This panel discussion looks at the role of ESG and growing demands for accountability. The panel kicks off with a look at how ESG is integrated into the decision-making and investment process, how ESG considerations have evolved over the years and whether it is a more or a less formal process these days. Panellists note that the process is becoming more comprehensive and stringent, with increasing regulatory requirements. They also note a shift in investor attitudes.
Following on, the panel asks whether ESG compliance and criteria will soon be the only way for miners to access capital and how the more fossil fuel-intensive industries can get funded in a situation where they are still part of the energy mix.
The panel discuss whether they use a metrics-based or more holistic approach to their decision-making. There is also a discussion on risk and how to measure it within an investment.
The panel shifts to look at more of the social and governance issues, noting that the environment and sustainability is at the basis of almost all discussions these days.
Finally, the panel looks at the idea of metals and mining being priced different depending on the ESG /Carbon performance in the extraction process.
Panellists:
Deborah Caudle, Managing Director, Regional Co-Head of Mining, Metals & Industries – APAC, Société Générale
Wayne Gordon, Senior Investment Analyst, Chief Investment Office, Global Wealth Management, UBS
Gabriel Wilson-Otto, Director, Sustainable Investing, Fidelity International