TBLI CONFERENCE™ EUROPE 2014 - Improving CSR Communication - Hazel Goedhart - Sustainalytics
-
Upload
tbli-conference -
Category
Economy & Finance
-
view
135 -
download
0
description
Transcript of TBLI CONFERENCE™ EUROPE 2014 - Improving CSR Communication - Hazel Goedhart - Sustainalytics
Translating ESG data into analysis for investors – trends in disclosure and
company response
TBLI Conference Europe Amsterdam, 29 October 2014
Sustainalytics: What we do
2
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
3
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
4
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
5
Company Responses
6
7
Disclosure Distribution per Region
Europe
Asia-Pacific
North America
8
ESG Reporting Standards
9
Disclosure Improving over Time
10
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
11
Non-responsive
Defensive / aggressive
Tentatively responsive –
lack of understanding
Highly responsive –
understanding of purpose of requests
Pro-active – reaching out to investors
Disclaimer
12
Copyright © 2014 Sustainalytics. All rights reserved.
No portion of this material may be reproduced in any form without the
expressed, written permission of Sustainalytics.
Amsterdam | Bogotá | Boston | Brussels | Bucharest | Copenhagen | Frankfurt | London | New York City | Paris | Singapore | Timisoara | Toronto | Washington D.C.
For more information please contact:
Hazel Goedhart Associate Analyst Phone: +31 20 205 00 23 Email: [email protected] Website: www.sustainalytics.com