Corporate Strategy  CHRIS NUNN | MONDAY, 31 AUG 2020 As Australia's largest employer of 1.4 million people, and its biggest industry, representing 13% of Australian gross domestic product (Property Council of Australia), the real estate industry has a tremendous opportunity to lead the way on addressing ... Read more  SASHI REDDY | THURSDAY, 27 MAY 2021 Payable Days' is the number of days a company takes to pay its suppliers. Investors often learn in 'Finance 101' courses that the longer a company takes to pay its suppliers the stronger its bargaining power is with them. Consequently, this is considered ... Read more Social  KELLIE JOHNSTON , ANDREA BREWER | MONDAY, 31 AUG 2020 The link between positive environmental, social and governance (ESG) performance and economic growth is not new. However, the heightened focus by market participants on value creation through sustainability is new and being driven in part by global ... Read more  RACHEL ALEMBAKIS | MONDAY, 31 AUG 2020 There is increasing concern that the impacts of COVID-19 will exacerbate conditions causing modern slavery in supply chains, opening up investor and business risk as well as questions about compliance with Modern Slavery Act reporting. Read more  MASJA ZANDBERGEN-ALBERS | THURSDAY, 15 JUL 2021 COVID-19 might have put the spotlight on health, but our investment and active ownership teams have had a focus on health, healthcare and healthy food for some years already. We take the good aspects of it, such as the excellent investment opportunities ... Read more Governance  ATTRACTA LAGAN | MONDAY, 31 AUG 2020 It seems everyone has experienced a code of conduct or business ethics training session that is unmemorable, generic and fails to resonate. The unintended consequence of such training is that it leaves employees jaded with management's intent, annoyed ... Read more  AGNIESZKA COCHRANE | MONDAY, 31 AUG 2020 Understanding how climate change may affect the intrinsic value of a company is quickly evolving. Until recently, analysis focused on the impact of a company's operations on the environment. This has shifted to an assessment of a company's exposure ... Read more  SUSHEELA PERES DA COSTA | TUESDAY, 29 SEP 2020 Note: this article was first written in 2018 Read more  LOUISE WATSON | TUESDAY, 29 DEC 2020 The global pandemic has offered few, if any, positive outcomes. It has precipitated a global recession the likes of which hasn't been seen since World War II, increased joblessness in the US alone by over 800%, and driven the first quarter global ... Read more Environmental AGNIESZKA COCHRANE | MONDAY, 31 AUG 2020 Many investors continue to struggle to effectively assess and incorporate climate change impacts into their company analysis. This is not without good reason. Climate-related risks (and opportunities) all carry a large degree of uncertainty about them ... Read more  ANTOINE CHAMPENIER | THURSDAY, 19 NOV 2020 Hydrogen is the simplest and most abundant element in existence. People have imagined possible applications for hydrogen for a long time, but these ideas have often been full of promise yet short on delivery. So far, the element's uses have mostly been ... Read more  MARK LEWIS | FRIDAY, 18 DEC 2020 Beyond the fuel-switch paradigm: The EU-ETS and the goal of net-zero emissions Read more  ALISTAIR MILLS | THURSDAY, 17 JUN 2021 Climate change: Opportunity in the face of catastrophe Read more Investment  ERNEST YEUNG | WEDNESDAY, 2 SEP 2020 Emerging markets (EMs) have made great progress in relation to environmental, social and governance (ESG) considerations in recent years, with many companies today displaying ESG standards in line with global best practices. Yet, there remains a general ... Read more  JOSHUA KENDALL | FRIDAY, 25 SEP 2020 Wirecard, the German payments company, filed for insolvency on 25 June 2020 after the group revealed over-indebtedness and reported incidences of fraud. Read more  TIM HUMPHREYS | MONDAY, 19 OCT 2020 Both Republicans and Democrats recognise the need for and the stimulative benefit of infrastructure investment, particularly when fiscal spending is needed during recession. However, even before COVID-19, there was an urgent need for spending on American ... Read more RACHEL ALEMBAKIS | THURSDAY, 26 NOV 2020 As this most unusual year draws to a close, this roundtable presented a unique opportunity to gather a panel of experts from a diverse range of backgrounds - asset owners, asset managers, consultants and industry bodies - to discuss how sustainable ... Read more  GUILLAUME MASCOTTO | TUESDAY, 29 DEC 2020 Recent regulatory developments suggest that environmental, social and governance (ESG) investing is neither a fad nor a subjective enterprise. Rather, it has become a critical part of day-to-day investment management. Global investor commitment to ESG ... Read more Positive Impact  MATTHEW TOMINC | FRIDAY, 6 NOV 2020 Over the past two years, the domestic market for impact investing has tripled from A$5.7 billion to a staggering A$19.9 billion as investors increase their focus on the sector, and investment managers respond by developing new strategies. Once a niche ... Read more  KATHRYN MCDONALD , HEIDI RIDLEY | THURSDAY, 4 MAR 2021 When asked about 'impact', the first reaction of many investors is to point to private markets. We argue that, if we are indeed to achieve the massive social and environmental objectives that are needed, we must enlist the public markets, specifically ... Read more |
Editor's Choice
US-based firms claim top spots in ASX remuneration ranking: ACSI
The chief executives of US-based companies are increasingly taking over the ranks of the highest-paid ASX bosses, as for the first time in the study's history, 50% claimed the top 10 spots in the Australian Council of Superannuation Investors' (ACSI) annual pay study.
Nuveen, CalSTRS partner on $2bn sustainable infra investment
Nuveen has partnered with CalSTRS to invest up to $2 billion in sustainable infrastructure through Nuveen's Energy Infrastructure Credit (EIC) strategy.
Deloitte launches AI tool to measure value of sustainability
Deloitte has launched a new framework and artificial intelligence (AI) powered platform designed to help organisations quantify the financial value of sustainable investments.
Campbell Global promotes new head of global acquisition
J.P. Morgan subsidiary Campbell Global has promoted Michael Barbara to head of global acquisition.
Further Reading
Whitepapers
AI-washing and cyber-washing
Key legal and regulatory enforcement risks for Australian organisations.
Is there an ethical way to play AI?
Balancing innovation and sustainability in one of the most compelling investment themes of our time.
ESG implications of the US-Iran conflict
The US-Iran conflict is doing more than lifting oil prices. It is reshaping the ESG realm through energy security, food inflation, health risks and national ...
Critical minerals in the age of AI and tariffs
When we first explored the critical minerals arms race in early 2023, the dominant narrative centred on accelerating demand for the energy transition ...
Expert Feed
How economics and energy security are driving the next phase of the energy transition
Looking ahead, the next phase of the energy transition will be defined by practical system build-out rather than headline climate commitments.
Sustainability in 2025: Building resilience and navigating risks
In 2025, there is likely to be much scrutiny around US President Donald Trump's anti-green agenda in particular.
Balancing Investor expectations with entrepreneurial growth
Recent headlines highlighting corporate management shortfalls in companies led by their founders underscore the need for rigorous governance standards.
Avoiding the carbon budget risk
While many financial institutions have made public net zero commitments, how can we know whether these goals really amount to action on climate change?
