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L’ISR en France en 2012
2013/04/25
L’Investissement Socialement Responsable (ISR) en France représente 149 milliards d’euros en 2012 selon l’enquête annuelle exclusive de Novethic. Avec une évolution de +29% en 2012 contre +69% en 2011, la progression de l’ISR ralentit mais le marché affiche toujours une forte dynamique. Lire la suite en anglais
Les acteurs mondiaux parviennent-ils à relever les sept défis majeurs du développement durable?
2013/03/26
Depuis que les objectifs d’une „économie verte“ ont été à nouveau formulés par la communauté internationale au sommet de Rio+20 durant l’été 2012, l’opinion publique s’est davantage intéressée à la contribution de l’économie de marché à un développement durable à l'échelle mondiale. Mais comment les entreprises font-elles face aux enjeux du développement durable et quelles mesures concrètes mettent-elles en place pour lutter contre le changement climatique, la pauvreté et la perte de biodiversité ? C’est ce à quoi tente de répondre l’agence de notation extra-financière oekom research dans sa dernière Corporate Responsibility Review. Lire la suite en anglais
oekom research distingué par le prix ESG Leaders Award
2012/11/09
Alors qu'elle célébrera son 20ème anniversaire l'année prochaine, l'agence de notation extra-financière oekom research s'est vue attribuer le prestigieux ESG Leaders Award pour la qualité de ses analyses. Robert Haßler, directeur général et co-fondateur d'oekom research a reçu le prix en mains propres dans le cadre de la conférence européenne 2012 du TBLI à Zurich. Lire la suite en anglais
Industrie chimique et développement durable: un mélange explosif
2012/10/11
L'industrie chimique se voit souvent attribuer un rôle clé dans la réalisation d'une économie durable. La dernière notation sectorielle d'oekom research met en évidence le fait que les entreprises de la chimie ne s'acquittent qu'en partie de leurs responsabilités. Malgré des avancées notables dans la lutte contre le changement climatique et la sûreté des installations, il reste encore de nombreux progrès à faire concernant la sécurité des produits chimiques et l'utilisation de matières premières renouvelables. Lire la suite en anglais
Nomination of oekom research for the ESG Leaders Awards
2012/09/27
L'industrie du pétrole et du gaz opère en terrain difficile
2012/08/20
Afin de répondre à la forte demande en hydrocarbures, l'industrie du pétrole et du gaz exploite des gisements de plus en plus difficile d'accès, qu'il s'agisse de l'Arctique, d’offshore en eaux profondes ou de réserves naturelles en Alaska. Le secteur manque souvent des technologies permettant de limiter les risques environnementaux qui y sont associés. Cependant, la gestion des risques environnementaux n'est qu'un des défis auxquels font face les pétroliers en matière de développement durable. Lire la suite en anglais
Les investissements responsables sont plus rentables
2012/07/12
Le rendement des sociétés classées par oekom research dans la catégorie des acteurs les plus performants de leur secteur d’activité en matière de responsabilité sociale et environnementale entre le 31 décembre 2004 et le 31 décembre 2011 est supérieur de 15 % à celui des actions de l’indice MSCI World Total Return Index®. Ces sociétés présentent également un risque inférieur par rapport au référentiel habituel. Lire la suite en anglais
GES et oekom research forment un partenariat stratégique
2012/06/14
Deux des principaux acteurs européens de l'investissement socialement responsable (ISR), GES et oekom research, ont annoncé aujourd'hui la formation d'un partenariat stratégique afin de répondre à la demande croissante de services ISR sur les marchés germanophone et scandinave. Lire la suite en anglais
oekom research note la performance durable des banques commerciales
2012/03/08
Que ce soit par le crédit, le financement de projets internationaux ou l'investissement, les banques ont un grand nombre de leviers à leur disposition pour promouvoir activement le développement durable. Malheureusement, elles n'y ont très peu recouru jusqu'à présent. oekom research a analysé un total de 294 banques commerciales siégeant dans environ 40 pays. Au terme de l'évaluation du secteur, seules 23 banques (7.8 pour cent) ont rempli les exigences minimum en terme de management durable et reçu le statut 'Prime'. Lire la suite en anglais
Le rating social et environnemental, véritable révélateur de la solvabilité des pays
2012/01/31
Au cours des derniers mois, une discussion âpre a eu lieu autour de l'évolution des notations financières, non seulement des pays de la zone Euro mais aussi des Etats-Unis. Les investisseurs socialement responsables, en particulier, sont convaincus que la notation financière conventionnelle ne reflète que partiellement la capacité des pays à rembourser leurs obligations d'Etat. En outre, l'inclusion d'une notation extra-financière, recouvrant l'analyse des conditions sociales et environnementales d'un pays, permet une appréciation plus complète de sa solvabilité. Lire la suite en anglais
Les producteurs d'électronique grand public font toujours face à de sérieux problèmes sociaux et environnementaux
2011/12/15
Dans son dernier rapport sectoriel, l'agence oekom research a évalué 205 entreprises du secteur des technologies de l'information (IT) selon des critères environnementaux, sociaux et de gouvernance (ESG). Parmi ces entreprises, 54 se sont qualifiées pour un rating complet basé sur l'évaluation de la performance de leur système de management durable. Lire la suite en anglais
oekom research renforce son équipe commerciale sur le marché français
2011/09/30
Madame Julia Haake a rejoint l’équipe commerciale d’oekom research en octobre 2011. En tant que Directrice du bureau de Paris, elle sera responsable de la gestion des clients et des prospects sur le marché français. Née en 1971, Madame Haake est docteur en sciences économiques. Avant de rejoindre l'équipe d'oekom research, elle occupait le poste de directrice des partenariats entreprises au WWF-France. Lire la suite en anglais
Les entreprises suisses de distribution, leaders dans le management durable
2011/06/20
Certaines entreprises de distribution font beaucoup de publicité sur le thème du développement durable, quant à savoir si derrière cette communication accrue se trouve un engagement réel en matière de responsabilité sociale et environnementale, c’est ce que l’agence oekom research présente dans son dernier rating du secteur de la distribution (‘retail’). Nos analystes ont passé au crible 130 des plus grandes entreprises du secteur. Lire la suite en anglais
Offre d’emploi: Responsable Commercial France
2011/04/21
L'efficacité énergétique, un enjeu clé de la transition énergétique
2011/04/14
En améliorant son efficacité énergétique, l'Europe pourrait réduire considérablement sa consommation en énergie. Avec la catastrophe nucléaire survenue au Japon et le retour du débat sur la transition énergétique, le cour des actions d'entreprises dans le solaire et l'éolien s'envolent alors que l'efficacité énergétique est mise de côté. Lire la suite en anglais
oekom Position Paper on Nuclear Power
2011/03/31
The recent nuclear disaster in Japan has rekindled the debate about the future of nuclear power. In recognition of this fact, oekom research has updated its position paper on nuclear power. This position paper provides sound background information on the arguments put forward by the proponents and opponents of nuclear power Lire la suite en anglais
New faces on oekom research's Advisory Board
2011/03/29
Dr. Bernd Balkenhol, Caspar von Blomberg and Dr. Klaus Gabriel are joining oekom research AG’s Advisory Board. They are replacing Dr. Jürgen Glaser, Prof. Dr. Martin Jänicke and Prof. Dr. Gerhard Scherhorn, who are stepping down after many years of service. Lire la suite en anglais
Bien plus moutons noirs que cygnes noirs: l’étude oekom Corporate Responsibility Review 2011
2011/03/15
Le message principale de cette étude: seule une entreprise sur six atteint actuellement le statut "Prime" et satisfait ainsi aux exigences environnementales et sociales fixées par oekom research. Aujourd’hui, à Francfort sur le Main, l’agence de notation extra-financière okeom research AG a présenté les résultats de sa troisième étude annuelle sur l’état de la RSE au niveau mondial. Lire la suite en anglais
La RSE sur de bons rails
2011/01/28
oekom research a évalué la manière dont les principales entreprises du secteur transport & logistique/rails gèrent leurs responsabilités sociale et environnementale ainsi que les défis qui leur sont associés. Sur les 27 entreprises analysées, seulement 17 ont rempli les exigences de transparence nécessaires pour faire l’objet d’un oekom corporate rating complet. Lire la suite en anglais
Position available: Sales Manager
2011/01/27
oekom research is looking for a suitable person to join its marketing team. Key aspects of the job will be market analysis and customer acquisition. Prerequisites for the post are sufficient marketing experience, a basic knowledge of the responsible investment sector, a thorough and methodical approach to your work, an engaging personality and very good knowledge of English and German. Lire la suite en anglais
Network analysis attests to oekom research's market leadership in the German-speaking countries
2010/12/20
In its survey “The Importance of Socially Responsible Investments for Institutional Investors in Germany, Austria and Switzerland, A Network Analytical Perspective - reloaded" (a continuation of its 2009 analysis), the consultancy firm Funds@Work seeks to provide an insight into the investments of relevant investors and their service provider networks, and thereby to create transparency Lire la suite en anglais
Sustainability in the internet and software sector
2010/12/20
In its latest study, oekom research has looked at the corporate responsibility performance of the 79 world’s largest listed internet and software companies. More and more internet and software companies are becoming aware of their environmental and social responsibilities. This is reflected in significantly more comprehensive sustainability reporting and in outstanding beacon projects. Lire la suite en anglais
Protecting the forests: companies have a responsibility
2010/11/30
In the light of the contraction of forest areas worldwide and increasing demand for timber and wood products, efforts to protect forests and promote their sustainable management have intensified in recent years. For example, in October 2010 the European Council passed a law banning the import of timber and wood products from illegal logging into Europe Lire la suite en anglais
oekom research analyses sustainability of the metals and mining industry
2010/10/14
The devastating harm that can be caused to people and the environment by the metals and mining industry has been demonstrated by the recent accident at an alumina plant in Hungary: the breach of a storage reservoir dam led to the release of around a million cubic metres of toxic bauxite sludge. oekom research AG continuously monitors the sustainability performance of more than 130 of the world’s largest listed metals and mining corporations Lire la suite en anglais
oekom research expands its coverage
2010/09/29
oekom research has expanded its coverage to around 3,000 companies and now provides complete coverage of international indexes such as the Stoxx 600, the MSCI World and the MSCI Emerging Markets as well as of numerous national indexes such as, for example, the DAX family, the ATX, the SMI and the CAC40.
As part of the expansion, our research processes have also been further optimised and a two-stage model developed. Lire la suite en anglais
European SRI Market almost double since 2008
2010/09/29
Eurosif’s 2010 European SRI Study reveals that the total SRI assets under management (AuM) have increased from 2.7 trillion euros to 5 trillion euros, as of December 31, 2009. This represents a growth of about 87 per cent since the data was previously collected two years before. Lire la suite en anglais
Emissions trading: serious action required now to meet 2013 deadline
2010/09/23
Trading in the greenhouse gas CO2 has been going on in Europe since 2005. Since then, industrial installations in numerous industries have had to demonstrate that they hold emissions certificates for every tonne of CO2 they emit. Expectations that emissions trading would make a significant contribution to reaching climate protection goals were - and still are - high. However, these expectations are still a long way from being fulfilled, as a recent position paper on emissions trading produced by oekom research AG shows. Lire la suite en anglais
UN declares clean water a human right
2010/07/30
The United Nations has included entitlement to clean water in its Universal Declaration of Human Rights. The General Assembly of 192 member states approved by a majority a resolution to this effect. The resolution was put forward by Bolivia and supported by 33 other countries. Lire la suite en anglais
The rush to deep water – what next after BP?
2010/07/01
The international oil and gas industry is taking ever-increasing risks in order to extract the Earth’s last remaining fossil fuel reserves – at the expense of both mankind and the environment. That is the conclusion reached by oekom research AG’s latest study of the industry. The rating agency has evaluated how 27 of the world’s largest listed oil and gas companies are facing up to their social and environmental responsibilities and the challenges these entail. Lire la suite en anglais
oekom survey reveals high levels of customer satisfaction
2010/06/30
oekom research recently carried out a survey of its customers, the second since 2008. The aim of such customer monitoring is to gauge levels of customer satisfaction and to identify possible ways of further improving our range of products and services. Aspects covered by the survey included the quality of our ratings, the service-orientation of our employees, the importance of quality management and the use to which the various publications are being put. More than half of the total of over sixty customers took part in the survey. Lire la suite en anglais
France: sustainable investment market up by 70 per cent
2010/06/10
The French research institute Novethic reports, in the latest edition of its annual survey of the French SRI market, that the volume of sustainable investments by French investors has passed the 50 billion euro mark for the first time. Between the end of 2008 and the end of 2009, investment volumes increased by 20.8 billion euros, corresponding to growth of over 70 per cent. Lire la suite en anglais
Number of mutual funds in the German-speaking countries increasing
2010/05/31
As at 31 March 2010, according to information from the Sustainable Business Institute (SBI), there were a total of 330 sustainable mutual funds licensed for marketing in Germany, Austria and Switzerland. Approximately 31 billion euros were invested in these 330 funds on that date. Lire la suite en anglais
Caspar von Hauenschild to join oekom research’s supervisory board
2010/05/27
Caspar von Hauenschild is to become a member of oekom research AG’s supervisory board. His appointment was confirmed on 21 May at the general meeting of the rating agency’s shareholders. Von Hauenschild will replace Klaus Pyter, who has been a member of the board since 2001 and is now retiring. Lire la suite en anglais
GRI Oil & Gas Sector Supplement: public comment period
2010/04/30
Interested parties have until 2 June 2010 to comment on the draft indicators drawn up by the multistakeholder working group on a GRI Oil & Gas Sector Supplement. After this feedback has been thoroughly examined, the findings will be used in the development of the final guidelines. Lire la suite en anglais
Sustainability: Automotive industry changes to second gear
2010/04/30
In its latest industry analysis, the rating agency oekom research evaluated the world’s 15 largest listed car manufacturers according to environmental and social criteria. On a scale from A+ (highest score) to D- (lowest score), Renault came out on top with a score of B, followed by the BMW Group, also with a B, and PSA Peugeot Citroën with a score of B-. Lire la suite en anglais
France: sustainable money market funds on course for success
2010/03/12
As at the end of December 2009, 268 mutual funds were licensed for distribution in France – 41 more than in the previous year. This brought the total invested in this asset class to 34 billion euros, corresponding to an increase of 68 per cent compared to the previous year. Lire la suite en anglais
Canadian railway company joins sustainability index
2010/02/16
Shares in the rail logistics company Canadian National Railway (ISIN CA1363751027) will in future be included in the Hannover Stock Exchange’s Global Challenges Index (GCX). The company, based in Montreal, was promoted to the sustainability index after former GCX member Burlington Northern Santa Fe was taken over by the US investor Warren Buffett Lire la suite en anglais
Mutual funds in the German-speaking countries: offering and volumes growing
2010/01/29
According to figures from the Sustainable Business Institute (SBI), the number of sustainable mutual funds on offer in Germany, Austria and Switzerland increased during 2009. By 31 December 2009, there were 313 funds licensed for distribution in the German-speaking countries, whereas at the end of 2008 there had been just 274. Lire la suite en anglais
oekom Position Paper: Nuclear Power
2009/12/01
In its recent position paper on nuclear power, oekom research documents and analyses the arguments of proponents and opponents and sets out in detail how our analysts evaluate relevant activities when rating companies and countries. Lire la suite en anglais
Sustainability in the chemical industry: at a standstill despite advances in technology
2009/10/20
In its latest sectoral analysis, the rating agency oekom research has evaluated the world’s 24 major listed chemical companies against a large number of environmental and social criteria. The top overall rating, on a scale from A+ (top score) to D-, went to the German chemical company BASF with a score of B- Lire la suite en anglais
Sustainable mutual funds: range on offer in the German-speaking countries up to over 300 funds
2009/08/31
The number of sustainable mutual funds on offer in the German-speaking countries has passed the 300 mark. According to calculations by the Sustainable Business Institute (SBI), a total of 301 sustainability funds were approved for distribution in Germany, Austria and Switzerland as at 30.06.2009. Lire la suite en anglais
oekom Position Paper: Microfinance
2009/08/19
Since the award of the Nobel Peace Prize to micro-credit pioneer Muhammad Yunus in 2006, microfinance has enjoyed greater prominence. The basic idea behind microfinance instruments is to enable those people who do not have access to conventional banks and insurance companies to obtain financial services. Lire la suite en anglais
Ethics in core business: banks insufficiently committed
2009/06/19
For those seeking a way out of the current financial and economic crisis – particularly the banks, sustainable management has become the latest catchphrase. How are the world’s major banks currently placed as regards sustainability? oekom research has examined the social and environmental responsibility of 65 commercial banks. Lire la suite en anglais
Investors should take into consideration the economic value of biodiversity
2009/06/04
Eurosif (European Sustainable Investment Forum) and oekom research have jointly published a report highlighting critical business risks and opportunities in various industries linked with biodiversity and ecosystem services. Lire la suite en anglais
Sustainability in the telecommunications industry
2009/04/01
oekom research has examined twenty-three of the world’s largest listed telecommunications companies in terms of their social and environmental sustainability performance. The current study identifies the global challenges facing the sector and examines the extent to which the companies are facing up to these challenges and developing and implementing strategies and measures to make their business activities more socially and environmentally acceptable. Lire la suite en anglais
Quality of oekom’s research certified to new European standard
2009/03/30
oekom research is one of the first agencies to have succeeded in achieving certification of compliance with the new European quality standard CSRR-QS. Lire la suite en anglais
IT sector: lifestyle with guilt pangs?
2009/03/10
Is the enormous success of manufacturers of high-tech products achieved at the cost of child labour and environmental pollution? The environmental rating agency oekom research analyses the extent to which manufacturers are meeting their responsibilities toward society and the environment in the face of price pressures and the rapid pace of product development. Lire la suite en anglais
Sustainability in the pharmaceutical and biotechnology industry: making small steps forward
2009/02/04
In its latest sectoral analysis, the sustainability rating agency oekom research has evaluated the world’s 22 major listed pharmaceutical and biotechnology companies against a large number of environmental and social criteria. The top overall rating, on a scale from A+ (top score) to D-, went to the French pharmaceutical company Sanofi-Aventis with a score of B Lire la suite en anglais
oekom research’s latest country rating: potential for improvement in the US
2009/01/28
“If President Obama means what he said in his announcements, then US bonds look set to become increasingly attractive for sustainably-oriented investors,” says Oliver Rüdel, Research Director at the sustainability rating agency oekom research, summing up the results of its latest country ranking. Lire la suite en anglais
oekom Position Paper: Carbon Capture & Storage (CCS)
2008/12/22
Out of sight, out of mind? The technology which makes it possible to separate the “climate killer”, CO2, in power stations and store it underground has many proponents. Particularly in the light of an expected massive expansion of coal-fired power stations, notably in China and India, Carbon Capture & Storage CCS could make a key contribution to achieving the necessary reduction in CO2 emissions. Lire la suite en anglais
Vigeo and oekom research form a strategic partnership on bond research
2008/12/05
Vigeo and oekom research, two leading European Corporate Social Responsibility Rating Agencies, decided to join forces in the area of bonds on two levels.
1. Non-sovereign bond research
Vigeo now has the exclusive licence to distribute oekom ́s non-sovereign bond research throughout seven European countries Lire la suite en anglais
Financial crisis: oekom research calls for new incentive systems for managers
2008/11/10
One of the items under discussion as part of the rescue package for German banks is the capping of board salaries to 500,000 euros per annum. Robert Haßler, CEO of the sustainability rating agency oekom research, does not believe that this measure would send out the right signal: “The debate about the absolute levels of board members’ and bank managers’ remuneration is diverting attention away from the actual problem. Lire la suite en anglais
Sustainable investment on the increase in German-speaking countries
2008/10/08
According to the latest status report on the sustainable investment market in Germany, Austria and Switzerland, published annually by the German Forum for Sustainable Investments (FNG), in 2007 the volume of sustainable investments with German, Austrian and Swiss financial service providers rose by 69 per cent compared with the previous year. Lire la suite en anglais
UniCredit: ESG report
2008/09/23
For the first time, UniCredit Global Research presents a "Responsible Investment" (RI) survey of its entire German equity universe offering a unique product that combines "Environmental, Social and Governance" (ESG) and financial ratings for 140 German companies. Lire la suite en anglais
Utilities sector: half-hearted moves toward transforming
2008/08/29
oekom research has evaluated the sustainability activities of the world’s 30 major listed utilities companies, assessing them against a large number of environmental and social criteria. Findings: The utilities sector is paving the way for a transformation of energy system, but only rather hesitantly. Lire la suite en anglais
oekom Position Paper: Nanotechnology
2008/08/27
What exactly is nanotechnology? What are the opportunities and risks presented by this new form of technology? Where is it already being applied? In a six-page position paper, oekom research’s analysts throw light on this controversial technology, examining it from different viewpoints and explaining how they handle this topic when evaluating companies. Lire la suite en anglais
oekom Industry Report: Textiles & Apparel
2008/07/08
The winners of Euro 2008 have been decided. The winners in the sustainability arena are now also clear. oekom research presents the results of its latest analysis of the textile industry: on a scale from A+ (highest score) to D- (lowest score) Puma came out on top with a score of B-, followed by Adidas with a C+. Lire la suite en anglais
Climate check for funds and indexes
2008/06/24
With the debate about the consequences of climate change in mind, more and more fund managers and investors are asking themselves what the climate risks associated with their portfolios are. The “Climate Risk Portfolio Check” is a tool developed by oekom research for illustrating the nature and scale of the climate risks which particular investment products entail. Lire la suite en anglais
Sustainability in the Media Sector
2008/06/05
oekom research has scrutinised the activities of the 24 most prominent listed media companies worldwide. Levels of commitment shown in the media sector toward CSR vary widely: while the top performers continue to build on their commitment and take the subject very seriously, a small proportion of the companies looked at are still largely ignoring their responsibilities in environmental and social areas. The best overall ratings on a scale from A+ (best score) to D- (worst score) were awarded by oekom research to the British TV broadcaster ITV and the British science publisher Reed Elsevier Lire la suite en anglais
Financial market increasingly recognising the value of species diversity
2008/05/15
It is now possible to put a figure on the financial value of species diversity. This gives the issue an entry into the traditional financial market. Companies which specifically link adding value to the protection of species diversity could in future score well on the stock exchange. “Anyone ignoring the issue totally will be taking risks or missing opportunities. That may have an adverse impact on long-term business development,” says Rolf D. Häßler, Director Business Development at the sustainability rating agency oekom research. Lire la suite en anglais
Emerging markets: new risk management tool
2008/04/25
Involvement in emerging markets carries with it a considerable reputational risk for companies. Knowledge of the social and environmental situation in the relevant countries is essential in order to manage such risk proactively. oekom research’s Emerging Markets Risk Assessment (EMRA) closes this information gap. Lire la suite en anglais
oekom responsible investment portfolio: Sustainable Lifestyle
2008/03/31
Themed funds and certificates are growing in popularity. oekom research has identified this trend and is assisting its clients by developing products with themed portfolios. oekom’s “Sustainable Lifestyle” portfolio represents the first of these. Lire la suite en anglais
Growth across the board
2008/03/16
oekom research AG is continuing along its path of growth, and last year was able to increase the number of its customers (and thus also the total amount of assets under management it services) as well as significantly expanding its team of staff. Lire la suite en anglais
Increased profits with CSR
2008/02/28
Businesses are rapidly moving beyond the idea of Corporate Social Responsibility (CSR) as simply a necessary cost of doing business, according to two reports released from IBM and the Economist Intelligence Unit. Lire la suite en anglais
OECD Watch fact sheets
2008/02/05
OECD Watch and Eurosif are working together on the EU-funded project “Promoting Convergence of CSR Practices and Tools among European Socially Responsible Investors (SRI) and National Contact Points for the OECD Guidelines for Multinational Enterprises”. The project aims to promote the use of the OECD Guidelines among responsible investors and extra-financial ranking and rating agencies. Lire la suite en anglais
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