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 […]
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 […]
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 […]
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 […]
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 […]
How ESG* analysts should think – The dilemma of the electrification of the world – Seabed mining To respect the Paris agreement, we are pushing electrification to another level in the world to replace fossil energy with renewable energy. That is the ”easiest” solution. Few seriously believe that reducing drastically the standards of life in […]
How ESG* analysts should think – Is on-line shopping in Europe dependent on modern slavery? Listening to the Norwegian radio this morning, I heard a Romanian truck driver had sued the Norwegian transport company Bring Trucking for being underpaid and that the court case is now coming up in Denmark, starting today. This case has […]