Did you know that the raw materials used in semiconductors are often sourced from only a few countries or regions? https://bit.ly/4eZO4cd Morningstar Sustainalytics' new material ESG issue (MEI) on Raw Materials Use shows that this supply chain concentration is the main source raw materials risks for the semiconductor industry. Such supply concentration risks can be made worse by elevated geopolitical risks. For example, Africa (where there are risks from political instability, corruption, or conflicts) and China (where there are risks from trade disputes and export bans) supply approximately 70% of tantalum and silicon globally – two materials widely used in semiconductor manufacturing. In her latest article, Marloes Spanjersberg takes a deeper look at these risks in the semiconductor industry and how companies are managing them. 👉Click the link above to read the full article: https://bit.ly/4eZO4cd #ESGRisk #ESGRiskRatings #SustainableInvesting #RiskManagement #Sustainability
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Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects. With 17 offices globally, Sustainalytics has more than 1,200 staff members, including more than 500 analysts with varied multidisciplinary expertise across more than 40 industry groups. For more information, visit www.sustainalytics.com.
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http://www.sustainalytics.com
Externe link voor Morningstar Sustainalytics
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- Financiële diensten
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- 1.001 - 5.000 medewerkers
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- Amsterdam
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- 1992
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- ESG Research and Analysis, Responsible Investment, Environmental, Social, Corporate Governance Research, sustainable finance, Corporate Solutions, ESG Research, ESG Ratings en ESG Data
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Updates
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As asset managers, understanding which ESG issues are truly material to your investments is crucial for sustainable and responsible investing. bit.ly/3Y48P0v Dive into our latest insights on the five key factors every investor should consider when evaluating ESG issues, including: ▶️Materiality Assessments ▶️ESG Risk Ratings ▶️Controversies and Incidents ▶️Country of Operation ▶️Climate Risks 📈 Gain a deeper understanding of how these factors impact your investment strategy and how to mitigate risks effectively. 👉 Read the full article here and share your thoughts: bit.ly/3Y48P0v #SustainableInvesting #ESG #AssetManagement #RiskManagement #Sustainalytics #MaterialityMatters #ClimateChange #InvestmentStrategies
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Companies face a broad range of ESG risks that can impact their business – but measuring those risks can lead to better outcomes for investors. Morningstar Sustainalytics’ Adam Fleck, CFA recently sat down with Environmental Finance for the ESG Data Guide 2024 to discuss: ▶️ What Material ESG Issues (MEIs) are ▶️ How mismanagement of MEIs can affect business outcomes ▶️ The importance of reliable, timely, and complete ESG data 👉 Check out highlights from his interview below, or read the full report here https://lnkd.in/eVwpEC-F
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How is Raw Material Use a material ESG issue? https://bit.ly/3Y2mLrY The demand for raw materials is set to nearly double by 2050 due to population growth, rising living standards, and the low-carbon transition that will see widespread and increasing use of low-carbon technology. While physical scarcity serves as the upper limit of raw materials availability, accessibility issues related to the unequal spread of raw materials across countries and high cumulative demand for raw material inputs are becoming more prevalent. Subpar sovereign governance practices (bribery and corruption) and geopolitical tension (trade disputes, export bans or conflict) provide another dimension of risk, particularly where raw materials are supplied by only a few commodity-producing nations. ➡️ Learn more about Material ESG Issues on our website: https://bit.ly/3zFYrBW #ESGRisk #RawMaterials #SustainableInvesting
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What do business ethics, product safety, flood risks, and carbon emissions have in common? They are all ESG issues, and they are all material to business viability. https://bit.ly/3W0dNJ0 Read our latest article to explore what ESG materiality is and gain insight on what investors need to know when considering the materiality of ESG issue in their portfolios. #ESG #climate #ESGmateriality #ESGresearch #sustainablefinance #sustainableinvesting
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The widespread adoption of emerging computing applications, such as autonomous vehicles, artificial intelligence and 5G communication technology, is significantly boosting demand for semiconductors. This exponential demand for semiconductors contributes to both resource strain and ESG risk for semiconductor fabs. In this article, Marloes Spanjersberg, ESG Research Senior Analyst, explores strategies for semiconductor fabs to manage the growing risk of supply bottlenecks. Key findings include: 🌍 Most of the semiconductor industry’s raw materials risk stems from supply concentration, rather than physical scarcity, where they are often sourced from only a few countries or regions. ⚠️Supply concentration risks can be further hampered by elevated geopolitical risks, where, for example, Africa and China supply approximately 70% of tantalum and silicon globally, which are widely used in semiconductor manufacturing. ♻️Initiatives to increase the share of reused or recycled materials in manufactured products can alleviate sourcing risks by reducing the need for virgin raw materials, however, these initiatives do not fully replace raw material inputs. Read the full article here https://bit.ly/464IFN4. #rawmaterial #semiconductors #computerchips #silicon #ESG
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How is corporate governance a material ESG issue? https://bit.ly/461LKgJ The quality of corporate governance significantly influences risk management, efficiency, and reputation, necessitating transparency to shareholders. Morningstar Sustainalytics' Adam Fleck, CFA explains how our ESG Risk Ratings methodology looks at corporate governance by: ➡️ Assessing Governance Risk: We examine board effectiveness, including composition, roles, and supporting committees. We assess director expertise, independence, and structures to ensure effective discharge of duties. ➡️ Addressing Executive Compensation Risks: Within our ESG risk ratings framework, we evaluate risks associated with executive compensation. Emphasis is placed on aligning remuneration with shareholder interests through transparent disclosures, performance-based incentives, and sustainability targets. ➡️ Analyzing Shareholder Influence: We investigate the impacts of majority shareholders and voting rights, focusing on potential risks to minority shareholders and adherence to the one share/one vote principle. ➡️ Navigating Governance Controversies: Lastly, we consider controversies surrounding corporate governance, including mergers, shareholder disputes, and remuneration issues, to identify and address potential challenges impacting a company's governance landscape. Learn more about Material ESG Issues on our website: https://bit.ly/4eTUx8N
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From supply chain failures to stranded assets, climate change poses serious risks to investment portfolios across every sector. https://bit.ly/3zwQoqT In his latest paper Martin Vezér, PhD examined the challenges faced by 3,373 entities covered by Morningstar Sustainalytics’ Low Carbon Transition Ratings and listed on the Morningstar Global Large-Mid Cap Equities Index. Key findings include: ✅ Among the covered entities, 19% are moderately misaligned to net zero, while 38%, 23% and 15% are significantly, highly and severely misaligned, respectively. ✅ We note that physical climate risks vary widely, though companies in most sectors face related losses of between 1% and 5% of their operating cash flow. ✅ Our analysis identified 10 companies that we view as facing less low carbon transition risk than their sector peers, though we also note that each has room for significant improvement. These include Canadian Natural Resources Limited (CNRL), Walmart, TSMC, Dr. Reddy's Laboratories, Cathay Financial Holdings Co., Ltd., Unibail-Rodamco-Westfield, Siemens, Lundin Mining Corporation, CORPORACION ACCIONA ENERGIAS RENOVABLES SL, and Vodacom. ➡️ Read the full report to learn more: https://bit.ly/3zwQoqT #sustainability #ESG #Riskmanagement
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Navigating ESG-related regulations can be complex and demanding. We want to understand which aspects are most challenging for you. Your feedback will contribute to a better understanding of industry-wide issues. #ESG #SFDR #CSRD #SDR
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🌟 The Morningstar Sustainable Investing Summit 2024 agenda is now available! 🌟 🔗View the agenda here: https://bit.ly/4eSiMUw Get ready for main stage sessions on critical topics such as climate litigation, climate transition, regulation, human rights, AI, and more. We're preparing you to lead the way in sustainable investing and drive impactful change. 📅 7 – 8 November 2024 📍Beurs van Berlage, Amsterdam 👉 Visit our website to view the main stage agenda and apply for your ticket today. Institutional investors and heads of corporate sustainability attend for free. Don’t miss out! #MSIS24 #SustainableInvesting #ClimateAction #CorporateSustainability #AI #HumanRights #ClimateLitigation Morningstar Sustainalytics #MorningstarIndexes