360 Report $CompanySectorName$ $StoryName$$ReportType$ Blue Economy Screener Thematic & Impact Investing 31 March 2017 A deep-dive into the Ocean What’s it all about? Our in-depth assessment of the decline in ocean health shows that the tides are turning. The sectors that most jeopardise the resources provided by the sea, such as shipping, wild-catch fisheries, and offshore oil & gas, face mounting pressure to shift their model towards a more sustainable Main author trajectory, which results in a new wave of risks and opportunities, paving Samuel Mary the way to a potential recovery. Our blue economy framework looks to ESG Research identify the best practices among fast-growing ocean-related industries
[email protected] and likely winners and losers across our universe. Offshore-wind, +44 207 621 5190 aquaculture and ship-equipment plays are well placed to provide resource- efficient and climate-friendly solutions, while emerging themes such as ESG research team the reduction of plastic pollution are gathering steam. Biographies at the end of the report IMPORTANT. Please refer to the last page of this report for keplercheuvreux.com “Important disclosures” and analyst(s) certifications. This research is the product of Kepler Cheuvreux, which is authorised and regulated by the Autorité des Marché Financiers in France. Thematic & Impact Investing 360 in 1 minute A sea change for the ocean The swift rise of innovation-driven and renewable resource-based sectors, such as offshore wind and aquaculture, coincides with a policy clampdown on the negative environmental impact of ocean-based industries, such as seaborne trade and wild-catch fisheries.