Emilie O’Neill

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349 appearances 1 recordings 1 series first heard Dec 2022 last heard Dec 2022

Emilie O’Neill’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · 🌏 Investing for impact: greenwashing, ESG filters & company engagement · 19 Dec 2022 podcast

But I guess what is...

more critical to us is that esg and sustainability is really a lens towards companies that are helping to solve some of the globe's largest sustainability challenges and these are typically going to have really big global markets there's not a country out there in the world that's not looking at their greenhouse gas emissions profile and wanting to decarbonize

These companies are also going to experience less regulatory interventions.

So regulators and governments aren't going to be as focused on them because they're not in industries that are doing negative things like fossil fuel producers or have negative health outcomes like some of the alcohol or tobacco industries.

We can also avoid those types of companies that may be more subject to some of the challenges going forward in a world that's moving towards being more sustainable.

So I think it's actually a fantastic class and investment opportunity, both from managing risks, but also from finding companies that are set to benefit from our global shift in how consumers and how companies and how investors are thinking about the sustainability world going forward.

Yeah, it's a great question.

And it doesn't really have a simple answer, unfortunately.

But as I mentioned, there's really no one size fits all when it comes to ESG and sustainability.

And that's because it is really broad.

So if you think about environment, you have water, you have waste management, you have emissions profile, you have biodiversity.

And what's actually important is that you need to focus on what may be material to the business that you're investing in.

So not every element of ESG

is going to be financially material to every business so you have to think about the concept of materiality when you're looking at an investment so for example you may have an industrial company that it's really critical to look at their emissions profile and their emissions reductions targets and whether they're aligned with net zero because that may be material for their business

um you may think about okay i'm really i really care about the environment and i don't want us to have more extreme weather events so i'm going to actually exclude from investing in high fossil fuel emitting industries um or you as i mentioned you can target companies that are set to benefit from these sustainable tailwinds and are going to be advantaged by the globe shift to being more sustainable um

And then another example, just on what's materiality, if you think about a tech company and they're holding customer data, we're seeing a lot more interest from governments and attacks from a cybersecurity perspective.

So, okay, if you have a tech, if you wanna invest in a tech company,

cybersecurity is probably going to be pretty material to their business.

So we need to think about how the business is managing its cyber risks or how it's investing to protect itself from cyber attacks or how it's managing customer data.

Is it only taking data that they really need or is it taking a whole scope of data that would make it more prone to an attack?

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