瑞信-全球-可持续产业-全球水资源短缺：主要挑战和投资观点-2020.1.27.pdf

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1、27January2020EquityResearchEurope

2、UnitedKingdomGlobalESGResearchWaterScarcity:KeychallengesandinvestmentideasEnvironmental,SocialandGovernanceThematicResearch

3、Environmental,SocialandGovernance(ESG)Research(ESG)ResearchToday’spublicationbytheCreditSuisseResearchInstitute,WaterScarcity:

4、AddressingtheCreditSuisseEnvironmental,SocialandGovernancekeychallenges,formsthebasisforthisreport.Wesummarisethechallengesrelatedtothe(ESG)researchseekstofocusonsustainabilityandthemeofwaterandhighlightcompaniesexposedtoit.Wealsoaddthethemetoourbroaderaccountabilityfactorsthatarethen

5、integratedintoImpactinvestmentframeworkashighlightedinSustainableInvestmentStrategies.theinvestmentprocess.Framingtheproblem:WaterscarcityremainsoneofthekeychallengesfacedbytheResearchAnalystsworldtodayasthenumberofpeopleaffectedbyitlookssettorisefrom4bncurrentlyto5.7bnby2050,accordin

6、gtotheUN.Additionalchallengesincludewaterqualityas4.6bnEugeneKlerkpeoplecurrentlylacksafelymanagedsanitaryservices.Waterscarcityisakeypartofthe442078834678UNSustainableDevelopmentGoals(SDG)andisrelevanttoatleastsixofthe17SDGs.eugene.klerk@credit-suisse.comWaterdemandcanincrease70%,dri

7、venbypopulationgrowthandrisingspendingPhineasGloverpoweracrossEM.Possiblesolutionsinclude1)a‘circulareconomy’asproducingonepair61282054448ofjeansrequirescloseto10,000litresofwaterandacarasmuchas100,000litres.2)phineas.glover@credit-suisse.comTheEnergyTransitionaswaterintensityofcoal,s

8、halegasandoilcanbemorethan10xthatofconventionalgas.Windenergyistheleastwater-intensiveenergysource.RichardKersley442078880313Climatechangecausesmorewaterstressasfloodinganddroughtaffect2.3bnrichard.kersley@credit-suisse.compeopleglobally,costUS$1trnayearandcouldresultin143mclimatechan

9、gemigrantsaccordingtotheWorldBank.JohnWalshWater-relatedinvestmentrequirementsaresubstantialandestimatedbytheOECDat2125381664US$13.6trnin2016-30.Historically,privateinvolvementinthethemehaslaggedbehind,john.walsh@credit-suisse.comlargelyowingtowaterpoliciesandpricingthatwereinsufficie

10、nt,in