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Despite or perhaps thanks to the raging corona pandemic, ESG is still high on the agenda for many companies. As a result, ESG investment could take off further in 2020, with one of the challenges for companies to be how to prepare their workforce for the future. As an investor, you can anticipate this by discovering tomorrow’s winners based on alternative data.
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The outbreak and further spread of the corona virus has a major impact on our society. Many investors wonder what impact the corona pandemic will have on sustainable investments.
It is clear that long-term trends such as population growth, aging and biodiversity are still current themes and will remain so for the time being. The corona crisis underscores that sustainable development is the future and some analysts even think that the corona virus will be a catalyst for ESG investments.
This expectation is underscored by the economic benefits that can ensue. For example, the Global Commission on the Economy and Climate estimated in 2018 that the economic benefits could reach $ 26 trillion by 2030. This would mean a doubling of investment in renewable energy over the next decade, according to IRENA research .
More about De uitbraak en verdere verspreiding van het coronavirus heeft een grote impact op onze samenleving. Veel beleggers vragen zich daarbij af welke impact de coronapandemie heeft op duurzame investeringen. Duidelijk is dat langetermijntrends zoals bevolkingsgroei, vergrijzing en biodiversiteit nog altijd actuele thema’s zijn en dat voorlopig ook blijven. De coronacrisis onderstreept juist dat duurzame ontwikkeling de toekomst heeft en sommige analisten denken zelfs dat het coronavirus een katalysator zal zijn voor ESG-investeringen. Deze verwachting wordt onderstreept door de economische voordelen die hieruit kunnen voortvloeien. Zo schatte de Global Commission on the Economy and Climate in 2018 dat de economische voordelen tot aan 2030 kunnen oplopen tot 26 biljoen dollar. Dit zou voor het komende decennium een verdubbeling betekenen van de investeringen in duurzame energie, zo blijkt uit onderzoek van IRENA.[/fusion_text][/fusion_builder_column][fusion_builder_column type=”1_1″ layout=”1_1″ align_self=”auto” content_layout=”column” align_content=”flex-start” content_wrap=”wrap” spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ dimension_spacing_medium=”” dimension_spacing_small=”” dimension_spacing=”” dimension_margin_medium=”” dimension_margin_small=”” margin_top=”” margin_bottom=”” padding_medium=”” padding_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes=”” border_color=”” border_style=”solid” border_radius=”” box_shadow=”no” dimension_box_shadow=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_image_id=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”true” border_position=”all” first=”true”][fusion_text columns=”” column_min_width=”” column_spacing=”” rule_style=”default” rule_size=”” rule_color=”” content_alignment_medium=”” content_alignment_small=”” content_alignment=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” font_size=”” fusion_font_family_text_font=”” fusion_font_variant_text_font=”” line_height=”” letter_spacing=”” text_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]
Sustainable patent applications
Many think that the big climate innovations are done by small startups with a revolutionary vision. This perception may stem from the fact that venture capital funds mainly focus on startups.
Empirical evidence, however, shows a U-shaped relationship between scale and innovation, suggesting that large companies with larger R&D budgets can innovate better. For the time being, the potential of the overcrowded R&D pipelines that large companies have seems to be being ignored.
Traditional means are no longer enough to discover promising companies. Thanks to technological developments, more and more investors are taking advantage of the opportunity to delve deeper into alternative data sources and discover new opportunities in this way.
A good example of this is the number of registered patents. For example, MSCI analyzed the European Patent Office database for filed patent technologies targeting climate change mitigation technologies between 2013 and 2017. This resulted in 1,300 patents and showed that companies that both filed the highest number of global patents also filed the most low-carbon patents.
This positive correlation implies that companies with the highest R&D budgets are also most likely to launch efficient low-carbon solutions. Most low-carbon patents have been filed by companies in the consumer, industrial and information technology sectors. The vast majority of applications came from companies in Japan, followed by the United States and South Korea.
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Tomorrow’s leaders
One of the surprising findings in MSCI’s research is that companies currently leading the way in existing clean technology solutions may not be well positioned to maintain their competitive edge over the next decade. The analysis shows that a number of companies that generated significant revenues from sustainable solutions in recent years have filed only a handful of low-carbon patents over the same period.[/fusion_text][/fusion_builder_column][fusion_builder_column type=”1_2″ layout=”1_2″ align_self=”auto” content_layout=”column” align_content=”flex-start” content_wrap=”wrap” spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ dimension_spacing_medium=”” dimension_spacing_small=”” dimension_spacing=”” dimension_margin_medium=”” dimension_margin_small=”” margin_top=”” margin_bottom=”” padding_medium=”” padding_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes=”” border_color=”” border_style=”solid” border_radius=”” box_shadow=”no” 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image_id=”1221|full” max_width=”” sticky_max_width=”” style_type=”” blur=”” stylecolor=”” hover_type=”none” bordersize=”2″ bordercolor=”#607d8b” borderradius=”10px” align_medium=”none” align_small=”none” align=”center” margin_top=”” margin_right=”” margin_bottom=”” margin_left=”” lightbox=”yes” gallery_id=”” lightbox_image=”” lightbox_image_id=”” alt=”” link=”” linktarget=”_self” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″]https://fundstarrealestate.com/wp-content/uploads/2021/03/article1_2.png[/fusion_imageframe][/fusion_builder_column][fusion_builder_column type=”1_1″ layout=”1_1″ align_self=”auto” content_layout=”column” align_content=”flex-start” content_wrap=”wrap” spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ dimension_spacing_medium=”” dimension_spacing_small=”” dimension_spacing=”” dimension_margin_medium=”” dimension_margin_small=”” margin_top=”” margin_bottom=”” padding_medium=”” padding_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes=”” border_color=”” border_style=”solid” border_radius=”” box_shadow=”no” dimension_box_shadow=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_image_id=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”true” border_position=”all” first=”true”][fusion_text columns=”” column_min_width=”” column_spacing=”” rule_style=”default” rule_size=”” rule_color=”” content_alignment_medium=”” content_alignment_small=”” content_alignment=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” font_size=”” fusion_font_family_text_font=”” fusion_font_variant_text_font=”” line_height=”” letter_spacing=”” text_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]On the other hand, it appears that companies that have filed the most low-carbon patents in the past five years, including Toyota, LG Chem and General Electric, currently generate less than 20% of their total sales from sustainable products and services. These companies are in a transition towards a low-carbon economy and can become the sustainable leaders of tomorrow.
A good example of this is Air Products & amp; Chemicals. The company produces atmospheric and hydrogen gases, but many of the 162 low-carbon patents it filed over the past five years are focused on technologies that have not yet been fully commercialized. By looking only at Air Products & amp; ‘s current products and services Chemicals investors may underestimate the future business potential and contribution to sustainable solutions.
Other companies that MSCI believe are dormant innovation giants for a sustainable future include Daimler, Royal Dutch Shell and Toray Industries.[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container type=”flex” hundred_percent=”no” hundred_percent_height=”no” min_height=”” hundred_percent_height_scroll=”no” align_content=”stretch” flex_align_items=”flex-start” flex_justify_content=”flex-start” flex_column_spacing=”” hundred_percent_height_center_content=”yes” equal_height_columns=”no” container_tag=”div” menu_anchor=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” status=”published” publish_date=”” class=”” id=”” link_color=”” link_hover_color=”” border_sizes=”” border_sizes_top=”” border_sizes_right=”” border_sizes_bottom=”” border_sizes_left=”” border_color=”” border_style=”solid” spacing_medium=”” margin_top_medium=”” margin_bottom_medium=”” spacing_small=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”” padding_dimensions_medium=”” padding_top_medium=”” padding_right_medium=”” padding_bottom_medium=”” padding_left_medium=”” padding_dimensions_small=”” padding_top_small=”” padding_right_small=”” padding_bottom_small=”” padding_left_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” z_index=”” overflow=”” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_blend_mode=”none” video_mp4=”” video_webm=”” video_ogv=”” video_url=”” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” video_preview_image=”” absolute=”off” absolute_devices=”small,medium,large” sticky=”off” sticky_devices=”small-visibility,medium-visibility,large-visibility” sticky_background_color=”” sticky_height=”” sticky_offset=”” sticky_transition_offset=”0″ scroll_offset=”0″ animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ align_self=”auto” content_layout=”column” align_content=”flex-start” content_wrap=”wrap” spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ dimension_spacing_medium=”” dimension_spacing_small=”” dimension_spacing=”” dimension_margin_medium=”” dimension_margin_small=”” margin_top=”” margin_bottom=”” padding_medium=”” padding_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes=”” border_color=”” border_style=”solid” border_radius=”” box_shadow=”no” dimension_box_shadow=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_image_id=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”true” border_position=”all” first=”true”][fusion_text columns=”” column_min_width=”” column_spacing=”” rule_style=”default” rule_size=”” rule_color=”” content_alignment_medium=”” content_alignment_small=”” content_alignment=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” font_size=”” fusion_font_family_text_font=”” fusion_font_variant_text_font=”” line_height=”” letter_spacing=”” text_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]
Transition of human capital
One of the other major challenges facing companies in the sustainable transition is the digital transformation and its impact on the workforce.
A careless moment or an overly ambitious agenda can have disastrous consequences. One of the prime examples of this is Provident Financial PLC. As a result of a digital revolution, the British financial services company swept the workforce, replacing a large number of debt collectors with analytical software and a smaller team. However, this transition went too fast and resulted in Provident’s profit declining by 50%.
The transition is clearly visible in the car industry and components sector. This is the result of the rise of electric cars, which are easier to assemble thanks to fewer parts and companies can use more robots for this. For example, Ford announced 12,000 jobs in Europe alone To be scrapped, Daimler wants to reduce its 130,000 workforce by almost 10% and is considering Nissan even to eliminate 20,000 jobs.
Despite these staff reductions, car manufacturers are eagerly looking for new talent. Electric cars are equipped with advanced software and electronic systems and software is expected to represent 30% of the car’s value by 2030. However, car manufacturers struggle to find qualified personnel. For example, Volkswagen has been looking for software developer engineers for a long time.
But it’s not just the financial and automotive industries that are undergoing a transformation of the workforce. Energy companies, steel manufacturers and restaurants are also in full transition. Companies that, on the one hand, replace staff with automation and, on the other hand, set up new business units to compete, are expected to be hit hardest. Investors should therefore keep an eye out for companies that can successfully transform their workforce.
Chicken with the golden eggs
For the time being, there is a lot of uncertainty about the ultimate value of all low-carbon patents and when both the companies that have filed them and investors can count on any return. Decades of academic research on patents and their relationship to innovation and business value indicate that many market and operation-related factors determine whether companies ultimately benefit from their filed patents.
Nevertheless, investors exploring alternative data sources can have an edge in the market. Patent filings and how companies are transforming their workforce are just a few such sources of identifying tomorrow’s winners in the low-carbon market.[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]