Real assets investors hold the key to decarbonisation, and need to consider the carbon footprints of their holdings…
In our white paper “Turning up the volume, cutting through the noise: making sense of ESG data in real assets”, we argue that bottom-up investment skills, an active approach and taking a holistic view of a company’s activities are vital if investors are to make a contribution to solving the climate crisis.
The rapid growth of responsible investment has led to a boom in the provision of ESG data. Across the ESG research market there are also a myriad of sources and ways to interpret the data, leading to an overall lack of quality in the ESG data in the market at large. In the whitepaper we’re at pains to point out that we’re not disparaging the work of ESG data providers. It’s a new industry and lots of companies don’t disclose data adequately or according to the same criteria. At Kempen we also set a high bar for any data, including ESG data, which enter our investment process. What are the challenges when it comes to using high quality ESG data and how to overcome these?