SlideShare ist ein Scribd-Unternehmen logo
1 von 25
Downloaden Sie, um offline zu lesen
1




The Stakeholder View –




                                                                               // TITLEon Bloomberg GOES HERE
How reports are read




                                                                                  ESG OF PRESENTATION
and used
.
Chair: Lena Geraghty, Network Manager, Focal Point Australia,
Global Reporting Initiative

Dr Leeora Black, Managing Director, Australian Centre for Corporate Social
Responsibility
Peter Colley, National Research Director, Construction, Forestry, Mining and
Energy Union
Amanda Dobbie, General Manager, Bloomberg Australia and New Zealand
Nicola Hayhoe, Executive Leader of Policy, Research and Communications,
Ability Options
Bastien Mignonneau, Consultant, Banarra
GRI AUSTRALIA +
BLOOMBERG




                  // TITLE OF PRESENTATION GOES HERE
BLOOMBERG L.P.



3// 27 // 2012
3
TABLE OF CONTENTS

 1. How Bloomberg collects and analyses ESG data
 2. What information do investors require?




                                                                  // TITLEon Bloomberg GOES HERE
 3. How Bloomberg presents this information
 4. How investors use this information in their decision making




                                                                     ESG OF PRESENTATION
    process
HOW DOES
BLOOMBERG




               // TITLE OF PRESENTATION GOES HERE
COLLECT DATA
>>>>>>>>>>>>>>
ESG GEOGRAPHIC COVERAGE                                                                               5
Coverage increased 3,500 to 5,000 from 2009 to 2012
ESG data for 319 companies are available in Australia




                                                                                                  // TITLEon Bloomberg GOES HERE
                                                                                                     ESG OF PRESENTATION
                                            All rights reserved, Bloomberg Professional Service
DATA COLLECTION OVERVIEW                                                           6

Bloomberg collects ESG data from publicly available information, such as CSR
reports, Sustainability reports and Annual reports




                                                                               // TITLEon Bloomberg GOES HERE
Look for CSR reports
on company website




                                                                                  ESG OF PRESENTATION
  Upload reports on
 Bloomberg terminal




 Take relevant ESG
data and display it on
 Bloomberg terminal
WHAT DO
INVESTORS
REQUIRE
>>>>>>>>>>>>>>
8
   ESG USER & DATA ANALYSIS
 Consistent growth in unique users and ESG data in the last 3 quarters


NO. OF UNIQUE USERS INCREASED                     NO. OF FIELDS USED INCREASED




                                                                                                                  // TITLEon Bloomberg GOES HERE
BY 48% SINCE 09-2010                              BY 150% SINCE 09-2010


              NO. of ESG Users                                   No. of Fields Used




                                                                                                                     ESG OF PRESENTATION
                                               30,000,000
  3000

  2500                                         25,000,000

  2000
                                               20,000,000

  1500
                                               15,000,000
  1000

                                               10,000,000
   500

                                                                                              No. of Field Used
     0                                          5,000,000


                                                       0
                                                            Sep-Oct 2010 Nov-Dec 2010 Jan-Feb 2011 Mar-Apr 2011



Source: Bloomberg Professional Service
9
  ESG USERS
Australia is the 7th largest ESG population in the world.

 United States                     30%
      England          11%                                Global ESG data HITs




                                                                                                               // TITLEon Bloomberg GOES HERE
  Switzerland     4%
                                                          Italy, 1.4%
        Japan     4%                                          Lithuania, 1.2
                                                   Austria, 1.7%
      Canada      4%                                                %
                                          Australia, 1.7              Other, 6.7%
       France     4%                           %




                                                                                                                  ESG OF PRESENTATION
     Australia    3%
                                                                                      Germany, 22.
   Hong Kong      3%                                 Japan, 2.2%
                                                   France, 2.3%                           1%
     Germany      3%                              Russia, 3.0%
                                                China, 3.0%
                                               Denmark, 3.8
    Singapore     3%
                                                    %
                                               Switzerland,                                        United
        China     2%                              4.2%                                          States, 17.6
                                                 Canada, 5.1
         India    2%                                   %                                             %
                                                       Netherlands,
          Italy   2%                                      7.8%               England, 16.
 South Korea      1%                                                             4%
  Netherlands     1%
       Taiwan     1%
        Brazil    1%
        Spain     1%
  South Africa    1%
     Denmark      1%
       Others                15%


                                                               Source: Bloomberg Professional Service
USERS BY ASSET                                                                       10
CLASS, INDUSTRY, POSITION
In Australia, largest ESG users are Equity Analyst in Investment Advisors/Money
Managers. It is the same trend as Global ESG Users.
          GLOBAL                                                         AUSTRALIA
                                Equity




                                                                                     // TITLEon Bloomberg GOES HERE
                                Fixed Income
                                Other
                                Over The Counter
                                Foreign Exchange




                                                                                        ESG OF PRESENTATION
                                Commodity
                                Other

                                Analyst
                                PM
                                Other
                                Trader
                                Risk
                                Salesperson
                                Treasury
                                Executive Officer
                                Other

                                 Investment Advisors/Money Mgrs
                                 Universities
                                 Broker Dealers - Regional
                                 Broker Dealers - Global
                                 Corporations
                                 Hedge Funds
                                 Banks - Regional
                                 Insurance Companies
                                 Pension Funds
                                 other
                                Source: Bloomberg Professional Service
MOST USED ESG DATA                                                                                                 11

                                                     Most widely used fields are Governance
                                                     Fields both globally and in Australia. CDP
Top        Global - Most Used ESG Data                data is second largest use in Australia.
 1    Size of the Board
 2    % Women on Board
 3




                                                                                                                   // TITLEon Bloomberg GOES HERE
      ESG Disclosure Score
 4                                                      100%
      Board Average Age                                             4%
                                                                    1%
 5    % Women in Management                              90%        8%          20%            CDP
 6    Governance Disclosure Score
                                                         80%       15%           0%
 7    Social Disclosure Score




                                                                                                                      ESG OF PRESENTATION
                                                                                 4%            Industry Specific
 8    Environmental Disclosure Score                     70%
                                                                                17%
 9    % Independent Directors                                                                  Ratio
                                                         60%
10    UN Global Compact Signatory                                  32%
                                 *As of 12/02/2011       50%                                   Disclosure
                                                                                25%
                                                         40%
Top      Australia - Most Used ESG Data                                                        Governance
                                                         30%       18%
 1    ESG Disclosure Score                                                      17%
                                                                                               Social
 2    Size of the Board                                  20%
 3    % Independent Directors
                                                         10%       22%                         Environmental
 4                                                                              17%
      Number of Board Meetings for the Year
 5    Fair Remuneration Policy                            0%
 6    Business Ethics Policy                                      Global      Australia
 7    Board Meeting Attendance %
 8    CEO Duality
 9    Number of Independent Directors
10    UN Global Compact Signatory
                                                      Source: Bloomberg Professional Service
                                 *As of 12/02/2011
HOW DOES
BLOOMBERG
PRESENT DATA
>>>>>>>>>>>>>>
°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°
ESG DATA DISPLAY




                                                                                                              13
Over 220 ESG data is displayed in the same template as fundamentals data
so that traditional investors and analysts find useful




                                                                                                    ESG on Bloomberg
                                                                                                 ESG on Bloomberg
                          All rights reserved, Bloomberg Professional Service
°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°
ESG DATA TRANSPARENCY




                                                                                                                            14
Data Transparency to company sourced documents provides consistent presentation of new data
sets, thus creating comfort and acceptance of those unfamiliar with ESG factors.




                                                                                                                  ESG on Bloomberg
                                                                                                               ESG on Bloomberg
                             All rights reserved, Bloomberg Professional Service
°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°
ESG RATIO




                                                                                                               15
Bloomberg is structured to collect and normalise disparate data sets. This
helps investors to do peer analysis.




                                                                                                     ESG on Bloomberg
                                                                                                  ESG on Bloomberg
                           All rights reserved, Bloomberg Professional Service
HOW DO
INVESTORS
USE THIS
INFORMATION
>>>>>>>>>>>>>>
17
ESG PEER ANALYSIS
 Investors can compare a company against its peers on “Efficiency”. For
 example, GHG emission per sales rather than absolute emissions.




                                                                              // TITLEon Bloomberg GOES HERE
                                                                                 ESG OF PRESENTATION
                        All rights reserved, Bloomberg Professional Service
ESG INVESTMENT STRATEGY                                                                           18

 Bloomberg analytics enable users to screen companies to determine universe. And
 then investors can score companies based on criteria as you like and pick stocks
 from the top score.




                                                                                                  // TITLEon Bloomberg GOES HERE
                                                                                                     ESG OF PRESENTATION
 SCREENING SAMPLE                             SCORING SAMPLE
 » Negative Screening to screen out           » Decrease on GHG intensity per sales:
   companies in Tobacco industry                Lower is better

 » Select market/exchange/index               » Current Dividend Yield: Higher is
                                                better
 » Take companies with good ESG               » % Independent Directors: Higher is
                                                       Carbon Analysis Tool
   disclosure                                   better

                                            All rights reserved, Bloomberg Professional Service
19
SCREENING RESULTS
Bloomberg analytics allows users to create ESG Rating. The results show the final
rating as well as ESG performance in criteria for selected universe.




                                                                                    // TITLEon Bloomberg GOES HERE
                                                                                       ESG OF PRESENTATION
PORTFOLIO ANALYSIS                                                                                20
 After selecting stocks in analytical tools, investors can construct a portfolio to check if it
 performs better than benchmark.




                                                                                                  // TITLEon Bloomberg GOES HERE
                                                                    DJ Sustainability World




                                                                                                     ESG OF PRESENTATION
PORTFOLIO ANALYSIS                                                                              21
 Additionally, users can check heat map of any indicators including ESG to see which industry
 negatively affects performance on greenhouse gas intensity relative to benchmark.




                                                                                                // TITLEon Bloomberg GOES HERE
                                                              DJ Sustainability World




                                                                                                   ESG OF PRESENTATION
ESG VALUATION MODEL                                                               22

 Investors can now assess how material ESG factors are on profitability and
 how ESG is related to financial profit and loss to the company’s EBIT.




                                                                                  // TITLEon Bloomberg GOES HERE
                                                                                     ESG OF PRESENTATION
                                         Source: Bloomberg Professional Service
SUPPLY CHAIN RISK                                                                            23
 Bloomberg can track suppliers and suppliers’ supplier and check how dependent each other.




                                                                                             // TITLEon Bloomberg GOES HERE
                                                                                                ESG OF PRESENTATION
BLOOMBERG INDUSTRY                                                                   24
 Bloomberg Industry provides industry insights on ESG. One example below shows the
 correlation between long-term share value and corporate governance performance.




                                                                                     // TITLEon Bloomberg GOES HERE
                                                                                        ESG OF PRESENTATION
CONTACT:




// TITLE OF PRESENTATION GOES HERE

Weitere ähnliche Inhalte

Ähnlich wie @GRIAusConf_The stakeholder View: How reports are read and used - Amanda Dobbie

Sustainable public-procurement-_a_global_review-2013sustainable_public_procu...
 Sustainable public-procurement-_a_global_review-2013sustainable_public_procu... Sustainable public-procurement-_a_global_review-2013sustainable_public_procu...
Sustainable public-procurement-_a_global_review-2013sustainable_public_procu...Dr Lendy Spires
 
GRI in numbers
GRI in numbersGRI in numbers
GRI in numbersbiryukov
 
GRI in numbers
GRI in numbersGRI in numbers
GRI in numbersbiryukov
 
Agilent Technologies Corporate Overview
Agilent Technologies Corporate OverviewAgilent Technologies Corporate Overview
Agilent Technologies Corporate Overviewrajsodhi
 
MDC Systems - Green Build to Sustainability
MDC Systems - Green Build to SustainabilityMDC Systems - Green Build to Sustainability
MDC Systems - Green Build to SustainabilityMDCSystems
 
2011 Kelly work example Technical report - Evaluation of Ireland's non-trad...
2011 Kelly work example   Technical report - Evaluation of Ireland's non-trad...2011 Kelly work example   Technical report - Evaluation of Ireland's non-trad...
2011 Kelly work example Technical report - Evaluation of Ireland's non-trad...JAKIRL
 
Full Product Transparency
Full Product Transparency Full Product Transparency
Full Product Transparency Ramon Arratia
 
SCA's presentation at the Carnegie Large Cap Seminar, 2010-03-09
SCA's presentation at the Carnegie Large Cap Seminar, 2010-03-09SCA's presentation at the Carnegie Large Cap Seminar, 2010-03-09
SCA's presentation at the Carnegie Large Cap Seminar, 2010-03-09SCA Svenska Cellulosa Aktiebolaget
 
SCA's presentation Cheuvreux Pan Europe Paris Conference, 2010-03-16
SCA's presentation Cheuvreux Pan Europe Paris Conference, 2010-03-16SCA's presentation Cheuvreux Pan Europe Paris Conference, 2010-03-16
SCA's presentation Cheuvreux Pan Europe Paris Conference, 2010-03-16SCA Svenska Cellulosa Aktiebolaget
 
Riding Wave Social Networking 24 Mar 2009
Riding Wave Social Networking 24 Mar 2009Riding Wave Social Networking 24 Mar 2009
Riding Wave Social Networking 24 Mar 2009Erick Caniso
 
GRI presentation @ NAEM Conference
GRI presentation @ NAEM ConferenceGRI presentation @ NAEM Conference
GRI presentation @ NAEM Conferencemarjella82
 
Stora Enso CMD - Presentation by Juan Bueno, EVP, Biomaterials
Stora Enso CMD - Presentation by Juan Bueno, EVP, BiomaterialsStora Enso CMD - Presentation by Juan Bueno, EVP, Biomaterials
Stora Enso CMD - Presentation by Juan Bueno, EVP, BiomaterialsStora Enso
 
Marketing In 2009 Canada
Marketing In 2009 CanadaMarketing In 2009 Canada
Marketing In 2009 CanadaRay Kong
 

Ähnlich wie @GRIAusConf_The stakeholder View: How reports are read and used - Amanda Dobbie (20)

ACS - Computers and Carbon Impacts
ACS - Computers and Carbon ImpactsACS - Computers and Carbon Impacts
ACS - Computers and Carbon Impacts
 
Danis lsssg
Danis lsssgDanis lsssg
Danis lsssg
 
58893367
5889336758893367
58893367
 
Sustainable public-procurement-_a_global_review-2013sustainable_public_procu...
 Sustainable public-procurement-_a_global_review-2013sustainable_public_procu... Sustainable public-procurement-_a_global_review-2013sustainable_public_procu...
Sustainable public-procurement-_a_global_review-2013sustainable_public_procu...
 
GRI in numbers
GRI in numbersGRI in numbers
GRI in numbers
 
GRI in numbers
GRI in numbersGRI in numbers
GRI in numbers
 
TEEB by Patrick ten Brink of IEEP Globe Forum 13 June 2009 Final Sent
TEEB by Patrick ten Brink of IEEP Globe Forum 13 June 2009 Final SentTEEB by Patrick ten Brink of IEEP Globe Forum 13 June 2009 Final Sent
TEEB by Patrick ten Brink of IEEP Globe Forum 13 June 2009 Final Sent
 
Agilent Technologies Corporate Overview
Agilent Technologies Corporate OverviewAgilent Technologies Corporate Overview
Agilent Technologies Corporate Overview
 
Achieving food security in the face of climate change
Achieving food security in the face of climate changeAchieving food security in the face of climate change
Achieving food security in the face of climate change
 
MDC Systems - Green Build to Sustainability
MDC Systems - Green Build to SustainabilityMDC Systems - Green Build to Sustainability
MDC Systems - Green Build to Sustainability
 
2011 Kelly work example Technical report - Evaluation of Ireland's non-trad...
2011 Kelly work example   Technical report - Evaluation of Ireland's non-trad...2011 Kelly work example   Technical report - Evaluation of Ireland's non-trad...
2011 Kelly work example Technical report - Evaluation of Ireland's non-trad...
 
Jawoo koo 2016 workstream 1 - technology platform case studies (sep 30)
Jawoo koo 2016   workstream 1 - technology platform case studies (sep 30)Jawoo koo 2016   workstream 1 - technology platform case studies (sep 30)
Jawoo koo 2016 workstream 1 - technology platform case studies (sep 30)
 
Full Product Transparency
Full Product Transparency Full Product Transparency
Full Product Transparency
 
SCA's presentation at the Carnegie Large Cap Seminar, 2010-03-09
SCA's presentation at the Carnegie Large Cap Seminar, 2010-03-09SCA's presentation at the Carnegie Large Cap Seminar, 2010-03-09
SCA's presentation at the Carnegie Large Cap Seminar, 2010-03-09
 
SCA's presentation Cheuvreux Pan Europe Paris Conference, 2010-03-16
SCA's presentation Cheuvreux Pan Europe Paris Conference, 2010-03-16SCA's presentation Cheuvreux Pan Europe Paris Conference, 2010-03-16
SCA's presentation Cheuvreux Pan Europe Paris Conference, 2010-03-16
 
Riding Wave Social Networking 24 Mar 2009
Riding Wave Social Networking 24 Mar 2009Riding Wave Social Networking 24 Mar 2009
Riding Wave Social Networking 24 Mar 2009
 
GRI presentation @ NAEM Conference
GRI presentation @ NAEM ConferenceGRI presentation @ NAEM Conference
GRI presentation @ NAEM Conference
 
Stora Enso CMD - Presentation by Juan Bueno, EVP, Biomaterials
Stora Enso CMD - Presentation by Juan Bueno, EVP, BiomaterialsStora Enso CMD - Presentation by Juan Bueno, EVP, Biomaterials
Stora Enso CMD - Presentation by Juan Bueno, EVP, Biomaterials
 
2011 ICRAF Science Week - overview
2011 ICRAF Science Week  - overview2011 ICRAF Science Week  - overview
2011 ICRAF Science Week - overview
 
Marketing In 2009 Canada
Marketing In 2009 CanadaMarketing In 2009 Canada
Marketing In 2009 Canada
 

Mehr von Global Reporting Initiative Focal Point Australia

Mehr von Global Reporting Initiative Focal Point Australia (20)

@GRIAusConf_The Role of Integrated Reporting in Value Creation - Dr Jeanne Ng
@GRIAusConf_The Role of Integrated Reporting in Value Creation - Dr Jeanne Ng@GRIAusConf_The Role of Integrated Reporting in Value Creation - Dr Jeanne Ng
@GRIAusConf_The Role of Integrated Reporting in Value Creation - Dr Jeanne Ng
 
@GRIAusConf_The Asia Century - Kane Hardlingham
@GRIAusConf_The Asia Century - Kane Hardlingham@GRIAusConf_The Asia Century - Kane Hardlingham
@GRIAusConf_The Asia Century - Kane Hardlingham
 
@GRIAusConf_Report Quality and Assurance - Renzo Mori Junior
@GRIAusConf_Report Quality and Assurance - Renzo Mori Junior@GRIAusConf_Report Quality and Assurance - Renzo Mori Junior
@GRIAusConf_Report Quality and Assurance - Renzo Mori Junior
 
@GRIAusConf_Plenary Panel: The Role of Reporting In The Transition To A Susta...
@GRIAusConf_Plenary Panel: The Role of Reporting In The Transition To A Susta...@GRIAusConf_Plenary Panel: The Role of Reporting In The Transition To A Susta...
@GRIAusConf_Plenary Panel: The Role of Reporting In The Transition To A Susta...
 
@GRIAusConf_A strategic approach to stakeholder engagment - Dr Leeora Black
@GRIAusConf_A strategic approach to stakeholder engagment - Dr Leeora Black@GRIAusConf_A strategic approach to stakeholder engagment - Dr Leeora Black
@GRIAusConf_A strategic approach to stakeholder engagment - Dr Leeora Black
 
Introduction to the next generation of GRI Guidelines (G4): How does a global...
Introduction to the next generation of GRI Guidelines (G4): How does a global...Introduction to the next generation of GRI Guidelines (G4): How does a global...
Introduction to the next generation of GRI Guidelines (G4): How does a global...
 
@GRIAusConf_The Players – understanding integrated reporting with investors &...
@GRIAusConf_The Players – understanding integrated reporting with investors &...@GRIAusConf_The Players – understanding integrated reporting with investors &...
@GRIAusConf_The Players – understanding integrated reporting with investors &...
 
@GRIAusConf_Joining The Dots – an introduction to and trends in integrated re...
@GRIAusConf_Joining The Dots – an introduction to and trends in integrated re...@GRIAusConf_Joining The Dots – an introduction to and trends in integrated re...
@GRIAusConf_Joining The Dots – an introduction to and trends in integrated re...
 
@GRIAusConf_Joining The Dots – an introduction to and trends in integrated re...
@GRIAusConf_Joining The Dots – an introduction to and trends in integrated re...@GRIAusConf_Joining The Dots – an introduction to and trends in integrated re...
@GRIAusConf_Joining The Dots – an introduction to and trends in integrated re...
 
@GRIAusConf_Plenary – The Role of Integrated Reporting in Value Creation - Mi...
@GRIAusConf_Plenary – The Role of Integrated Reporting in Value Creation - Mi...@GRIAusConf_Plenary – The Role of Integrated Reporting in Value Creation - Mi...
@GRIAusConf_Plenary – The Role of Integrated Reporting in Value Creation - Mi...
 
@GRIAusConf_Communicating Sustainability – how to get the balance right - Rod...
@GRIAusConf_Communicating Sustainability – how to get the balance right - Rod...@GRIAusConf_Communicating Sustainability – how to get the balance right - Rod...
@GRIAusConf_Communicating Sustainability – how to get the balance right - Rod...
 
@GRIAusConf_Communicating Sustainability – how to get the balance right - Jam...
@GRIAusConf_Communicating Sustainability – how to get the balance right - Jam...@GRIAusConf_Communicating Sustainability – how to get the balance right - Jam...
@GRIAusConf_Communicating Sustainability – how to get the balance right - Jam...
 
@GRIAusConf_Mandatory & Voluntary Reporting – emerging trends and managing bo...
@GRIAusConf_Mandatory & Voluntary Reporting – emerging trends and managing bo...@GRIAusConf_Mandatory & Voluntary Reporting – emerging trends and managing bo...
@GRIAusConf_Mandatory & Voluntary Reporting – emerging trends and managing bo...
 
@GRIAusConf_Mandatory & Voluntary Reporting – emerging trends and managing bo...
@GRIAusConf_Mandatory & Voluntary Reporting – emerging trends and managing bo...@GRIAusConf_Mandatory & Voluntary Reporting – emerging trends and managing bo...
@GRIAusConf_Mandatory & Voluntary Reporting – emerging trends and managing bo...
 
@GRIAusConf_Linking Sustainability Data To Value - Annabelle Bennett
@GRIAusConf_Linking Sustainability Data To Value - Annabelle Bennett@GRIAusConf_Linking Sustainability Data To Value - Annabelle Bennett
@GRIAusConf_Linking Sustainability Data To Value - Annabelle Bennett
 
@GRIAusConf_Linking Sustainability Data To Value - Maria Balatbat
@GRIAusConf_Linking Sustainability Data To Value - Maria Balatbat@GRIAusConf_Linking Sustainability Data To Value - Maria Balatbat
@GRIAusConf_Linking Sustainability Data To Value - Maria Balatbat
 
@GRIAusConf_Plenary: Linking Sustainability to Strategy, Corporate Governance...
@GRIAusConf_Plenary: Linking Sustainability to Strategy, Corporate Governance...@GRIAusConf_Plenary: Linking Sustainability to Strategy, Corporate Governance...
@GRIAusConf_Plenary: Linking Sustainability to Strategy, Corporate Governance...
 
@GRIAusConf_Plenary: Linking Sustainability To Strategy, Corporate Governance...
@GRIAusConf_Plenary: Linking Sustainability To Strategy, Corporate Governance...@GRIAusConf_Plenary: Linking Sustainability To Strategy, Corporate Governance...
@GRIAusConf_Plenary: Linking Sustainability To Strategy, Corporate Governance...
 
@GRIAusConf_More reporters and better reporting: An evaluation of the GRI Tra...
@GRIAusConf_More reporters and better reporting: An evaluation of the GRI Tra...@GRIAusConf_More reporters and better reporting: An evaluation of the GRI Tra...
@GRIAusConf_More reporters and better reporting: An evaluation of the GRI Tra...
 
@GRIAusConf_The asia century - James Porteous
@GRIAusConf_The asia century - James Porteous@GRIAusConf_The asia century - James Porteous
@GRIAusConf_The asia century - James Porteous
 

Kürzlich hochgeladen

Intellectual Property Licensing Examples
Intellectual Property Licensing ExamplesIntellectual Property Licensing Examples
Intellectual Property Licensing Examplesamberjiles31
 
Tata Kelola Bisnis perushaan yang bergerak
Tata Kelola Bisnis perushaan yang bergerakTata Kelola Bisnis perushaan yang bergerak
Tata Kelola Bisnis perushaan yang bergerakEditores1
 
Ethical stalking by Mark Williams. UpliftLive 2024
Ethical stalking by Mark Williams. UpliftLive 2024Ethical stalking by Mark Williams. UpliftLive 2024
Ethical stalking by Mark Williams. UpliftLive 2024Winbusinessin
 
A flour, rice and Suji company in Jhang.
A flour, rice and Suji company in Jhang.A flour, rice and Suji company in Jhang.
A flour, rice and Suji company in Jhang.mcshagufta46
 
Cracking the ‘Business Process Outsourcing’ Code Main.pptx
Cracking the ‘Business Process Outsourcing’ Code Main.pptxCracking the ‘Business Process Outsourcing’ Code Main.pptx
Cracking the ‘Business Process Outsourcing’ Code Main.pptxWorkforce Group
 
Plano de marketing- inglês em formato ppt
Plano de marketing- inglês  em formato pptPlano de marketing- inglês  em formato ppt
Plano de marketing- inglês em formato pptElizangelaSoaresdaCo
 
Upgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsUpgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsIntellect Design Arena Ltd
 
Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access
 
Introduction to The overview of GAAP LO 1-5.pptx
Introduction to The overview of GAAP LO 1-5.pptxIntroduction to The overview of GAAP LO 1-5.pptx
Introduction to The overview of GAAP LO 1-5.pptxJemalSeid25
 
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for BusinessQ2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for BusinessAPCO
 
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdfChicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdfSourav Sikder
 
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)tazeenaila12
 
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...AustraliaChapterIIBA
 
PDT 89 - $1.4M - Seed - Plantee Innovations.pdf
PDT 89 - $1.4M - Seed - Plantee Innovations.pdfPDT 89 - $1.4M - Seed - Plantee Innovations.pdf
PDT 89 - $1.4M - Seed - Plantee Innovations.pdfHajeJanKamps
 
Mihir Menda - Member of Supervisory Board at RMZ
Mihir Menda - Member of Supervisory Board at RMZMihir Menda - Member of Supervisory Board at RMZ
Mihir Menda - Member of Supervisory Board at RMZKanakChauhan5
 
Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access
 
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...Khaled Al Awadi
 
TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...
TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...
TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...TalentView
 
BCE24 | Virtual Brand Ambassadors: Making Brands Personal - John Meulemans
BCE24 | Virtual Brand Ambassadors: Making Brands Personal - John MeulemansBCE24 | Virtual Brand Ambassadors: Making Brands Personal - John Meulemans
BCE24 | Virtual Brand Ambassadors: Making Brands Personal - John MeulemansBBPMedia1
 
Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access
 

Kürzlich hochgeladen (20)

Intellectual Property Licensing Examples
Intellectual Property Licensing ExamplesIntellectual Property Licensing Examples
Intellectual Property Licensing Examples
 
Tata Kelola Bisnis perushaan yang bergerak
Tata Kelola Bisnis perushaan yang bergerakTata Kelola Bisnis perushaan yang bergerak
Tata Kelola Bisnis perushaan yang bergerak
 
Ethical stalking by Mark Williams. UpliftLive 2024
Ethical stalking by Mark Williams. UpliftLive 2024Ethical stalking by Mark Williams. UpliftLive 2024
Ethical stalking by Mark Williams. UpliftLive 2024
 
A flour, rice and Suji company in Jhang.
A flour, rice and Suji company in Jhang.A flour, rice and Suji company in Jhang.
A flour, rice and Suji company in Jhang.
 
Cracking the ‘Business Process Outsourcing’ Code Main.pptx
Cracking the ‘Business Process Outsourcing’ Code Main.pptxCracking the ‘Business Process Outsourcing’ Code Main.pptx
Cracking the ‘Business Process Outsourcing’ Code Main.pptx
 
Plano de marketing- inglês em formato ppt
Plano de marketing- inglês  em formato pptPlano de marketing- inglês  em formato ppt
Plano de marketing- inglês em formato ppt
 
Upgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsUpgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking Applications
 
Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024
 
Introduction to The overview of GAAP LO 1-5.pptx
Introduction to The overview of GAAP LO 1-5.pptxIntroduction to The overview of GAAP LO 1-5.pptx
Introduction to The overview of GAAP LO 1-5.pptx
 
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for BusinessQ2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
 
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdfChicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
 
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
 
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
 
PDT 89 - $1.4M - Seed - Plantee Innovations.pdf
PDT 89 - $1.4M - Seed - Plantee Innovations.pdfPDT 89 - $1.4M - Seed - Plantee Innovations.pdf
PDT 89 - $1.4M - Seed - Plantee Innovations.pdf
 
Mihir Menda - Member of Supervisory Board at RMZ
Mihir Menda - Member of Supervisory Board at RMZMihir Menda - Member of Supervisory Board at RMZ
Mihir Menda - Member of Supervisory Board at RMZ
 
Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024
 
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...
 
TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...
TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...
TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...
 
BCE24 | Virtual Brand Ambassadors: Making Brands Personal - John Meulemans
BCE24 | Virtual Brand Ambassadors: Making Brands Personal - John MeulemansBCE24 | Virtual Brand Ambassadors: Making Brands Personal - John Meulemans
BCE24 | Virtual Brand Ambassadors: Making Brands Personal - John Meulemans
 
Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024
 

@GRIAusConf_The stakeholder View: How reports are read and used - Amanda Dobbie

  • 1. 1 The Stakeholder View – // TITLEon Bloomberg GOES HERE How reports are read ESG OF PRESENTATION and used . Chair: Lena Geraghty, Network Manager, Focal Point Australia, Global Reporting Initiative Dr Leeora Black, Managing Director, Australian Centre for Corporate Social Responsibility Peter Colley, National Research Director, Construction, Forestry, Mining and Energy Union Amanda Dobbie, General Manager, Bloomberg Australia and New Zealand Nicola Hayhoe, Executive Leader of Policy, Research and Communications, Ability Options Bastien Mignonneau, Consultant, Banarra
  • 2. GRI AUSTRALIA + BLOOMBERG // TITLE OF PRESENTATION GOES HERE BLOOMBERG L.P. 3// 27 // 2012
  • 3. 3 TABLE OF CONTENTS 1. How Bloomberg collects and analyses ESG data 2. What information do investors require? // TITLEon Bloomberg GOES HERE 3. How Bloomberg presents this information 4. How investors use this information in their decision making ESG OF PRESENTATION process
  • 4. HOW DOES BLOOMBERG // TITLE OF PRESENTATION GOES HERE COLLECT DATA >>>>>>>>>>>>>>
  • 5. ESG GEOGRAPHIC COVERAGE 5 Coverage increased 3,500 to 5,000 from 2009 to 2012 ESG data for 319 companies are available in Australia // TITLEon Bloomberg GOES HERE ESG OF PRESENTATION All rights reserved, Bloomberg Professional Service
  • 6. DATA COLLECTION OVERVIEW 6 Bloomberg collects ESG data from publicly available information, such as CSR reports, Sustainability reports and Annual reports // TITLEon Bloomberg GOES HERE Look for CSR reports on company website ESG OF PRESENTATION Upload reports on Bloomberg terminal Take relevant ESG data and display it on Bloomberg terminal
  • 8. 8 ESG USER & DATA ANALYSIS Consistent growth in unique users and ESG data in the last 3 quarters NO. OF UNIQUE USERS INCREASED NO. OF FIELDS USED INCREASED // TITLEon Bloomberg GOES HERE BY 48% SINCE 09-2010 BY 150% SINCE 09-2010 NO. of ESG Users No. of Fields Used ESG OF PRESENTATION 30,000,000 3000 2500 25,000,000 2000 20,000,000 1500 15,000,000 1000 10,000,000 500 No. of Field Used 0 5,000,000 0 Sep-Oct 2010 Nov-Dec 2010 Jan-Feb 2011 Mar-Apr 2011 Source: Bloomberg Professional Service
  • 9. 9 ESG USERS Australia is the 7th largest ESG population in the world. United States 30% England 11% Global ESG data HITs // TITLEon Bloomberg GOES HERE Switzerland 4% Italy, 1.4% Japan 4% Lithuania, 1.2 Austria, 1.7% Canada 4% % Australia, 1.7 Other, 6.7% France 4% % ESG OF PRESENTATION Australia 3% Germany, 22. Hong Kong 3% Japan, 2.2% France, 2.3% 1% Germany 3% Russia, 3.0% China, 3.0% Denmark, 3.8 Singapore 3% % Switzerland, United China 2% 4.2% States, 17.6 Canada, 5.1 India 2% % % Netherlands, Italy 2% 7.8% England, 16. South Korea 1% 4% Netherlands 1% Taiwan 1% Brazil 1% Spain 1% South Africa 1% Denmark 1% Others 15% Source: Bloomberg Professional Service
  • 10. USERS BY ASSET 10 CLASS, INDUSTRY, POSITION In Australia, largest ESG users are Equity Analyst in Investment Advisors/Money Managers. It is the same trend as Global ESG Users. GLOBAL AUSTRALIA Equity // TITLEon Bloomberg GOES HERE Fixed Income Other Over The Counter Foreign Exchange ESG OF PRESENTATION Commodity Other Analyst PM Other Trader Risk Salesperson Treasury Executive Officer Other Investment Advisors/Money Mgrs Universities Broker Dealers - Regional Broker Dealers - Global Corporations Hedge Funds Banks - Regional Insurance Companies Pension Funds other Source: Bloomberg Professional Service
  • 11. MOST USED ESG DATA 11 Most widely used fields are Governance Fields both globally and in Australia. CDP Top Global - Most Used ESG Data data is second largest use in Australia. 1 Size of the Board 2 % Women on Board 3 // TITLEon Bloomberg GOES HERE ESG Disclosure Score 4 100% Board Average Age 4% 1% 5 % Women in Management 90% 8% 20% CDP 6 Governance Disclosure Score 80% 15% 0% 7 Social Disclosure Score ESG OF PRESENTATION 4% Industry Specific 8 Environmental Disclosure Score 70% 17% 9 % Independent Directors Ratio 60% 10 UN Global Compact Signatory 32% *As of 12/02/2011 50% Disclosure 25% 40% Top Australia - Most Used ESG Data Governance 30% 18% 1 ESG Disclosure Score 17% Social 2 Size of the Board 20% 3 % Independent Directors 10% 22% Environmental 4 17% Number of Board Meetings for the Year 5 Fair Remuneration Policy 0% 6 Business Ethics Policy Global Australia 7 Board Meeting Attendance % 8 CEO Duality 9 Number of Independent Directors 10 UN Global Compact Signatory Source: Bloomberg Professional Service *As of 12/02/2011
  • 13. °°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°° ESG DATA DISPLAY 13 Over 220 ESG data is displayed in the same template as fundamentals data so that traditional investors and analysts find useful ESG on Bloomberg ESG on Bloomberg All rights reserved, Bloomberg Professional Service
  • 14. °°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°° ESG DATA TRANSPARENCY 14 Data Transparency to company sourced documents provides consistent presentation of new data sets, thus creating comfort and acceptance of those unfamiliar with ESG factors. ESG on Bloomberg ESG on Bloomberg All rights reserved, Bloomberg Professional Service
  • 15. °°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°° ESG RATIO 15 Bloomberg is structured to collect and normalise disparate data sets. This helps investors to do peer analysis. ESG on Bloomberg ESG on Bloomberg All rights reserved, Bloomberg Professional Service
  • 17. 17 ESG PEER ANALYSIS Investors can compare a company against its peers on “Efficiency”. For example, GHG emission per sales rather than absolute emissions. // TITLEon Bloomberg GOES HERE ESG OF PRESENTATION All rights reserved, Bloomberg Professional Service
  • 18. ESG INVESTMENT STRATEGY 18 Bloomberg analytics enable users to screen companies to determine universe. And then investors can score companies based on criteria as you like and pick stocks from the top score. // TITLEon Bloomberg GOES HERE ESG OF PRESENTATION SCREENING SAMPLE SCORING SAMPLE » Negative Screening to screen out » Decrease on GHG intensity per sales: companies in Tobacco industry Lower is better » Select market/exchange/index » Current Dividend Yield: Higher is better » Take companies with good ESG » % Independent Directors: Higher is Carbon Analysis Tool disclosure better All rights reserved, Bloomberg Professional Service
  • 19. 19 SCREENING RESULTS Bloomberg analytics allows users to create ESG Rating. The results show the final rating as well as ESG performance in criteria for selected universe. // TITLEon Bloomberg GOES HERE ESG OF PRESENTATION
  • 20. PORTFOLIO ANALYSIS 20 After selecting stocks in analytical tools, investors can construct a portfolio to check if it performs better than benchmark. // TITLEon Bloomberg GOES HERE DJ Sustainability World ESG OF PRESENTATION
  • 21. PORTFOLIO ANALYSIS 21 Additionally, users can check heat map of any indicators including ESG to see which industry negatively affects performance on greenhouse gas intensity relative to benchmark. // TITLEon Bloomberg GOES HERE DJ Sustainability World ESG OF PRESENTATION
  • 22. ESG VALUATION MODEL 22 Investors can now assess how material ESG factors are on profitability and how ESG is related to financial profit and loss to the company’s EBIT. // TITLEon Bloomberg GOES HERE ESG OF PRESENTATION Source: Bloomberg Professional Service
  • 23. SUPPLY CHAIN RISK 23 Bloomberg can track suppliers and suppliers’ supplier and check how dependent each other. // TITLEon Bloomberg GOES HERE ESG OF PRESENTATION
  • 24. BLOOMBERG INDUSTRY 24 Bloomberg Industry provides industry insights on ESG. One example below shows the correlation between long-term share value and corporate governance performance. // TITLEon Bloomberg GOES HERE ESG OF PRESENTATION
  • 25. CONTACT: // TITLE OF PRESENTATION GOES HERE

Hinweis der Redaktion

  1. BHP Billiton is performing better on GHG intensity per sales than other competitors such as Rio Tinto, Anglo American or Xtrata.
  2. In this case, Utilities have the largest GHG intensity relative to benchmark. If you click on Utilities, you can see which company contribute the most for the sector.