发布日期:2024-11-06 07:21 点击次数:184
10月26—27日现金九游体育app平台,全球资产料表面坛·2024上海苏河湾大会顺利召开。瑞士百达集团股权合股东谈主李奥坤(Niall QUINN)在主题论坛上发扮演讲。
李奥坤默示,中国在减碳等诸多方面奏效超卓,已成为全球备受详实的绿色技艺大国,其产业结构更动奏效显着,有劲裁减了高排放制造业的占比。瑞士百达于2023年头推出了一项成心策略,旨在将海外投资者的资金指令至A股商场中那些处于首先地位的环境处分决议提供商。同期,瑞士百达还高度意思意思领受诸多举措,如将资金指令至设有科学缱绻的公司,积极与尚未设定相关缱绻的公司伸开疏通交流,助力其建树缱绻,推动这些公司提高可捏续性评级等。此外,瑞士百达还通过积极参与诸如“表象行动100+”等各样配合花样,全力推动可捏续发展的转型程度。
瑞士百达集团总部位于瑞士日内瓦,是一家私东谈主合股公司,两个多世纪以来一直成心从事资产和资产料理。咱们在亚洲照旧扎根杰出四十载,而咱们的上海行状处也追究迈入第五个年头。
咱们在中国商场连接加强投研才智。就在上个月,咱们推出了最新的QDLP产物,一只全球可捏续信贷策略。这一新策略的推出是咱们连接的尽力恶果,捏续为中国投资者提供具备遥远功绩记载和投资专长的闇练全球策略。
往常一年,全球在杀青可捏续发展缱绻方面得到了要紧进展。全球清洁动力投资高贵发展,造反塑料玷辱的海外协议谈判连接股东,相关全球东谈主工智能监管的究诘也已拉开帷幕。尽管ESG发展在部分国度濒临一些阻力,但全球范围内复旧圭臬化、透明化和问责制的轨则却连接加多。百行万企连接和会,可捏续发展照旧成为企业策略的重中之重。
两百多年来,可捏续发展和遥远想维照旧深深融入咱们的业务运营和投资理念。因此,对咱们来说,转向更具韧性和可捏续的全球经济不仅是一项紧迫的挑战,亦然一项投资机遇。咱们信服,金融在搪塞宇宙上最进犯问题和杀青可捏续发展方面施展着至关要紧的作用。而要杀青这一缱绻,咱们不错在三个关键方面尽力:参预更多资金用于环境处分决议,将资金指令到与基于科学的表象和环境缱绻一致的公司,参与介入ESG后进的公司而非径直将其排斥在外。
早在上世纪90年代,瑞士百达就照旧意志到这一问题的要紧性。那时,咱们推出了第一个主题投资策略,要点温雅提给水资源处分决议和环境服务的公司。咱们信赖,负职守的经济参与不仅合乎咱们的价值不雅,亦然一个理智的交易决策。跟着时代的推移,咱们的环境主题策略连接扩大,肃穆了咱们在资产料理领域方面的行业首先地位。这种投资步调也得到了越来越多的投资者招供,使咱们的客户大致投资于推动绿色经济转型所必需的技艺、立异和基础要领。在亚洲,咱们也有机构客户投资于咱们的环境策略,充分展示了他们对ESG原则的刚硬甘心。
中国事全球竭力于杀青减碳的特出典范,如今照旧成为全球最大的绿色技艺国度,涵盖太阳能电板板、风力涡轮机以致电动汽车电板等领域,同期升沉其产业结构,减少高排放制造业的比重。除了在环境技艺和处分决议方面的专长外,中国还领有浩大的绿色制造才智。在国度政策和甘心的坚实复旧下,这加强了咱们对中国环境机遇的遥远增长后劲的信心,尤其是在绿色交通、可再活泼力、资源效力和产业减碳等领域。恰是基于这些身分,咱们在2023年头推出了一只策略,将海外投资者的资金指令到A股商场中首先的环境处分决议提供商。
一样要紧的是,咱们需要将资金指令到那些与基于科学的表象和环境缱绻相一致的公司。关于那些莫得设定缱绻的公司,咱们竭力于于与其进行搏斗疏通,确保设立、算计和证实缱绻,因为这关于它们的交易模式至关要紧。在瑞士百达,咱们通过加多与制定基于科学减排缱绻的刊行东谈主进行投资的资产比例,在咱们的表象行动磋议中得到了进展。咱们通过与被投资公司进行搏斗,饱读吹他们设定缱绻,并加多对那些具备杀青净零排放明确旅途的刊行东谈主的投资,从而杀青了这一缱绻。
值得强调的是,那些有后劲提高可捏续性评级的公司一样非常要紧。通过对宇宙产生积极影响,它们也大致带来财务酬报。手脚股权和债务的主动型料理东谈主,咱们信服通过指令刊行东谈主杀青积极变革,善用投资者的力量,不错让咱们为客户作念出更好的遥远投资决策。
通过咱们的企业参与介入磋议,咱们旨在饱读吹被投资公司提高对遥远股东价值创造具有要紧性的ESG扩充和绩效,同期减少对环境和社会的负面影响,并增强积极的影响。
此外,与决策者和圭臬制定者的搏斗也至关要紧,频繁是通过行业配合,见解处分可捏续性挑战和促进金融商场踏实的政策。事实证实注解,配合式介入是投资者在公开商场上产生切实影响的有劲用具。瑞士百达一直参与表象行动100+这类倡议,代表一群投资者与全球166家排放量最高的公司进行搏斗介入,匡助它们减少温室气体排放。此举使咱们大致复旧全球80%以上的工业排放转型。
此类配合还不错延长到金融商场除外的领域,影响政策、监管和说合,从而加速向可捏续发展转型。像我在日内瓦积极参与的“可捏续金融搭建桥梁(Building Bridges)”峰会,该倡议旨在纠合私营及民众部门的利益相关者,使金融与可捏续发展恶果保捏一致。若是咱们但愿创造咱们想要看到的变化,就必须沿途朝着一样的缱绻尽力。
在绿色转型的旅程中,手脚投资者,咱们领有影响宇宙的力量,因此,咱们有职守凝华尽力,引颈篡改。
Pictet Group, headquartered in Geneva, Switzerland, is a private partnership that has specialized in asset and wealth management for over two centuries. We have been present in Asia for forty years, and our Shanghai office is now commencing it’s fifth year of operation.
We continue to strengthen our investment and research capabilities here in China. As recently as last month we launched our newest QDLP offering, a Global Sustainable Credit strategy. This new strategy builds on our ongoing effort to offer established global strategies with a long track record, and investment expertise, of Chinese investors.
Over the past year, significant progress has been made worldwide in achieving tangible sustainability goals. Clean energy investments have seen global growth, negotiations for an international treaty to combat plastic pollution have advanced, and discussions on global AI regulation have commenced. Despite some headwinds against ESG in certain countries, regulations supporting standardization, transparency, and accountability have multiplied across the world. Industries continue to converge, and sustainability has firmly established itself as a strategic priority for businesses.
Sustainability and long-term thinking have been at the core of our business operations and investment philosophy for over two hundred years. For us, therefore, it is evident that the transition to a more resilient and sustainable global economy represents both an urgent challenge and an investment opportunity. We firmly believe that finance plays a crucial role in addressing the world's most pressing issues and achieving sustainable development. This can be achieved through three key aspects: allocating ever more capital towards environmental solutions, directing capital towards companies aligned with science-based climate and environmental targets, and engaging with laggards rather than excluding them.
Since the 1990s, Pictet has recognized the importance of this imperative. At that time, we launched our first thematic investment strategy which focused on companies providing water solutions and environmental services. We believe that responsible economic involvement not only aligns with our values but also proves to be a sound business decision. Over time, our range of environmental thematic strategies has expanded, solidifying our position as an industry leader in terms of assets under management. This approach has resonated with an increasing number of investors, allowing our clients to invest in technologies, innovation, and infrastructure crucial for accelerating the green economic transition. Here in Asia, we also have institutional clients who have invested in our environmental strategies, demonstrating their commitment to ESG principles.
China stands as a prominent example of global decarbonization efforts. It has already emerged as the world's top financier of green technologies, ranging from solar panels and wind turbines to electric vehicle (EV) batteries, while shifting its industrial structure away from emission-heavy manufacturing. In addition to its expertise in environmental technologies and solutions, China has extensive green manufacturing capabilities. Supported by robust national policies and commitments, this reinforces our confidence in the long-term growth potential of environmental opportunities in China, particularly in sectors such as green transportation, renewable energy, resource efficiency, and industrial decarbonization. These factors led us, in early 2023, to create a strategy which directs international investor capital towards prominent environmental solution providers in the A-share market earlier last year.
Equally important is the need to direct capital towards companies whose operations align with science-based climate and environmental targets. In cases where such targets are absent, we commit to engaging with companies to ensure the establishment, measurement, and reporting of targets, as they are material to their business models. At Pictet, we have made progress in our Climate Action Plan by increasing the share of assets under management invested with issuers who have set science-based emission reduction targets. We achieved this by engaging with our investee companies to encourage them to set such targets and by increasing our investments in issuers with clear pathways to achieving net-zero emissions.
It is worth emphasizing that companies with the potential to improve their sustainability ratings also matter. By making a positive impact on the world, they can generate financial returns as well. As active managers of equity and debt, we believe that harnessing the power of investors to drive positive change across issuers enables us to make better long-term investment decisions for our clients.
Through our engagement program, we aim to encourage investee companies to enhance their ESG practices and performance when they are material for long-term shareholder value creation, while mitigating negative impacts on the environment and society and enhancing positive ones.
Engaging with policymakers and standard setters is crucial, often through industry collaborations, to advocate for policies addressing sustainability challenges and promoting financial market stability. Collaborative engagement has proven to be a powerful tool for investors to drive tangible impact in public markets. Initiatives like Climate Action 100+, of which Pictet has been a longstanding member, represent a coalition of investors engaging with the 166 most emitting companies in the world to help them reduce their greenhouse gas emissions. This enables us to support the transition for over 80% of global industrial emissions.
Collaborative endeavours have the potential to extend beyond financial markets, influencing policy, regulation, and research, thereby accelerating the transition towards sustainability. Initiatives like Building Bridges, in which I have actively participated in Geneva, aim to bring together stakeholders from both the private and public sectors to align financial activities with sustainable outcomes. It remains crucial that we collectively strive towards shared goals if we expect to create the desired change.
In the journey of the green transition, as investors, we have the power to influence the world, and therefore现金九游体育app平台, we have a duty to do so, united in our efforts.