可持續發展及轉型投資

貝萊德的客戶日漸關注如何能夠降低投資組合風險,並捕捉與可持續發展及向低碳經濟轉型相關的投資機遇。我們作為託管人,並代表客戶進行投資,一直致力協助實現其投資目標。

貝萊德在可持續發展投資(只供英文)及向低碳經濟轉型方面的投資策略建基於我們作為客戶資產託管人的職責。我們首先著重了解客戶的投資目標,並提供切合他們需要的投資選擇;我們致力於在客戶授權範疇內尋求最佳風險調整後回報;而我們的管理工作以研究、數據及分析為依歸。

可持續發展投資

何謂可持續發展投資?

可持續發展投資指將環境、社會及╱或管治(ESG)目標、主題及相關因素作為選擇投資首要考量的策略。

可持續發展投資產品

貝萊德於可持續發展投資平台內的產品採取不同的策略,以協助投資者達成投資目標。

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請瀏覽BlackRock.comiShares.com的產品網頁,以了解特定基金的可持續發展特質及各基金採用的具體篩選方針。

轉型投資

何謂轉型投資?

向低碳經濟轉型為其中一項具潛力重塑經濟、各行各業的重大結構性轉型。

目前並非全部可持續發展投資策略均涉及轉型投資,反之亦然。了解這兩類投資策略的關係,有助投資者識別能夠滿足其目標的產品及解決方案。

貝萊德將轉型投資界定為專注投資於做好準備及配合向低碳經濟轉型,並能夠從中受惠及╱或發揮推動作用的資產。

轉型投資

資料來源:貝萊德,2023年9月。僅供說明。此圖根據當前資產管理規模展示可持續發展投資及轉型投資的關係,可能未按比例呈現。欲了解更多資訊,請參閱我們的Firmwide ESG Integration Statement(貝萊德ESG整合手冊)。

轉型如何創造投資機遇?

與低碳轉型相關的結構性轉變(科技創新、消費者及投資者偏好低碳產品及政府政策變化)正在重塑生產及消費,並促進資本投資。

推動經濟轉型的三大趨勢:1

轉型投資

轉型正在創造投資機遇。舉例而言,預計到2050年能源體系平均年度支出將由過去十年的每年2.2萬億美元增至每年4萬億美元。 2,3

轉型投資產品

為何貝萊德是首選投資夥伴?

理想的可持續發展及轉型投資夥伴應提供一個全方位平台,並集結客戶需要的環球解決方案、專業知識及以投資者為先的分析。
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全面投資組合管理

我們協助客戶全面優化投資組合,包括檢視投資組合、構思投資策略及監控投資流程。
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多元化產品選擇

我們的規模優勢可讓客戶享受多元化選擇,能夠提供廣泛類別及主題的產品。
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投資督導

我們致力長期為客戶資產投資提供督導
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創新

我們為客戶不斷創新,以迎合其最新需求, 致力開發新產品及發掘新機遇。

研究

我們擅長協助投資者了解氣候及可持續發展風險對投資組合的影響。我們的內部專家團隊(包括行業專家及氣候科學家)著力發掘獨到觀點以捕捉當中機遇。

Energy transition partnerships in action Valerie: Renewable power has seen significant growth in the past decade. Join us, as we speak to companies that are driving the transition to provide access to renewable energy in Asia. Cristobal: Chow energy is a leader in the commercial and industrial solar space in Thailand. And our unique proposition is that we are able to offer customers the ability to reduce their carbon emissions, as well as save on their electricity bills, all for a zero upfront investment. Aboy: Empowering the future. That is our mission here at CleanTech. And we aim to be able to improve the lives of our countrymen, the communities that we are present in. Chee Aun: Headquartered out of Malaysia, we started our business 15 years ago as a solar. We build utility scale power plants as well as selling clean electricity to key sectors such as data centers, hospitals, airports. Valerie: Do you see that there is enough capital, or do you think there is not enough competitive capital in the region? Chee Aun: Many reports we are seeing, we need, US$1.5 trillion in Southeast Asia by 2030 for the energy transition to happen. (Source: S&P Global, as of 15 April 2024) Cristobal: Key is on the ground making sure that the projects are creditworthy. That enables investors and also debt capital to come in and be assured that there is a longevity in that contract. Aboy: Our partnership has actually given us that access to cost-effective capital. And that certainly helps with the speed and scale theme that we want to deploy our renewables with. Valerie: Many countries have pledged net zero and now everybody’s wondering how do we get there. In your opinion, what are the major topics that need to be addressed to even accelerate renewable power growth? Cristobal: Oftentimes we see these grand targets that we need to achieve in 10, 15, 20 years’ time. But I think sometimes where we lack is, that regulatory support in the here and now. If we can foster more public-private partnerships, leveraging on the expertise and the capital from the private sector, and marry that with the policy objectives of the public sector, I think we will see a lot more fund flow and a virtuous cycle where positive case studies will lead to further implementation and further successful projects. IMPORTANT INFORMATION This material is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. 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轉型行動

貝萊德與正在開發創新解決方案提供可再生能源的亞洲公司合作,以推動淨零排放的轉型。(只供英文)

ESG整合

何謂ESG資料?

ESG代表環境、社會及管治,指納入投資決策的特定考量因素。

ESG資料例子如下:

環境 (E)

環境 (E)

碳排放, 廢物, 水資源緊絀
社會 (S)

社會 (S)

多元化, 健康及安全, 私隱及數據安全
管治 (G)

管治 (G)

董事會架構╱規模, 管理層薪酬, 擁有權架構

何謂ESG整合?

貝萊德把ESG整合界定為將具重大財務影響的ESG數據或資訊納入全公司投資流程的做法,其旨在提升我們客戶投資組合的風險調整後回報。無論某個基金或策略是否以可持續發展為目標,均會採用此做法。

貝萊德的ESG整合框架容許不同投資團隊、策略及特定客戶授權採用多元方法。

欲了解更多資訊,請參閱我們的ESG Integration Statement(貝萊德ESG整合手冊)。

我們的團隊

我們的專家簡介

可持續發展及轉型解決方案團隊負責引領貝萊德的可持續發展及轉型策略,推動跨部門改變,促進客戶及外部參與,加強產品創新,並將專業知識整合至公司的各個層面。

亞太區主管

Emily Woodland
亞太區可持續發展及轉型解決方案主管
Yutaka Naito
日本可持續發展及轉型解決方案主管
Heidi Yip
東南亞區可持續發展及轉型解決方案主管
投資督導

何謂投資督導?

投資督導是貝萊德對客戶履行受託責任,以提升其長期經濟利益的重要環節。我們會與客戶所投資公司保持溝通、代表授權予我們的客戶行使投票權、並作為參與管理的知情投資者倡導穩健的企業管治及業務實踐,以達致此目標。

根據我們的經驗,能夠有效管理業務模式涉及的重大風險及機遇(包括可持續發展相關)的公司,更有機會取得穩健持久的長期財務表現。高標準企業管治以及強而有力的董事會及管理層能令公司在面臨可能影響其財務表現的宏觀經濟及社會挑戰時具備更高的抗跌及應變能力。

我們的業務網絡遍佈全球,擁有業內最大規模、最多元化及經驗豐富的投資督導團隊。
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