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You can reach us, while we are social distancing

 

We hope you and your loved ones are safe and coping as best you can during these difficult times.

We just wanted to let you know that we are now doing all meetings online and working from home as much as possible, to help flatten the curve and protect those most vulnerable from COVID-19.  You can still reach us on the phone or via email as usual.

Our advice to you will continue via Adobe Sign as per usual.

If you have any concerns or need to chat about anything, please don’t hesitate to contact us.


The Next Economy – Conversations Masterclasses Storytelling

Hear from some of the world’s most progressive thought leaders on a transformational journey, as they explore theories of change, and re-imagine how we live, work and relate..

Conversations – 1.5 hour moderated Zoom sessions.  Vital stories and ideas are discussed that challenge the existing role of all forms of capital in society and explore theories of change where people, planet and profit can all prosper.

Masterclasses – 3 hour workshop experience via Zoom.  For those ready to deepen the conversation and go further in their exploration of the topics addressed.

Get Tickets
Small Giants Academy Program


Australian Real Estate Investment Trust on climate resilience

If the world fails to act on the climate emergency and average temperatures spiral upwards of 3°C by 2100, it will be up to building owners to provide safe spaces to shelter from weather extremes and help the community cope with climate change-induced shocks.

This is the sobering reality of the worst-case climate change scenario as painted by Dexus, an Australian real estate trust we invest in, in its recently released Climate Resilience Report.
The company is opting for a detailed roadmap that explains how it will tackle climate risk instead of burying this detail deep inside its annual reports.

The Fifth Estate

Ethical investments are outperforming traditional funds

As has been evidence from performance of EIA’s investments compared to traditional funds, a detailed number-crunching of environmentally sustainable funds has revealed that they have outperformed traditional funds across the board – beating them during the pandemic as well as during the 10 years up to and including the coronavirus sell-off.

The data, from the global research agency Morningstar, comes amid growing evidence that environmentally focused investing – once pigeonholed by City traditionalists as only for a vegan/hippy minority – is becoming mainstream.

“In all but one category considered in the study, sustainable funds outperformed, with average excess returns in Q12020 ranging between 0.09% and 1.83% across categories,”

The Guradian


Our team spoke to BNP Paribas Asset Management, a fund manager we invest in and here is an update:

The Impax investment team collaborated with Imperial College London to conduct deeper research on the character & quality of investee companies and identify risk related to ESG and sustainability issues as well as areas of potential improvement.

In 2019 it prioritised strategic areas of engagement, examples included:

Physical climate risk –  Impax has developed a proprietary tool using open source climate data to assess location-specific risks of extreme climate events.  Impax shares this tool with underlying investments they hold that explores climate metrics and looks at the next 10-30 years for sea level rise, water stress, extreme storms.  The aim is to raise awareness of physical climate risks and encourage companies to develop mitigation options to consider when assessing future plant locations.

Diversity & pay-equity – Impax has been engaging with Japanese companies to improve gender diversity in the management team and board level.  Following the engagements, the company appointed its first female director in early 2019 and in Q4 2019 the company announced they were making three further female appointments to the board and to the management team. The company confirmed that Impax’s engagement had been instrumental in driving these changes.
Engagement with US companies to improve race, ethnicity and diversity has been slower going with Impax having prioritised improved transparency as an easier win.

BPN Paribas Asset Management


Technology predictions for 2025

From quantum computers and 5G in action to managing chronic cancer, Technology Pioneers predict how technology will change the world in the next five years.  Here are some of their predictions for our near-term future.

1. Artificial Intelligence AI-optimized manufacturing
Companies that design and build products will rapidly adopt cloud-based technologies to aggregate, intelligently transform, and contextually present product and process data from manufacturing lines throughout their supply chains.  As a result, we will enjoy higher quality products, produced faster, at lower cost to our pocketbooks and the environment.

2. A far-reaching energy transformation
Public attention will drive government policy and behavioural changes, with carbon footprints becoming a subject of worldwide scrutiny.  We’ll see a diversity of new technologies aimed at both reducing and removing the world’s emissions – unleashing a wave of innovation to compare with the industrial and digital Revolutions of the past.

Read more about these technologies here including:

  • A new era of computing
  • Healthcare paradigm shift to prevention through diet
  • 5G will enhance the global economy and save lives
  • A new normal in managing cancer
  • Putting individuals – not institutions – at the heart of healthcare

source: World Economic Forum


 

 

Disclaimer The contents of this newsletter are intended as general advice only. No specific person’s circumstances, financial situation or objectives have been taken into consideration. You should not act on the information provided without seeking personal advice from an appropriately qualified financial planner. Research sources: CAER Corporate Monitor. While the source has been verified as reliable, the actual content has not been checked for accuracy. Consequently Ethical Investment Advisers does not warrant the accuracy of the information nor accept liability for any errors in the data.

 

 

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