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摩根资产管理亚洲尽责管理团队主管林学海:自建ESG评分系统破数据难题,定量+定性评估贯穿投资全流程
Xin Lang Zheng Quan· 2025-10-16 09:53
Group 1 - 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 is co-hosted by the World Green Design Organization (WGDO) and Sina Group, with support from the Shanghai Huangpu District Government, and aims to explore new paths for sustainable development [1] - Approximately 500 prominent guests are invited, including around 100 international guests, featuring political figures, Nobel Prize winners, Turing Award winners, and leaders from Fortune 500 companies [1] Group 2 - Lin Xuehai, the head of Morgan Asset Management's Asia (excluding Japan) responsible management team, delivered a keynote speech on integrating ESG into investment processes [3] - The company employs a dual approach of quantitative and qualitative assessments to address the complexities and inconsistencies of ESG data [3] - The investment research team conducts comprehensive ESG importance evaluations for both conventional and ESG-specific investment products, focusing on various dimensions such as energy use and labor time [3] - A proprietary ESG scoring system has been developed, which includes metrics on carbon emissions, employee rights, and board structure, aiming to eliminate data noise and focus on long-term value creation [3] - The investment decision-making process emphasizes in-depth analysis of companies with varying ESG scores to optimize investment outcomes for clients [3]