tbli conference™ europe 2014 - improving csr communication - hazel goedhart - sustainalytics
DESCRIPTION
"Translating ESG data into analysis for investors – trends in disclosure and company response" How to support investors in translating large volumes of ESG data into analysis they can use for investment decisions What type of data are investors mainly looking for; what are the current trends in this respect? Examples of and trends in company responses to investor requests for ESG data Observations on direct shareholder engagement outside the formal reporting framework TBLI CONFERENCE™ EUROPE 2014 took place on 28 & 29 October 2014 in Amsterdam, hosted by the VU University Amsterdam. The program included a wide selection of topics high on the agenda for sustainable finance professionals. Among them were trends in impact investing, impact measurement, philanthropy and program-related investing, ESG integration, ESG in fixed income markets, green bonds, shareholder engagement, strategies on fossil fuel investing and managing ESG risks. Reflecting the year's theme for TBLI CONFERENCES, "Connecting the Dots", we had included several workshops held at previous events in Zurich, New York and Oslo so that we can build on their learnings and insights.TRANSCRIPT
Translating ESG data into analysis for investors – trends in disclosure and
company response
TBLI Conference Europe Amsterdam, 29 October 2014
Sustainalytics: What we do
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We help clients turn vast quantities of environmental, social and governance information into insightful, value-added analysis to enable more informed investment decisions.
SRI
(Normative)
SOFT RI
(Reputation)
(Materiality)
HARD RI
RI
Equity – Developed markets
Equity – Emerging markets
Fixed Income – Government
Fixed Income – Private/ Public
Other alternative assets
Structured products
Real estate
Commodities
Private equity / VC
Microfinance / Impact investing
ASSET CLASSES
© Sustainalytics 2014
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Responsible Investment: Diversity in motives
RI Approaches
Active Ownership/ Engagement
Positive Best in Class/Screening
Norms-Based Screening
Negative Exclusionary
Screening
Integration in Investment Process
Positive Thematic and Impact investing
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Responsible Investment: Strategies
Investors Seek:
Sector-specific ESG indicators
Quantified, comparative data
Broad coverage
Historical data – momentum
Materiality – link with financial performance
Business models approach
Forward looking
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Company Responses
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Disclosure Distribution per Region
Europe
Asia-Pacific
North America
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ESG Reporting Standards
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Disclosure Improving over Time
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Company Response Rates Increasing
Trading Companies & Distributors 31%
Retailing 30%
Oil & Gas Refining, Marketing, Storage & Transportation29%
bottom 3 industries
Diversified Metals & Mining 75%
Household & Personal Products 71%
Telecommunication Services 70%
top 3 industries
Types of Company Response
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Non-responsive
Defensive / aggressive
Tentatively responsive –
lack of understanding
Highly responsive –
understanding of purpose of requests
Pro-active – reaching out to investors
Disclaimer
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Copyright © 2014 Sustainalytics. All rights reserved.
No portion of this material may be reproduced in any form without the
expressed, written permission of Sustainalytics.
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For more information please contact:
Hazel Goedhart Associate Analyst Phone: +31 20 205 00 23 Email: [email protected] Website: www.sustainalytics.com