Environmental, social and governance (“ESG”) has become a major focus for investors in the mining space as a result of three major tailings dam failures. There has been a huge push, including from investors, to make a step change in the governance of mine tailings dams. A large impetus behind these efforts is coming from ESG minded European pension funds such as the Church of England and the Swedish National Pension Fund
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My June article explores some of the issues surrounding the wave of interest in sustainable business efforts and ESG from the perspective of an industry expert in the area. Should be of wide interest to investors and managers alike as the trend appears to be on the upswing across many industries
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We’ve already seen how identifying companies that are improving on the dimension of responsibility—before these behavioral changes have been “priced in” to their stocks by the market—can lead to opportunities. But that’s not the only reason for an active, hands-on approach. Fundamental research can enhance responsible portfolios in other ways, too
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Impact or Sustainable investing continues to build interest globally in every economic sector and geography. The practice, which has evolved over time from faith-based investing, began to take shape in the 2000s with the rise of double bottom line funds – investment vehicles focused on impact alongside financial returns
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Investing in companies that have favorable ratings on environmental, social and governance (ESG) issues has become increasingly popular. But investors might do better targeting companies with poor ESG ratings and a clear commitment to mend their ways
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