中民投执行副主席专访：追求负责任的投资

2017-11-01 13:09:12 来源：华夏经济网作者：分享：

ESG投资是指在投资过程中，在财务回报的考量之外，将环境、社会和公司治理(简称ESG)等因素纳入投资的评估决策中。近年来，国际资本市场对ESG投资理念日益认同，这一理念也在中国的资本市场开始普及。

中民投董事局执行副主席李银珩近期接受了媒体专访，解读了中民投集团在中国倡导和推行ESG投资的努力，以下是我们为您带来的专访与报道分享。

1、CMIG’s Quest for Responsible Return

李银珩执行副主席专访：追求负责任的投资

Q：What’s the CMIG strategy?

中民投的投资策略是什么样的?

A：In seeking sustainable, long-term returns, CMIG’s investment strategy is guided by two themes: economic transformation areas, such as new energy, infrastructure, and financial services; and consumer areas, such as in-home senior care and healthcare.

为了寻求可持续的、长期的回报，中民投的投资策略有两个方向：经济转型领域，如新能源、基建和金融服务;还有消费者领域，比如居家养老和医疗健康。

Our unique investment approach involves deep participation in targeted industries. Operations teams at each of our subsidiaries improve efficiency, with financial support.

我们的投资包括了对于目标行业的深度参与。在金融的支持下，每个子公司的运营团队都能够很好地提升效率。

CMIG stakeholders share resources, experience, and wisdom with the goal of win-win investing. We’ve promoted an “industrial teaming-up model” to support urban development in China’s Hainan Province, Guangxi Province, and the city of Wuhan.

在互利共赢的投资目标指导下，中民投的股东资源共享，经验互补。我们提倡“企业抱团发展”的模式，并且以这样的模式助力海南、广西、武汉等地的发展。

Q：What’s your take on ESG?

中民投对ESG怎么看?

A：Incorporating ESG issues into the investment process reduces risk, drives performance, and identifies investment opportunities. It can have a positive influence on long-term financial performance.

将ESG的考量加入到投资过程中有助于降低风险、提高业绩和发现投资机会。它对于长期的金融表现有积极的影响。

CMIG New Energy is building the world’s largest contiguous solar farm in Ningxia, which gets more sunlight than any other area in China. When finished, it will cover 46 square kilometers, meet the needs of about 2 million families, and address poverty by creating 2,000 jobs.

中民新能正在宁夏盐池建设世界上最大的单体光伏电站。完工之后，它的面积将达46平方公里，能够满足200万家庭的用电需求，同时将创造2000个岗位解决当地的贫困问题。

Investment isn’t only about chasing returns; it demands responsibility. Through ESG-based investments, CMIG explores opportunities and incubates businesses so that capital can really benefit society. CMIG will always strive to be a respected, trustworthy investor. That’s why at every board meeting we remind ourselves we should never forget the beginner’s mind.

投资并不仅仅要追求回报，还需要承担责任。通过基于ESG的投资，中民投发现投资机会、孵化企业，进而让资金真正地有利于社会。中民投会为成为值得尊敬、信赖的投资者这一目标不断努力。这也是为什么在每一次董事会议的时候，我们都要提醒自己——不忘初心。

2 、 ESG Leader CMIG Builds Investments on Shared Strength

ESG 领袖中民投：基于合作与共享的投资

China Minsheng Investment Group (CMIG) is blazing at rail for ESG investors in the world’s second-largest economy. In fact, the Shanghai-based firm with more than USD$45 billion in assets under management was the first investment house in China to build an ESG portfolio.

中民投集团正在为中国这个世界第二大经济体的ESG投资者开辟道路。事实上，这家总部位于上海、资产规模超过450亿美元的公司是中国第一个建立ESG投资组合的投资集团。

That was in 2014, when the group was founded by 59 private enterprises with expertise in areas ranging from manufacturing to cold chain logistics, asset management, pharmaceuticals, and e-commerce. Today, CMIG is a parent of a dozen subsidiaries focused on clean energy, green building construction, elder care, insurance, and other sectors.

2014年，中民投由59家领先民营企业共同出资成立，股东涵盖诸多行业，包括机械制造、冷链物流、资产管理、生物制药、电子商务等。今天，中民投已经成立了多个子公司，分别关注清洁能源、绿色建筑、养老、保险等多个板块。

Since its inception, no single stakeholder has controlled more than 2 percent of CMIG. The firm is all about bringing together private capital to share resources, reduce risk, and facilitate group development. Its vision is to drive China’s economic upgrading and transformation by injecting private investment’s vitality into traditional industries.

自成立以来，中民投没有任何一个股东的持股量超过2%，该公司希望聚合民营资本力量、降低风险、共同发展，公司的愿景是引领民营资本投资，推动经济转型升级。

The firm gets strategic advice from a group of prominent leaders and economists who serve on the CMIG Global Advisory Council, including Angus Deaton, 2015 winner of the Nobel Memorial Prize in Economic Sciences; Dominiquede Villepin, former prime minister of France; and Goh Chok Tong, former prime minister and now emeritus senior minister of Singapore.

中民投拥有一个由杰出领袖和经济学家组成的智库——全球专家咨询委员会(GAC)，成员包括2015年诺贝尔经济学奖得主安格斯•迪顿，法国前总理多米尼克•德维尔潘，新加坡前总理、荣誉国务资政吴作栋等国内外具有显赫声望与地位的权威专家。

CMIG believes cooperation and sharing leads to strength. Thus, in April, it led a consortium of Asian financial institutions in launching a fund for investment opportunities in ESG areas such as elder care and healthcare, as well as fintech and industries tied to China’s Belt and Road global outreach initiative.