Posted on Apr 29, 2023
Investor argues ESG investing is about measuring risk, not politics
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John Streur, chairman of Calvert Research and Management in Washington, D.C., has been doing ESG investing for decades.
Just outside his office, a new D.C. Metrobus pulls away. The D.C. Metrobus system has a fleet with newer engines from the Cummins company, and Cummins has a high ESG score.
“Cummins has consistently innovated on fuel efficiency, and Cummins is also a leader in helping to develop hydrogen fuel technology,” Streur says. “Green hydrogen is a potential fuel of the future.”
The idea is to bet on companies Calvert Research and Management thinks will be around long-term. And to bet against many fossil fuel companies that Streur thinks could be endangered.
“Oil, when burned, creates carbon emissions, which are held to be responsible for warming and climate change,” he says. “Therefore, there are lots of innovators, lots of initiatives to try to create a different energy system.”
Think back to a few 100 years ago: If thought energy only comes from burning wood, then they would have missed out on coal and then oil.
Just outside his office, a new D.C. Metrobus pulls away. The D.C. Metrobus system has a fleet with newer engines from the Cummins company, and Cummins has a high ESG score.
“Cummins has consistently innovated on fuel efficiency, and Cummins is also a leader in helping to develop hydrogen fuel technology,” Streur says. “Green hydrogen is a potential fuel of the future.”
The idea is to bet on companies Calvert Research and Management thinks will be around long-term. And to bet against many fossil fuel companies that Streur thinks could be endangered.
“Oil, when burned, creates carbon emissions, which are held to be responsible for warming and climate change,” he says. “Therefore, there are lots of innovators, lots of initiatives to try to create a different energy system.”
Think back to a few 100 years ago: If thought energy only comes from burning wood, then they would have missed out on coal and then oil.
Investor argues ESG investing is about measuring risk, not politics
Posted from wbur.orgPosted in these groups: 
Investing
Environment
Investing Environment
Posted 1 y ago
Responses: 2
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PO1 William "Chip" Nagel I was taught that investing is for personal profit. Does ESG provide a profit??
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PO1 William "Chip" Nagel
..."With the continual expansion of scopes and requirements for ESG disclosures, regulations are increasing on a global scale. Stakeholders are advocating for change and governments are discussing new policies to implement this change. Our due diligence process includes these measures discussed in the EU and SEC proposals regarding more transparency in the supply chain, including the Corporate Sustainability Due Diligence Directive and disclosure regulations. We turn to third-party vetting and reliable networks and resources to get an accurate analysis of an organization’s values surrounding climate change, human rights, equality, and diversity.
Engagement with a company that has contradicting ESG values can impact your reputation and customer relationships. Our services provide a complete 360-degree view of target companies to confidently assess risk both legally and reputationally. We evaluate your ESG goals and priorities to tailor our strategy of collection and analysis to fit your company’s priorities. We provide ESG services internationally through ESG M&A due diligence, ESG monitoring, ESG risk for compliance teams, and diversity, equality, and inclusion (DEI) executive due diligence in a timely, accurate, and specific manner."...
..."With the continual expansion of scopes and requirements for ESG disclosures, regulations are increasing on a global scale. Stakeholders are advocating for change and governments are discussing new policies to implement this change. Our due diligence process includes these measures discussed in the EU and SEC proposals regarding more transparency in the supply chain, including the Corporate Sustainability Due Diligence Directive and disclosure regulations. We turn to third-party vetting and reliable networks and resources to get an accurate analysis of an organization’s values surrounding climate change, human rights, equality, and diversity.
Engagement with a company that has contradicting ESG values can impact your reputation and customer relationships. Our services provide a complete 360-degree view of target companies to confidently assess risk both legally and reputationally. We evaluate your ESG goals and priorities to tailor our strategy of collection and analysis to fit your company’s priorities. We provide ESG services internationally through ESG M&A due diligence, ESG monitoring, ESG risk for compliance teams, and diversity, equality, and inclusion (DEI) executive due diligence in a timely, accurate, and specific manner."...
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