ESG Data – from CSR reporting to investment analysis and decision making Tamara Hardegger, Product Manager ESG – ASSET4 Thomson Reuters tamara.hardegger@thomsonreuters.com.
Post on 25-Dec-2015
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ESG Data – from CSR reporting to investment analysis and decision making
Tamara Hardegger, Product Manager ESG – ASSET4Thomson Reuters
tamara.hardegger@thomsonreuters.com www.asset4.com
About Me
• Background – MA, Intl Studies, Geneva.
– CSR Cert of Adv Studies
• Thomson Reuters– 2008: Account Manager, IM &
Corporates, Geneva
– 2010: ESG Specialist, London
– 2012: Product Manager ESG (for former ASSET4 company)
Thomson Reuters Corp (TRI.N)
• “Leading source of intelligent information” – B2B, largely subscription based and via electronic media
– Financial, legal, accounting, IP & sciences news
• Financial & Risk (7.4 bn $, 55%) provides investors and companies with trading, investment and risk mgmt data and news.
• In Nov `09, Thomson Reuters aquires ESG information and analytics provider ASSET4.
Our ESG Data collection
4
Annual Reports
CSRReports
CompanyWebsites
NewsSources
NGOWebsites
Stock Exchange Filings
Publicly sourced and standardized ESG Data on 4000 companies
Our 130 analysts scan and filter public information, standardizing it and filling in over 750 data points, which are calculated into 250 relative KPIs
Data Framework
Economic Environmental SocialCorporate
GovernancePillars
Client Loyalty
Performance
Shareholders Loyalty
Resource Reduction
Emission Reduction
Product Innovation
Employment Quality
Health & Safety
Training & Develop.
Diversity
Human Rights
Community
Product Responsibility
Board Structure
Compensation Policy
Board Functions
Shareholders Rights
Vision and Strategy
Categories
Overall Company overview
Link to public data sources (Raw Data)
Indicators 250 indicators (calculated from data point values)
Default Data Structure
> 750 data pointsDataPoints
Examples
• Percentage of women managers
• Shareholder Rights Policy compliance
• The total compensation package of the senior executive.
• Total CO2 and CO2 equivalents emission in tonnes
• Total direct and indirect energy consumption in gigajoules.
• Number of full- and part-time employees.
• Percentage of women employees.
• Total salaries and benefit expenses (staff cost).
• Research and development costs.
• Does the company make donations in cash or in kind?
• Total training costs from all the training performed by all employees.
Challenges
• Reporting Standards: No mandatory standards yet, slowly emerging
• Data availability: Offer & Demand not in line
• Sustainability Ratings: How to measure sustainability? Which indicators to choose?
My day job: Integrating ESG DATA
How to make ESG data accessible and interesting for ten-thousands of mainstream Investment Management users of our financial information platforms?
My day job: Integrating ESG Data
How to make ESG data accessible and interesting for ten-thousands of mainstream Investment Management users of our financial information platforms?
Charting
15
Source: Thomson Reuters Datastream
Percentage Annual Change in Pharmaceutical Company Water Use
2006 2007 2008 2009 2010-10
-5
0
5
10
15
20
% C
hang
e in
Wat
er U
se
-10
-5
0
5
10
15
20
2006 2007 2008 2009 20100
100
200
300
400
500x 1,000,000
Tota
l Wat
er U
se in
m3
0
100
200
300
400
500x 1,000,000
1Y % change of BAYER - Total Water Use1Y % change of GLAXOSMITHKLINE - Total Water Use1Y % change of ABOTT LABS. (LON) - Total Water Use1Y % change of NOVARTIS 'R' - Total Water Use
Women in the workplace
• We are starting to have enough data history only now.
• Result: Companies are doing more to track and quantify the number of women they employ. Progress is slow, but in the right direction. European companies disclose more but perform worse than their US counterparts.
• Companies with > 20% women outperform!
• Ebook: http://updates.thomsonreuters.com/ebook/#0
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