Denying climate change won’t alter changing investment landscape

Here’s the intro from this article by Ian Simm: For those who deal in the universal currency of facts, the extreme polarisation of views on climate issues makes no sense. The political narrative that climate change is a “hoax” willfully ignores economic reality. Against a backdrop of rapidly expanding demand for energy, the competitiveness of…

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First batch of CSRD reports have issues

Here’s a note from Maria Tymtsias: After reviewing several reports and discussing them with practitioners inside the community, one thing is clear: the reality of CSRD implementation doesn’t always match our expectations. Here are some of the points highlighted: 🔹 Materiality assessments: a black box? We expected clear methodologies, thresholds, and explanations. Instead, some reports…

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A list of 13 new ESRS sustainability statements

Here is a list of 13 freshly published compliant ESRS sustainability statements courtesy of this note from Maria Tymtsias: Here is a list of 13 freshly published compliant ESRS sustainability statements: 1. Tryg (Insurance) 2. Netcompany (IT Services) 3. DSV – Global Transport and Logistics (Transportation) 4. Novo Nordisk (Healthcare) 5. Demant (Healthcare) 6. Vestas…

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A few decks about ESG engagement to consider

– A trio of decks to consider about ESG engagement practices. Nawar Alsaadi has been kind enough to post this deck on SlideShare about ESG engagement. Even better is the deck that Nawar has embedded in this LinkedIn post. It covers: – ESG engagement best practices in different asset classes (and different countries) – Aggregates…

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How does biodiversity loss impact financial stability?

This article entitled “Exploring the links between biodiversity loss and financial stability” from Ma Jun and Nick Robin describes the need for a systematic approach by central banks and financial supervisors to biodiversity. Here’s an excerpt: To drive this forward, a new study group on Biodiversity and Financial Stability has been launched by the Network…

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24 U.S. States commit to Paris Agreement goals

Here’s news from “ESG Today: The US Climate Alliance, a net zero-focused group of 24 U.S. state governors, announced the publication of a letter to UN Climate Change Executive Secretary Simon Stiell, indicating that they plan to remain committed to the U.S.’ Paris Agreement goals, despite President Trump’s announced withdrawal from the international climate accord.…

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Trump acts to roll back DEI initiatives

Here’s a summary of this Sullivan & Cromwell memo: President Trump has taken swift and significant actions to roll back DEI programs and initiatives through executive orders. The executive orders direct federal government agencies to identify private sector companies with “egregious and discriminatory” DEI programs, signaling potential investigations of publicly traded corporations and large non-profits…

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US announces withdrawal from Paris Agreement

Here’s the intro from this Columbia Law School note: “President Trump has announced his intention to withdraw the U.S. from the Paris Agreement – the global accord which implements the objectives of the United Nations Framework Convention on Climate Change. Under the agreement, the U.S. had previously submitted a Nationally Determined Contribution (NDC) in which…

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The relationship between employee diversity and stock performance

Here’s a note from Alex Edmans: Most studies on diversity focus on the boardroom, because that’s where the data is easiest to gather. A new paper, just accepted for publication in Financial Management, studies diversity in the workforce, extracting demographic data from employee profiles and resumes from online sources such as LinkedIn. The authors find…

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