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October 28, 2015
How do Investors and Analysts Use Bloomberg’s ESG Data
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
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’
Today
• Bloomberg’s ESG screens • How this data can be used by
organizations to measure/manage performance
Bloomberg’s view of ESG.. Gregory Elders
Bloomberg Collects ESG Data Globally
U.S. ESG Disclosure Generally Lags
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
Screen Company-Reported ESG Data & 3rd Party Scores
Investors Follow ESG Talk with Action
The analyst’s view of ESG - Sonay
Securities Act of 1933 and 1934
CSR Reporting
Crises pave the way for corporate reporting.
The analyst’s view
• Supplier
• Business operations
• Clients / Users
• Stakeholders / Media Coverage
ESG Risks Financial Performance
The analyst’s view
• Disclosure performance
• ESG Ratings
• Performance on E-S-G KPIs
• Media coverage
• Regional and product risk
• Policies
What to analyze?
What rating organizations reveal
Source: Bloomberg
How specific can it get?
Indicator/Aspect Alignment
Aspect Materiality
Performance Benchmark
Source: Bloomberg & G&A Institute
Track and benchmark performance
Source: Bloomberg
Coverage of reputational risk
Source: Bloomberg
Product and geographical risk
Source: Bloomberg
Policy review
Source: Bloomberg
Supply chain performance
Source: Bloomberg
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
Retail B
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
