Q – Quality of management is something that can be achieved only by direct interaction and investor judgment. Hence, sustainability inevitably needs human interaction, face-to-face dialogue and understanding that management is committed to full integration of sustainability — walking the walk, not just talking the good talk.
Category: Investment
Cary Krosinsky: “The Future of Air Travel – Efficiencies and Business Success Taking Off”
Since most of an aircraft’s lifetime GHG emissions occur in service, Boeing feels it is critical to design and build products and systems with sustainable technologies to reduce the environmental footprint while reducing cost. Boeing’s engineers look to make design decisions considering environmental performance measures that:
Cary Krosinsky: “The Future of Electric Utilities – Calls For Change Proving Disruptive”
There is also clear connectivity between Utilities and Cars and their footprint, as Electric Cars will only be as 'green' as the electricity input is.
Tesla can and will design and sell electric cars, and consumers can buy them as a badge of honor of sorts, but if the car is being charged with electricity sourced from a utility that is mostly burning coal, then electric cars are likely worse for the environment than driving a car, and filling up at your local gas station.
The Japan Times:”Toyota Wins Approval For Shares Locking In Owners For Five Years”(w/quote from BDTI’s Representative Director)
Toyota Motor Corp. has won approval to sell a new class of stock to long-term shareholders, a proposal that divided proxy advisers and drew criticism from foreign investors.
Cary Krosinsky: “The Future of Cars – The Sustainable Investing Sector Series Begins”
As seen years back when GM didn't act fast enough to change with the times while Toyota became dominant through its Prius success and focus on quality, sustainability is in many ways now the most important trend to consider in the Auto sector. GM used to be one of the largest companies in the world, and they faded in value while Toyota became dominant. The performance of this sector has arguably directly been tied to sustainability focus and success over the last 20 years, and this is likely to reoccur in future. At minimum, sustainability considerations need to be directly in the mix of investor considerations. Watch for future pieces across all sectors where sustainability has become increasingly critical to ongoing investment success.
Full article:
http://socialinvesting.about.com/od/Sustainable-Investing-Strategy/fl/The-Future-of-Cars.htm
The New York Times:”Norway Will Divest From Coal in Push Against Climate Change”
Norway’s $890 billion government pension fund, considered the largest sovereign wealth fund in the world, will sell off many of its investments related to coal, making it the biggest institution yet to join a growing international movement to abandon at least some fossil fuel stocks.
S&P Report: Cross-Held Shares In Japan Near New Phase Of Unwinding
Abstract: TOKYO (Standard&Poor's) May 19, 2015–A growing focus on return on equity among major Japanese companies may drive them to further unwind cross-shareholdings in major lenders and other corporations, Standard&Poor's Ratings Services said in a Japanese-language report published today.
ShareAction: “Asset Managers Side With Company Management Too Often On Controversial Votes”
Many of the world’s best-known Asset Managers side too often with company management on controversial votes at company AGMs, even when there is a clear case for challenging company management on a vote, says sector watchdog ShareAction, which has compared the voting records of the largest 33 UK Asset Managers on a host of controversial votes made at a year’s worth of Annual General Meetings.
Shareholders’ Square Table: “Carl Icahn Issues Open Letter To Tim Cook, Chief Executive Officer Of Apple”
New York, New York, May 18, 2015 – Today Carl Icahn released the attached open letter to Tim Cook, the Chief Executive Officer of Apple Inc.
Dear Tim: