国际基金管理公司正在退出煤炭领域当中

Global Asset Manager / Owner
全球资产管理/ 所有者
Country and/or Headquarters
国家和/或总部
Finance Restrictions
融资限制
Restrictions Introduced
推出的限制措施
Latest
Restriction
最新限制措施
ABP / APG
荷兰汇盈资产管理公司
Netherlands
荷兰
By 2025, reduce the carbon footprint of its asset portfolio by 40% from 2015 levels. During 2020, APG sold its stake in 8 companies because they had plans for new or larger coal-fired power plants.
到2025年,将资产组合中碳足迹从2015水平减少40%。2020年,汇盈公司卖出了八家公司的持有股份,原因在于这八家公司有规划新建或扩建燃煤电厂。
2020-022021-01
Alecta
啊莱克塔
Sweden
瑞典
No investments in mining companies with more than 10% turnover from thermal coal and energy companies with over 30% of their turnover from energy production based on thermal coal.
不对10%以上收入来自动力煤的矿业公司或30%以上收入来自动力煤产生源的能源公司进行投资
2019
Amundi
东方汇理资产管理公司
France
法国
Exclusion of companies generating more than 25% of revenues from coal mining extraction or with annual coal extraction >100 Mt without intention to reduce.
Exclusion of companies with revenue in coal mining extraction and coal power generation >50% of their revenue.
Exclusion of coal power generation and coal mining extraction companies with a threshold between 25% and 50% with no intention to reduce the % of revenue from coal power generation or coal mining extraction.
排除投资25%以上收入来自煤碳开采或煤炭年产高于1亿吨的公司,前提是这些公司没有规划减煤炭收入比例或产量
排除投资50%以上收入来自煤碳开采或煤发电的公司
排除投资电力或煤炭开采公司收入25-50%来自煤电或煤炭开采,前提是这些公司没有规划减煤炭开采或煤电的收入比例
20162019-06
ATP Group
ATP 丹麦劳动补充公共养老之基金
Denmark
丹麦
Will stop putting money in external funds that hold fossil fuel investments
停止投资持有化石能源投资项目的外部资金
2020-02
Aware Super
(was FirstState)
知觉退休金(前·首源)
Australia
澳大利亚
By 2023, a 30% emissions-reduction target across its investment portfolio, and a 45% cut by 2030.
Divesting from companies that derive more than 10% of their revenue from thermal coal mining.
到2023年,将投资组合中设30%减排量的目标,到2030年设45%的减排量目标。将撤资10%以上收入来自动力煤开采的公司
2020-072020-10
BlackRock
贝莱德
U.S.
美国
Will cut companies that derive a quarter or more of their profits from thermal coal from its actively managed portfolios.
将在积极管理的投资组合撤资25%以上利润来自动力煤的公司
2020-01
Caisse des Dépôts et Consignations (CDC)
法国存托银行
France
法国
Will not invest in listed equity and bonds of companies whose activity’s exposure to thermal coal exceeds 10% of the turnover.
Committed not to finance new coal-based energy production capacities (greenfield) on its equity investments and its credit activities in territorial projects.
不投资任何上市股份或债卷若发行公司10%以上收入来自动力煤。承诺不参与股权融资任何跟煤炭关联的能源绿地项目,在债务投资方面也不参与地区性跟煤炭关联的能源绿地项目。
2019-052020-04
Crédit Mutuel Asset Management
国民互助信贷资产管理
France
法国
Worldwide ban on new coal mines and new coal plants as well as a corporate ban for new coal pure businesses. Goal of completely removing funding from coal energy by 2030.
全球性禁止融资新煤矿还有燃煤电厂,禁止服务与融资新纯煤炭项目和公司。到2030年,实现目标完全撤资煤炭能源领域。
2020-02
Deka Investment
德卡投资
Germany
德国
From May 1, 2020, its' actively managed mutual funds will no longer be allowed to invest in companies that generate more than 30% of their revenue from coal mining or more than 40% from coal-based electricity generation.
自从2020年5月,不允许积极管理的共同基金对30%以上收入来自动力煤开采或40%以上收入来自燃煤发电的公司进行投资。
2020-04
Första AP-fonden (AP1); Fourth Swedish National Pension Fund (Fjärde AP-fonden AP4); and Sjunde AP-fonden (AP7)
瑞典第一养老寂静 (AP1);瑞典第四养老基金 (AP4);瑞典第七养老基金 (AP7)
Sweden
瑞典
AP4 divested more than 20 thermal coal
companies to reduce climate risk (using a threshold of 20% of revenues). AP7 has a climate policy of
active engagement including pursuing shareholder resolutions to enact change. AP1 is divesting all fossil fuel companies, as of March 2020.
瑞典第四养老基金已经撤资多于20家动力煤公司的股份为了减少气候风险(定位撤资门卡是煤炭高于20%的收入)。瑞典第七养老基金有主动协调的气候政策包括股东决议来制定改变。自从2020年3月,瑞典第一基金已撤资所有化石能源公司。
2018-062020-03
Government Pension
Fund Global (GPFG)
挪威政府全球养老基金(GPFG)
Norway
挪威
Has progressively tightened its coal exclusion criteria, including divesting 71
coal companies to-date and reduced its investments in oil and gas
逐步收紧煤炭排斥标准,包括已撤资71家煤炭公司投资还有减少了石油和燃汽领域的投资
20152019-06
Groupama Asset Management
安盟资产管理
France
法国
2019
HESTA
澳大利亚卫生员工退休基金
Australia
澳大利亚
By 2030, reduce absolute carbon emissions by 33% across its investment portfolio, and 100% by 2050.
到2030年,将投资组合中设33%减排量的目标,到2050年设100%的减排量目标
2020-06
KLP
挪威市政相互保险国家退休基金 (KLP)
Norway
挪威
Substantially ceased coal insurance and divested coal assets.
基本上停止了煤炭保险,并从煤炭
资产撤资
2019-05
Legal & General Investment Management Limited (LGIM)
英国法通保险集团投资管理
U.K.
英国
Divestment only applies to LGIM’s Future World funds.
法通保险集团投资管理的未来世界基金撤资煤炭领域
2019-06
LGT Group
LGT皇家银行集团
Liechtenstein
列支敦士登
Excludes companies that produce coal or generate energy from coal to support the achievement of temperature targets set out in the Paris Agreement.
为了支持巴黎协定的气温生幅控制目标,禁止投资煤炭生产或燃煤电力的公司
2019
M&G
M&G 投资
U.K.
英国
By 2050, net zero carbon emissions across all investment portfolios.
Will exclude companies which cannot commit to a complete phase out of coal by 2030 in developed countries and 2040 in emerging markets
到2050年,将所有投资组合中设净零碳排放的目标。到2030年, 在发达国家投资领域,禁止投资无法承诺全面推出煤炭领域的公司。到2040年, 在新兴市场投资领域,禁止投资无法承诺全面推出煤炭领域的公司。
2021-03
Macquarie Group, including Macquarie Asset Management (which Macquarie Infrastructure and Real Assets (MIRA) belongs to)
麦格理集团,包括麦格理资产管理(资产管理旗下包含麦格理基础设施及有形资产 )(MIRA)
Australia
澳大利亚
By 2040, global net zero emissions (MAM).
By 2050, global net zero emissions (MGroup).
MGroup exiting coal by 2024.
到2040年,麦格理资产管理将设净零碳排放的目标。
到2050年,麦格理集团将设净零碳排放的目标。
麦格理集团到2024年全面推出煤炭领域。
2020-122021-05
National Pension Service (NPS)
国民年金公团
South Korea
韩国
Ceasing investments related to the construction of coal-fired power plants at home and abroad
停止投资韩国还有国际方面所有关于燃煤电厂的建设项目
2021-05
New York City Employees' Retirement System
纽约市政人员退休基金
U.S.
美国
Divested an estimated $4b from securities related to fossil fuel companies
停止投资韩国还有国际方面所有关于燃煤电厂的建设项目
2021-01
New York State Common Retirement Fund
纽约州共同退休基金
U.S.
美国
By 2040, net zero greenhouse gas emissions
到2040年,将设净零碳排放的目标。
2020-12
Pensioenfonds Zorg en Welzijn (PFZW)
护理与福利人员退休寂静
Netherlands
荷兰
From 2020, will be phasing out investments in coal and oil extracted from tar sands.
从2020年,逐步撤资煤炭还有焦油砂领域的投资。
2015-112020-08
Pictet Group
百达集团
Switzerland
瑞士
By December 2020, will have eliminated any exposure to companies carrying out activities related to the production and extraction of fossil fuels
从2020年12月,已经撤资所有跟化石能源产业链有关的公司。
2020-02
RobecoSAM
(owned by ORIX Europe, a subsidiary of ORIX
Corporation)
瑞士苏黎世永续资产管理公司(欧力士欧洲旗下公司,欧力士欧洲是日本欧力士集团的子公司)
Japan
日本
Divested from mining companies and power producers that generate > 10% of revenue from thermal coal
已撤资10%以上收入来自煤碳开采的矿业公司或10%以上收入来自燃煤发电的电力公司
2020-042020-09
Storebrand ASA
挪威 Storebrand 资产管理公司
Norway
挪威
By 2026, total exit from coal, and carbon neutral by 2050.
到2026年,全面撤资煤炭领域。到2050年,禁将设碳中和的目标。
20132019-12
Union Investment
联合投资
Germany
德国
By 2025, will have ended investment in
coal.
到2025年, 全面退出煤炭领域,终结煤炭投资。
2020-04
United Nations Joint Staff Pension Fund (UNJSPF)
联合养恤基金
US
美国
By end 2020, will divest from investments in publicly traded companies in the coal energy sector.
到2020年, 将撤资煤炭上市公司的投资。
2020-08

Note: IEEFA will continue to monitor announcements and will add or delete asset managers pending implementation of said announcements.

Exclusions: Significant asset managers / owners are restricted from this tally if they have AUM<US$50billion, and/or the institution’s announcement has not been followed up with public disclosure, and/or the restrictions are selectively limited.