I-ESG itshala imali ngamagama alula – ingabe ukutshalwa kwezimali okuluhlaza kunenzuzo?

Izinkampani ezikhiqizayo zamazwe ngamazwe ziya ngokuya ziqaphela umthelela wazo webhizinisi lezemvelo, inhlalo kanye nezimiso zokuziphatha. Imakethe yokutshala imali ye-ESG ikhula njalo, kodwa akubona bonke abatshalizimali abawazi lo mqondo. Ake sicabangele ukutshalwa kwezimali okunesibopho emphakathini ngokuningiliziwe, sinikeze incazelo, futhi sinikeze nohlu lwezinkampani zasekhaya nezangaphandle ezinentshisekelo enkulu yokutshalwa kwezimali kwe-ESG yesikhathi eside. [i-id yamagama-ncazo = “okunamathiselwe_12017″ align=”aligncenter” wide=”980″]
Izimiso zokutshala izimali ezibophezelekile emphakathini[/caption]

Yini i-ESG

Ukutshalwa kwezimali kwe-ESG (ezemvelo, kwezenhlalo, kwezokuphatha) kuwuhlobo lokutshalwa kwezimali olunesibopho emphakathini olubeka phambili inkampani enomthelela ophansi kwezemvelo. Kalula nje, lapho abatshalizimali bethenga amasheya alezo zinkampani:

1. Aziwoni umkhathi, i-biosphere kanye ne-noosphere.
2. Baphatha kahle abasebenzi babo futhi babakhokhele amaholo ahloniphekile.

Njengengxenye yokuqaliswa kokuzithandela kwenqubomgomo ye-ESG, izinkampani zingaba amalungu e-PRI Association. Inhlangano izibophezela ukumela izintshisekelo zozakwethu engxoxweni nabalawuli abahlukahlukene, ohulumeni bamanye amazwe, njll. Ngokubuyisela, inkampani ebambe iqhaza iphoqelekile ukuthi ihambisane nezimiso zokutshala izimali ezibophezelekile emphakathini.

Izingxenye ze-ESG

1. “E”. “Hlanza” : izinga lokuthuthukiswa kobuchwepheshe bokukhiqiza obunobungani bemvelo obunomthelela omuhle emvelweni; umthelela wenkampani ekuguquguqukeni kwesimo sezulu; inani lamagesi abamba ukushisa akhishwayo, inani lokusetshenziswa kwemithombo yemvelo elinganiselwe (amanzi ahlanzekile, ihlathi, izilwane ezingavamile, njll.).
2. “S”. “Ingxenye yomphakathi” : izinga lokuthuthukiswa komphakathi; ubulili, ubulili kanye neminyaka yabasebenzi; izimo zokusebenza; ukutshalwa kwezimali kumaphrojekthi omphakathi okuhloswe ngawo ukusekela imfundo eqhubekayo nokuqeqeshwa kwabasebenzi.
3. “G”. “Ukuphatha” (izimiso zokuziphatha zebhizinisi) : isakhiwo senhlangano, ukusebenza kahle kwamasu okuphatha inkampani.

Ezemvelo, Ukuphathwa Kwenhlalo Nebhizinisi – I-ESG’s Megatrend Green Investments: https://youtu.be/L2PKBl8iUR4

Ucwaningo nge-ESG

Ukuduma kwendlela ye-ESG ekutshaleni imali kusekelwa ucwaningo oluningi. Ephepheni Elimhlophe elibhaliwe elisuka kuMphathi Wamasheya liya kubabambiqhaza elibhalwe ososayensi baseNyuvesi yase-Oxford, kulinganiselwa ukuthi cishe u-20% wezimpahla zomhlaba wonke okwamanje ziphethwe ngendlela ebhekele umphakathi. Ngaphezu kwalokho, ukuqwashisa ngezindaba ze-ESG kuye kwanda kakhulu eminyakeni yamuva, njengoba kufakazelwa ukwanda okumangalisayo kokubaluleka kwalo mkhuba. Lo mkhuba awufani nabatshalizimali bezikhungo kuphela: ucwaningo lwe-Campden Research lwango-2015 lwathola ukuthi cishe u-60% wemizi yase-US eneholo eliphezulu ibheka ukutshalwa kwezimali kwe-ESG njengendlela yokuthola imali eyengeziwe unomphela.

Izici zokutshalwa kwezimali kwe-ESG

Ukucabangela izici ze-ESG lapho utshala imali kungasiza ekugwemeni izinkinga ngokuhamba kwesikhathi. Isibonelo, inkampani yezimayini inethuba elincane lokungena emakethe yamabhere uma inenqubomgomo ephusile yezemvelo futhi abezindaba abakwazi ukupenda inkampani enkulu ekhiqizayo ngendlela engafanele. Enye inkampani yezimboni mancane amathuba okuthi ibhekane neziteleka zabasebenzi uma ibaphatha kahle futhi ibhekelela izimfuno zabo. Izinkinga eziphathelene nokuphatha noma umthelela omubi wenkampani endaweni ezungezile zingabangela umonakalo ongenakulungiseka esithunzini, zithinte inzuzo, futhi zicindezele kakhulu intengo yamasheya. [i-id yamagama-ncazo = “okunamathiselwe_12022” align = “aligncenter” wide = “921”]
Isibonelo sezinto ze-ESG[/caption] Ngakolunye uhlangothi, ukutshalwa kwezimali kwe-ESG kungamathuba okutshala imali okungaba khona. Isibonelo, uma inkampani ikwazile ukunciphisa kakhulu i-carbon footprint uma iqhathaniswa nezimbangi, kodwa lokhu akubonakali ngentengo yamasheya ayo, inkampani ingase ibe utshalomali oluthakazelisayo esikhathini esizayo. Ukutshala imali kwe-ESG, imfashini noma ithrendi yesikhathi eside, umhlahlandlela wokutshala imali: https://youtu.be/7ZgcX_1ERNg

Izingozi ezingenzeka kanye nenzuzo engaba khona

Ukubalwa kwezinto ze-ESG akunikezi isiqinisekiso esingu-100% sempumelelo. Kungashiwo okufanayo mayelana nendlela ye-classical yokuhlaziya imakethe yokushintshanisa. Kodwa-ke, indlela yokutshala imali ebophezelekile emphakathini ingakhuphula ithuba lokuthola imbuyiselo ekutshalweni kwezimali ngokuhamba kwesikhathi.
Ukutshala imali ku-ESG akungenazo izingozi namathuba aphuthelwe. Abatshalizimali abanomthwalo wemfanelo emphakathini baphuthelwa yithuba elihle lokuhweba ngamasheya ezinkampani zikagwayi nezotshwala, ukudlala “ngokuncipha” kanye “nokwanda”, futhi basengozini yokulahlekelwa inzuzo engaba khona lapho betshala imali kumasheya alezi zinkampani. Izingozi kumongo wokutshalwa kwezimali kwe-ESG – izici ezibalulekile lapho kwenziwa izinqumo zokutshala izimali:

Izinkampani zasekhaya nezangaphandle

Ukuthola iqoqo lezinkampani ezifanele kakhulu zokutshalwa kwezimali kwe-ESG kunzima ngoba umtshali-zimali udinga ukuchitha isikhathi esiningi ehlaziya amashadi, efunda izindaba nokufunda imakethe yamasheya. Unganquma kanjani ukuthi iyiphi inkampani eyi-ESG nokuthi iyiphi engeyona? Isikhathi ngasinye sokubika, izimali ezizimele zenza amashadi nezilinganiso zezinkampani ezinamandla amakhulu okutshalwa kwezimali kwe-ESG. Abatshalizimali bangazijwayelanisa nocwaningo lwamafemu alandelayo okutshalwa kwezimali:

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

Abadidiyeli bezilinganiso bahlola izinkampani ngokwemibandela ehlukene, ngakho izilinganiso zingahluka kakhulu. Isiphetho esijwayelekile kufanele sakhiwe ngengqikithi yalo lonke ulwazi olufundiwe.

Isibonelo, ucwaningo olusanda kushicilelwa olunesihloko esithi “2020 Edelman Trust Barometer Brands and the Coronavirus” lubheke amazwe anenani eliphakeme kakhulu lezinkampani ezinamathela ngokuzithandela emigomeni yokutshala imali ngendlela efanele emphakathini. I-China ikleliswe endaweni yokuqala, iBrazil isendaweni yesibili, kwathi iSouth Korea yaba isithathu. Ngokusekelwe kwizibalo ezethulwe, singaphetha ngokuthi izimakethe zamasheya zaseMpumalanga Asia naseNingizimu Melika zizoqala ukuheha abatshalizimali be-ESG.

Infographics ezinkampanini zakwamanye amazwe

“Ukuphambuka
esilinganisweni esijwayelekile se-ESG sezinkampani zangaphandle.” Igrafu ikhombisa izinkampani ezidume kakhulu ezenza imisebenzi yokukhiqiza.

Ukuhlolwa “kwemidondoshiya” emikhulu evela ezikhwameni ezahlukene zokutshala –
FTSE,
Sustainanalytics,
MSCI. Izinkampani zahlolwa ngokwemibandela engu-4 – “ESG iyonke”, “Imvelo”, “Umphumela Womphakathi”, “Ikhwalithi yokuphatha”.

Nokho, umuntu akufanele akholelwe ngokuphuphutheka izifundo ezinjalo. Bangabantu abavamile abakwazi ukwenza amaphutha. Isibonelo, ngo-2020, kwaqubuka ihlazo. Inkampani yaseBelgium i-Solvay, elahla udoti okhiqizwa amakhemikhali ngokuqondile olwandle, ibisemgqeni ophezulu wesilinganiso se-ESG ngokusho kwesikhwama esizimele sokutshala imali i-MSCI. Lapho ubuqili buvezwa, isitokwe sikaSolvay sehla – futhi isilinganiso esiphezulu asizange sisize. Ukutshala imali kwe-ESG kuyathakazelisa:
Ukutshala imali kwe-ESG

Izinkampani zasekhaya – ukutshalwa kwezimali kwe-ESG eRussia

I-ejensi ezimele i-RAEX-Europe ihlanganise isilinganiso se-ESG sezinkampani zaseRussia. Ucwaningo lushicilelwe ngoDisemba 15. Izindawo zokuqala eziyishumi zasatshalaliswa phakathi kwalezo zinkampani ezinentshisekelo enkulu. Ukuhlola bekusekelwe kumibandela emithathu – E Rank, S Rank kanye ne G Rank.
Imakethe yezezimali yaseRussia yesimanje kancane kancane yethula uhlelo lokutshala imali olubhekelele umphakathi. Muva nje, izimali eziqondiswe ku-ESG zakhiwe ngesisekelo se-Russian “giants” RSHB, VTB kanye ne-Sberbank, futhi ngoJulayi 2020 iBhange Elikhulu LaseRussian Federation lakhipha izincomo ezinemininingwane mayelana nokuqaliswa kwezimiso zokutshala izimali ezinomthwalo wemfanelo. Kuze kube manje, bangamavolontiya kuphela. [i-id yamagama-ncazo = “okunamathiselwe_12018” align = “aligncenter” wide = “606”]
Ukutshalwa kwezimali kwe-ESG eRussia – isilinganiso sezinkampani[/ amazwibela]

Imininingwane mayelana nenkampani VTB Capital Investments

NgoSepthemba 27, i-VTB Capital yethula isikhwama se-11 esihwebelana ngokuhwebelana, esitshala emasheya ezinkampani zaseRussia ngenqubomgomo ye-ESG ephumelele kakhulu emkhakheni wokutshalwa kwezimali okunesibopho emphakathini. Ukuhweba ngamasheya kuye kwatholakala phakathi nezikhathi zasemini nakusihlwa. I-VTB Mutual Fund ilungele abatshalizimali abangenzi lutho nabahwebi abangochwepheshe abakhetha ukuvala amadili amancane. Izibalo zezinkampani ezingase ziphumelele ezisebenzisa umkhuba wokutshala izimali ezibophezelekile emphakathini zishicilelwa njalo kuwebhusayithi esemthethweni ye-VTB Capital. Ungafunda imibiko ngokuningiliziwe ngokulandela isixhumanisi – https://www.vtbcapital-am.ru/analititic/esgmonitor/ Imibiko iqukethe izingcaphuno zezindaba ezimfushane ezinokuqukethwe okufushane. Abasebenzisi bangalandela isixhumanisi esisebenzayo futhi bafunde noma yiziphi izindaba. Ekupheleni kwesihloko ngasinye, i-VTB ihlanganyela umbono wayo ngesimo, kanye nezibikezelo zezenzakalo ezizayo. Ekhasini lokugcina – isilinganiso se-ESG sezinkampani zaseRussia esikalini se-ABCD. Njengamanje, i-VTB ikhetha i-Lukoil, i-Rosneft kanye ne-Polymetal production holding.

Ukwengeza

Ungalutholaphi olunye ulwazi oluwusizo? Isibonelo, emicimbini ehlala ibanjwa njengengxenye yokuthuthukiswa kwebhizinisi lasekhaya. Ngomhla zingama-25 kuNovemba 2021, abaphathi abaphezulu bezinkampani zasekhaya ezinkulu nezikhungo zezezimali nezezikweletu bakhulume endaweni yokuxhumana ye-Vedomosti. Indikimba yengqungquthela ithi “I-ESG Investments in Russia: Towards a Green Economy”. [i-id yamagama-ncazo = “okunamathiselwe_12021” align = “aligncenter” wide = “927”]
Isho ukuthini inqubomgomo yokutshala imali ngendlela efanele[/caption] Ukurekhodwa kwengqungquthela kutholakala kokuthi https://events.vedomosti.ru/events/esg Ngakho-ke, sicabangele enye yezindlela zakamuva zokutshala imali. I-ESG iyindlela ebucayi yokuhlola ukuthi kungenzeka yini ukutshalwa kwezimali. Ngisho nezimakethe zamasheya ezinkulu kakhulu zaqala ukucabangela lo mbandela ekuhlaziyeni.

Ngokusobala, isici sokusimama komphakathi, imvelo kanye nezimboni hhayi isinqumo. Nokho, ngokuhamba kwesikhathi, leli yithuba elihle lokuqinisa ukuhlaziya kwamanje.