Larry Fink fra BlackRock, en af verdens største investorer, har været kritiseret af NGO’ere for, at der var stor forskel på hensigtserklæringer og faktiske handlinger.
Den seneste Voting record viser, at der nu er kommet langt mere handling bag de flotte ord om et mere aktivistisk ejerskab blandt andet i forhold til selskabernes klima-rapportering.
I den nye Voting Record hedder det blandt andet:
In line with BlackRock’s investment conviction that climate risk is investment risk, over the last 12 months we have amplified our climaterelated discussions, closely monitored progress, and, in the absence of progress, communicated the potential for voting action against management. In 2020 we identified 244 companies that, on our assessment, were not adequately addressing their exposure to or management of climate risk.1 One year later, we are encouraged to see the meaningful progress many of these companies have made towards
integrating climate risk into their business models or disclosures.
In 2021, we expanded our climate focus universe to over 1,000 carbonintensive public companies that represent 90% of the global scope 1 and 2 greenhouse gas (GHG) emissions of our clients’ public equity holdings with BlackRock.2 We communicated our position throughout
the past year that we expect companies to demonstrate how climate and sustainability-related risks are considered and integrated into their strategy. If a company does not provide adequate public disclosures for us to assess how material risks are addressed, we may conclude that
those issues are not appropriately managed and mitigated. This perspective has applied to our voting on behalf of clients on management and shareholder proposals since July 1, 2020.
