Zhihan Ma

Global Head of ESG, Senior ESG Analyst at Bernstein

[Zhihan Ma @BernsteinESG]

Let’s face it. ESG is no longer a nice to have. How do we quantify ESG’s financial impact and which stocks stand to benefit? Check out our initiation report (institutional clients only):

https://t.co/UJjTWv7jC2



[Zhihan Ma @BernsteinESG]

Bernstein is honored to be shortlisted as a finalist for Best ESG Research (investment manager category) by ESG Investing Awards for the third year in a row.

https://t.co/gYaQPE2Iub

[Zhihan Ma @BernsteinESG]

It’s time for some holiday reading. Check out our 417-page ESG thematic primer on 14 underappreciated themes for the next decade (institutional clients only):
https://t.co/bcq0NHNJbQ

[Zhihan Ma @BernsteinESG]

Thanks everyone for joining Bernstein’s 3rd Annual ESG Conference last week to discuss everything from politics to engagement, from nature to circular economy investment opportunities.

[Zhihan Ma @BernsteinESG]

Join us for Bernstein’s 3rd annual ESG conference in person in New York on Sept 14. Featured speakers include Dr. Simon Zadek, Executive Director of Nature Finance and Desiree Fixler, former Group Sustainability Officer at DWS.

[Zhihan Ma @BernsteinESG]

Honored to have presented at the ESG conference at BI Norwegian Business School to debate exclusion vs. engagement and to discuss the challenges and opportunities related to biodiversity.

[Zhihan Ma @BernsteinESG]

ESG controversies - especially accounting scandals and pollution accidents – can have a major negative impact on stock prices, but they also provide an opportunity for companies to improve.

[Zhihan Ma @BernsteinESG]

While renewable projects yield lower IRRs vs. upstream oil & gas projects, upstream returns can be highly volatile. Investing in low carbon projects helps reduce earnings volatility, making the business case for oil majors to gradually diversify away from fossil fuel.

[Zhihan Ma @BernsteinESG]

At Bernstein, we are not afraid to speak our minds and ask tough questions. Check out our latest Blackbook where our analysts wrote open letters to companies’ Chief Sustainability Officers to advocate for change (institutional clients only):

https://t.co/RQTKhITk3e

[Zhihan Ma @BernsteinESG]

The politicization of ESG in the US has started to weigh on fund flows. North American ESG funds experienced the first quarterly outflow in 5 years in Q4 2022.

[Zhihan Ma @BernsteinESG]

As the US incentivizes the re-shoring of semiconductor manufacturing, semi fabs are crowding into water-stressed states like Arizona…while the Colorado River dries up.

[Zhihan Ma @BernsteinESG]

2023 will be a year of ESG labels. Regulators around the world have proposed different ESG classifications – whether they will prevent or inadvertently promote more greenwashing is yet to be seen. #ESG

[Zhihan Ma @BernsteinESG]

After a year of record energy prices, most ESG investors have stuck with their exclusion policies… largely to fulfill asset owners’ demand. #ESG

[Zhihan Ma @BernsteinESG]

Bernstein is honored to be shortlisted as a finalist for Best ESG Research (investment manager category) by ESG Investing Awards for the second year in a row.

[Zhihan Ma @BernsteinESG]

Thanks everyone for joining Bernstein's 2nd Annual ESG Conference this week to discuss everything from the future of ESG regulations to engagement best practices, from the energy transition to a circular economy.

[Zhihan Ma @BernsteinESG]

Join us for Bernstein’s ESG conference in person in New York on Sep 13. Featured speakers include Mr. Tariq Fancy, Founder & CEO of Rumie, Former CIO for Sustainable Investing at Blackrock and Prof. Ethan Rouen, Faculty Co-Chair of Impact Weighted Accounts Project at HBS.

[Zhihan Ma @BernsteinESG]

At Bernstein, we bridge the gap between ESG and fundamental research by analyzing and quantifying material ESG considerations. Check out our latest ESG Greenbook for detail (institutional clients only):

https://t.co/hV8ytZMMpZ

[Zhihan Ma @BernsteinESG]

Bernstein is honored to win Best ESG Research (investment manager category) by ESG Investing Awards 2022.

https://t.co/gYaQPE2Iub

[Zhihan Ma @BernsteinESG]

Bernstein is honored to be shortlisted as a finalist for best ESG Research by ESG Investing Awards 2022:

https://t.co/gYaQPE2Iub

[Zhihan Ma @BernsteinESG]

Looking for some holiday reading? Check out our 430-page ESG thematic primer on 10 ESG themes that are here to stay (institutional clients only):
https://t.co/oqNB2CLay4

[Zhihan Ma @BernsteinESG]

Could ESG engagement become a new form of greenwashing? Check out our note on the current state of engagement and what it takes to engage effectively:

https://t.co/U4EHUwyrX5