Norges Bank har d. 7. februar udgivet deres årlige rapportering om ansvarlige investeringer. Her fremgår det, at:
“When companies are excluded from the fund, they are also removed from the benchmark index. Product-based exclusions have reduced the cumulative return on the equity benchmark index by around 1.8 percentage points, or 0.07 percentage point annually. The exclusion of some tobacco companies and weapons manufacturers has contributed to reduced returns.”
Tilgengæld øgede Norges Bank afkastet fra “Conduct baserede” eksklusioner. Norges Bank rapporterer, at:
“Conduct-based exclusions have increased the cumulative return on the equity benchmark index by around 0.7 percentage point, or 0.03 percentage point annually.
Samlet set siden 2006 har eksklusionerne dog samlet set kostet 0,04 procent point:
“Since 2006, the equity benchmark index has returned 1.1 percentage points less than an unadjusted equity benchmark index. On an annualised basis, the return has been 0.04 percentage point lower.”
Øget engagement i 2018
Norges Bank øgede i 2018 sit aktive ejerskab. Banken skriver at:
“The dialogue we have with companies and their boards is among the most important tools we have as an investor. We raised a number of relevant topics in 2018 on the basis of our published expectations. We engaged with companies on banks’ and carmakers’ climate disclosure, banks’ financing of deforestation, tax and transparency at UK companies, marine pollution from agriculture, and the marketing of breast-milk substitutes.”
Læs Norges Banks rapport om ansvarlige investeringer her:
https://www.nbim.no/en/transparency/reports/2018/responsible-investment-2018/
