瑞信-全球-可持续产业-全球ESG研究：2020年3月可持续投资业绩更新-2020.4.6.pdf

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1、CSGlobalESGResearchSustainableinvestingMarch-20performanceupdate06April2020EquityResearchEuropeResearchTeamHeadofGlobalESGResearchEugeneKlerkRichardKersleyBenLyonseugene.klerk@credit-suisse.comrichard.kersley@credit-suisse.combenjamin.lyons@credit-suisse.com+442078834678+

2、442078880313+442078888742DISCLOSUREAPPENDIXATTHEBACKOFTHISREPORTCONTAINSIMPORTANTDISCLOSURES,ANALYSTCERTIFICATIONS,LEGALENTITYDISCLOSUREANDTHESTATUSOFNON-USANALYSTS.USDisclosure:CreditSuissedoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investo

3、rsshouldbeawarethattheFirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.SustainableInvestmentStrategies:Ourapproach2Ourapproach:westartwithImpactratherthanESGWeusea5s

4、tepapproachfocusedonImpactWeseeourthemesasstructuralgrowthtopicsSelectingthemesorstocksusingexternalESGdataprovidersmaynotbeidealInvestorswithanImpactfocuscanusethefinancialsimplicationsthatSDGsprovideWeuseamulti-stepprocesstoselectingthemostattractivethemesandstockswi

5、thImpactWedonotuseESGmetricsorscoresuntilafterourstockselectionprocessOurinvestmentprocess:FromSDGconnectedthemetostockideasMostThemeStockESGTop3AttractiveSelectionSelectionFilterThemesCompaniesSelectthemeswhichForeachthemeManuallyreviewtheUsingHOLT®ScreenForthe3mostposi

6、tivelycontributeidentifyuniverseofuniverseofstocksandforthe3mostattractivethemes,toachievingtheUN'sstockswithstrongremovethosewithattractivethemesscreenforcompanies17SDGsexposuretoitsignificantESGred-basedonQuality,scoring>50forflagsMomentumandQuality/MomentumSustainabili

7、tyandSustainabilitySources:CreditSuisseGlobalESGResearch,UnitedNations3TheSDGsprovideastraightforwardstart1ThemeSelectionMeetingtheSDGtargetsprovidesstructuralgrowthpotentialThe17SDGsformagroupofbroadersocialandenvironmentaltargetsthatcountriesarerequiredtoachieveby2030.

8、Some169sub-targetshavebeensetintotal.Investorsseekingexposuretobroader‘Impact’themesincreasing