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Corporate ESG Reporting: Improving the Dialogue Between Companies and Their Investors

In this article, we take a closer look at why ESG reporting is more important than ever, highlighting why it goes beyond an annual general meeting (AGM) or proxy season.

What’s Happening in Sustainable Finance: GSSS Market Rebounds, Sovereign Sustainable Debt, and Much More

Get caught up on developments in the global sustainable finance market. This month, we discuss market performance for the first part of the year, continuing scrutiny of SLBs, and the growing group of sovereigns exploring sustainable debt opportunities.

What Do ESG Ratings Measure? Understanding the Metrics Used to Assess Corporate ESG Performance

In this article we’ll shed some light on what the top-level corporate ESG rating means, and the metrics used to measure corporate ESG performance.

Webinar Replay: Key Trends & Consideration for Transition Finance

The Focus of this webinar was around the Transition Finance foundation and instruments, providing an overview of the global and local trends in Japan, criteria and thresholds.

Webinar: EU Green Bond Standards Regulation Implication for Issuers

Sustainalytics invites you to this webinar where we will be discussing the recent regulatory publication on the agreement for the EU Green Bond Standards. We will be highlighting what the implications of these changes are for EU Green Bond Issuers.

Raising the Bar in Mining and Minerals for the Cleantech Supply Chain: The Role of Multi-Stakeholder Initiatives

In this article, we look at multi-stakeholder initiatives in the mining industry and how to mobilize investors to raise the bar for industry collaboration in the cleantech supply chain.

governance in brief

Governance in Brief – June 1, 2023

Citigroup to IPO Banamex after Mexican gov’t interventions hamper sales deal Citigroup has announced a plan to spin off its Mexican business, Banamex, after a failure to sell the unit to conglomerate Grupo Mexico. Citigroup had been in talks with German Larrea, CEO and Chairman of Grupo Mexico, for over a year in an attempt to orchestrate the sale of the bank, which was first announced at the start of 2022.

Green Bond Principles: What Issuers Need to Know

The green bond market is a portion of the larger debt market that enables and mobilizes funding for projects that contribute to environmental sustainability. Green bonds facilitate capital raising and investments for new and existing projects which have environmental benefits and can mitigate risks associated with climate change.

ESG Spotlight | Supply Chain Incidents: Understanding the Impacts

To help investors understand supply chain controversies, this report explores how supply chain incidents are distributed over time and across industries, markets and event categories. Our analysis aims to enable investors to identify potential areas of portfolio exposure as well as topics for corporate stewardship activities.

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Managing Risks for a Changing Climate: A Guide for Institutional Investors

Gain a better understanding of physical and transition climate risks and their potential impacts to effectively respond to climate risks in investment portfolios and comply with the growing list of climate-focused reporting frameworks and regulations.

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EU Action Plan Q1 Updates: SFDR Review and Investor’s Challenges

In this webinar, we will take a look at the evolution of sustainable funds in the first quarter of 2023, and review fund flows into Article 8 & 9 funds. We will then explore the latest regulatory updates around the EU Action Plan and the discussions around ESG labelling. Our speakers will discuss the different approaches of disclosures versus labelling and the benefits and shortcomings of each for combatting greenwashing.

governance in brief

Governance in Brief – May 25, 2023

Activist investor pushes for leadership and strategy changes at NRG Energy Activist investor Elliott Investment Management has disclosed a 13% stake in the US-based NRG Energy and called for leadership and operational changes at the company to remedy its “meaningful underperformance.” The investor urged NRG to add independent directors with experience in the power and energy sector to its board, noting that it has already identified five executives to guide the operational and strategic changes.

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Meeting Investor Expectations Through Corporate ESG Reporting, Planning and AGMs

Investors are increasingly influenced by ESG ratings and companies’ approaches to managing ESG risk. While an annual general meeting (AGM) is an ideal opportunity to communicate company plans around managing these risks, ESG reporting goes beyond an AGM or proxy season. Investors want investing to align with values, but are also looking at risk exposure and management.

governance in brief

Governance in Brief – May 19, 2023

EU court sides with Ryanair on Lufthansa’s 2020 bailout. The EU General Court, the second-highest court in the EU, has annulled the European Commission’s decision on the approval of state bailout for Deutsche Lufthansa prompted by the 2020 pandemic. The judgment found the EC erroneously considered that Lufthansa could not obtain financing on the markets and failed to ask for the implementation of an incentive mechanism for the airline to buy back the German Government’s stake.

Sustainalytics Podcast

ESG In Conversation | How Can Investors Address Biodiversity Loss?

In this episode of ESG in Conversation, we’re exploring the question: how can investors address biodiversity loss? Learn about the urgency of addressing biodiversity loss and the role of good stewardship in effecting positive change.

Filling in the Data Gaps: The Current State of Reporting on Principal Adverse Impacts Disclosures for the SFDR

In this blog we take a closer look at trends in data availability and reporting across mandatory and voluntary PAIs, and how investors can address their data gaps.

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Portfolio Screening as Due Diligence: How Investors Can Implement Responsible Business Conduct

This blog outlines how investors with access to screening options that follow the criteria of the OECD MNE Guidelines and the UNGPs can better assess investee companies’ risk of causing actual and potential adverse impacts. It shows what these research modules can look like and provides some examples outcomes on the effect of applying certain thresholds.

How to Achieve Net Zero? Match Action to Ambition

Morningstar Sustainalytics’ president on the gains and pains in the fight against climate change.

governance in brief

Governance in Brief – May 11, 2023

JPMorgan Chase takes over failed First Republic Bank JPMorgan Chase has acquired the assets and deposits of First Republic Bank after California authorities seized and auctioned the troubled lender. The Federal Deposit Insurance Corporation (“FDIC”), an independent governmental agency established to maintain financial stability through the insurance of banks’ deposits, took possession of First Republic Bank after the lender suffered a severe liquidity crisis following the failure of SVB and Signature Bank earlier in March.

Storm surge hits building near the shore

Capturing the Direct and Indirect Risks of Physical Climate Change in Investment Portfolios

Investors face a unique set of challenges in assessing the physical climate risks affecting their portfolio companies. In this blog discover the direct and indirect physical climate risks impacting companies and their supply chains.