盡職治理及負責任投資. 拍攝日期2022年 BlueOnion行政總裁 Elsa Pau, 周尚頤博士 Christine Chow, PhD 及戴潔瑩博士 Agnes K Y Tai, PhD 戴洁莹 談及ESG主題投資時並非必定需要接受較低之回報。基金經理把ESG因素有序地融入投資過程內；首先他們不投資於或參與於對地球及人類有害無益的事，甚至以投資達到正面的影響。有責任投資實踐畫職調查的過程中還有不少有趣的環節。
盡職治理及負責任投資. 拍攝日期2022年 BlueOnion行政總裁 Elsa Pau, 周尚頤博士 Christine Chow, PhD 及戴潔瑩博士 Agnes K Y Tai, PhD 戴洁莹 談及ESG主題投資時並非必定需要接受較低之回報。基金經理把ESG因素有序地融入投資過程內；首先他們不投資於或參與於對地球及人類有害無益的事，甚至以投資達到正面的影響。有責任投資實踐畫職調查的過程中還有不少有趣的環節。
July 19, 2023 Stewardship & Responsible Investing with Dr. Christine Chow & Dr. Agnes K Y Tai. In this episode, Dr. Christine Chow shares what effective stewardship entails and how institutional investors drive value by listening, communicating objectives and recommendations as well as supporting portfolio companies to recommendations to progress on their ESG journey. Meanwhile,… Continue reading BlueOnion Myth Buster
March 25, 2022 BlueOnion’s Chief EC.ESG Investment Strategist Dr. Agnes K Y Tai was invited to speak at HKUST Business School’s the symposium on climate-related risk. The Organizer’s Recap The annual HKUST Risk Management and Business Intelligence (RMBI) Symposium resumed its in-person mode to address climate-related risks, bringing together subject experts, academics, professionals, and our… Continue reading Risk Management & Business Intelligence Symposium 2023 Global Climate & Environmental Risk Management
BlueOnion’s Chief Sustainability Officer Dr. Jeanne Ng discusses challenges in adapting to an ever increasing corporate complexity in our world. Although ESG can take on an array of definitions, it inevitably calls for building better and more responsible systems to tackle long prevailing issues and for changes to how Board Members can help steer these… Continue reading PBEC Roundtable Discussions VI
BlueOnion‘s Chief Sustainability Officer Dr. Jeanne Ng was recently featured in a publication on In The Black, a business magazine operated by CPA Australia. Published on November 1, 2022 Dr. Jeanne Ng along with Michael Ehrentraut and Matthew Nelson highlight some of the key qualities and responsibilities of CSOs. “The CSO’s role should be to… Continue reading Chief Sustainability Officers (CSOs) Play a Vital Role in Embedding Environmental, Social & Governance Considerations Across a Business | In The Black
Elsa Pau of BlueOnion comments on state of climate-related financial reporting in Asia-Pacific. Published on October 13, 2022 “Many companies and asset managers in Hong Kong and Singapore are approaching reporting as a “compliance exercise” and to appeal to European investors, rather than genuinely coming up with strategies to meet climate goals.” Elsa Pau This… Continue reading Difficulties Surrounding Climate Related Financial Disclosure in APAC | SCMP | Elsa Pau, BlueOnion
By Twinkle Zhou, senior reporter Asian Private Banker | September 2022 BlueOnion has built a portal that provides access to quantitative and qualitative benchmark dataConnectingBy connecting buy and the sell side of investment products. It caters to investors and gatekeepers who consider sustainability critical to their investment decisions. Elsa Pau, founder and CEO, gave Asian… Continue reading BlueOnion Helps Private Banking Clients Deep-Dive Into ESG Criteria
23 June, 2022 | Genevieve Redgrave Elsa Pau, founder of BlueOnion, speaks about ESG investing at the Environmental Finance Asia conference. “We can produce more data for asset managers to have more meaningful and productive engagement when considering potential investments. The stewardship scope can be expanded quantitatively and built on year on year.” Elsa Pau… Continue reading Investors ‘Should Look Past’ Easy Environmental Assessments | Environmental Finance
Elsa Pau of BlueOnion discusses how asset managers can untangle the mess of ESG data. Published on March 03, 2022 Elsa Pau has gone from publishing to data and now to fintech, with her startup BlueOnion. She spoke with Jame DiBiasio about the challenges asset managers face concerning ESG data, her path from publisher to… Continue reading ESG Data | Elsa Pau, BlueOnion | DigFin VOX Ep 25
2021年12月29日 | 採訪、撰文：葉盛 投資者對環境、社會及企業管治 ( ESG ) 接納程度日增，為吸引更多新資金流入，各基金公司都表示已把 ESG 因素融入投資流程，但具體執行起來，可能不似基金公司所述般理想。倡導投資者保護的組織 WealthAsia 行政總裁兼金融科技公司 BlueOnion 創辦人鮑婉玲表示，坊間部分基金誇大使用 ESG 準則來管理資產的程度，現有一些 ESG 評級的前瞻性亦不足，削弱了反映公司實際面對 ESG 風險時的處理能力。 鮑婉玲談到目前市場對 ESG 投資的各種問題時稱，在監管要求下，上市公司雖然加強 ESG 數據披露，但普遍純屬「交功課」心態，更有公司會因 ESG 評分低而撤換現有的第三方評分機構，選用其他 ESG 評分供應商。這些都反映上市公司對 ESG 的重視程度有待加強。 歸因市場對ESG標準各異 同時，坊間個別ESG評分供應商的評級準則前瞻性同樣不足，「依照某些評分標準，好多時候都是hindsight（後見之明），向後望一家企業過去數年的ESG表現，不足以代表將來的情況。」 對於上述亂象，鮑婉玲認為，都是源於市場對ESG具體標準莫衷一是，未能充分掌握所致。「大家知道有這件事（ESG），但去到要如何落實，在過去一年間的進步只是很少。」 在機構投資者層面上，鮑婉玲稱，基金經理把ESG因素納入投資框架時，大部分目前仍沿用傳統的「負面排除」方式，只把不符合ESG標準的公司剔出投資範圍，卻忽略與企業就ESG議題定期展開溝通，令ESG融入策略流於表面。 基金可協助企業轉型 長遠而言，機構投資者加強與企業溝通交流，協助改善其ESG不足之處，甚至啟動業務轉型，是更為負責任的方式。 例如，煤炭和石油企業屬高污染、高排放行業，不少基金經理都會減少投資比重，甚至完全撤出相關領域。 不過，鮑婉玲指出，全球有約48%的公司使用化石燃料，要過渡至完全轉用風能等可再生能源，仍需要一段時間，這個情況令基金經理難以短時間完全排除投資於化石燃料公司。更好的方式是積極幫助企業進行業務轉型，過程中亦有望為基金經理帶來潛在回報。 證監會在官網上載一份綠色基金和環境、社會及管治基金列表，顯示獲證監會認可的綠色基金和ESG基金。鮑婉玲表示，相較一般零售基金，列表上的基金被要求披露更多ESG資訊，但她直言都只是「（ESG）水準高少少、道德標準高少少的基金」，投資者不能夠單憑該列表便作為投資ESG基金的準則，「覺得投資了便是代表對社會有影響，未去到這程度。」 由鮑婉玲創辦的BlueOnion，收集各類型研究數據，讓機構投資者檢視不同基金的ESG表現，以及其投資組合中的ESG風險狀況。該平台目前覆蓋多達19萬隻基金，分析基金持股有多大程度符合ESG準則，當中衡量指標包括公司減排目標是否符合控制氣溫上升幅度的目標、是否有投資於具爭議的行業，以及勞工權益問題等不同因素。 鮑婉玲稱，有公司會因ESG評分低而撤換現有的第三方評分機構，反映它們對ESG的重視程度仍待加強。（黃俊耀攝） 原文刊登於 信報財經新聞 – ESG專題 鮑婉玲：基金融入ESG待提升 企業披露如交功課 評級準則乏前瞻
