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> Financing Change, Changing Finance: Should Triodos Invest in Tesla?

商品編號: IM1130
出版日期: 2020/11/11
作者姓名:
Farber, Vanina;Jaen, Maria Helena
商品類別: Finance
商品規格: 12p

再版日期:
地域: Europe;Netherlands
產業: Insurance industry
個案年度: -  

 


商品敘述:

In 2020, Triodos Investment Management had approximately EUR 4.9 billion in assets under its management (impact investment). Triodos motto was "Financing for change. Change Finance" and understood sustainable finance as a driving force in the transition to a more inclusive and sustainable world. Triodos took a comprehensive view of the companies following the "4P" approach: Product, People, Process, and Planet. Tesla, a clean energy company that produced electric cars, batteries and renewable energy generation, could be part of Triodos''s investment. Henk Jonker, Triodos s Senior Investment Analyst needed to evaluate Tesla''s inclusion in the investment universe. He decided to pose the challenge to Clarissa Diaz, a high potential Triodos'' researcher. Having in mind Tesla s mission, "to accelerate the world''s transition to sustainable energy," Diaz had to evaluate Tesla s impact on people and planet. She must review the ESG data along with a financial analysis of the company. Diaz was aware that Elon Musk was a visionary promising to help expedite the move from a mine-and-burn hydrocarbon economy towards a solar electric economy. Still, she was aware that Tesla and Musk were publicly involved in governance, labour, and human rights controversies. Diaz had to weigh the ESG controversial issues that merited the exclusion of Tesla. The case challenges the students to evaluate a company that do not fully meet all ESG standards and to reflect on the responsible leadership role of financial institutions.


涵蓋領域:

Banks and banking;Diversity and inclusion;Environmental sustainability;Finance and investing;Inclusion and belonging;Private equity


相關資料:

Case Teaching Note, (IM1131), 36p, by Vanina Farber, Maria Helena Jaen, N. Asli Ascioglu