Description
Financial Analysts: What are the potential impacts of economic, social, and environmental changes on Tesla’s financial performance? Based on this information and information from other teams, explain your investment decision. Please see attached PowerPoin.https://justcapital.com/companies/tesla-incYou only need to write 2 paragraph or one long pargragp
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Investment Stewardship and
ESG Sustainability
CASE: SHOULD TRIODOS INVEST IN TESLA?
• Triodos Investment Management
• EUR 4.9 billion assets under management – all impact investments
• Based in Zeist, Netherlands; subsidiary of Triodos Bank
• TIM has been investing in generating social and environmental impact alongside a healthy financial return
• 3 areas: energy transition, food transition and an inclusive society
• Founding member of the Global Impact Investing Network
• Impact investments grounded in 5 premises
• Urgency to address global changes
• Long-term financial performance
• Direct investment in the real economy
• Full transparency
• Investing in different types of assets
• Adopted Sustainability Accounting Standards Board (SASB)
CASE: SHOULD TRIODOS INVEST IN TESLA?
Investment approach
• 1. Filter in the good – positively screen companies that contribute to the UN
SDGs and meet essential themes:
• Sustainable Food & Agriculture/ Mobility & Infrastructure/ Renewable
resources / Circular economy / Prosperous and healthy people / Innovation
for Sustainability / Social inclusion & empowerment
• 2. Filter out the bad – Rule out companies with harmful impact
• 3. Financial & Sustainability analysis – the potential impact of economic, social,
and environmental changes on a company and its financial performance
CASE: SHOULD TRIODOS INVEST IN TESLA?
Carefully evaluate Tesla considering ESG criteria, identify any ESG
controversial issues found on the internet and in the media and include Tesla’s
positive impact on people and the planet.
• https://justcapital.com/companies/tesla-inc
QUESTIONS
• Pre-Investment Decision 1: Tesla’s material key ESG risks and opportunitiesfirst approach & Triodos’ first investment approach: “Filter in the Good”
• What are the material ESG risks and opportunities for Tesla? Explain the rationale
behind your evaluation
• Pre-Investment Decision 2: Triodos’ ‘filter out the bad’ & Financial and
Sustainability Analysis
• How do you evaluate Tesla considering Triodos’ minimum standards? What is
your assessment of Tesla based on those standards?
• What is the potential impact on the environment, society, and the economy
of Tesla’s growth?
DECISION
• Should Tesla be considered for Tridos’ ESG portfolio? Explain why
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