Ratings and Rankings and Data Analytics, OH MY Moderator: Stephen Donofrio, Teaching Fellow, Boston College Center for Corporate Citizenship Eric Fernald, Executive Director, ESG Research, MSCI Inc. Cynthia Figge, Cofounder and Chief Operating Officer, CSRHub Susanne Katus, Vice President, Business Development, eRevalue
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Ratings and Rankings and Data Analytics, OH MY
Moderator: Stephen Donofrio, Teaching Fellow, Boston College Center for Corporate Citizenship
Eric Fernald, Executive Director, ESG Research, MSCI Inc.
Cynthia Figge, Cofounder and Chief Operating Officer, CSRHub
Susanne Katus, Vice President, Business Development, eRevalue
eRevalue - from information overload to strategic insight
Qualitative Sources Comparable Data Innovative
Analysis Objective Insights
We help companies understand and anticipate the competitive, regulatory and reputational risks associated with EESG issues.
We provide a systematic process to identify which strategic issues matter most, backed-up my objective and near real-time data.
Our role
Current approaches to monitoring economic and ESG (EESG) issues are manual, costly and inconsistent. Technology can help.
MSCI ESG Research is the world’s largest provider of Environmental, Social and Governance (ESG) data and research1
We work with 47 of the top 50 global asset managers2 - over 900 clients in total including 125 asset ownersGlobal staff of over 250 dedicated full time to ESG business, including 150+ ESG analysts3
Over 40 years experience in ESG (IRRC, KLD, Innovest, GMI Ratings) 3
WHY DOES MSCI ESG RESEARCH EXIST?
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• 1 By client coverage and staff based on public information produced by Sustainalytics, EIRIS, Trucost, as of February 2016 • 2 Based on P&I AUM data as of Dec 2014 and MSCI clients as of December 2015• 3 Source: MSCI ESG Research as of February 2016
• 100+ “EESG” issues compiled by our industry and legal experts• 1,800+ existing and emerging regulatory initiatives identified by
legal team • 6,100+ companies and their corporate disclosures (CSR, financial,
SEC filings)• Social and Digital media sources
Datamaran™ - automating human expertise
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ECONOMIC VALUE
HUMAN &SOCIAL VALUE
Sustainable Value
Creation
Company CSRHub eRevalue MSCIOffers
Metrics and tools to help improve CSR performance
Systematic process for monitoring current and emerging regulatory, competitive and reputational risks associated with 100+ economic and ESG issues in one view
Ratings, indexes, and data
Product type Harmonized ESG scores on perceived company performance, via Web, Excel-based, and API tools
SaaS; Products: Datamaran™ Standard and Datamaran™ Superior
5 basic categories: ratings, indexes, impact, business involvement, and controversies
Primary audience Corporate Managers, Professional Advisors, Researchers, Academics, NGOs, and Software Developers
Corporate Decision-Makers Global Asset Owners and Asset Managers
Primary uses Benchmarking, best practice, supply chain, CSR strategy, materiality assessment, and academic research
Materiality assessment (ongoing), benchmarking of peers/industry, supplier screening, regulatory issues monitoring, media monitoring, gap analysis, and stakeholder validation
Integration of ESG factors into investment process
Issue Areas 3,500 types of data covering ESG Economic, environmental, social, and governance
Environmental, social, and governance
Data points 91 million 100+ “EESG” issues compiled by our industry and legal experts, tied to 6,000+ related search terms
1000+
Companies covered 15,571 6100+ 6,000+
Data sources 442 including 8 premier ESG wall street analysts, main street, government, certification and crowd sources
1,900+ existing and emerging regulatory initiatives identified by legal team; 6,100+ companies and their corporate disclosures: CSR reports, financial reports and SEC filings (10-K & 20-F) published 2010 to present; 200+ social and digital media sources (global and local news)
100+ specialized datasets (government, NGO, and proprietary models); Company disclosure (10-K, sustainability report, proxy report); 5000+ media sources (global and local news sources, government, NGOs)
Bahar Gidwani
Unless this is a "stock" slide that everyone had to fill in, I don't like it. Much better to start with a big picture of who we are and where we are going. How about the third slide from our investor deck? The single most important item on this page is 15,571. That knocks the socks off both of the other companies. The other big piece is 94 million data points (should be 91) of focused, relevant data from experts in the field. The others may have millions of data points--but they are either diffuse and non-epert (eRevalue) or biased and driven only by company reports (MSCI).In this context, our seven years of experience are a plus. Same with the number of people who use us. Actually more people use us than MSCI. Objective is to position us as the serious, established company that really knows what it is doing. Instead of "reports" we should speak about "tools." Maybe make an image of our use cases? (Page of text is really boring.) Would be good to reassure MSCI guy right away that we are not investment oriented.
Bahar Gidwani
Asset4/Thomson, CDP, ET Global Index, IW Financial, MSCI, RepRisk, Trucost, Vigeo EIRIS. This is 8. If you want to count MSCI as four sources (Innovest, Impact Monitor, MSCI Carbon, and GovernanceMetrics) we have 11 sources.