Tracking the Transition
This benchmarking report provides an expert review of the strategy and environmental performance of the six largest listed coal-fired power companies in China based on company reporting between 2015 and 2018. These companies have among the largest coal-fired fleets among global listed power companies. Together they accounted for one fifth of the power generated in […]
CG Watch 2018
ACGA’s ninth report in collaboration with CLSA. Titled “Hard Decisions”, the report examines the difficult strategic choices that Asian market participants face in selecting the best way forward for CG reform, such as between dual-class shares and “one share, one vote”, between greater powers for regulators and stronger rights for minority shareholders, and how to […]
GRESB 2018 Results
For 2018, 903 property companies, real estate investment trusts (REITs), funds, and developers participated in the Real Estate Assessment, an increase of 6% on the previous year. The Assessment now covers more than 79,000 assets (of which more than 49,000 reported at the asset level) across 64 countries and represents over USD 3.6 trillion in […]
Charting Asia’s Protein Journey
Higher urbanisation rates and growing wealth in emerging Asian countries are expected to drive demand for meat and seafood in Asia. However, the unconstrained growth in consumption of meat and seafood will have significant negative environmental and social consequences. This report models demand growth for three critical environmental factors under a business-as-usual scenario; land and […]
Decision Time: Should DBS sacrifice strategic potential for a few more coal plants?
DBS issued a new climate policy to coincide with Singapore’s Year of Climate Action. But gaps in the policy for coal plants in developing markets reveal a strategic disconnect. Short-term profits from coal-related activities may prevent DBS from capitalising on longer-term strategic opportunities and raise long-term risks to its reputation and potentially to its loan […]
Asia’s Protein Dreams
With higher urbanisation rates and rising wealth, Asia will see fast growth in meat and seafood consumption. This presents an attractive investment opportunity, but it comes with significant environmental and social risks that threaten to derail returns. This report evaluates the exposure of the top 10 major food producers in Asia to these risks and […]
Climate Costs for Asia Pacific Ports
The report sets out cost projections for elevating ports in Asia Pacific to withstand climate change risks from rising sea levels and greater storm intensity. It finds costs between US$31 billion and US$ 49 billion for elevating 53 of the region’s largest ports. The report aims to bring about discussion on how to manage physical […]
Asia Pacific Land Use Forum 2017 Report
The Asia Pacific Land Use Forum (APLUF) was conceived by Credit Suisse to explore potential collaboration opportunities to scale land use planning and management solutions. The inaugural APLUF was held in Bangkok, Thailand on 23 November 2017. APLUF17 brought together representatives from local and international NGOs, research and development agencies, and regional banks and investors […]
Empty Nets: Overfishing Risks
The world’s fishing stocks are depleting, but does this environmental crisis play out in the financial world? We identified 228 companies listed on the world’s stock markets with exposure to seafood production. This instigated the process of linking overfishing with companies’ revenue exposure and explored how they manage key risks, such as overfishing. Download Report […]
Factory Farming in Asia
Investors in Asia view animal protein consumption as an indicator of rising middle-class incomes across the region. Asian meat, egg, fish and dairy industries face a range of poorly managed sustainability risks that could derail returns. This report aims to help investors to understand the risks, and suggests questions that investors can use to assess […]