icomli -esg webinar - oct 28-final
TRANSCRIPT
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October 28, 2015
How do Investors and Analysts Use Bloomberg’s ESG Data
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Today’s Hosts
Gregory Elders, MSc. Senior Analyst, Environment, Social and Governance Bloomberg Intelligence Sonay Aykan, PhD Senior Sustainability Analyst iCompli Sustainability Susan Sheehan, MBA VP Sustainability iCompli Sustainability
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iCompli’s DNA: Auditing
• 80+ years old • World’s largest media auditor • HQ Shelton, CT; offices in Toronto, Montreal, London, Dubai,
Beijing Certification body for event industry sustainability standards GRI Organizational Stakeholder Various partnerships – ‘Intel inside’
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Today
• Bloomberg’s ESG screens • How this data can be used by
organizations to measure/manage performance
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Bloomberg’s view of ESG.. Gregory Elders
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Bloomberg Collects ESG Data Globally
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U.S. ESG Disclosure Generally Lags
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ESG integrated across the terminal
Terminal users can explore Bloomberg Intelligence {BI ESG <GO>} analysis of ESG issues and trends impacting sectors and companies
Analysis Key short and long term themes, evaluation of key indicators, data-driven research
Data Library Dedicated company and country ESG data, plus 3rd party ESG scores
Monitor Key monitoring tools for news and data on ESG issues and controversies
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Screen Company-Reported ESG Data & 3rd Party Scores
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Investors Follow ESG Talk with Action
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The analyst’s view of ESG - Sonay
Securities Act of 1933 and 1934
CSR Reporting
Crises pave the way for corporate reporting.
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The analyst’s view
• Supplier
• Business operations
• Clients / Users
• Stakeholders / Media Coverage
ESG Risks Financial Performance
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The analyst’s view
• Disclosure performance
• ESG Ratings
• Performance on E-S-G KPIs
• Media coverage
• Regional and product risk
• Policies
What to analyze?
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What rating organizations reveal
Source: Bloomberg
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How specific can it get?
Indicator/Aspect Alignment
Aspect Materiality
Performance Benchmark
Source: Bloomberg & G&A Institute
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Track and benchmark performance
Source: Bloomberg
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Coverage of reputational risk
Source: Bloomberg
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Product and geographical risk
Source: Bloomberg
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Policy review
Source: Bloomberg
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Supply chain performance
Source: Bloomberg
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iCompli: Getting the right data and getting the data right
ESG risk: peer benchmarking, supply chain analytics
Improving ESG performance rankings
Deep dive: real time data - Bloomberg & other tools
Reporting: gap analysis alignment, data verification; report assurance
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Retail A
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Retail B
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Thank You. Questions?
Susan Sheehan, Vice President, Sustainability iCompli [email protected] 1.416.708.2164
Gregory Elders, Bloomberg Intelligence Senior Analyst, Environmental, Social and Governance [email protected] @gregoryelders 212 617 2253
Sonay Aykan, Senior ESG Analyst iCompli [email protected] 1.203.447.2871