Posted at https://ejecutives.es/
Norz Patrimonia affirms that sustainability has gone from being an added value to becoming a key lever of economic and human value creation in heritage management. According to his investment analyst, Jordi Castany, the ESG (environmental and governance) criteria have been consolidated as an essential component to identify profitable and responsible opportunities in an increasingly demanding environment.
Of tendency to structural transformation
“Sustainability is no longer a complementary option, but a strategic factor,” says Castany. In his opinion, the combination of efficiency, transparency and social commitment allows many companies to stand out in front of their competitors both in resilience and in profitability. This evolution is being promoted by the effects of climate change, the increase in social inequalities and regulatory demands, which lead investors to prioritize long -term value against immediate benefit.
Profitability and sustainability, complementary concepts
From Norz Patrimonia they emphasize that companies with a strong ESG commitment, such as Microsoft or Schneider Electric, have surpassed traditional indices in performance. In addition, they consider that technologies such as artificial intelligence will help improve decision making and internal processes, reinforcing good governance practices.
In that sense, they argue that profitability and sustainability are concepts that, well integrated, enhance each other.
Sustainable investment at the reach of the patrimonialist
The Norz Patrimonia team emphasizes that the investment funds and ETFs classified according to the European regulation SFDR represent an accessible way to channel sustainable investments. This framework distinguishes between products without sustainable objectives (article 6), with responsible practices (article 8) and with explicitly sustainable goals (article 9). According to Castany, this classification offers transparency to the investor and allows you to choose between passive strategies that replicate ESG indices or active funds with individualized companies analysis.
They also highlight the growth of green and social bonds as a way of financing for projects linked to energy transition and positive social impact, thus consolidating the presence of sustainability also in the field of fixed income.
Sustainability as a strategic decision
For Norz Patrimonia, stop considering the ESG criteria is to ignore a key transformation of the financial system. “Responsible investment is no longer an ethical choice; it is a strategic decision,” concludes Castany, who points out that sustainable and long -term assets will be the ones that will offer the best performance in the coming years.