"Yanzu ESG ya tafi na al'ada, lokaci ya yi da za a tambayi abin da ke gaba, kamar yadda nake "Jari-hujja na masu ruwa da tsaki na ESG da wadatar kasar Sin baki daya?".
Muna tattara duk maganganun abokan kuɗi na ESG, tunda a bayyane yake cewa waɗannan manyan ƙasashe biyu Amurka da China za su mamaye sauran wannan karni. Har ila yau, suna ƙoƙari daga ra'ayoyin al'adunsu, don yin amfani da abubuwan da suka fi son kasuwa da masu arziki.
Hazel Henderson, Edita."
Kasuwa don ESG-mai da hankali Kuɗaɗen musayar kuɗi na ɗaya daga cikin wuraren zuba jari mafi zafi a duniya fiye da shekaru biyu yanzu.
Kimanin dala biliyan 120 ne suka shiga cikin wadannan kudade a cikin 2021 yayin da masu saka hannun jari ke haɓaka fare a kan kamfanonin da ake ganin suna da mafi girman ingancin muhalli, zamantakewa da shugabanci.
Duban ku na kurkusa ya nuna cewa ’yan kalilan ne na masu saka hannun jari na cibiyoyi ke sarrafa a babban bangare na kasuwa.
The iShares ESG Aware MSCI USA ETF tarihin farashi (Ticker: [email kariya]) shine mafi girman ESG-focused ETF, tare da dala biliyan 25.3 na kadarorin. Mai saka jari ɗaya, tushen Chicago Kudin hannun jari Envestnet Asset Management Inc., yana riƙe kusan kashi 22% na hannun jarin asusun a ƙarshen Satumba.
Kuma wannan matakin mallakar kankanin ne idan aka kwatanta shi da shi Kudin hannun jari Ilmarinen Mutual Pension Insurance Co., Ltd., Babban mai saka hannun jari a Finland. Ya sarrafa kashi 61% na dala biliyan 4.2 iShares ESG MSCI USA Leaders ETF girma (Ticker: [email kariya]) a karshen watan Satumba, da 64% na dala biliyan 4.2 Xtrackers MSCI USA ESG Leaders Equity ETF girma (Ticker: [email kariya]). Bankin Italiya ya mallaki kashi 12% na SUSL da 18% na USSG tun daga ranar 30 ga Satumba.
ETFs suna ba da hanya madaidaiciya don bin diddigin MSCI USA ESG Leaders Index, kuma shine dalilin da ya sa “mun yanke shawarar saka hannun jari” lokacin da aka buɗe kudaden a cikin 2019, in ji Juha Venalainen, babban manajan fayil ɗin da ke kula da saka hannun jari na ETF a Ilmarinen na tushen Helsinki. wanda ke kula da Yuro biliyan 58.4 (dala biliyan 66.3). "Ya sa sarrafa fayil ɗin mu ya fi sauƙi."
Mallakar irin waɗannan ƴan mahimmin cibiyoyi na nuni ga babban ƙalubale da wannan fanni ke fuskanta: Don kaiwa ga mataki na gaba. ESG ETFs suna buƙatar babban tushe na masu saka hannun jari. A halin yanzu, akwai 'yan alamun bayyanar guda ɗaya, a cewar Eric Balchunas da Shaheen Contractor, manazarta a Bloomberg Intelligence.
Yawancin ESG ETF sun sami girman girman su ta hanyar yin layi "masu haya" kamar asusun fensho na Finnish da Bankin Italiya, kafin su buɗe wa jama'a. Hanyar "kawo-ka-da-kadar" ta zama ruwan dare ga manyan manajoji na ETFs kamar BlackRock Inc., kuma SUSL babban misali ne na wannan dabarun, in ji Balchunas.
Matsalar kishiyar ita ce "kamfen na tushe" don jawo hankalin ɗimbin masu saka hannun jari. Dala biliyan 5.9 Vanguard ESG US Stock ETF tarihin farashi (Ticker: ESGV) kyakkyawan misali ne na wannan, in ji shi. Babban mai hannun jari na ESGV shine manajan asusun, Vanguard Group Inc., wanda ke da hannun jari na 5.1% kwanan nan kamar 30 ga Satumba.
Saboda ƙarin masu saka hannun jari sun mallaki matsayi a ESGV, yana da sauƙin kasuwanci. Matsakaicin adadin kasuwancin yau da kullun na ESGV ya kusan hannun jari 250,000 a cikin watanni uku da suka gabata, idan aka kwatanta da kasa da hannun jari 85,000 na SUSL.
"Ga masu zuba jari, samun ƙarin kuɗi koyaushe abu ne mai kyau," in ji Balchunas.
Mafi girman mai hannun jari ya mallaki tsakanin 5% da 67% na kowane 25 “core” ESG-focused ETFs, tare da matsakaita yana shawagi a kusan 25%, ƙasa daga 32% a shekara a baya, bisa ga binciken BI. Ragewar yana nuna ɗan faɗaɗa tushen masu saka hannun jari zuwa ƙananan masu riƙewa da kuma haɓaka "ɗaukewar tushen kore" na dabarun ESG, BI ya ruwaito.
Duk da haka, wannan 25% babban adadi ne. Don sanya shi cikin hangen nesa, babu wani mai hannun jari wanda ya mallaki fiye da 10% na manyan kamfanoni uku a cikin S&P 500 Index -Microsoft hukuma, Apple Inc. da kuma Amazon.com Inc. Kuma wannan ya hada da wanda ya kafa Amazon Jeffrey Bezos, wanda yanzu ya mallaki kusan kashi 9.9% na fitattun hannayen jarin kamfanin.
PlatoAi. Shafin yanar gizo3. Plarfafa Sirrin Bayanai.
Danna nan don samun dama.
Source: https://www.ethicalmarkets.com/green-the-esg-market-is-cornered/
