全球ESG研究：2020年3月可持续投资业绩更新.docx

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1、CSGlobalESGResearchSustainableinvestingMarch-20performanceupdate06April2020EquityResearchEuropeResearchTeamHeadofGlobalESGResearchEugeneKlerkRichardKersleyBenLyonseugene.klerk@credit-suisse.comrichard.kersley@credit-suisse.combenjamin.lyons@credit-suisse.com+442078834678+442078

2、880313+442078888742DISCLOSUREAPPENDIXATTHEBACKOFTHISREPORTCONTAINSIMPORTANTDISCLOSURES,ANALYSTCERTIFICATIONS,LEGALENTITYDISCLOSUREANDTHESTATUSOFNON-USANALYSTS.USDisclosure:CreditSuissedoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeaw

3、arethattheFirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.SustainableInvestmentStrategies:OurapproachOurapproach:westartwithImpactratherthanESGWeusea5stepapproachfocusedo

4、nImpactWeseeourthemesasstructuralgrowthtopicsSelectingthemesorstocksusingexternalESGdataprovidersmaynotbeidealInvestorswithanImpactfocuscanusethefinancialsimplicationsthatSDGsprovideWeuseamulti-stepprocesstoselectingthemostattractivethemesandstockswithImpactWedonotuseESGmet

5、ricsorscoresuntilafterourstockselectionprocessOurinvestmentprocess:FromSDGconnectedthemetostockideasMostThemeStockESGTop3AttractiveSelectionSelectionFilterThemesCompaniesSelectthemeswhichForeachthemeManuallyreviewtheUsingHOLT®ScreenForthe3mostpositivelycontributeidentifyunivers

6、eofuniverseofstocksandforthe3mostattractivethemes,toachievingtheUN'sstockswithstrongremovethosewithattractivethemesscreenforcompanies17SDGsexposuretoitsignificantESGred-basedonQuality,scoring>50forflagsMomentumandQuality/MomentumSustainabilityandSustainabilityTheSDGsprovideastr

7、aightforwardstart1ThemeSelectionMeetingtheSDGtargetsprovidesstructuralgrowthpotentialThe17SDGsformagroupofbroadersocialandenvironmentaltargetsthatcountriesarerequiredtoachieveby2030.Some169sub-targetshavebeensetintotal.Investorsseekingexposuretobroader‘Impact’themesincreasin

8、glyusetheUNSDGsasaframeworkforinvestingAnnualinvestme