8月26日，首届“ESG全球领导者峰会”线上隆重举行，主题为“聚焦ESG发展，共议低碳可持续新未来”。
本次峰会由新浪财经ESG频道牵头发起，联合中信出版(300788,股吧)集团共同主办。峰会汇聚60余位关心ESG发展的政、商、学界重磅嘉宾，就ESG投资、可持续发展、低碳转型等10个议题展开研讨。新兴市场投资教父、全球最具影响力50人之一、《ESG投资》作者马克·墨比尔斯先生出席并发表主题演讲。
马克·墨比尔斯认为，ESG是一个能够降低风险的方式。理由很简单，如果一个公司不能达到其应该遵循的环境标准，这就是一个风险，它可能会被指责正在伤害环境，并被政府处以罚款，失去它的客户。
谈及ESG以及ESG对新兴市场将带来的发展机遇，马克·墨比尔斯认为，全球对ESG的兴趣都在急剧增加。越来越多客户在问，我们对被投公司提供了什么帮助，来改善ESG状况。实际上，我们的基金和被投一直进行紧密合作，基金会帮助他们提高ESG水平。
“一些公司管理层经常意识不到ESG的重要性，”马克·墨比尔斯说，这就是为什么我们基金，不会投资拒绝提升ESG标准的公司。
尽管如此，马克·墨比尔斯承认，全球很多公司依赖化石能源，而很多国家也依赖化石能源。让人们转移到清洁能源，仍然将很大的挑战。
谈及《ESG投资》书中投资北京的垃圾回收公司，马克·墨比尔斯表示，选择了那家公司的原因是因为他们正在做能保护环境的事情，更重要的是，他们是用能够盈利的方式去做的。
“人们必须意识到，提高环保要求并不代表要赔钱，而是实际上增强了企业的盈利能力。”
在马克·墨比尔斯看来，我们从越来越多地看到这样的事情发生。公司切换到使用清洁能源之后，发现比他们过去的方式还要省钱。北京那家公司就是一个这样的例子，它既可以盈利又能帮助环保。
关于新浪财经·ESG频道
新浪财经ESG频道是业内首个中文ESG专业聚合频道，致力于宣传和推广可持续发展，责任投资，与ESG（环境、社会和公司治理）价值理念，传播ESG的企业实践行动和榜样力量，并推动中国ESG事业的发展。点击进入新浪财经-ESG频道。（新浪财经 刘娜）
以下为演讲实录：
大家好，我叫马克·墨比尔斯。是伦敦的墨比尔斯资本合伙公司的创始合伙人。我们管理两个基金，一个在伦敦，另一个在卢森堡，叫墨比尔斯新兴市场基金。
Hi, I'm Mark Mobius. I'm heading the Mobius Capital Partners based in London. We managed two funds, one in London and one Luxembourg, the Mobius Emerging Markets Fund.
很高兴今天能够在这里参与探讨，因为我们的基金就是非常注重ESG+C的重要性的。C指的是文化。
And it's a pleasure to be here because our funds emphasize the importance of ESG plus C, C is for culture.
我们会去看企业的环境方面，社会方面，治理方面和文化方面的表现。
So we look at environmental social, governance, and cultural aspects of companies.
非常感谢你们邀请我参加会议。在这个会议里，我们能够得到一些关于如何在全球和各个领域推动ESG的有趣见解。谢谢。
I think in this session, we will get some very exciting ideas about how to improve ESG globally and in every way possible. Thank you very much.
谢谢你，马克。下面我有几个问题请您回答。首先，你认为为什么当下全球资本市场都要关注ESG？
Okay. Mark. Thank you so much for your speech. And now, I have question one. Why should global capital markets pay attention to ESG?
ESG代表环境、社会和公司治理，我们要关注ESG的原因很简单，因为它能降低风险。
It's very important to pay attention to ESG, the environmental, social, and governance standards simply because it reduces risk.
如果一个公司不能达到其应该遵循的环境标准，这就是一个风险，它可能会被指责正在伤害环境，并被政府处以罚款，失去它的客户。
If a company is not obeying environmental standards, it is a risk because they could then be accused of harming the environment and fined by the government and also lose customers.
如果在社会角度，如果一个公司不能很好地对待他们的客户或者员工，他们很有可能不能成功。
If on the social side, they do not treat their customers or their staff properly, they probably will not be successful.
涉及到公司治理，如果公司不能尊重股东的意见，也是会出问题的。
And finally, on the governance side, if they do not respect the opinions of their shareholders, then again, they will have problems.
所以，ESG是一个能够降低风险的方式，同时，它也是能给世界带来好处的。
So yes, ESG is really a way to reduce risk. In addition to be good for the world.
好的谢谢。第二个问题，ESG投资在全球市场的发展现状？尤其是您重点投资的新兴市场，未来有哪些机遇？
OK, thank you so much. Question two, what is the current status of the development of ESG investment in the global market and what opportunities are there in the future, especially in the emerging markets that you focus on investing in？
现在，全球对ESG的兴趣都在急剧增加。越来越多客户在问我们，我们对我们投资的公司提供了什么帮助其改善ESG状况的措施。
There's been a tremendous upsurge of interest in ESG globally, more and more of our clients are asking us, what are we doing with the companies in which we invest to improve ESG.
我们的基金和我们投资的公司一直进行紧密合作，我们公司会帮助他们提高ESG水平。
And of course, what we do in our funds, is work very closely with the companies in which we invest to help them to improve their environmental, social, and governance standards.
另外，我们还会关注文化。所以我们叫ESG+C。C，即文化，代表着公司人员的士气。
In addition, we look at culture. So we call ESG plus C. Culture means the morale of the people in the company.
公司内的人怎么看管理层？他们在公司是开心还是不开心？怎么能提升公司人员的士气？
What is their felling towards management? Are they happy? Are they unhappy? And what can be done to improve the morale of these people in the company?
这些所有因素对于公司发展和公司能否成功都是非常关键的。
So all of these factors are critical to the development of the company and to the success of a company.
第三个问题，在您40多年的投资生涯中，您认为践行ESG投资最大的难点或者问题有哪些？
Question three. Based on your more than 40 years of investment experience, what are the biggest difficulties or problems in practicing ESG investment?
最大的障碍当然是公司管理层。因为管理层经常意识不到ESG的重要性。
The biggest difficulty, of course, is the management of companies. Because very often they do not recognize the importance of ESG.
这就是为什么我们的投资基金不会投资不愿意和我们在提升ESG标准上合作的公司。
And that's the reason why in our investment funds, we do not invest in companies that are not willing to work with us on a cooperative basis to improve their ESG standards.
这是非常非常重要的。当然，现在越来越多的公司正意识到ESG的重要性。
This is very, very critical. And of course more and more companies are becoming aware of the importance of ESG.
我们也很开心地看到，我们在和一些公司合作提升ESG标准时所收到的反馈，但是我们还需要更多进展。但最大问题还是管理层的态度。
And we're quite pleased to see the reception we get when we work with companies to improve ESG, but a lot more has to be done. Of course, big barrier is the attitude of the management.
下一个问题，碳排放已成为全球问题，中国2021年提出双碳目标，您认为，ESG在解决环境问题上会有哪些突破贡献？
Question four: Nowadays, carbon emissions have become a global issue. This year, China announced the dual carbon goal. From your perspective. What breakthroughs do you think ESG will make in solving environmental problems?
目前全球出现了很多突破，能看到越来越多的风力和太阳能(000591,股吧)能源被使用，而越来越少使用化石燃料产生的能源。
Lots of breakthroughs take place globally, you see more and more wind energy, more and more solar energy being used and less and less fossil fuel power generation being used.
当然，这是一个非常困难的问题，因为全球很多公司依赖化石能源，而很多国家也依赖化石能源。
Of course, it's a very difficult issue because many companies around the world depend on fossil fuel power. And many countries depend on such power.
所以，让人们转移到清洁能源将是一个很大的挑战，但是目前，这也正在发生。
So it's going to be a big, big task to get people converting to cleaner forms of energy. But as we speak, it is happening.
下一个问题：针对中国机构和个人投资者，您认为在ESG投资实践方面，需要重点注意什么？
Question five. If you give some suggestions to Chinese investor or organizations on ESG investment, what would that be?
对大多数公司，我的建议是他们可以首先调查一下自己的ESG设施和标准。
My advice to most companies is to first do a study of their own ESG facilities and standards.
有很多机构都可以帮助他们监控和测量他们的ESG标准。
There are many organizations that can help them to monitor and measure how well the ESG standards are.
当然，联合国刚发布了一个包含多项内容的表单，企业可以去对照，看看怎么能提高其中的每一项ESG因素。
Of course, the United nations has just published a long list of items that companies can look at to improve each of their ESG factors.
在全球各个地区，这方面的信息现在都越来越多。现在企业很容易就能得到这样的信息，并提高自己的ESG表现。
So the amount of Information is growing rapidly globally. It's rather easy for companies to get this Information and improve their performance.
下一个问题：如何利用ESG 原则，选择被投企业？您的书《ESG投资》提到，您曾投资了北京一家解决垃圾回收的公司，您为什么选择它？
Question six. How to use ESG principles to select companies to invest? In your book, Invest for Good, we noticed that you invested in a disposal, recycling and trash pickup company in Beijing. Could you please explain why you choose this company?
我们选择了那家公司的原因是因为他们正在做能保护环境的事情，更重要的是，他们是用能够盈利的方式去做的。
The reason why we chose that company was that they were doing something to help the enviroment, and most importantly, they were doing it in a way which will be profitable.
这非常重要。人们必须意识到，提高环保要求并不代表要赔钱，而是实际上增强了企业的盈利能力。
This is very, very important. People must realize that a switch to better environmental standards does not mean losing money. It should mean actually enhancing the profitability of companies.
我们越来越多地看到这样的事情发生。公司切换到使用清洁能源之后，发现比他们过去的方式还要省钱。
And more and more we have seen that happen. As companies adopt cleaner fuel, they can find that it very often is cheaper than the old methods they used previously.
北京那家公司就是一个这样的例子，它既可以盈利又能帮助环保。
So the case of that company in Beijing is a good one where you can make profits and also help the environment.
下一个问题，请您谈谈，ESG原则下的投资，政府、企业和投资者的各方收益？如何共同构建更健康的世界？
Question seven. Could you please talk about the benefits of ESG investment for governments, enterprises, and investors? How can we build a better world together?
最重要的事当然是让人们能意识到哪些措施是必要的，这需要对人们进行教育。
Of course, the important thing is to get people to be aware of what is necessary. And that means some education.
我们的基金在投资时，首先会问管理层，是否愿意和我们合作共同提升ESG水平？
When we invest in a company in our funds, we first asked the management, are you willing to work with us to improve ESG?
如果他们不愿意，我们就不会投资，但越来越多的公司正在接受我们的提议，我们也不会很强势地去合作，是以一种友好的姿态共同合作。
If they're not willing to do so, then we don't invest. But more and more companies are accepting our offer to work with them, not in a very aggressive way, but in a friendly way.
这样我们就可以一起合作，提升其环保、社会和公司治理水平。
So we can cooperate together to improve their environmental standards, their social standards and governance standards.
最后一个问题：ESG投资，能否在新兴市场获得合理的回报？
Question eight. Can we obtain reasonable returns in emerging markets by ESG investing?
是的，我认为能够得到非常好的回报。如果你看看我们在伦敦和卢森堡的两个基金，表现都非常好。
Yes, you can get very good returns. If you look at the two funds that we manage in London and luxembourg. You see the performance has been quite good.
我们过去一年增长了大约50%。我觉得我们就是很好的例子，投资在认真调整其ESG+C标准的公司，结果非常非常好。
We're up about 50% in the last 12 months. So that shows you that by investing in companies that are adjusting their ESG requirements plus C, the results can be very, very good.
我们也非常开心通过坚持ESG+C的标准，能够得到这样好的成绩。
And we are quite gratified by the performance as a result of our emphasis on ESG plus C.
非常感谢，马克。谢谢你参与ESG全球领导者峰会。最后对其他与会者，你有什么机遇要分享吗？或者是你希望总结一下吗？
Thank you so much, Mark. Thank you so much for joining ESG Global Leaders Summit. And finally, do you have some opportunities uh for this summit? Or do you have some summary?
好的。我想和每一个人讲，我们现在正处于一个非常令人激动的全球投资时代。越来越多的人意识到了全球投资的价值，特别是投资新兴市场的价值。
Yes. I just want to say to everyone that we are now on exciting period investing globally. More and more people are seeing the value of investing globally and particularly in emerging markets.
更重要的是，人们越来越意识到了用ESG+C的标准去强化投资表现的重要性。谢谢。
And more importantly, people are now becoming more and more aware of the importance of the ESG+C to enhance their investing performance. Thank you very much.
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