{"id":3103,"date":"2020-04-08T13:00:51","date_gmt":"2020-04-08T13:00:51","guid":{"rendered":"https:\/\/miranda-partners.com\/?p=3103"},"modified":"2020-06-12T20:19:44","modified_gmt":"2020-06-12T20:19:44","slug":"esg-en-tiempos-de-crisis-la-propuesta-del-cce","status":"publish","type":"post","link":"https:\/\/miranda-partners.com\/es\/esg-conversation-during-the-pandemic-mexicos-business-council-proposal\/","title":{"rendered":"ESG en tiempos de crisis + la propuesta del CCE"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"3103\" class=\"elementor elementor-3103\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-e07c6f3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e07c6f3\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f7ac882\" data-id=\"f7ac882\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6d842cf elementor-widget elementor-widget-text-editor\" data-id=\"6d842cf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Espero que tu y tu familia se encuentre bien y\u00a0bienvenido de nuevo a nuestro blog sobre ESG.\u00a0Esta semana quisiera compartir algunos recursos de la comunidad financiera que me parecen interesantes\u00a0para ense\u00f1ar c\u00f3mo est\u00e1 evolucionando la conversaci\u00f3n sobre ESG a lo largo de esta pandemia. Tambi\u00e9n pondr\u00e9 las citas de lo que creo que es lo m\u00e1s relevante de cada uno de ellos.<\/p><p>\u00a0<\/p><p><a href=\"https:\/\/reports.jpmorganchase.com\/investor-relations\/2019\/ar-ceo-letters.htm?campaign_id=4&amp;emc=edit_dk_20200406&amp;instance_id=17377&amp;nl=dealbook&amp;regi_id=3204973&amp;segment_id=24003&amp;te=1&amp;user_id=108d1002a4ada1ca72dd32efd2fd1c2c\" target=\"_blank\" rel=\"noopener\">Jamie Dimon de JP Morgan<\/a><\/p><ul><li>\u201cOur actions during this global crisis are essential to keeping the global economy going and will be remembered for years to come.\u201d<\/li><li>\u201cI want to focus on what we as a bank can do to remain strong, resilient and well-positioned to support our colleagues, clients, customers and communities across the globe.\u201d<\/li><li>\u201cIt is in the toughest of times that we need to use our capital and liquidity to help clients \u2013 large and small.\u201d<\/li><li>\u201cDuring this pandemic, we have also taken extensive steps to protect and support our employees and their families.\u201d<\/li><li>\u201cA DIVERSE AND INCLUSIVE COMPANY IS A STRONGER COMPANY\u201d<\/li><li>\u201cWe make extraordinary efforts to lift up our communities, especially in challenging times.\u201d<\/li><li>\u201cThis can be a moment when we all come together and recognize our shared responsibility, acting in a way that reflects the best of all of us.\u201d<\/li><\/ul><p>\u00a0<\/p><p><a href=\"http:\/\/www3.weforum.org\/docs\/WEF_Stakeholder_Principles_COVID_Era.pdf?mod=article_inline\" target=\"_blank\" rel=\"noopener\">WEF hablando de los principios para los grupos de inter\u00e9s en la era de COVID<\/a><\/p><ul><li>\u201cWe will continue to embody \u201cstakeholder capitalism\u201d and do all we can to help those who are affected, and help secure our common prosperity.\u201d<\/li><li>\u201cTo employees, our principle is to keep you safe.\u201d<\/li><li>\u201cTo our ecosystem of suppliers and customers, our principle is to secure our shared business continuity.\u201d<\/li><li>\u201cTo our end consumers, our principle is to maintain fair prices and commercial terms for essential supplies.\u201d<\/li><li>\u201cTo governments and society, our principle is to offer our full support.\u201d<\/li><li>\u201cTo our shareholders, our principle remains the long-term viability of the company.\u201d<\/li><\/ul><p>\u00a0<\/p><p><a href=\"https:\/\/www.schroders.com\/en\/insights\/economics\/a-new-social-contract---sustainable-investing-during-the-covid-19-crisis\/?utm_campaign=alpha_equity&amp;utm_content=global_insights&amp;utm_medium=organic_social&amp;utm_source=linkedin\" target=\"_blank\" rel=\"noopener\">Schroders hablando sobre el nuevo contrato social<\/a><\/p><ul><li>\u201cMSCI ESG Leaders indices have outperformed their mainstream counterparts in most geographies, albeit modestly in most instances.\u201d<\/li><li>\u201cESG leaders have so far seen smaller earnings per share (EPS) cuts than ESG laggards.\u201d<\/li><li>\u201cCompanies\u2019 treatment of their customers, employees and suppliers is under greater scrutiny than ever before.\u201d<\/li><li>\u201cIt is reasonable to expect that companies that attract positive recognition will see greater loyalty from their staff and be more able to attract new recruits after the crisis.\u201d<\/li><li>\u201c\u2026could also see market share shift to companies that are deemed to have \u2018done their bit\u2019 during the crisis.\u201d<\/li><li>\u201cAs investors, our job remains the same: we focus on identifying those companies that have the best potential for sustainable growth over the long term, underpinned by strong relationships with their stakeholders.\u201d<\/li><\/ul><p>\u00a0<\/p><p><a href=\"https:\/\/justcapital.com\/reports\/the-covid-19-corporate-response-tracker-how-americas-largest-employers-are-treating-stakeholders-amid-the-coronavirus-crisis\/\" target=\"_blank\" rel=\"noopener\">JUST Capital ense\u00f1a lo que los 100 empleadores m\u00e1s grandes de Estados Unidos est\u00e1n haciendo en la crisis<\/a><\/p><ul><li>\u201cMany companies have already stepped up to support their workers, customers, and local communities. We\u2019ve created the following tracker \u2014 starting with America\u2019s 100 largest public employers \u2014 to help assess what\u2019s happening on the ground, elevate best practices, and share what good looks like in this rapidly shifting landscape.\u201d<\/li><li>S\u00f3lo 7% de las empresas en esta muestra han anunciado recortes de personal.<\/li><li>64% ya anunciaron alg\u00fan plan para ayudar a sus clientes de alguna forma.<\/li><li>11% anunciaron sueldos menores para su equipo ejecutivo.<\/li><\/ul><p>\u00a0<\/p><p><a href=\"https:\/\/www.robeco.com\/en\/insights\/2020\/03\/the-most-important-esg-issue-in-the-coronavirus-crisis-is-our-response.html?_lrsc=7f28ef9a-76ed-4adb-9e92-edd83ad7b150&amp;cmp=sm-93\" target=\"_blank\" rel=\"noopener\">Masja Zandbergen from Robeco<\/a><\/p><ul><li>\u201c\u2026This crisis reinforces the fact that sustainable development is the only way forward.\u201d<\/li><li>\u201cWe also see that companies are quick to adapt to taking measures that they were reluctant to take in the past.\u201d<\/li><li>\u201c\u2026in this situation we will be assessing on a case by case basis the prudence of companies when it comes to dividend payouts and share buybacks.\u201d<\/li><li>\u201cWe will also be critical of remuneration proposals for board members.\u201d<\/li><li>\u201cWhen it comes to employees, we expect company responses to the coronavirus to be a proxy for their broader approach to human capital management.\u201d<\/li><\/ul><p>\u00a0<\/p><p>Pasando a noticias m\u00e1s locales, el Presidente del Consejo Coordinador Empresarial ayer lanz\u00f3 una convocatoria para un\u00a0<a href=\"https:\/\/www.cce.org.mx\/cce-convoca-a-un-gran-acuerdo-nacional-a-favor-de-mexico\/\" target=\"_blank\" rel=\"noopener\">acuerdo nacional para efrentar la contingencia econ\u00f3mica de COVID-19<\/a>. El objetivo de la propuesta es unir a gobierno, empresarios, empleados, y el sector social para salvaguardar el empleo, sentar bases para la recuperaci\u00f3n, evitar crisis de solvencia en las familias y contar recursos para programas sociales. Para lograr esto se proponen varias cosas para los siguientes tres meses incluyendo diferir ciertos pagos (de cuotas de seguridad social en algunos sectores), generar algunos programas de liquidez, proyectos de inversi\u00f3n, entre otros.<\/p><p>Como se puede ver en todo esto, los inversionistas, empresas y asociaciones que reconocen la seriedad de su posici\u00f3n y la responsabilidad que ella conlleva (y tienen la oportunidad de hacerlo) consideran la implicaci\u00f3n para sus diferentes grupos de inter\u00e9s de sus acciones tanto en \u00e9pocas buenas como malas. Creemos que esto ser\u00e1 la clave para el \u00e9xito en el largo plazo de todas estas relaciones.<\/p><p><strong>\u00a0<\/strong><\/p><p>Espero esta informaci\u00f3n haya sido de tu inter\u00e9s. Como siempre, si hay algo en lo que pudi\u00e9ramos ayudar, o si hay un tema de ESG del cual quisieras saber m\u00e1s, por favor h\u00e1znoslo saber para considerarlo en versiones futuras.<\/p><p>\u00a0<\/p><p>Saludos,<\/p><p>Marimar<\/p><p><em>Socia, Miranda ESG<\/em><\/p><p>\u00a0<\/p><p><strong><em>Las lecturas recomendadas de esta semana<\/em><\/strong><\/p><ul><li><a href=\"https:\/\/www.ft.com\/content\/7de1b83c-7752-11ea-af44-daa3def9ae03\" target=\"_blank\" rel=\"noopener\">Letter: Perhaps the new alpha mantra should be ESG materiality<\/a><\/li><li><a href=\"https:\/\/www.responsible-investor.com\/articles\/covid-19-demonstrates-the-need-to-address-esg-risks-in-supply-chains\" target=\"_blank\" rel=\"noopener\">COVID-19 demonstrates the need to address ESG risks in supply chains<\/a><\/li><li><a href=\"https:\/\/portal.fgv.br\/en\/news\/corporate-governance-has-fundamental-role-times-crisis-specialist-says\" target=\"_blank\" rel=\"noopener\">Corporate governance has fundamental role in times of crisis, specialist says<\/a><\/li><li><a href=\"https:\/\/www.ft.com\/content\/fe90fc64-c76b-4490-83ce-cc783246b1ba\" target=\"_blank\" rel=\"noopener\">Big data shows Covid-19 reshaping ESG; UN PRI\u2019s long-term crisis plan; sustainable funds stand tall<\/a><\/li><li><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2020-03-31\/esg-stock-resilance-is-paving-the-way-for-a-surge-in-popularity\" target=\"_blank\" rel=\"noopener\">ESG Stock Resilience Is Paving the Way for a Surge in Popularity<\/a><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d88ad7b elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"d88ad7b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4b060b0 elementor-widget elementor-widget-text-editor\" data-id=\"4b060b0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Contactos en Miranda Partners<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-inner-section elementor-element elementor-element-1365be5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1365be5\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-4fe6866\" data-id=\"4fe6866\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-09be59a elementor-widget elementor-widget-text-editor\" data-id=\"09be59a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Damian Fraser<\/strong><br \/>Miranda Partners<br \/><a href=\"mailto:damian.fraser@miranda-partners.com\">damian.fraser@miranda-partners.com<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-f27c102\" data-id=\"f27c102\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b20dcc4 elementor-widget elementor-widget-text-editor\" data-id=\"b20dcc4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Marimar Torreblanca<\/strong><br \/>Miranda ESG<br \/><a href=\"mailto:marimar.torreblanca@miranda-partners.com\">marimar.torreblanca@miranda-partners.com<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Hope you are doing well and staying safe. Welcome back to our brief thoughts on ESG.&nbsp;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. [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":3104,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[26],"tags":[],"class_list":["post-3103","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-esg"],"_links":{"self":[{"href":"https:\/\/miranda-partners.com\/es\/wp-json\/wp\/v2\/posts\/3103","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/miranda-partners.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/miranda-partners.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/miranda-partners.com\/es\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/miranda-partners.com\/es\/wp-json\/wp\/v2\/comments?post=3103"}],"version-history":[{"count":0,"href":"https:\/\/miranda-partners.com\/es\/wp-json\/wp\/v2\/posts\/3103\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/miranda-partners.com\/es\/wp-json\/wp\/v2\/media\/3104"}],"wp:attachment":[{"href":"https:\/\/miranda-partners.com\/es\/wp-json\/wp\/v2\/media?parent=3103"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/miranda-partners.com\/es\/wp-json\/wp\/v2\/categories?post=3103"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/miranda-partners.com\/es\/wp-json\/wp\/v2\/tags?post=3103"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}