投资循环.pdf

1、A business of Marsh McLennanwelcome to brighterInvesting in CircularityJillian Reid,Partner,Sustainable Investment February 2024This presentation has been prepared for sole use at the Circular Economy Summit 28 February event.2024 Mercer LLC.All rights reserved.MindsetsWhyMetricsHowMobilisationWhat

2、nextMindsets and Motivation3Dr Danyelle Guyatt Climate Insight“Behaviour and decision-making processes are not only influenced by information needs or analysis but also by culture,mindsets,mental models,assumptions,investment horizon,industry norms,beliefs and worldview(to name a few).”2024 Mercer L

3、LC.All rights reserved.“Linear to circular is an inevitable change linear is not working and there will be winners and losers in that change.”Dame Ellen MacArthur Ellen MacArthur FoundationClimate to Nature4Source:https:/forest500.org/publications/2023-watershed-year-action-deforestationGlobal Footp

4、rint Network,2023,Overshoot Day https:/www.overshootday.org/Circular Economy,2021,The Circularity Gap Report,https:/www.circularity-gap.world/2021 90%of extracted resources are underutilised or wasted.2024 Mercer LLC.All rights reserved.50%of global economic activity is highly or moderately dependen

5、t on natureTransition Today Beyond Mitigation 5Interrelated climate risks are recalibrating risk management and return maximisation acrossportfolios We believe that an evolved definition of transition will help broaden investment approaches beyond carbon-reduction objectives Such a framework will en

6、courage investment managers to consider and incorporate:Source:https:/ Mercer LLC.All rights reserved.6Investment Industry Developments2022 PRI Closing the Loop ReportA$2 trillion over 20yrs in Australia PWC 2021The more circular the company,the lower the debt default risk and the higher risk-adjust