Case

Unilever's Climate & Nature Fund

On 15 June 2020 Unilever announced a €1 billion Climate & Nature Fund for landscape, forest and water restoration.

Industry
Fast-moving consumer goods
Frameworks applied
Capital budgeting techniquesThree approaches to ESG investing
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Frameworks applied

This case is read through the frameworks below.

  • Capital budgeting techniquesWhen a CFO must choose between long-term investment projects, should NPV, IRR, payback or the profitability index decide, and where can each one mislead?
  • Three approaches to ESG investingWhen setting a fund's investment policy, should the investment committee exclude, integrate or engage with companies to build ESG criteria into its decisions?

Sources

References

Listed A–Z by author surname, Harvard style. A source with a DOI links to https://doi.org/…; one without links to its page or says plainly that it has no DOI.

  1. Friede, G., Busch, T. and Bassen, A. (2015) ‘ESG and financial performance: aggregated evidence from more than 2000 empirical studies’, Journal of Sustainable Finance & Investment, 5(4), pp. 210–233.doi:10.1080/20430795.2015.1118917Source page
  2. Unilever PLC (2020) Unilever sets out new actions to fight climate change, and protect and regenerate nature, to preserve resources for future generations (15 June). Press release.No DOIunilever.comSource page