So awesome, right?
很棒,對吧?
Another example is Pentair.
另一個例子是濱特爾。
Pentair is a U.S. industrial conglomerate,
濱特爾是美國的工業集團。
and about a decade ago,
大約10年前,
they sold their core power tools business and reinvested those proceeds in a water business.
他們賣掉了他們的核心電動工具業務,并把這些收益重新投資在水業務上。
That's a really big bet. Why did they do that?
這是一個很大的賭注。他們為什么做呢?
Well, with apologies to the Home Improvement fans,
雖然很多人熱衷于自己動手裝修房子,
there's more growth in water than in power tools,
但是水業務比電動工具增長得更多。
and this company has their sights set on what they call "the new New World."
這家公司將他們的目光放在了他們所說的新新世界上,
That's four billion middle class people demanding food, energy and water.
就是有40 億的中產階層人士需要糧食、能源和水。
Now, you may be asking yourself,
現在你可能會想,
are these just isolated cases?
這些只是個別的例子嗎?
I mean, come on, really?
真是這樣的嗎?
Do companies that take sustainability into account really do well financially?
那些考慮到可持續發展的公司,真的在財政效益上也發展良好嗎?
The answer that may surprise you is yes.
可能會讓你驚訝的是,答案是肯定的。
The data shows that stocks with better ESG performance perform just as well as others.
數據顯示 那些 ESG方面表現良好的公司的股票和其他公司的表現一樣好。
In blue, we see the MSCI World.
藍色代表的是全世界的MSCI,
It's an index of large companies from developed markets across the world.
它是世界各地發達市場中大公司的一項索引。
And in gold, we see a subset of companies rated as having the best ESG performance.
而金色代表那些具有ESG方面表現最佳的公司。
Over three plus years, no performance tradeoff.
在三年多的時間里, 經濟效益方面沒有受損。
So that's okay, right? We want more. I want more.
這已經很好了吧? 但我們想要更好,我想要更好。
In some cases, there may be outperformance from ESG. ESG
在某些情況下,可能會帶來額外的收益。
In blue, we see the performance of the 500 largest global companies,
藍色代表全球500家最大的公司的經濟效益,
and in gold, we see a subset of companies with best practice in climate change strategy and risk management.
而金色代表那些在氣候變化戰略和風險管理方面表現最好的公司。
Now over almost eight years,
經過近八年的時間,
they've outperformed by about two thirds.
他們的經濟效益已經超出大約三分之二。
So yes, this is correlation. It's not causation.
雖然這里顯示的是相關性,而不是因果關系。