No Rain on the Plain
Deforestation is driving a negative feedback loop in Brazil, which is increasing risks for investors in Brazil’s sovereign bonds, as well as for equity and debt investors supporting companies across Brazil’s economy.
Land Use
Food & Agriculture Tracker examines the exposure of funds to sustainability shocks, notably through the transition to sustainable production, regional agricultural declines, or novel global policy affecting the trade of nature-dependant goods.
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No Rain on the Plain
REPORT
Online Retail Investors: Can't see the wood for the trees!
This report from financial think tank Planet Tracker reveals the challenges that retail investors face in identifying sustainable/ESG investment products across a portfolio of investment websites and portals.
REPORT
Exchange-traded Deforestation
Exchange Traded Funds (ETFs) are booming, synthetic ETFs are re-surfacing and semi-transparent ETFs have recently emerged – but their structures hide entrenched deforestation risk from investors. Planet Tracker identifies the key decision makers for each instrument in the growing ETF universe and calls for specific actions from index providers, ETF sponsors and investors to eliminate hidden deforestation risk in their holdings or indices.
REPORT
Growing for Profit
Planet Tracker’s benchmark analysis of 37 funds in the food and agriculture sectors demonstrates that asset managers need to understand that, for their food and agriculture equity funds to be successful, they must measure, manage and monitor the natural capital risks in their investments by aligning these with sustainable food and agriculture systems to improve investment performance.
ANALYST NOTE
Building Back Better: a Marshall Plan for Natural Capital: Reversing the decline in Sub-Saharan African GDP in Nature-Based Tourism Sector from COVID-19
Today, a global plan to support Sub-Saharan African (SSA) economies to increase social, economic and environmental resilience is needed, in light of the systemic shocks that we already know await us through climate impacts and now COVID-19 and its detrimental impacts on conservation funding.
BRIEFING PAPER
Scope for Improvement: Accounting for food loss and waste in Scope 3 reporting
Reported Scope 3 emissions by 12 publicly listed European food retailers account for 44% of total emissions in the European food retail sector in 2018.
ANALYST NOTE
Financial Accounting in the Agriculture Sector
From Natural Capital to Accounting to Valuation – Commentary on IAS 41: Agriculture.
ANALYST NOTE
From Drought to Fires to Downgrade Risk
New South Wales Faces Long-Term Credit Risks as Natural Infrastructure is Threatened
ANALYST NOTE
Cattle are More than just Beef
Despite accounting for less than 9% of global agriculture’s market value in 2016 – compared to 22% for the meat industry, dairy is an important sector in both developed and emerging markets’ economies. 2016 estimates from the FAO suggest that a quarter of all farms worldwide keep at least one milking animal, which might include cows, goats, buffalo and/or sheep with dairy-related employment from farm to fork in the hundreds of millions.