oekom research jp 2010 · 8 oekom responsible investment products oekom responsible investment...
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oekom research
2010 5
:
1. oekom research
2.
3. oekom Corporate Rating
4. oekom Country Rating oekom Emerging Markets Risk Assessment
5.
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– 32– 24–
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– 900 2009 12 )
– 1993– – oekom
oekom
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Dr. Arthur Braunschweig – E2 Management ConsultingPD Dr. Jürgen Glaser – Caspar von Hauenschild – Transparency InternationalProf. Dr. Johannes Hoffmann – Prof. Dr. Martin Jänicke – Thomas Korbun – Institute for Ecological Economy Research(IÖW)R. Andreas Kraemer – Ecologic InstituteProf. Dr. Gerhard Scherhorn – Wuppertal Insitute for Climate Environmentand EnergyDr. Manuel Schneider – Projektbüro !make sense!Frank Sprenger – SustainableProf. Dr. Bernd Wagner – Prof. Dr. Angelika Zahrnt – German Council for Sustainable Development
Prof. Dr. Thomas Dyllick – Universität St. GallenKlaus Pyter – Greenvest S. A.Jacob Radloff – ökom GmbH
Matthias BönningRobert Haßler, CEO
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24 *** ***
Matthias BönningMember of Executive Board
Maike Hiltner, (Research Director))Oliver Rüdel, (Research Director) Kristina Rüter, (Research Director)Dietrich Wild, (Research Director)
Maike Hiltner,
(Research Director)
Maike Hiltner ( )
Frauke Demuth
Lisa Häuser
Ellen Mayer
Irina Oswald
Isabelle Reinery
Alexander Weigand
Dietrich Wild ( )
Michael Finette
Anja Löffler
Susanne Schwind
Saskia Themans
Oliver Rüdel ( )
Brigitte Bernard-Rau
Paul Kielmansegg
Claudia Kirschner
Claudia Laube
Marlen Rürup
Reinhold Windorfer
Kristina Rüter ( )
Karsten Greye
Johannes Nikolopoulos
Philipp Rühle
Susanne Schaller
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oekom research
– AI CSRR - Association for Independent Corporate Sustainability and Responsibility Research
– CRIC - Corporate Responsibility Interface Center
– Eurosif - European Social Investment Forum
– Forum Nachhaltige Geldanlage (DE)
– UN Principles for Responsible Investment
– UKSIF - UK Social Investment Forum
– Bundesverband Deutscher Stiftungen (Association of German Foundations)
– “Eco-Manager of the Year" announced by the WWF Germany and the economy magazine Capital
– Germanwatch
– KSOE - Katholische Sozialakademie Österreich (Catholic Social Academy of Austria)
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:
– MSCI World, DJ Stoxx 600, MSCI Emerging Markets
–
–
–
–
oekom Screening Universe
3,000
oekom Corporate Scouting
– ,
– , 200
– , 100
– , 270
– , 0
– , 50
oekom Rating Universe
1,100
oekom Prime Universe
500
oekom Corporate Rating
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oekom Responsible Investment Products
oekom Responsible Investment Services
• Responsible Investment Advisory• Screening Services• Alert Services• Client Portal
oekom Responsibility Reports
• oekom Corporate Rating Report• oekom Country Rating Report• oekom Industry Reports / Industry Focus• oekom Position Papers
oekom Responsible Investment Portfolios & Indexes
• oekom Portfolio Sustainable Lifestyle• oekom Portfolio Biodiversity & Ecosystem Services• oekom Portfolio Climate Change• Global Challenges Index (GCX)
oekom Risk Assessments
Countries
• oekom Emerging Markets Risk Assessment (EMRA®)
Corporates
• Climate Risk Portfolio Check (CRPC)• Industry Climate Risk Index (ICRI®)• oekom Commodities ESG Screening (OCES)
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oekom research
( )
: ( )
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oekom Responsible Investment Advisory
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oekom Responsible Investment Screening Services
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oekom Responsible Investment Services (I)
oekom Client Portal oekom Alert Service
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oekom Responsible Investment Services (II)
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oekom Position Paper oekom Industry Focus oekom Industry Report
oekom Responsibility Reports (I)
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oekom Responsibility Reports (II)
oekom Corporate Reports oekom Country Reports
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Allianz Global Investors FranceAGICAMAmpegaGerling InvestmentAmundi Asset ManagementBaden-Württembergische BankBank für Orden und MissionBank für SozialwirtschaftBank VontobelBankhaus JungholzBankhaus Schelhammer & SchatteraBankInvestBayernInvestBNP Paribas Asset ManagementBÖAG Börsen AG Hamburg/Hannover
DekaBankDeutsche BankDJE KapitalDZ BankErste SparinvestEvangelische DarlehnsgenossenschaftGLS GemeinschaftsbankGroupama Asset ManagementHSBC InvestmentsHypoVereinsbank
Central Mission of the FranciscansDeutsche Bundesstiftung UmweltDiocese LinzDiocese Rottenburg-StuttgartEtablissement de Retraite Additionnelle de laFonction Publique (ERAFP)Evangelical Lutheran Church in BavariaFoundation “Remembrance, Responsibility andFuture”MAIFMunich Re GroupReligious ordersPensionskasse NovartisVBV Pensionskasse
Kaiser, Ritter, PartnerKD-BankKepler FondsLandesbank Baden-WürttembergLBBW Asset ManagementLIGA BankMEAGMetzlerMetzler Asset ManagementNatixis Asset ManagementNORDCONÖkoWorld LuxPioneer InvestmentsProventusRaiffeisen Capital ManagementSal. OppenheimSchwyzer KantonalbankSEB Investsks VermögensverwaltungSparkasse OberösterreichSteyler BankUmweltBankUnicreditVINISWilhelm von Finck
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oekom research
:
– NGO
–
–
:
–
–
–
– Reuters/Factiva
– RepRisk
/
oekom
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0 3 6 9 12 15 18 21 24
CSR
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oekom
oekom
Corporate Rating
6
2
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oekom
3
oekom research
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oekom
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oekom
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oekom corporate rating
oekom Corporate Rating:
D- D D+ C– C C+ B– B B+ A– A A+
Renault FR
BASF DE
Sharp JP
Groupe Danone FR
Henkel DE
Allianz Group DE
Ericsson SE
Xerox US
Agilent Technologies US
ITV UK a
Norsk Hydro NO
Snam Rete Gas IT
sanofi-aventis FR
Migros CH
BT Group UK ons
Puma DE
EDP PT
D- D D+ C– C C+ B– B B+ A– A A+
Volvo SE
HVB Group DE
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oekom
oekom Emerging MarketsRisk Assessment
oekom Emerging Markets Risk Assessment(EMRA®)
EMRA®
oekom Country Rating
oekom Country Rating oekom ekom
oekom research ekom Country Rating
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oekom
• OECD
•
• BRIC
•
• Australia • Denmark • Ireland • Mexico • Slovakia
• Austria • Estonia • Israel • Netherlands • Slovenia
• Belgium • Finland • Italy • New Zealand • South Africa
• Bulgaria • France • Japan • Norway • Spain
• Brazil • Germany • Korea, Republic Of • Philippines • Sweden
• Canada • Greece • Latvia • Poland • Switzerland
• China • Hungary • Lithuania • Portugal • Thailand
• Croatia • Iceland • Luxembourg • Romania • Turkey
• Cyprus • India • Malaysia • Russian Federation • United Kingdom
• Czech Republic • Indonesia • Malta • Singapore • United States
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oekom
Pressure - State - Response
(OECD)
7 Freedoms
( )
oekom Country Rating
50
2001 oekom
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oekom
Country Rating
6
2
oekom
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oekom
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oekom
oekom
D- D D+ C– C C+ B– B B+ A– A A+
...
...
...
...
...
...
D- D D+ C– C C+ B– B B+ A– A A+
...
D- D D+ C– C C+ B– B B+ A– A A+AAA
Standard & Poor s Credit Rating
AA A BBB BB B CCC CC C D
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EMRA®
1. oekom Emerging Markets Risk Assessment (EMRA®)
2. EMRA®
3. EMRA®
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Standard & Poors Sovereign Credit Rating
oekom research
: 1% (Pearson) > 0.8
oekom
S&PSovereignCreditRating
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oekom research :
oekom research HVB (2007 ):
oekom PRIME MSCI World
2001 ~
oekom research (2005 ):
oekom ROI)(EPS)2001 ~
oekom research Morgan Stanley (2004 ):
oekom PRIME- NOT- PRIME-
(2001 ~ 2004 )
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Tel: +49/89/54 41 84-90Fax: +49/89/54 41 84-99
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