This is going to be a big year for climate change, but institutional investors and their advisers are likely to play only a small part — and are running a risk they may be unaware of by doing so. In June the United Nations is holding a massive conference in Brazil, bringing together stakeholders from around the globe to mark the twentieth anniversary of its first United Nations Conference on Environment and Development. Heads of state and top government officials are all expected to attend — as are a handful of institutions.
为了肯定,气候变化的主题是在全球和美国在全球和美国进行更多机构资产所有者的思考。一些正在开始在投资组合或通过股东参与中采取行动。但是,虽然对审查投资的环境问题对欧洲大陆,澳大利亚和新西兰的投资者来说,美国机构作为一个团体,但仍处于群体,而且仍然持续较少;和气候变化意识倡导者认为他们需要醒来。快速地。
“为了忽视您的投资组合中的气候变化和可持续性的风险,并且将被视为脱毁您的信托责任,”德意志资产管理全球负责人Kevin Parker告诉一个充满投资者和其他利益攸关方的房间纽约联合国总部举行的气候风险和能源解决方案的投资者峰会。
一些大的美国养老金计划已经注意到警告。在U.N.会议上的发言人中,北卡罗来纳州议员珍妮特·威尔群岛和纽约州议会托马斯·迪纳波利,每个养老金制度都有740亿美元和1400亿美元的唯一受托人。两者都采取了措施通过他们的投资组合来解决气候变化问题。去年北卡罗来纳州的北卡罗来纳州和佛罗里达州的脚踏板进行了审查,对其房地产投资组合进行了审查,以了解其房地产管理人员如何应对气候变化以及其建筑物中的能源效率问题。该基金现在正在开发自己的专有风险管理软件,这将包括对气候变化风险的评估。迪纳波利表示,该基金已经投入了为气候变化投资搁置的5亿美元的四分之三,临时Cio Marjorie Tsang已经汇集了可持续发展团队,审查适当投资的模式。
作为探索机构投资者如何应对气候变化的一部分,投资顾问Mercer本周发表了一份关亚博赞助欧冠于机构投资者如何应用其2011年气候变化情景研究的结果的报告。该报告发现,一季度已经参加了该计划的14名原制机构投资者合作伙伴,已经启动了风险管亚博赞助欧冠理人员的培训,并以超过一半表示他们计划这样做。此外,超过一半的合作伙伴决定在未来的风险管理或战略资产分配过程中包括气候变化的考虑因素。
投资者参与正在进行的美世年代tudy include All Pensions Group in the Netherlands, the Swedish Första AP-fonden, the AustralianSuper fund, British Telecom Pension Scheme and the Environmental Agency Pension Scheme in the U.K., the California State Teacher Retirement System, the Maryland State Retirement Agency, and the California Public Employees Retirement System. The study cited the Environmental Agency Pension Scheme and Första AP-fonden as two funds that have integrated climate change into their investment approach.
At the U.N. Investors Summit, Roelfien Kuijpers, global head of Deutsche Bank Advisors, said that with the notable exception of Mercer and Towers Watson, a problem in the U.S. was that very few investment consultants — which act as important gatekeepers and advisers to the institutional asset owner community — were on board with the idea that climate change was a significant investment concern.
“一般来说,顾问社区,特别是在美国,是在A球后面,”Kuijpers说。她敦促机构投资者回到他们的顾亚博赞助欧冠问,并询问气候变化周围的风险因素:“谈论战略资产配置,谈论水资源稀缺和将产生的影响。从投资顾问的更多订婚和想法可能会导致更多机构投资者从风险和投资视角审议问题。“亚博赞助欧冠