinozvipira kumiririra zvinofarirwa nemumwe munhaurirano nevamiriri vakasiyana, hurumende dzedzimwe nyika, nezvimwe. Mukudzoka, kambani iri kutora chikamu inosungirwa kutevedzera misimboti yekudyara zvine chekuita nevanhu.

Zvikamu zveESG

1. “E”. “Yakachena” : nhanho yekuvandudzwa kwezvakatipoteredza zvekugadzira matekinoroji ane maitiro akanaka pane zvakatipoteredza; kukanganisa kwekambani pakushanduka kwemamiriro ekunze; huwandu hwemagasi egreenhouse akabudiswa, huwandu hwekushandiswa kwezviwanikwa zvishoma (mvura yakachena, sango, mhuka dzisingawanzo, nezvimwewo).
2. “S”. “Social component” : nhanho yekuvandudzwa kwevanhu; mukadzi, zvepabonde uye zera kuumbwa kwevashandi; mamiriro ekushanda; mari mumapurojekiti emagariro ane chinangwa chekutsigira dzidzo inoenderera uye kudzidziswa kwevashandi.
3. “G”. “Management” (Business Ethics) : Kurongeka kwesangano, kushanda kwemaitiro ekutungamira kwekambani.

Zvemagariro, Zvemagariro uye Hutongi hweMakambani – ESG’s Megatrend Green Investments: https://youtu.be/L2PKBl8iUR4

Tsvagiridzo yeESG

Kuzivikanwa kwemaitiro eESG mukudyara kunotsigirwa nekutsvagisa kwakawanda. MuWhitepaper yakanyorwa kubva kuShareholder kuenda kuStakeholder yakanyorwa nemasaenzi eOxford University, zvinofungidzirwa kuti chikamu che20% chemidziyo yepasi rose parizvino iri kutungamirwa nenzira ine hanya mumagariro. Uyezve, kuziva nezve ESG nyaya kwakawedzera zvakanyanya mumakore achangopfuura, sezvinoratidzwa nekuwedzera kunoshamisa kwekukosha kwechiitiko ichi. Maitiro aya haasi ega kune vanoisa mari mumasangano: a 2015 Campden Research ongororo yakawana kuti inoda kusvika 60% yedzimba dzepamusoro dzeUS dzinoona kudyara kweESG senzira yekuwedzera mari yechigarire.

Zvimiro zveESG investment

Kufunga nezve ESG zvinhu kana kuisa mari kunogona kubatsira kudzivirira matambudziko mukufamba kwenguva. Semuenzaniso, kambani yemugodhi ndiyo isingakwanisi kupinda mumusika webheya kana iine mutemo wakanaka wezvakatipoteredza uye mutori wenhau haugone kupenda kambani hombe yekugadzira nenzira isina kunaka. Imwe kambani yemaindasitiri kashoma kuti isangane nekuramwa mabasa kwevashandi kana ichivabata zvakanaka uye ichitarisa zvavanoda. Nyaya dzine chekuita nemaneja kana kukanganisa kwekambani pane zvakatipoteredza zvinogona kukonzera kukanganisa kusingagadzirike kumukurumbira, kukanganisa purofiti, uye kuderedza zvakanyanya mutengo wekugovana. Kune rimwe divi, ESG investimendi ndiyo mikana yekudyara. Semuenzaniso, kana kambani yakakwanisa kudzikisa zvakanyanya kabhoni tsoka yayo kana ichienzaniswa nevakwikwidzi, asi izvi hazvisati zvaratidzwa mumutengo wemasheya ayo, kambani inogona kuve inonakidza mari mune ramangwana. ESG kuisa mari, fashoni kana yenguva refu, gwara rekudyara: https://youtu.be/7ZgcX_1ERNg

Njodzi dzinogona kuitika uye kuita purofiti

Accounting yeESG zvinhu haipe 100% vimbiso yekubudirira. Izvo zvinogona kutaurwa nezve classical nzira yekuongorora musika wekutsinhana. Nekudaro, maitiro ekudyara zvine chekuita nemagariro anogona kuwedzera mukana wekuwana kudzoka pakudyara nekufamba kwenguva.
Kuisa mari muESG hakuna njodzi uye mikana yakarasika. Vanoisa mari mumagariro evanhu vari kurasikirwa nemukana mukuru wekutengesa migove yemakambani efodya nedoro, kutamba pane “kuderera” uye “kuwedzera”, uye zvakare panjodzi yekurasikirwa nepurofiti yaungaite kana uchiisa mari muzvikamu zvemakambani aya. Njodzi mumamiriro ekudyara kweESG – zvinhu zvakakosha pakuita sarudzo dzekudyara:

Makambani emumba neekunze

Kuwana dziva rakakodzera kwazvo remakambani ekudyara ESG kwakaoma nekuti investor anofanirwa kushandisa yakawanda nguva achiongorora machati, kuverenga nhau uye kudzidza musika wemasheya. Nzira yekuziva kuti ndeipi kambani iri ESG uye isiri iyo? Nguva yega yega yekubika, mari yakazvimirira inogadzira machati uye zviyero zvemakambani ane mukana wepamusoro wekudyara ESG. Vagadziri vemari vanogona kujairana nekutsvagisa kweanotevera mafemu ekudyara:

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

Vagadziri vezviyero vanoongorora makambani zvichienderana neakasiyana maitiro, saka zviyero zvinogona kusiyana zvakanyanya. Mhedziso yakajairika inofanira kuvakwa kubva kune yakazara yeruzivo rwese rwakadzidzwa.

Semuyenzaniso, chidzidzo chakangoburwa chakanzi “2020 Edelman Trust Barometer Brands uye Coronavirus” yakatarisa nyika dzine nhamba yepamusoro yemakambani anoomerera nekuzvidira kumisimboti yekudyara zvine chekuita nemagariro. China yakaita pekutanga, Brazil yechipiri, uye South Korea yechitatu. Zvichienderana nenhamba dzakaratidzwa, tinogona kugumisa kuti East Asia neSouth America misika yemasheya ichakurumidza kutanga kukwezva vatengesi veESG.

Infographics pamakambani ekunze

“Kutsauka kubva pachiyero
cheESG chemakambani ekunze.” Girafu inoratidza makambani anozivikanwa zvikuru ari kuita mabasa ekugadzira.

Kuongororwa kwe “hofori” dzakakura kubva kune dzakasiyana mari dzekudyara –
FTSE,
Sustainanalytics,
MSCI. Makambani akaongororwa maererano ne4 maitiro – “ESG yese”, “Environment”, “Social effect”, “Management quality”.

Zvisinei, munhu haafaniri kungotenda zvidzidzo zvakadaro. Ivo vanhuwo zvavo vanogona kukanganisa. Semuenzaniso, muna 2020, kunyomba kwakatanga. Kambani yeBelgian Solvay, iyo inorasa tsvina yekugadzira makemikari yakananga mugungwa, yaive mumutsara wepamusoro wechiyero cheESG zvinoenderana nehomwe yekudyara yakazvimirira MSCI. Pakafumurwa manyepo, stock yeSolvay yakadzikira – uye mwero wepamusoro hauna kubatsira. ESG kuisa mari inonakidza:
ESG kuisa mari

Makambani emumba – ESG Investment muRussia

Iyo yakazvimirira agency RAEX-Europe yakanyora chiyero cheESG chemakambani ekuRussia. Chidzidzo chacho chakabudiswa musi waDecember 15. Nzvimbo gumi dzokutanga dzakagoverwa pakati peaya makambani ari efariro huru. Ongororo iyi yaive yakavakirwa pamatanho matatu – E Rank, S Rank uye G Rank.
Musika wemazuva ano wemari weRussia uri kuunza zvishoma nezvishoma hurongwa hwekudyara kwevanhu. Nguva pfupi yadarika, mari yakanangana neESG yakagadzirwa pahwaro hweRussia “hofori” RSHB, VTB uye Sberbank, uye muna Chikunguru 2020 Central Bank yeRussian Federation yakapa mazano akadzama ekushandisa misimboti yekuisa mari. Kusvika pari zvino, vanongozvipira chete. Kurekodhwa kwemusangano kunowanikwa pa https://events.vedomosti.ru/events/esg Saka, tafunga nezveimwe yemazuva ano maitiro ekudyara mari. ESG inzira yakakomba yekuongorora kugona kwekudyara. Kunyange misika mikuru yemasheya yakatanga kutora chikamu ichi mukuongorora. Zviripachena, chikonzero chekugarisa kwevanhu, nharaunda uye maindasitiri kwete kusarudza. Zvisinei, munguva refu, iyi ndiyo mukana mukuru wekusimbisa kuongorora ikozvino.