Utyalo-mali lwe-ESG kumagama alula – ngaba utyalo-mali oluluhlaza lunenzuzo?

Iinkampani zemveliso zamazwe ngamazwe ziya ziqonda ngakumbi ifuthe lazo lokusingqongileyo, intlalo kunye nemigaqo yokuziphatha. Imarike yotyalo-mali yeESG ikhula rhoqo, kodwa ayingabo bonke abatyali-mali abayaziyo le ngcamango. Makhe siqwalasele utyalo-mali olunoxanduva loluntu ngokweenkcukacha ezithe vetshe, sinike inkcazelo, kwaye sikwabonelela ngoluhlu lweenkampani zasekhaya nezangaphandle ezinomdla wotyalo-mali lwexesha elide lweESG.

Yintoni ESG

Utyalo-mali lwe-ESG (yendalo, ezentlalo, nolawulo) luhlobo lotyalo-mali olunenkathalo ngokwentlalo ebeka phambili iqumrhu elineempembelelo zokusingqongileyo eziphantsi. Ngamafutshane, xa abatyali-zimali bethenga izabelo zezo nkampani:

1. Aziyonakalisanga i-atmosphere, i-biosphere kunye ne-noosphere.
2. Babaphatha kakuhle abasebenzi babo kwaye babahlawula imivuzo efanelekileyo.

Njengenxalenye yokuphunyezwa ngokuzithandela komgaqo-nkqubo we-ESG, iinkampani zinokuba ngamalungu e-PRI Association. Umbutho uthembisa ukumela umdla weqabane kwingxoxo kunye nabalawuli abahlukeneyo, oorhulumente bamanye amazwe, njl. Ngembuyekezo, inkampani ethatha inxaxheba inyanzelekile ukuba ihambelane nemigaqo yotyalo-mali olunoxanduva loluntu.

Amacandelo e-ESG

1. “E”. “Coca” : inqanaba lophuhliso lobuchwephesha bokuvelisa indalo enefuthe elihle kwindawo engqongileyo; impembelelo yenkampani kutshintsho lwemozulu; ubungakanani beegesi zegreenhouse ezikhutshwayo, ubungakanani bokusetyenziswa kwemithombo yendalo enyiniweyo (amanzi amatsha, ihlathi, izilwanyana ezinqabileyo, njl. njl.).
2. “S”. “Icandelo lezentlalo” : inqanaba lophuhliso loluntu; isini, isini kunye nobudala beminyaka yabasebenzi; iimeko zokusebenza; utyalo-mali kwiiprojekthi zentlalontle ezijolise ekuxhaseni imfundo eqhubekayo noqeqesho lwabasebenzi.
3. “G”. “Ulawulo” (ukuziphatha kweshishini) : isakhiwo sombutho, ukusebenza kakuhle kwezicwangciso zokulawula inkampani.

Imo yokusiNgqongileyo, iNtlalo kunye noLawulo loShishino-ESG’s Megatrend Green Investments: https://youtu.be/L2PKBl8iUR4

Uphando ngeESG

Ukuthandwa kwendlela ye-ESG kutyalo-mali ixhaswa luphando oluninzi. Kwiphepha elimhlophe elibhaliweyo elisuka kuMnini-zabelo ukuya kuMbambiswano elibhalwe zizazinzulu zeYunivesithi yaseOxford, kuqikelelwa ukuba malunga ne-20% yee-asethi zehlabathi ngoku zilawulwa ngendlela enoxanduva loluntu. Ngaphezu koko, ulwazi lwemiba ye-ESG luye lwanda kakhulu kwiminyaka yakutshanje, njengoko kubonakaliswe kukwanda okumangalisayo kokubaluleka kwalo mkhwa. Lo mkhwa awukho kubatyali-mali bamaziko kuphela: uphando lwe-Campden lwe-2015 lufumene ukuba phantse i-60% yamakhaya ase-US anengeniso ephezulu ajonga utyalo-mali lwe-ESG njengendlela yengeniso eyongezelelweyo esisigxina.

Iimpawu zotyalo-mali lweESG

Ukuqwalasela izinto ze-ESG xa utyalo-mali lunokunceda ukuphepha iingxaki ekuhambeni kwexesha. Ngokomzekelo, inkampani yezimayini yinto encinci yokungena kwimarike yeebhere ukuba inomgaqo-nkqubo ophilileyo wokusingqongileyo kwaye umshicileli awukwazi ukupenda inkampani enkulu yokuvelisa ngokukhanya okubi. Enye inkampani yemizi-mveliso ayinakufane ijongane nogwayimbo lwabasebenzi ukuba ibaphethe kakuhle kwaye ithathela ingqalelo iimfuno zabo. Imiba enxulumene nolawulo okanye ifuthe elibi lenkampani kokusingqongileyo inokubangela umonakalo ongalungisekiyo kwisidima, ichaphazele ingeniso, kwaye icinezele kakhulu ixabiso lesabelo. Kwelinye icala, utyalo-mali lweESG ngamathuba otyalo-mali anokubakho. Ngokomzekelo, ukuba inkampani iye yakwazi ukunciphisa kakhulu i-carbon footprint xa kuthelekiswa nabakhuphisana nabo, kodwa oku akubonakali ngoku kwixabiso lezabelo zayo, inkampani inokuba lutyalo-mali olunomdla kwixesha elizayo. Utyalo-mali lweESG, ifashoni okanye intsingiselo yexesha elide, isikhokelo sotyalo-mali: https://youtu.be/7ZgcX_1ERNg

Imingcipheko enokwenzeka kunye nenzuzo enokwenzeka

Ukubalwa kweemeko ze-ESG akuniki siqinisekiso se-100% sempumelelo. Kunokuthiwa okufanayo malunga nendlela ye-classical yokuhlalutya imarike yokutshintshiselana. Nangona kunjalo, iindlela zotyalo-mali olunoxanduva loluntu zinokunyusa ithuba lokufumana imbuyekezo kutyalo-mali ekuhambeni kwexesha.
Ukutyala imali kwi-ESG akukho mngcipheko kunye namathuba alahlekileyo. Abatyali-zimali abanoxanduva loluntu baphoswa lithuba elihle lokurhweba izabelo zeenkampani zecuba kunye notywala, ukudlala “ukuncipha” kunye “nokwanda”, kwaye basengozini yokuphulukana nengeniso enokubakho xa kutyalwa imali kwizabelo zezi nkampani. Imingcipheko kumxholo wotyalo-mali lweESG – izinto ezibalulekileyo xa kusenziwa izigqibo zotyalo-mali:

Iinkampani zasekhaya nezangaphandle

Ukufumana eyona ndawo ifanelekileyo yeenkampani zotyalo-mali lwe-ESG kunzima kuba umtyali-mali kufuneka achithe ixesha elininzi ehlalutya iitshathi, ukufunda iindaba kunye nokufunda imarike yemasheya. Indlela yokufumanisa ukuba yeyiphi inkampani ye-ESG kwaye engeyiyo? Kwixesha ngalinye lokunika ingxelo, iimali ezizimeleyo zenza iitshathi kunye nemilinganiselo yeenkampani ezinesakhono esiphezulu sotyalo-mali lweESG. Abatyali-mali bangaziqhelanisa nophando lweefemu zotyalo-mali zilandelayo:

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

Abaqulunqi bereyithingi bavavanya iinkampani ngokweenqobo ezahlukeneyo, ngoko ke ukulinganisa kunokwahluka kakhulu. Isiphelo esibanzi kufuneka sakhiwe ngokusuka kulwazi olupheleleyo olufundiweyo.

Umzekelo, uphononongo olupapashwe kutshanje olunesihloko esithi “2020 Edelman Trust Barometer Brands kunye neCoronavirus” lijonge amazwe anelona nani liphezulu leenkampani ezithi ngokuzithandela zibambelele kwimigaqo yotyalo-mali olunoxanduva loluntu. I-China ibekwe kwindawo yokuqala, iBrazil ikwindawo yesibini, kunye noMzantsi Korea kwindawo yesithathu. Ngokusekwe kwiinkcukacha-manani ezibonisiweyo, sinokugqiba ukuba i-stock market yase-East Asia kunye neyoMzantsi Melika kungekudala iza kuqala ukutsala abatyali-mali be-ESG.

Infographics kwiinkampani zangaphandle

“Ukutenxa kumlinganiselo oqhelekileyo
weESG kwiinkampani zangaphandle.” Igrafu ibonisa awona maqumrhu adumileyo abandakanyeka kwimisebenzi yokuvelisa.

Ukuvavanywa kwe “iingxilimbela” ezinkulu ezivela kwiingxowa-mali ezahlukeneyo zotyalo-mali –
FTSE,
Sustainanalytics,
MSCI. Iinkampani zavavanywa ngokwemiqathango ye-4 – “ESG iyonke”, “Indalo”, “Impembelelo yeNtlalo”, “Umgangatho woLawulo”.

Noko ke, umntu akafanele azikholelwe ngokumfamekileyo ezo zifundo. Ngabantu abaqhelekileyo abakwaziyo ukwenza iimpazamo. Umzekelo, ngo-2020, kwavela ihlazo. Inkampani yaseBelgium iSolvay, elahla inkunkuma yemveliso yeekhemikhali ngokuthe ngqo elwandle, yayikwinqanaba eliphezulu le-ESG ngokwengxowa-mali yotyalo-mali ezimeleyo i-MSCI. Xa i-hoax yavezwa, isitokhwe sikaSolvay sehla – kwaye ukulinganisa okuphezulu akuzange kuncede. Utyalo-mali lweESG lunika umdla:
Utyalo- mali lweESG

Iinkampani zasekhaya – utyalo-mali lweESG eRashiya

I-arhente ezimeleyo i-RAEX-Yurophu iqulunqe ukulinganiswa kwe-ESG kweenkampani zaseRashiya. Uphononongo lupapashwe ngoDisemba 15. Iindawo ezili-10 zokuqala zasasazwa phakathi kwezo nkampani zinomdla kakhulu. Uvavanyo belusekwe kwiikhrayitheriya ezintathu – iRanki ye-E, inqanaba le-S kunye nenqanaba le-G.
Imarike yezemali yaseRashiya yanamhlanje ngokuthe ngcembe yazisa inkqubo yotyalo-mali olunoxanduva loluntu. Kutshanje, iimali ezijolise kwi-ESG zenziwe ngesiseko se-Russian “giants” RSHB, VTB kunye ne-Sberbank, kwaye ngoJulayi 2020 iBhanki Ephakathi yeRussian Federation yakhupha iingcebiso ezicacileyo malunga nokuphunyezwa kwemigaqo yotyalo-mali oluxanduva. Ukuza kuthi ga ngoku, bavolontiya kuphela. Ukurekhodwa kwenkomfa kufumaneka ku-https://events.vedomosti.ru/events/esg Ke, siqwalasele enye yeendlela zamva nje kutyalo-mali lwangoku. I-ESG yindlela enobuzaza yokuvavanya ukuba nokwenzeka kotyalo-mali. Nokuba iimarike ezinkulu zamasheya zaqala ukuthathela ingqalelo lo mgaqo kuhlalutyo. Ngokucacileyo, umba wozinzo lwentlalo, lokusingqongileyo kunye noshishino hayi isigqibo. Nangona kunjalo, kwixesha elide, eli lithuba elihle lokuqinisa uhlalutyo lwangoku.