Naomi Kerbel’s Post

📰 Quarterly Customer Update: Green Investments Surprises Again 🤷🤷♀️🤷♂️ This one section of our latest report keeps catching people's attention – the performance of green investments. 🌱📈 "Grünfin portfolios continue to perform well. Our best-performing themes have been S&P500 Planet Friendly* (+20.12%) and Climate* (+8.88%), both outperforming their peer indices' S&P 500 (+15.29%) and MSCI EAFE PR (+3.51%) year-to-date in the first 9 months of 2024." Read all Grünfin news; find the link in the comments 👇 * Past performance is never a guarantee for future returns. Grünfin S&P 500 Planet Friendly and Climate Ambitious themes. The investment service provider is Grünfin AS. Learn the terms of service and risks at https://www.grunfin.com, and if needed, consult an expert before making investment decisions.

Transforming the global economy to align with a 1.5°C warming target is both a necessity and an opportunity – and the expansion of clean technology manufacturing capacity is one path toward decarbonization. In response, governments are turning to “green industrial policy” to stimulate the investment required to grow this capacity. Partner and Associate Director, Edmond Rhys Jones, highlights the opportunity for mid-sized markets that lies within this changing global landscape. Our new white paper is an important read for investors around the world, including those in Belgium, with an eye on expanding production capacity overseas, tapping into new markets, or anticipating competitive imports. Dive into the insights that could shape investment strategies and contribute to a greener world. Read more: https://on.bcg.com/49l6LD9 #GreenIndustrialPolicy #CleanTech #Sustainability #Decarbonisation

An important read from visionary Andrew Winston. Andrew provides a smart reading of the tea leaves, demonstrating a deep understanding of the critical drivers of “sustainability” investment. This is what happens when we are informed by good data and evidence. Thanks for your leadership and inspiration, Andrew!

The Inevitable Resurgence of Corporate Sustainability: Beyond Rhetoric to Real Impact The concept of a “sustainability recession” might suggest a temporary slowdown in corporate sustainability efforts, but this pause is merely a brief interlude in a much larger, inevitable resurgence. The drivers behind sustainability are not rooted in fleeting political trends or activist pressures; they are grounded in fundamental economic, environmental, and social realities that are too powerful to be ignored. Economic Imperatives and Risk Management Contrary to popular belief, companies are not embracing sustainability just to appease NGOs or political factions. The shift towards renewable energy, for instance, is driven by economic imperatives—renewable technologies have become significantly cheaper than traditional fossil fuels. This economic advantage, coupled with the escalating costs associated with climate change impacts, has made sustainability a business necessity. Companies are increasingly aware that the risks posed by climate change, such as extreme weather events and resource scarcity, threaten their operations and profitability. Demographic Shifts and Diversity The changing demographics of the global workforce and consumer base are also driving the sustainability agenda. Companies must adapt to a world where diversity is not just an option but a reality. A diverse workforce and customer base enhance innovation, attract top talent, and reflect the broader society. This demographic shift is not temporary; it is the future, and businesses that fail to embrace it will struggle to remain competitive. The Rise of Regenerative Business Models As the sustainability movement regains momentum, the focus will shift from merely minimizing harm to actively creating positive environmental and social impacts. Regenerative business models, which aim to restore and renew natural systems and communities, will set the new standard for sustainability. This shift will require companies to rethink their entire value chains, integrating environmental stewardship and social responsibility into every aspect of their operations. Digital Transformation as a Catalyst Digital technologies like AI, big data, and blockchain are revolutionizing how companies manage their sustainability efforts. These tools enable greater transparency, efficiency, and accountability, making it easier for businesses to track, report, and improve their environmental and social impacts. Moreover, digital platforms are fostering collaboration and innovation across industries, helping to tackle complex sustainability challenges. Conclusion: A Future-Ready Business Is a Sustainable Business The sustainability recession will end, not by choice, but by necessity. Businesses that embrace sustainability will thrive in a future where it is the cornerstone of success. References: • Naam, R. The Rise of Clean Energy. • Elkington, J. The Triple Bottom Line.

Transforming the global economy to align with a 1.5°C warming target is both a necessity and an opportunity – and the expansion of clean technology manufacturing capacity is one path toward decarbonization. In response, governments are turning to “green industrial policy” to stimulate the investment required to grow this capacity. Partner and Associate Director, Edmond Rhys Jones, highlights the opportunity for mid-sized markets that lies within this changing global landscape. Our new white paper is an important read for investors around the world, including those in the Netherlands, with an eye on expanding production capacity overseas, tapping into new markets, or anticipating competitive imports. Dive into the insights that could shape investment strategies and contribute to a greener world. Read more: https://on.bcg.com/3VDyr32 #GreenIndustrialPolicy #CleanTech #Sustainability #Decarbonisation

Thank you Andrew Winston for your ongoing leadership in the realm of sustainability and for continuing to share insights with us. For seasoned sustainability professionals, this article represents the core belief that drives our purpose and fuels our commitment to making a difference. It's the foundation of why we are here, and we are eager to get to work and make an impact. If the sentiments expressed in this article resonate with you or your organization, and you are seeking assistance, I have launched FMC Impact precisely for this purpose. I am deeply dedicated to helping business today ensure that they are thriving now and into the future - indefinitely. This involves making strategic decisions that are seamlessly integrated into business operations and culture to maintain integrity and drive scalable impact. Read the full article here: https://lnkd.in/dZhfaAB4

Motivating words for those of us who are hoping that the "sustainability recession" will end soon. "A recent Accenture survey found that 90% of global CFOs expect ESG issues to be a major focus over the next five years. Also, investors aren’t letting it go. BNP Paribas recently said it will require companies it invests in to put climate action into executive compensation metrics." A great read by Andrew Winston. See the link in the comments here. #climatechange #globalwarming #sustainability #esg #dei

How are you preparing your business to embrace sustainability as a key driver of your business performance? Do you have the will? Do you have the skills? Is it in your culture or do you need to upgrade it? Whatever your replies are to the three questions above, one thing is clear: you need to act from where you are today. Ask questions, set aside 30 minutes to learn, read about what other companies are doing, approve that budget from your Head of Sustainability. Take that first or next step.

Transforming the global economy to align with a 1.5°C warming target is both a necessity and an opportunity – and the expansion of clean technology manufacturing capacity is one path toward decarbonisation. In response, governments are turning to “green industrial policy” to stimulate the investment required to grow this capacity. Partner and Associate Director in BCG’s London office, Edmond Rhys Jones, highlights the opportunity for mid-sized markets that lies within this changing global landscape. Our new white paper is an important read for investors around the world, including those in the UK, with an eye on expanding production capacity overseas, tapping into new markets, or anticipating competitive imports. Dive into the insights that could shape investment strategies and contribute to a greener world. Read more: https://on.bcg.com/3TA4JJq #GreenIndustrialPolicy #CleanTech #Sustainability #Decarbonisation

LinkedIn offers sometimes interesting discoveries. The thread starts with Andreas Rasche recommending a post from Julia Staunig. Julia says that #ESG is here because "its core purpose is to address real risks and opportunities, it's a strategic imperative"; she's commenting on a post from Andrew Winston article in Fortune . And here we go... Andrew defends ESG in the article in economics terms, and the "sustainability recession" coined by John Elkington, will move through. I miss the mention in the article on the civil society important role. Companies have #stakeholders not just #shareholders.