环境、社会和治理(ESG)与责任投资的发展趋势 | 2021年CRO全球责任峰会

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2021年1月14日,由思盟企业社会责任促进中心、每日经济新闻联合主办,商道纵横承办的2021年CRO全球责任峰会在上海成功举办。峰会以“可持续,驱动未来商业”为主题,围绕ESG投资推动高质量发展与“十四五”规划引领美好商业两大议题,探讨可持续驱动下的未来商业形态和趋势。

 


 

2021年CRO全球责任峰会上,我们荣幸邀请到了世界可持续发展工商理事会北美执行总裁威廉姆·西森(William Sisson),为我们分享环境、社会和治理(ESG)与责任投资的发展趋势

 

 

以下为他的演讲内容:

 

早上好。我叫威廉姆·西森,是世界可持续发展工商理事会北美执行总裁,代表处位于纽约。世界可持续工商理事会是一个由200多家领先企业(包括44家亚洲企业)的首席执行官领导的全球联盟,共同致力于加速世界向可持续发展转型。非常荣幸今天能够在这里发表致辞,我很高兴有机会能够向大家分享我对于日益重要的环境、社会和治理(ESG)与责任投资的看法。

 

Good morning. My name is William Sisson, North America Executive Director for the World Business Council for Sustainable Development, based in New York City. WBCSD is a global, CEO-led organization of more than 200 leading businesses, including 44 Asian companies, working together to accelerate the transition to a sustainable world. It is a great honor for me to address you today, and I appreciate the opportunity to share with you my thoughts and observations on the growing importance of the environmental, social and governance, or E-S-G factors and responsible investing.

 

根据麦肯锡的一份报告,全球可持续投资目前超过30万亿美元,自2014年以来增长了68%,是2004年的十倍。这一加速增长的动力一方面来自社会、政府与消费者对于企业更广泛影响力的重视,另一方面则是投资者和高管意识到ESG可以保障企业获得长期成功。国际可持续发展研究所(International Institute for Sustainable Development)在2020年发布的一份报告估计,ESG投资将在15年内达到160万亿美元,这也证实了我们在座各位都已经知道的事情。ESG投资将在未来几年进一步加快增长,并将被完全整合到所有资产类别中。

 

According to a McKinsey report, global sustainable investment now tops $30 trillion—up 68 percent since 2014 and tenfold since 2004. The acceleration has been driven by heightened social, governmental, and consumer attention on the broader impact of corporations, as well as investors and executives who realize that a strong ESG proposition can safeguard a company’s long-term success. A 2020 report published by the International Institute for Sustainable Development estimated that ESG investments will reach $160 trillion in 15 years, confirming what we all know in this room. The growth of ESG investing will accelerate further in the coming years and will be fully integrated into all asset classes.

 

在当前的经济和政治背景下,我们能够清晰地看出非金融问题对商业日益增加的影响。美国总统拜登即将于下周开始其四年任期。我们预计他将积极改变环境和社会政策,并鼓励制定更广泛的可持续投资法规。由于拜登所在的民主党将控制美国国会参众两院,拜登在营造监管环境方面将具有巨大的优势。这一监管环境将更加支持ESG投资和信息披露,尤其是在气候变化方面。拜登政府的政策对于总部位于美国或在美国交易的投资者和企业将是利好。

 

We don’t have to look any further than the current economic and political context to illustrate the growing relevance of non-financial issues impacting business. In the United States, when President Joe Biden begins his four-year term next week, we anticipate he will aggressively shift our environmental and social policies and encourage broader sustainable investing regulations. Since his party – the Democratic Party – will control the U.S. House of Representatives and the Senate, he will be at a great advantage to create a regulatory environment that is more supportive of ESG investing and disclosure, particularly in climate change.  His administration’s policies also will serve as a catalyst for investors and companies based or traded in the U.S.

 

过去几年中,ESG变得越来越重要,并开始成为企业领导者关注的焦点。我们看到洪水和干旱的发生频率远高于正常水平,野火肆虐澳大利亚、亚马逊丛林以及美国西海岸的数百万英亩土地。去年,世界经济论坛(World Economic Forum)发布关于全球风险的报告,其中指出,大多数首席执行官将环境问题(如极端天气和生物多样性丧失)列为在影响与可能性方面未来十年的最大风险。该报告于2006年第一次发布,而这是环境问题首次占据榜首。

 

ESG issues have been increasing in importance for the past several years and begun to dominate business leaders’ concerns.  In each of the past few years, we saw higher than normal rates of flooding and droughts, and wildfires that ravaged Australia, the Amazon Jungle, and millions of acres along the United States’ West Coast. Last year’s World Economic Forum report on global risks found that an overwhelming majority of CEOs ranked the environmental issues – such as extreme weather and biodiversity loss – as the top risks in terms of impact and likelihood over the coming decade. This is the first time one category has occupied all of the top slots since the report was launched in 2006.

 

中国近期的气候承诺是迄今为止宣布的最大气候目标。在2020年9月召开的联合国大会上,习近平主席提出中国的承诺,即二氧化碳排放力争于2030年前达到峰值,努力争取2060年前实现碳中和。这有力地表明,中国将认真承担责任,并在后疫情时代提供坚实的绿色经济复苏计划。但是,很多人并不清楚,为什么这些问题与价值创造息息相关。换句话说,强有力的ESG主张究竟对企业财务意味着什么?

 

Less clear, though, is an understanding of why these issues link to value creation. In other words, how exactly does a strong ESG proposition make financial sense to a company?

 

ESG 在五个重要方面与现金流密切相关:一,促进营收增长;二,降低成本;三,最大限度地减少监管和法律干预;四,提高员工生产力;五,优化投资和资本支出。毫无疑问,这些将对企业的盈亏底线有非常显著的影响。

 

ESG links to cash flow in five important ways: (1) facilitating top-line growth, (2) reducing costs, (3) minimizing regulatory and legal interventions, (4) increasing employee productivity, and (5) optimizing investment and capital expenditures.  There’s no doubt these issues have a significant impact on the bottom line.

 

WBCSD分析师肯定了ESG与现金流之间的联系。他们评估了在改善环境、应对社会问题和加强治理政策方面较为出色的31家不同领域的北美会员企业的市场份额表现。在主要由于COVID-19大流行导致的高波动性期间,这组WBCSD会员企业(每家都在纽交所或纳斯达克上市)的平均表现高出标准普尔500指数9.4%。许多因素可以归因于企业的绩效,但将ESG纳入其业务中的公司能够更好地进行管理,并更能抵御冲击和波动。最终,那些将 ESG 问题作为商业战略和决策重要组成部分的首席执行官所在的企业将会更加具有弹性,收入不断增长,这才是合乎逻辑的。

 

This link was affirmed by analysts at my organization who evaluated the share performance of 31 North American-member companies across a variety of sectors that have strong profiles in improving the environment, addressing societal issues and strengthening governance policies.  During the period marked by high volatility due largely to the COVID-19 pandemic, this group of WBCSD members -- each listed on the NYSE or NASDAQ -- outperformed the S&P 500 Index by an average of 9.4%. Many factors can be attributed to an organization’s performance, but it’s highly likely the companies that integrate material ESG elements into their businesses are better managed and more resilient to shocks and volatility. At the end of the day, it’s only logical that CEOs who consider ESG issues to be an integrated component of their business strategy and decision-making will see increased business resilience and revenue growth.

 

去年10月,为了更好应社会面临的紧迫挑战,WBCSD和会员企业在会员准入条件中增加了五项新要求。新的要求将使我们的会员企业专注于实施可信、基于科学的行动计划,促进我们的经济体系转型,为所有人创造一个更加公平、包容的社会。如果各位想了解更多有关这些标准和WBCSD的信息,您可以联系我的同事周卫东,他是我们WBCSD中国代表处主任。卫东将很愿意倾听各位的声音我预祝此次活动圆满成功!再有不到一个月就是中国的春节了,在这里提前祝大家新春快乐!谢谢大家!

 

In October, our organization and member companies brought our membership criteria in line with the urgent challenges facing our society by adding five new requirements to our membership conditions. The new conditions will let our member companies focus on putting credible, science-based action plans into motion to transform our economic systems and strive for a more just and inclusive society for all. If any of you would like to know more about these criteria and my organization, I encourage you to contact my colleague, Wei Dong, who heads our office in Beijing. He’d love to hear from you. I wish you a successful event today and a wonderful Chinese New Year in less than a month.  Thank you very much.

 

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2021年1月28日 19:25
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