ECO Comment: Confirmation that climate change is happening more rapidly than previously predicted and that the necessary adjustments and solutions are already crucial factors for investors to consider.
ECO Comment: Another corporate example indicating that neglect of environment and stakeholder considerations can potentially result in financial liabilities and poor performance for shareholders
ECO Comment: The recent scandal provides an excellent case study on how ESG evaluation can help to raise awareness of a heightened corporate risk profile.
ECO Comment: This recent article in The Asset.com highlights increasing interest in ESG amongst investors in Asia. Our view is that ESG investing will rapidly spread from its traditional base in Northern Europe to be an important driver for equity returns on a global basis.
Canada Supreme Court to hear case against Nevsun Resources over alleged forced labour & torture at Eritrea mine in January
ECO Comment: The changing legal and regulatory environment can uncover risks to companies as their liability profile expands in ways that may not have been anticipated by management. We believe that companies that stay one step ahead of these risks will deliver superior long term performance.