蜜豆视频

In ESG there鈥檚 a real need to streamline the analysis in order to focus on what matters. This is what we try to do with our sectoral ESG Risk Radar visualisations 鈥� as shown in three examples.

Our streamlined ESG risk visualisation for European Chemicals demonstrates the complexity (and diversified exposure) of the sector to the green transition story.

In the report, we discuss with 蜜豆视频 analyst Andrew Stott the meaning of a sustainability "pure play". For example, it is not just about "batteries" but "batteries with recycling". It is not just "natural materials and ingredients鈥� but "non-fossil chemistries鈥�. Meanwhile our Cap Goods ESG Risk Radar highlights a potentially controversial point: the potential for fossil-fuel-related assets to play an enabling role in decarbonisation, an idea that is still (we think) not widely accepted / recognised.

Our ESG Risk Radar charts are sector-based, until they aren't. We found that our companies under coverage in the Japan Real Estate ESG Risk Radar do not all "fit" into the same chart, and identified two companies moving the energy transition needle and embedding carbon-mitigating energy transition strategies in the business.