Financial Times, 30 avril 2007 - Je vous signale cet article très intéressant qui figure dans le Financial Times « Return of the long-term investor ». Voici quelques extraits :
- « Mr Gore (...) believes mounting short-termism is hurting investment returns, as well as preventing companies from developing the long-term strategies they need to reduce their carbon footprints » ;
- « This argument grows stronger if the environmental concerns also posited by Mr Gore come to pass. “Companies are responsible for 50-60 per cent of greenhouse emissions, according to the [UK’s] Stern report [into climate change], therefore companies will be placed under pressure to change,” Mr Urwin says. “Do you give a premium price to greener companies ? It’s the long-term mandates where these factors are likely to be weighed up.” » ;
- « Whatever the rationale, the slow but steady emergence of longer-term investment philosophies is likely to prove an inconvenient truth for managers unwilling to play ball. “We have seen an increase in mandates,” Mr Samad says. “In the last three years we have done many, many mandates with managers that take a very long-term view.”».
A la prochaine ...
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