ARCUS 2/3

May 27, 2021

Net Zero Greenhouse Gas Emission Targets – Asset Managers’ Conundrum?

To help decarbonise the world is a purpose which we have been investing in through companies such as Neste, Trane Tech, Nel Hydrogen and...

Apr 27, 2021

Next Generation of Panvestors Have Their Say

Mr Rajeev Peshawaria, CEO of the Stewardship Asia Center Early this year, as part of our ongoing commitment to supporting UN SDG 4-...

Apr 1, 2021

Sustainability Traps Investors Should Watch For

In this months’ Arcus, I will share with you some “Sustainability Traps” that Panvestors like us have identified and that we should all...

Feb 23, 2021

Where is the next Digital Dividend to be found? & How will companies Recruit, Retain and Retrain

When we select portfolio companies, we want them to have a purpose that solves for a problem that is relevant to the world. More...

Jan 19, 2021

Is Purple the New Green - Hydrogen’s Second Coming? & Is Aging a Disease?

By Munib Madni A change of calendar year brings with it much excitement, optimism, anticipation and in the case of 2021 some relief that...

Dec 22, 2020

Purposeful Checks And Balances

When was the last time your financial advisor asked you about your tolerance for climate or social challenges when it came to your...

Nov 19, 2020

From Paris to Glasgow...

Are you confused about what the Paris Climate Conference actually means to us as Panvestors? Today in our inaugural podcast series with...

Oct 20, 2020

This Company Will Change The World...

Can one company change the world? Yes - look at Amazon, Google, Facebook Can one company change the world for the better? Hmm – Have...

Sep 22, 2020

Capital Allocators Going 3D

Over the last few years I have often been asked by capital allocators “how to adjust for impact when allocating capital?” and “if risk...

Aug 18, 2020

UN SDGs Making Fund Managers Feel Like Muppets

I am sure you have come across the now ubiquitous UN Sustainable Development Goals (SDGs) and their colourful logos, fondly referred to...

Jul 23, 2020

This Company Could Revolutionize Organizational Health - Which Company?

Can healthy and happy employees impact a company’s bottom line? Traditionally, human capital and its financial impact has largely...

Jul 2, 2020

Can BlackRock and others do this?

“I don’t want to comment on social justice as I’m an investor”, was something I heard from a market participant recently. The context is...

Jul 2, 2020

Known Unknowns -World Environment Day on 5th June

Next month we will be celebrating World Environment Day on 5th June. While the theme this year is Biodiversity, Covid-19 and Carbon will...

Jul 2, 2020

Dopamine vs Covid-19 - Bigger threat to your portfolio?

At the risk of sounding insensitive to the suffering and pain caused by Covid 19, I admit to not being an expert of Pandemics and...

Jul 2, 2020

Is Davos Killing Shareholder Value?

Davos 2020 may have been the stage for the Greta V Trump show, but what was missed by most was how Davos 2020 revived an old capitalism...

Jul 2, 2020

Unilever: Posterchild of Sustainability or Case Study of Financial Irresponsibility?

The last decade has been nothing short of eventful in almost every aspect, but if I were to nominate a single word that truly earned its...

Jul 2, 2020

Next Decade who will cut off Adam Smith's invisible hand....

Panvesting is not just about the next year, so you will not hear any 2020 predictions in this last Arcus for 2019. Instead, panvesting is...

Jul 2, 2020

Meet the CFO of the Future, Today.

CFO of the Future As Panvestors, we believe that companies that respect and target Human, Social and Environmental capital as much as...

Jul 2, 2020

Do you know your pilot as well as you know your fund manager?

Anatomy of a Panvestor – Part 1 Outside of film making, arts, sports and singing, rarely is one’s personality allowed to impact their...

Jul 2, 2020

ETF, Ratings and ESG; Caveat Emptor

“Why don’t I just buy an ESG* ETF with a good sustainability rating?” (… question from a dear friend) The conclusion I wish to share with...