Dag A.D. MESSELT – Page 5

22 Apr 21

Nordic ESG Research Report – Norwegian Hydroelectric Power companies

Nordic ESG Research Report – Norwegian Hydroelectric Power companies If you invest in Nordic Investment Grade bonds, either directly or indirectly through funds or you are simply interested in renewable energy or the Nordics, this is for you and maybe even for your clients. Did you know that Norway has close to 50% of the hydroelectric […]

11 Apr 21

How ESG* analysts should think – Dilemmas in the renewable energy utility sector

How ESG* analysts should think – Dilemmas in the renewable energy utility sector We have just finished an ESG sector research report on the Norwegian hydroelectric power producers. The descriptive sector report with some of our conclusions can be found here: https://sustainax.docsend.com/view/4yht7yqepwbkymf5 There are a certain number of dilemmas that an ESG analyst stumble over […]

19 Mar 21

ESG* integration – What is the main value of an ESG score or ESG rating?

ESG* integration – What is the main value of an ESG score or ESG rating? ESG score or ESG rating vs Credit rating? Some consider that an ESG score or ESG rating should be used and treated as a Credit rating. The first question then is how do you use a credit rating? It is […]

11 Mar 21

Regulation – WE DID IT! The 10/3 deadline of the SFDR Level 1 is history!

Regulation – WE DID IT! The 10/3 deadline of the SFDR Level 1 is history! Late yesterday night we finished the work to ensure compliance with the SFDR Level 1 for our clients, including the big ones. The steps in this SFDR Level 1 process: Ensure that the SFDR Level 1 and the end target […]

19 Feb 21

Regulation – 101 SFDR Implications – Brace for BIG change in the asset management sector

Regulation – 101 SFDR Implications – Brace for BIG change in the asset management sector Here we are, some weeks to go to align with the SFDR Level 1 requirements. The date to respect is 10 March 2021. SFDR Level 1 is to a large extent focusing on integrating sustainability risks and adverse impacts plus […]

08 Feb 21

ESG* integration – Do most asset managers only pretend? Voluntarily or involuntarily?

ESG* integration – Do most asset managers only pretend? Voluntarily or involuntarily? There is a lot of “ready to use” ESG score providers in today’s market. Many investors buy these externally produced ESG scores, but what do they do with the scores? Some report the fund ESG profiles based on these scores, at least when […]

07 Feb 21

How ESG* analysts should think – Small and private companies get lower ESG score – How to deal with this?

How ESG* analysts should think – Small and private companies get lower ESG score – How to deal with this? Small companies and/or private companies often get a lower ESG risk scoring, why is this? In this article, I am making abstraction from the fact that many small companies score well on ESG opportunity, particularly […]

07 Feb 21

CSR* Strategy – Do smaller and private companies need to publish a sustainability report?

CSR* Strategy – Do smaller and private companies need to publish a sustainability report? The smaller a company is, the less they tend to publish a CSR policy or a sustainability report. I see this when doing ESG research on Nordic small caps and private HY issuers. This is even more true once you enter […]

06 Feb 21

ESG* Integration – Why Sustainability is not the end of the theory of Shareholder Value Maximisation

I see some voices are claiming that the sustainability focus we now see in investing and in the society at large is the start of the fall of capitalism and shareholder value maximisation. This is based on the thought that shareholder value maximisation has historically emptied one natural resource after the other on earth or […]

04 Feb 21

How ESG* analysts should think – The Social Dilemma – Is profit driven AI human mind exploitation targeting mood alteration ethically acceptable?

How ESG* analysts should think – The Social Dilemma – Is profit driven AI human mind exploitation targeting mood alteration ethically acceptable? The starting point here is the Netflix film ”/social dilemma”: https://www.netflix.com/se-en/title/81254224. If you have not seen it, I recommend you to do so, but brace for hard landing. Particularly if you have kids […]

Nordic ESG Research Report – Norwegian Hydroelectric Power companies

How ESG* analysts should think – Dilemmas in the renewable energy utility sector

ESG* integration – What is the main value of an ESG score or ESG rating?

Regulation – WE DID IT! The 10/3 deadline of the SFDR Level 1 is history!

Regulation – 101 SFDR Implications – Brace for BIG change in the asset management sector

ESG* integration – Do most asset managers only pretend? Voluntarily or involuntarily?

How ESG* analysts should think – Small and private companies get lower ESG score – How to deal with this?

CSR* Strategy – Do smaller and private companies need to publish a sustainability report?

ESG* Integration – Why Sustainability is not the end of the theory of Shareholder Value Maximisation

How ESG* analysts should think – The Social Dilemma – Is profit driven AI human mind exploitation targeting mood alteration ethically acceptable?

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