ESG conversation during the pandemic + Mexico’s business council proposal
Hope you are doing well and staying safe. Welcome back to our brief thoughts on ESG. This short week I want to share five interesting resources from the financial community to show how the conversation around ESG topics is evolving throughout this pandemic. I will highlight what I think are the most revealing quotes from them. […]
The Buy Side’s Responsibility during the Pandemic
Hope you are doing well and staying safe. Welcome back to our brief thoughts on ESG. This week I’d like to comment on whether investors with a long-term mandate (and particularly those with ESG commitments) could have a positive impact on the ripple effect of the COVID-19 pandemic. Portfolio managers are by definition stewards of capital. […]
How COVID-19 might change the conversation on ESG
Hope you are doing well and staying safe. Welcome back to our brief thoughts on ESG. This week I’d like to comment on how COVID-19 might change the conversation on sustainability going forward. One thing that is being widely discussed in recent weeks as the pandemic has forced nations left and right to send people […]
Silver linings around the COVID-19 Pandemic
Hope you are doing well and staying safe. Welcome back to our brief thoughts on ESG. This week I’d like to share three small silver linings from the COVID-19 pandemic hoping this provides some (albeit little) light for all. Global reduction in carbon emissions since the outbreak. “Measures taken by China to contain the coronavirus […]
The patriarchal Mexican board
Hope you are having a great week and welcome back to our brief thoughts on ESG. This week I’d like to share with you an article Damian and I co-authored on gender equality in Mexican boards. What do Mexican corporate giants Grupo Alfa, Grupo Mexico, Televisa, Alpek, Grupo Elektra, Grupo Carso, Coca Cola Femsa, ASUR, […]
Principles for Responsible Investment
Hope you are having a great week and welcome back to our brief thoughts on ESG. This week I’d like to briefly discuss what are the Principles for Responsible Investment, who has signed in Mexico, and whether we think it makes sense to become a signatory. What are the Principles for Responsible Investment? According […]
Are independent boards the way to go?
Hope you are having a great week and welcome back to our brief thoughts on ESG. This week I’d like to share some ideas on corporate governance inspired by Warren Buffet’s latest letter to Berkshire Hathaway’s shareholders. In particular, I’d like to talk about independent board members and their effectiveness. Who is an independent […]
Jeff Bezos leads the list as the biggest donator to Climate Action yet
This week I’d like to discuss the biggest donation ever made towards climate change mitigation, showcase other recent corporate commitments on the same topic, and comment on where we stand in Mexico. Jeff Bezos US$10bn climate pledge On Monday Amazon’s CEO and President and the world’s wealthiest individual, Jeff Bezos, announced the launch of the […]
Miranda’s ESG thoughts – ESG Integration
Hope you are having a great week and welcome back to our brief thoughts on ESG. This week I’d like to talk about how ESG integration looks like. The basics According to PRI, integrating ESG factors into the analysis of public equities is the most widespread responsible investment practice in the market today. In a […]
Miranda’s ESG thoughts – A Brief Introduction to ESG Bonds
Hope you are having a great week and welcome back to our brief thoughts on ESG. This week I’d like to talk about ESG bonds. What is a green bond? A social bond? A sustainability bond? A transition bond? A green bond is just like a regular bond, but proceeds are reserved for projects that […]