Here we list the buzzes and profiles that have been most viewed in the last 90 days.
For full details and rankings of which firms and individuals are most effectively developing their online profile in sustainable investment and corporate governance engagement on SRI-CONNECT, see Our reach; your opportunity.
Or you can request a personalised Industry Profile Report that analyses and benchmarks (vs peers) the activity and visibility of individual firms.
Most read research buzzes
(1343) Stewart Investors: 5 RFPs Issued
Stewart Investors: 5 RFPs Issued
Stewart Investors: 5 RFPs IssuedClothing Companies
Purpose: To identify leaders and laggards in supply chain management and lifecycle management in clothing sector.(Link).Smoking, vaping and convenience stores
Purpose: To identify companies most and least at risk and to identify best practices in reducing these risks.(Link).Hospitals
Purpose: To identify leaders and laggards in terms of managing real and perceived conflicts between profit and best healthcare outcomes within the listed hospital sector.(Link).Heating, Ventilation, and Air Conditioning (HVAC)
Purpose: To better understand the environmental hazards of critical chemicals used by the heating, ventilation, and air conditioning (HVAC) sector, how they interact with the need for greater energy efficiency, and where our list of companies sit in terms of their environmental impact.As investors in the sector we recognise the human benefits HVAC can bring in a variety of environments. But we need demonstrable evidence that the rapid growth of this sector going forward doesn’t come with large environmental impacts such as long-term chemical loading on the environment.(Link).Universal Design
Purpose: To understand how well-prepared supermarkets are for:- the demographic shift towards an aging population (1) and
- cater to the estimated 16% of the global population living with a significant disability (2).
Universal design reaches beyond these groups to their caregivers, families and communities.(Link)(1249) Research RFP: First Sentier Investors - Sustainable food systems research series - Climate risk and adaptation solutions report
Research RFP: First Sentier Investors - Sustainable food systems research series - Climate risk and adaptation solutions report
Research RFP: First Sentier Investors - Sustainable food systems research series - Climate risk and adaptation solutions reportIn commissioning this report, SII aims to contribute to filling this knowledge gap, providing investors with a starting point for considering climate risk impacts on food-related economic activities, adaptation opportunities, and engagement approaches.
.Background
In 2022, the IPCC report highlighted the increased risks to global food security which will follow the temperature increases beyond 1.5C. Growing vulnerability of global food value chains to climate risk has become apparent in the recent years, as frequent extreme weather events have been affecting agricultural production in many regions, with examples including: continuous drought and flooding leading to hunger crisis in the Horn of Africa, extreme rain and flooding damaging crops and increasing food prices in Pakistan in 2022, drought and high temperatures in 2023 and 2024 affecting crops in Southern Europe. Weather impact estimates predict that further reductions in crop yields might be significant.
Stakeholder recognition of the critical importance of climate change impact on food value chains is growing: at COP 28, the final agreement acknowledged the vulnerability of food systems to climate risk and highlighted the importance of achieving climate-resilient agricultural production.
.Report
This report will provide a high-level, investor-relevant analysis of the impacts of extreme weather events and slow onset effects of climate change (e.g. temperature rise, sea level rise, land degradation ocean acidification) on global food value chains in the near, medium and long term, highlight key geographical supply chain vulnerabilities, discuss commodities which will be significantly affected and the resulting effects downstream, consider adaptation measures and challenges to their implementation.
This report should cover the following elements:
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Near-term, mid-term and long-term climate change risks across various elements of food value chain
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Elements of company disclosure which would help investors to analyse material climate risks within food value chain
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Key adaptation solutions for specific industries which would address these risks
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Company engagement guide for different sectors comprising food value chain
- The aim of the report will be to inform investors on the likely impacts of climate risk on global food value chain and enable them to engage with the portfolio companies forming part the global food systems to address and mitigate these risks. The report should also be of interest to a wider multi-stakeholder audience since it will be publicly available and widely disseminated.
.Research Approach
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Establish the exact scope of the report, along with literature and data to be used in discussion with SII
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Provide an outline of the project and a timeline
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Conduct research on the impacts of extreme weather events and other effects of climate change on the global food systems, highlighting the geographical supply chain vulnerabilities and commodities that are already being affected/most likely to be affected in the near, medium and long term; outline adaptation strategies that can be used by the market actors and key challenges to their implementation; provide an engagement guidance for investors with portfolio holdings in companies which activities might be affected
Proposal Guidelines:
- In your proposal, please include the following information:
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Proposed research methodology
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The proposed scope of the research
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Proposed relevant publications to be used as literature review
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Proposed report structure
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Proposed timetable for execution of the project, including intended interaction with the Institute and report reviews. Please indicate the earliest project complication.
-
Proposed fees and costs
-
Short biographies or skills profile of the proposed team members
Instructions:
Please submit a proposal by email to
This email address is being protected from spambots. You need JavaScript enabled to view it. with a cc to:-
This email address is being protected from spambots. You need JavaScript enabled to view it. -
This email address is being protected from spambots. You need JavaScript enabled to view it. and -
This email address is being protected from spambots. You need JavaScript enabled to view it.
Proposed Timelines:
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This RFP is issued on 08.05.2024
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Any questions or feedback regarding the brief should be submitted by 17.05.2024
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Answers to any questions will be provided by 22.05.2024
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Proposal should be submitted to the Institute by 31.05.2024
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together with availability for a 1 hour call to discuss the proposals in the week of 3.06.2024
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Target for notifying the successful tenderer by 13.06.2024
Project - Deliverable - Timeline (time from the inception)
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Outline and plan for the work - 10 weeks
-
Desktop research raw data (summarized and structured way) - 18 weeks
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First draft with analysis result - 22 weeks
-
Final draft with intro/recommendations, etc. - 26 weeks
Legal:
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The Institute’s standard Legal Contract for commissioned research will be used
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The reports Intellectual property will belong to the Institute
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The Institute will have the right to publish the research under its own brand
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Attribution to the author(s) and their organisation will be given in the final report
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The Institute will retain editorial control over the reports content
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The authors should ensure the report contains no personal information, that any images included are licensed for their intended use and they have distribution rights for any third party references and data.
Institute's use of the report and its content
The Institute would publish the report on its websites (English and Japanese). In addition to that, the Institute may want to use parts of the content or produce new content based on all or parts of the work presented in the report.
That could be shared with other 3rd parties and could include, but would not be limited to:
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using charts and/or quotes in presentation prepared by the Institute
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using charts and/or quotes in presentation prepared by her FSI and MUTB/MUFG staff
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webinars to present and promote the findings of the report
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presenting and promoting the findings of the report at conferences
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publicizing the publication of the report with a press release
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preparing e-mail notifications to promote the paper
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writing blogs for our websites and/or articles for other media
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using charts/ quotes from the report for posts on our linkedin account or using other text/material that introduces and promotes the paper on LinkedIn
Invest advice and financial promotions:
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The report must not include, or be capable of being construed as investment advice.
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Ideally the report should not reference individual identifiable listed securities; explicitly or implicitly. Where this is unavoidable, any reference must be restricted to information in the public domain with appropriate citation.
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The report must not constitute a financial promotion. Consequently any reference to FSI or MUFG products is prohibited
Other:
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The report could follow a similar style to previous reports commissioned by the Institute, but other formats are also acceptable as our priority is to use the most suitable style that achieves clear, simple and easy to follow messaging and maximize the use of visuals, tables, lists.
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The report is intended for publication in the public domain
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Please specify in your proposal if you are able to provide us with a finished formatted report, following the Institute’s style and branding
-
If the Institute retains responsibility for report design, the Institute will expect all visuals to be prepared and provided in a format that can be easily replicated by an external design/ typeset agency. This includes all necessary source data
-
The Institute will expect collaboration on developing infographics/visuals, if such are deemed effective and in support of the report messaging
- The Institute will arrange for the report to be translated into Japanese for publication on the Japanese language version of the Institute’s website
-
(971) Research RFP: Stewart Investors - Universal Design
Research RFP: Stewart Investors - Universal Design
Universal Design is the creation of an inclusive environment (including any buildings, products, or services within) that can be accessed, understood and used to the greatest extent possible by all people, regardless of age or abilities.
Universal design respects user dignity and rights, whilst also often making business sense. It can expand market reach, enhance customer satisfaction, improve reputation, reduce future modification costs, enhance the convenience and usability of products, and potentially minimise litigation risk.
Purpose:
To understand how well-prepared supermarkets are for:
- the demographic shift towards an aging population (1) and
- cater to the estimated 16% of the global population living with a significant disability (2).
Universal design reaches beyond these groups to their caregivers, families and communities.
(970) Research RFP: First Sentier Investors - Sustainable food systems research series – Food and Health
Research RFP: First Sentier Investors - Sustainable food systems research series – Food and Health
Research RFP: First Sentier Investors - Sustainable food systems research series – Food and HealthThe aim of the report will be to offer investors and other interested stakeholders a comprehensive view on the central issues related to health impacts of the food sector, barriers to action, regulatory approaches in key jurisdictions, industry best practices and prominent investor and asset owner initiatives..BackgroundNutrition and access to foodAccording to the FAO estimation, approximately 700 million people were affected by hunger in 2022; further, 2.4 billion people in the same year were food insecure (lacking access to adequate food). People are also increasingly struggling to access nutritious food – in 2021 over 3 billion people globally were unable to afford a healthy diet. At the same time, 2.5 billion people in 2022 were overweight or obese – corresponding to 43% of adults. While high obesity rates have been historically associated with high-income societies, this has been increasingly changing, with low and middle-income countries (particularly Polynesia, Micronesia, the Caribbean, the Middle East and North Africa) facing malnutrition issues stemming from prevalence of both undernutrition and obesity. Child obesity also continues to be a critical issue: the prevalence of overweight in children under five years of age increased from 5.3% in 2000 to 5.6% in 2022 globally. While Europe and Central Asia demonstrate a positive trend, Latin America, the Caribbean, East Asia and Pacific, and MENA regions are among regions where urgent action is needed..Obesity has significant negative economic impact: the global costs are projected to reach US$30 trillion annually by 2030 if the status quo is maintained. Higher Body Mass Index (BMI) is linked to noncommunicable diseases such as diabetes, cancer, and stroke which constitute the leading cause of death globally. Obese children experience increased risk of fractures, hypertension, insulin resistance and are likely to have a higher chance of obesity and disability in the adult age. Health conditions related to excess body weight result in high economic costs comprised of direct (healthcare services) and indirect (loss of productivity, insurance, wages) costs. A recent estimation predicts that by 2035 the global economic impact of overweight and obesity will reach US$4.3 trillion annually. On a national level, annual healthcare costs of obesity in the US were close to US$173 billion; in the UK, annual NHS costs of obesity-related diseases is estimated at £6.5 billion..Addressing malnutrition and obesity is key to bringing down the healthcare costs, improving productivity and individual health outcomes. Further, it is central to meeting the Sustainable Development Goals (in particular SDG 2 – Zero Hunger and SDG 3 – Health). The global food sector is at the centre of stakeholder attention in relation to this issue as product portfolios, sales and marketing practices are increasingly scrutinised by the regulators, consumers, and civil society groups..Key regulatory measures addressing malnutrition and obesity include: taxes on sugary drinks (implemented in 117 countries, including the UK, Mexico, and South Africa; food labelling of products in shops and menus (examples including the US,UK and Australia); restrictions on unhealthy food marketing (16 countries introduced restrictions on unhealthy food marketing to children such as TV advertising during children’s programming); restrictions on sales of unhealthy food (for example, Chile bans marketing or sale of unhealthy food at schools). Another approach is mandating food reformulation to reduce saturated fat, added sugar or salt content, or reduce portion sizes – Argentina, South Africa, and several European countries have introduced mandatory limits on nutrient contents of certain products..Increasing stakeholder attention to the influence of food retailers and manufacturers on human health has also manifested in several public controversies linked to food sales and marketing including: infant food formula marketing practices and sales of baby food products with excessive sugar levels. Despite the growing pressure and associated reputational risks, consumer-facing food companies are not yet prioritising addressing health impacts on their products: according to the World Benchmarking Alliance, less than 20% of food companies disclose their progress on product reformulation, and very few have targets to increase the sales of healthy foods..On the investor side, several collective initiatives are taking action to facilitate the industry shift towards healthier products, including:- the Healthy Markets Initiative, led by ShareAction and representing over US$5 trillion AUM; the aim is to engage with the largest global food manufactures seeking a strategic shift towards increasing sales of healthy products. Prominent recent engagements include Nestle and Unilever.
- Access to Nutrition Initiative, which involves collaboratively engaging companies rated by the ATNI in their Index to improve their nutrition performance; investor signatories comprise approximately US$ 17.6 trillion AUM.
AMR and food safetyAntimicrobial resistance (AMR) is another key health-related issue for the food sector. Over 70% of antimicrobials sold globally are used on livestock – they are critical to ensuring food security and safety by allowing to effectively treat livestock diseases; they also facilitate production growth enabling the producers to meet the increasing global demand for animal protein. However, excessive use of antibiotics can lead to bacteria developing resistance, with severe consequences for animal and human health such as treatment failure (as antibiotics become ineffective against resistant bacteria making some diseases impossible to treat). According to 2019 data, AMR directly caused 1.27 million deaths globally, and contributed to almost 5 million deaths; the World Bank estimates that AMR could increase healthcare costs by US$ 1 trillion by 2050, and cause annual GDP losses of up to US$ 3.4 trillion by 2030..According to recent studies, antimicrobial use in livestock is projected to increase by 8% by 2030 compared to 2020 levels. National policies governing the use of antimicrobials in animal production significantly vary, with some key exporter countries (e.g. Brazil) lacking a comprehensive legal approach, while others impose stringent restrictions on their use. Existing data on antimicrobial usage is also inconsistent across regions: on a positive side, over 30 EU countries provide regular reporting..While the AMR risks are less widely understood, global investors are becoming increasingly aware of the need for action on this issue in the context of the food industry. This is evident in the increasing number of shareholder resolutions calling for companies to address their AMR risk, the collective initiatives such as Investor Action on AMR and the more recent engagement campaign organised by FAIRR to address use of antibiotics in fast food supply chains.ReportThis report will provide a high-level, investor-relevant analysis of the key impacts of food sector on human health, such as relationship to malnutrition and obesity, and food safety concerns including AMR. The report will cover the following elements:- Quantifying human and economic impacts of obesity, malnutrition, AMR
- The relationship between the food sector and these health impacts
- Current food sales and marketing practices, including infant and children products
- Regulatory approaches including sugar taxes, food labelling, sales and marketing restrictions, product reformulation
- Subsector-specific risks
- Investor voting and engagement guidance
Research Approach:- Establish the exact scope of the report, along with literature and data to be used in discussion with SII
- Provide an outline of the project and a timeline
- Conduct research on the current impacts of food sector on human health in accordance with the scope established with SII.
Proposal guidelines:In your proposal, please include the following information:- Proposed research methodology
- The proposed scope of the research
- Proposed relevant publications to be used as literature review
- Proposed report structure
- Proposed timetable for execution of the project, including intended interaction with the Institute and report reviews. Please indicate the earliest project complication.
- Proposed fees and costs
- Short biographies or skills profile of the proposed team members
Instructions:Please submit a proposal by email toThis email address is being protected from spambots. You need JavaScript enabled to view it. with a cc to:This email address is being protected from spambots. You need JavaScript enabled to view it. This email address is being protected from spambots. You need JavaScript enabled to view it. This email address is being protected from spambots. You need JavaScript enabled to view it.
Proposed timelines:- This RFP is issued on 24.07.2024
- Any questions or feedback regarding the brief should be submitted by 31.07.2024
- Answers to any questions will be provided by 02.08.2024
- Proposal should be submitted to the Institute by 07.08.2024 together with availability for a 1 hour call to discuss the proposals in the week of 12.08.2024
- Target for notifying the successful tenderer by 23.08.2024
Project - Deliverable - Timeline (time from the inception)- Outline and plan for the work - 10 weeks
- Desktop research raw data (summarized and structured way) - 18 weeks
- First draft with analysis result - 22 weeks
- Final draft with intro/recommendations, etc. - 26 weeks
Legal:- The Institute’s standard Legal Contract for commissioned research will be used
- The reports Intellectual property will belong to the Institute
- The Institute will have the right to publish the research under its own brand
- Attribution to the author(s) and their organisation will be given in the final report
- The Institute will retain editorial control over the reports content
- The authors should ensure the report contains no personal information, that any images included are licensed for their intended use and they have distribution rights for any third party references and data
Institute’s use of the report and its contentThe Institute would publish the report on its websites (English and Japanese). In addition to that, the Institute may want to use parts of the content or produce new content based on all or parts of the work presented in the report. That could be shared with other 3rd parties and could include, but would not be limited to:- using charts and/or quotes in presentation prepared by the Institute
- using charts and/or quotes in presentation prepared by her FSI and MUTB/MUFG staff
- webinars to present and promote the findings of the report
- presenting and promoting the findings of the report at conferences
- publicizing the publication of the report with a press release
- preparing e-mail notifications to promote the paper
- writing blogs for our websites and/or articles for other media
- using charts/ quotes from the report for posts on our linkedin account or using other text/material that introduces and promotes the paper on linkedin
Investment advice and financial promotions- The report must not include, or be capable of being construed as investment advice.
- Ideally the report should not reference individual identifiable listed securities; explicitly or implicitly. Where this is unavoidable, any reference must be restricted to information in the public domain with appropriate citation.
- The report must not constitute a financial promotion. Consequently any reference to FSI or MUFG products is prohibited
Other- The report could follow a similar style to previous reports commissioned by the Institute, but other formats are also acceptable as our priority is to use the most suitable style that achieves clear, simple and easy to follow messaging and maximize the use of visuals, tables, lists.
- The report is intended for publication in the public domain
- Please specify in your proposal if you are able to provide us with a finished formatted report, following the Institute’s style and branding
- If the Institute retains responsibility for report design, the Institute will expect all visuals to be prepared and provided in a format that can be easily replicated by an external design/ typeset agency. This includes all necessary source data
- The Institute will expect collaboration on developing infographics/visuals, if such are deemed effective and in support of the report messaging
- The Institute will arrange for the report to be translated into Japanese for publication on the Japanese language version of the Institute’s website
(908) Research RFP: Stewart Investors - Smoking, vaping and convenience stores
Research RFP: Stewart Investors - Smoking, vaping and convenience stores
Research RFP: Stewart Investors - Smoking, vaping and convenience stores
Smoking products (tobacco and vaping) constitute a significant part of many convenience store sales directly and indirectly via footfall. This represents a significant earnings risk as societies work towards reducing the health harm caused by these products through evolving consumer preferences and regulatory changes.
Purpose:
To identify companies most and least at risk and to identify best practices in reducing these risks.
Requirements:
- A brief analysis of regulatory trends around smoking sales from retail outlets (which countries have banned, changed etc). No overview of the issue itself please. Just focus on regulatory rules around sales practices.
- Calculate/estimate the current percentage of sales and profits from smoking (tobacco and vaping) and historic trends for each company.
- Calculate/estimate the indirect impact from smoking footfall for each company.
- Analyse what steps are being taken at a company level to address these risks. Are there any obvious leaders/laggards
- Anything else the authors feel would be interesting.
(811) Research RFP: Heating, Ventilation, and Air Conditioning (HVAC)
Research RFP: Heating, Ventilation, and Air Conditioning (HVAC)
Research RFP: Heating, Ventilation, and Air Conditioning (HVAC)
Purpose:
To better understand the environmental hazards of critical chemicals used by the heating, ventilation, and air conditioning (HVAC) sector, how they interact with the need for greater energy efficiency, and where our list of companies sit in terms of their environmental impact.
As investors in the sector we recognise the human benefits HVAC can bring in a variety of environments. But we need demonstrable evidence that the rapid growth of this sector going forward doesn’t come with large environmental impacts such as long-term chemical loading on the environment.
Requirements:
- Where do PFAS chemicals exist in the HVAC sector? What are the barriers to rapid phase out?
- Does a phase out of F-gases always correspond with energy efficiency?
- Where can greater energy efficiency gains be made?
- Where can lower environmental impact be achieved?
- Highlight environmental leaders and laggards from our list of 17 companies.
(787) Ceres: Ahead or Behind? The State of Climate Finance in the Banking Sector
Ceres: Ahead or Behind? The State of Climate Finance in the Banking Sector
(https://www.ceres.org/resources/reports/ahead-or-behind)
"This report is a call to action for the U.S. banking sector on climate finance.
It urges banks to show stakeholders that they have a credible strategy for capturing the generational opportunity of the shift to a clean economy, show critics that the financing they are doing it about business, not politics, and show their clients that they should be partner of choice for climate finance.
Policies like the Inflation Reduction Act have spurred trillions of dollars in green financing opportunities, but there is no clear picture for investors, shareholders or regulators about how the banks are taking advantage of the clean energy opportunity and the industries of the future.
The report lays out a set of recommendations for how banks can design effective climate finance targets and frameworks, drive internal innovation, and disclose on climate finance in a consistent, comparable way."
(743) NA100: Company Benchmark 2024
NA100: Company Benchmark 2024
(https://www.natureaction100.org/first-company-benchmark-release/)
Key findings include:
- The majority of companies disclose an ambition: Over two-thirds of companies (68) disclose a commitment to protect nature and two-thirds (46) of those have commitments that extend through company value chains.
- Few companies disclose robust nature-related assessments: Only one company discloses evidence of a comprehensive materiality assessment of nature-related dependencies, impacts, risks, or opportunities.
- A significant number of companies disclose nature targets and plans to implement them: 47 companies disclose targets to avoid or reduce their impact on nature and over three-quarters (37) of these companies also disclose strategies for achieving those goals.
- Companies disclose limited progress towards recognizing and protecting the rights of Indigenous Peoples and local communities: Only 31 companies meet at least one of the five benchmark metrics related to respecting and upholding the rights of Indigenous Peoples and local communities, who play crucial roles in biodiversity conservation, restoration, and stewardship. No company meets all the criteria.
Links to results
(710) Vontobel: Modern mining: Digging deep to find winners on the brink of a technological revolution
Vontobel: Modern mining: Digging deep to find winners on the brink of a technological revolution
Key takeaways
- The mining industry is entering a green supercycle, driven by demand for metals and minerals for decarbonization, with technology playing a key role in boosting productivity and reducing emissions.
- Epiroc, a leading maker of mining equipment, is at the forefront of this transformation, with a strong focus on autonomous operations and electrification, and a significant aftermarket presence.
- Despite challenges such as increased competition, we believe Epiroc's aggressive push into new technologies and close customer relationships could position it well for the future.
(703) Research RFP: Stewart Investors - Hospitals
Research RFP: Stewart Investors - Hospitals
Research RFP: Stewart Investors - Hospitals
There is a significant shortage of hospitals and clinics in emerging markets and investment in the sector is critical for better human development outcomes. Historically we have been wary of the potential conflict that exists between for-profit hospitals/clinics and best healthcare outcomes. This has prevented us from investing in the sector. We would like to challenge this view and see if we can identify healthcare groups that are able to manage these risks well.
Purpose:
To identify leaders and laggards in terms of managing real and perceived conflicts between profit and best healthcare outcomes within the listed hospital sector.
Requirements:
We would like this report to consider the following:
- What are the key areas of conflict in for-profit hospital management?
- How can minority investors assess this?
- What do best and worst practices look like?
- Who are the leaders and laggards?
- How do companies manage the specific challenges of affordability when operating in very low-income communities?
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