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First step in engagement is a broad outreach to the companies that will be underweighted, explaining briefly for each company why we reduce the portfolio weight. This requires analysis of each company’s operations: what causes the relative high carbon intensity and what can be done to improve efficiency (compare the company’s performance to best-in-class performance).
PGGM uses ESG research by Sustainalytics, MSCI and Trucost. These organizations provide company - and sector profiles that are the main source for the analysis of the relative performance of the target companies. Goal of the analysis is a short (½ a4 max) profile for each company.
The analysis consists of:
The assignment will focus on analysis of companies in the Materials sector.
In addition to this broad analysis, the intern will be asked to analyse more in-depth climate change risks and opportunities in the sub-sector paper packaging: regulatory-, technological- and physical risks of operations, suppliers and products.
PGGM has developed an investment strategy to half the carbon footprint of the listed equity portfolio in 2020. This strategy will lead to underweighting of app. 200 portfolio companies in the Energy, Utilities and Materials sector: companies with the highest carbon intensity.
An important aspect of the decarbonization strategy is engagement with companies, aiming at changing their behavior: increase carbon efficiency of their operations and – where relevant – manage other climate change risks, for instance relating to products (‘stranded assets’).
Pension / Insurance
|Employee in NL||