ARTICLES

The ESG Factor Magazine – Q4 2022
On Sunday, football fans, including myself, were lucky to witness one of the all time great world cup finals. Football really is the beautiful game.
The refereeing on the other hand, over the course of the tournament, was well below par. To the point where it seems we are left questioning what the rules are now, because of the lack of consistency in terms of how referees are applying the rules.
The investment industry faces a similar challenge in 2023 and beyond, with the need for much greater consistency in the application of the sustainable finance regulation.

The ESG Factor Magazine – Q3 2022
There is an ancient Taoist principle called WuWei, which represents
the idea of effortless action. It literally translates as “non-action” or
“no action”; but it doesn’t mean doing nothing. The philosopher Alan
Watts describes it as ‘not forcing’ – ‘It is not cultivated passivity, or
cultivated spontaneity. It is the art of sailing, rather the art of rowing.’
Instead, one lunatic at the head of an exceptional long table in Russia decided to launch a “special military operation” – not a war, repeat, not a war – against Ukraine.

The ESG Factor Magazine – Q2 2022
After almost two years of battling a global pandemic, one could be forgiven for thinking that we might emerge as a species united by an increased sense of the value of life. Wishful thinking.
Instead, one lunatic at the head of an exceptional long table in Russia decided to launch a “special military operation” – not a war, repeat, not a war – against Ukraine.

What is the temperature of your portfolio?
The carbon neutral program’s aim is to help catalyze the shift toward a carbon neutral economy and alignment with the Paris Agreement (limiting global warming to 1.5°C). By increasing awareness among capital allocators of funds that are actually carbon neutral, we can remove some of the noise around carbon neutrality, and other funds will be encouraged to follow suit. Credible decarbonisation of portfolios is a must.

Air Quality – Health & Wellbeing in the Built Environment
In developed countries, people spend approximately 90% of their time indoors, meaning that the quality of the built environment is essential to human health and wellbeing. Consider a few of these options to keep your home and workplace safe and healthy.

How big is big enough?
The investment world also has a few super massive corporations today. The similarities with these large stars are striking. To many observers, much like the massive stars, such companies look wonderfully positioned with strong growth rates. What’s bubbling beneath this glowing surface, however, is usually a precarious balance between rising risks at the core and growth at the surface that likely will be incrementally harder to come by.