Core Viewpoint - The article highlights the significance of the "Zero Carbon Mission International Climate Summit" held in Beijing, marking the tenth anniversary of the Paris Agreement and the fifth anniversary of China's "dual carbon" goals, emphasizing the need for global climate action and cooperation [1][10]. Group 1: Summit Overview - The summit will take place on October 23-24, 2023, at the Phoenix Center in Beijing, gathering experts from various sectors including government, enterprises, and environmental organizations to discuss innovative solutions for global climate justice and carbon reduction [1][10]. - The summit has evolved into a significant pre-COP platform, attracting over 200 guests and nearly 70 participating companies, facilitating dialogue on climate action [1][10]. Group 2: Organizers and Support - The summit is organized by Phoenix TV, Rocky Mountain Institute (RMI), and WWF, with support from various institutions including the SEE Foundation and CFA Institute [3]. - Gree Electric Appliances is a partner for the event, and Pnuts.AI will provide AI translation support [3]. Group 3: Forum and Discussions - The summit will feature an opening forum and two sub-forums, focusing on sustainable investment as a key driver for high-quality development and green finance [4]. - A "2025 Green Development Annual Tribute" award ceremony will recognize top ESG-rated companies and key clean technologies, promoting industry benchmarks for sustainable practices [4]. Group 4: Keynote Speakers and Topics - Notable speakers include experts from various fields who will deliver keynote speeches on global cooperation and just transition strategies, contributing diverse insights into climate governance [8]. - A roundtable discussion will follow, featuring representatives from academia and industry to explore actionable collaborations for climate action [8]. Group 5: Project Highlights - A sub-forum titled "Towards Zero Carbon: Heavy-Duty Trucks in Action" will showcase preliminary findings from a project analyzing the performance of new energy heavy-duty trucks over a week-long operational tracking [8].

Core Insights - The Hong Kong Wealth Legacy Institute has partnered with the Prince Albert II of Monaco Foundation to promote global marine sustainability through family wealth and environmental innovation [1] - The collaboration aims to connect family philanthropists, investors, and innovators to support blue economy projects, including sustainable shipping, plastic pollution reduction, offshore energy, and sustainable blue food [1] - The economic scale of this initiative is projected to reach $5.5 trillion by 2050 [1] Group 1 - The partnership signifies a significant step towards mobilizing private family capital for sustainable blue economy investments [1] - Hong Kong is positioned as a key driver in Asia for transforming family capital into sustainable marine finance, positively impacting both the economy and the environment [1] - The chairman of the Hong Kong Wealth Legacy Institute emphasized that environmental conservation should be a core part of legacy planning [1] Group 2 - Global investors are increasingly recognizing the importance of the blue economy, and Hong Kong is seizing the opportunity to integrate financial strength with marine ecological health [2] - As a capital hub in the Greater Bay Area, Hong Kong is at the center of emerging blue finance activities in Asia [2] - Recent research indicates that the value of the Greater Bay Area's marine ecosystem is approximately 4.9 trillion RMB, accounting for over 35% of the local GDP, highlighting the urgent need for sustainable investment [2]

Core Viewpoint - The future energy transition in China presents both significant opportunities and challenges, particularly in reducing dependence on coal, which previously accounted for 50% of global coal consumption [1] Group 1: Energy Transition in China - The core opportunity and challenge for China's energy transition in the next five years is to reduce reliance on coal [1] - The transition is seen as both a critical step and a major opportunity for the country [1] Group 2: Global Sustainable Investment Landscape - The current global sustainable investment climate has shifted towards a more cautious investor mindset, influenced by socio-economic and political factors in Europe and the U.S. [1] - Investors are now focusing on the economic feasibility and commercial attractiveness of projects rather than purely optimistic projections [1] Group 3: Unique Advantages of the Asia-Pacific Region - The Asia-Pacific region has unique advantages as energy transition is closely linked to economic and energy security [1] - Countries in the region are developing differentiated industrial strategies to attract investment by addressing concerns such as long-term returns and foreign exchange risks [1] Group 4: Learning from China's Experience - The global community is encouraged to recognize and learn from China's achievements in technological innovation and large-scale application in renewable energy [1] - There is a call for collective participation in the renewable energy transition process, leveraging China's technological advantages [1]

执行董事，摩根资产管理亚洲（除日本）尽责管理团队主管林学海出席并发表主题演讲。 林学海表示，公司在可持续投资中有"双重角色"——既是投资者，也是企业顾问，通过专业能力与持续 投入，为可持续发展注入动能。摩根资产管理的投资尽责管理团队不仅履行监督投资的职责，更主动与 被投企业互动，结合企业自身发展与能力，在治理、气候自然资本管理、供应链等领域提供针对性建 议。团队会通过明确改变目标、跟踪进展、监督结果，确保努力落地见效，即便部分领域暂未达预期， 也会坚持沟通推动，体现长期主义视角。 专题：2025可持续全球领导者大会&首届绿色产业与可持续消费博览会 2025可持续全球领导者大会于10月16日-18日在上海市黄浦区世博园区召开。 2025可持续全球领导者大会由世界绿色设计组织（WGDO）与新浪集团联合主办，国际财务报告准则 基金会（IFRS Foundation）北京办公室协办，新浪财经与世界绿色设计组织北京代表处承办，上海市黄 浦区人民政府支持。大会以"携手应对挑战：全球行动、创新与可持续增长"为核心主题，汇聚全球智慧 力量，共探可持续发展新路径，为全球可持续治理注入澎湃的"中国动能"。本届可持续大会在以往四 ...

Core Insights - The 2025 Sustainable Global Leaders Conference will be held from October 16 to 18 in Shanghai, focusing on "Collaborative Responses to Challenges: Global Action, Innovation, and Sustainable Growth" [1] - The conference aims to explore new paths for sustainable development and inject "Chinese momentum" into global sustainable governance, building on the previous ESG Global Leaders Conferences [1] - Approximately 500 prominent guests, including 100 international attendees, will participate, featuring political figures, Nobel laureates, and leaders from Fortune 500 companies [1] Group 1 - Morgan Asset Management emphasizes that sustainable investment goes beyond selecting environmentally friendly companies; it requires ensuring long-term resilience in investments [3][6] - The firm manages over $3.7 trillion in assets by the end of 2024, reflecting trust from various clients, including sovereign funds and individual investors [3] - Morgan Asset Management has two dedicated committees for overseeing sustainable investments and fiduciary responsibilities to clients [4] Group 2 - The integration of ESG factors into the investment process involves both qualitative and quantitative assessments of potential investments [5] - The firm has developed its own scoring system to evaluate ESG performance, focusing on long-term value creation while addressing complex and inconsistent data [5][6] - Climate change is a central theme in sustainable investment discussions, with the firm assessing both transition and physical risks related to climate impacts [6] Group 3 - Active engagement with companies is crucial for responsible investment management, which includes direct communication with executives and voting to express opinions [7][8] - The firm focuses on governance, executive compensation, climate risk management, and human resource management as key areas for improvement in portfolio companies [7] - Measuring the effectiveness of engagement efforts involves tracking progress and setting milestones for desired changes in corporate behavior [8]

Group 1: Core Perspectives - The cooperation between China and Switzerland in capital markets, wealth management, and green finance is injecting new strategic momentum into bilateral relations [1] - The financial collaboration is becoming a key pillar for further development of China-Switzerland relations amid profound adjustments in the global economy and geopolitical landscape [1] Group 2: Capital Market Connectivity - Capital markets serve as the foundational area for China-Switzerland financial cooperation, with significant participation from Swiss enterprises and financial institutions in China's capital market [2] - The establishment of the Global Depositary Receipt (GDR) mechanism in 2022 marks a significant innovation in capital market cooperation, with 17 Chinese companies listed on the Swiss stock exchange [2] Group 3: Wealth Management - China's wealth management industry is experiencing rapid growth, with an asset management scale projected to reach RMB 150 trillion by 2024, ranking second globally [4] - The increasing demand for specialized and personalized wealth management services among China's high-net-worth individuals highlights the need for more comprehensive service models [5] Group 4: Sustainable Investment - Green finance and sustainable investment are emerging as forefront areas of cooperation, with China leading in green credit and bonds, and Switzerland excelling in responsible investment and ESG standards [6] - The anticipated funding requirement to achieve carbon peak by 2030 is expected to exceed RMB 25 trillion, indicating vast potential for green finance development [6] Group 5: Digital Finance - Digital finance is viewed as a "blue ocean" for cooperation, with China leading in mobile payments and financial technology, while Switzerland has unique advantages in blockchain and digital asset regulation [7] - A technical exchange mechanism has been established under the BIS Innovation Hub framework to explore digital finance development collaboratively [7] Group 6: Global Cooperation - The financial cooperation between China and Switzerland has both macro strategic significance and practical value, facilitating connections between enterprises and investors [8] - Financial institutions are evolving from mere intermediaries to bridges connecting capital, innovation, expertise, and opportunities [9]

Core Viewpoint - The Baolish Association positions itself as a "leader in sustainable investment," innovatively integrating financial tools with public welfare practices to drive sustainable development in society [1] Group 1: Green Finance - The Baolish Association actively engages in the green finance sector, issuing a series of green bonds, including one in early 2023 aimed at funding large wind power projects in Northwest China, which is expected to reduce carbon dioxide emissions by tens of thousands of tons annually [3] - The association is also fostering the carbon trading market by organizing professional training and building communication platforms to enhance participants' understanding and operational capabilities in carbon trading [3] Group 2: Community Building - The Baolish Association has established elderly care service centers in multiple communities, investing 1 million yuan to set up a center in a Chengdu community by early 2024, providing comprehensive services such as daytime care, medical care, and cultural activities for over 60 elderly individuals daily [4] - In response to the water disaster in Rongjiang, Guizhou, the association quickly allocated 200,000 yuan for purchasing essential supplies and organized 20 volunteers to assist in post-disaster reconstruction efforts [4] Group 3: Technology for Good - The Baolish Association promotes technology for good by establishing a public welfare fund for medical technology, which funded 1.2 million yuan for cancer early screening research in 2023 and improved medical conditions in remote areas of Yunnan by donating advanced medical equipment to 10 hospitals [5] - The association sponsors various technology innovation competitions and training activities for youth, supporting over 2,000 participants in the National Youth Science and Technology Innovation Competition in 2024 and providing funding and guidance to 50 youth innovation teams [5] Group 4: Financial for Good - The Baolish Association demonstrates that when financial capital moves beyond short-term profit motives to become a catalyst for social innovation, it can create significant economic value and address global challenges such as educational equity, healthcare accessibility, and climate response [6] - The association's rapid response to the Rongjiang water disaster showcases the power of finance for good, highlighting its commitment to sustainable development [6]

Core Viewpoint - The 15th AIM Investment Summit will be held from April 13 to 15, 2026, in Dubai, focusing on "Reshaping Global Prosperity: New Investment Pathways Towards a Sustainable and Inclusive Future" [1] Group 1: Event Overview - The AIM Investment Summit is recognized globally for leading sustainable investment trends and will explore strategies to address significant economic transformations [1] - The summit aims to strengthen global partnerships and promote innovative solutions to urgent economic challenges [1] - The event will emphasize the integration of innovation, sustainability, and inclusivity to build a more resilient and adaptive economic system [1] Group 2: Key Themes - The summit will focus on three core pillars: Global Markets, Future Economy, and New Generations, which are essential for building a robust and balanced future economy [3] - The Global Markets pillar will discuss the role of capital markets and foreign direct investment in enhancing economic resilience amid changing geopolitical and technological landscapes [5] - The Future Economy pillar will address digital transformation, urban expansion, and financial innovation, showcasing how these changes redefine productivity and improve quality of life [6] - The New Generations pillar will support SMEs, unicorns, and AI-driven enterprises, fostering an innovative ecosystem to tackle global challenges [7] Group 3: Strategic Importance - The summit is expected to play a crucial role in advancing cross-border partnerships, cultivating a culture of sustainable investment, and enhancing countries' readiness for growth [3] - The UAE's trade performance in 2024, with a total trade volume of 5.23 trillion dirhams and a trade surplus exceeding 492 billion dirhams, underscores its position as a global trade and investment hub [3] - The UAE's significant rise in the Kearney Foreign Direct Investment Confidence Index, from 18th to 8th globally, reinforces its status as a major investment destination [4]

Group 1 - Goldman Sachs identified six key investment themes at the 2025 Global Sustainable Investment Forum, emphasizing that infrastructure reliability and aging population will be critical drivers of investment in an uncertain macro environment [1] - The current surge in energy and water resource demand, aging infrastructure, and the frequency of extreme temperatures and weather events have led to prioritizing "reliability" related investments, specifically in infrastructure construction and energy efficiency solutions [1] - The aging population in developed markets creates new opportunities for "labor acquisition," making "easy access to labor" a competitive advantage for businesses [1] Group 2 - In the energy sector, the acceleration of electricity demand is driving comprehensive energy procurement, with a positive long-term outlook for nuclear energy [2] - In the labor sector, labor acquisition and skills retraining are increasingly seen as potential constraints, while also serving as differentiation points among companies [2] - The focus on "adaptability" is rising, including the ability to cope with physical risks such as extreme weather, which also generates investable opportunities [2] Group 3 - Confidence in the "reliability" theme has strengthened, with current priorities placing "reliability" above "affordability," and the overall priority of "reliability and affordability" higher than "decarbonization" [2] - The outlook for renewable energy is positive until 2028, but there is more debate regarding trends beyond that year [2]

Core Viewpoint - The National Social Security Fund (NSSF) reported a strong investment performance for 2024, with a total investment income of 218.42 billion yuan and an investment return rate of 8.10%, reflecting a strategic focus on stable growth and risk management in a volatile market environment [3][5][7]. Investment Performance - In 2024, the NSSF achieved an investment income of 218.42 billion yuan, with realized income of 43.65 billion yuan and a fair value change of trading assets amounting to 174.77 billion yuan [3][5]. - The average annual investment return since the fund's inception is 7.39%, with cumulative investment income reaching 1.90 trillion yuan [4][6]. Asset Allocation - As of the end of 2024, the total assets of the fund amounted to 3.32 trillion yuan, with direct investments accounting for 28.55% and entrusted investments for 71.45% [5]. - Domestic investments made up 86.82% of the total assets, while overseas investments constituted 13.18% [5]. Strategic Focus - The NSSF emphasizes a systematic approach to investment, balancing strategic asset allocation with tactical adjustments to manage risks effectively [7]. - The fund is committed to increasing investments in key sectors aligned with national strategies, such as clean energy and technology innovation, to support sustainable development [11][13]. Stock and Fixed Income Investments - The NSSF maintains a positive outlook on domestic stocks, leveraging long-term capital advantages and focusing on index-based investments to enhance efficiency [9][10]. - In fixed income investments, the fund has increased allocations to bank deposits and domestic and foreign bonds, capitalizing on favorable interest rate conditions [10]. Sustainable Investment Practices - The NSSF is integrating sustainable investment principles into its operations, increasing investments in clean energy to support national carbon reduction goals [12][13]. - The fund is also aligning its investment strategies with international sustainable development trends, enhancing its framework for sustainable investments [13].