ESG REPORTING & INTEGRATION LEI JIANG ESG ANALYST APRIL 30, 2015
TBLI ASIA 2015 - Lei Jiang - ESG Risk Management & Analysis
Jul 28, 2015
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ESG REPORTING & INTEGRATION
LEI JIANG ESG ANALYST APRIL 30, 2015
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TABLE OF CONTENTS
1. Investors’ demand on ESG Data
2. Global ESG reporting trends
3. How investors integrate ESG data into their investment decision making process
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FUNDS WITH ESG/CARBON RELATED THEME
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1336 funds focused on ESG, Environmental Friendly, Carbon Emissions Trading, Climate Change or Socially Responsible attributes.
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ESG GEOGRAPHIC COVERAGE 4
All rights reserved, Bloomberg Professional Service
Coverage increased 3,500 to 10,782 from 2009 to 2014
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ESG DISCLOSURE FOR DIFFERENT ASIAN COUNTRIES
Country Bloomberg Average ESG disclosure score
# Companies with ESG disclosure score
# Listed Companies
Taiwan 28 252 (13.5%) 1863 Hong Kong 18 293 (16.5%) 1775 China 18 903 (34%) 2650 Singapore 18 81 (10.4%) 779 Korea 26 273 (13.5%) 2017 Japan 6.6 1241 (33%) 3763 Australia 17.9 378 (18.5%) 2038
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ESG disclosure score: Proprietary Bloomberg score based on the extent of a company's Environmental, Social, and Governance (ESG) disclosure. Companies that are not covered by ESG group will have no score and will show N/A. Companies that do not disclose anything will also show N/A.
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TRANSPARENCY EXPANDING ON THE RAW DATA
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Data Transparency to company sourced documents provides consistent presentation of new data sets, thus creating comfort and acceptance of those unfamiliar with ESG factors.
All rights reserved, Bloomberg Professional Service
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COMPARE THE COMPANIES 7
Companies can extract the ESG data and compare with its peers. E.g. Cathay pacific can pull in statistics like average energy consumption or Energy consumption per sales and see if they are consume less energy than others.
All rights reserved, Bloomberg Professional Service
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Carbon Analysis Tool Carbon Analysis Tool
SCREENING SAMPLE » Screen out companies in
Technology sector
SCORING SAMPLE » Greenhouse Gas Intensity Per
Sales: Lower is better » CO2 Intensity per sales: Lower is
better » Emissions Reduction Initiatives:
Higher is better
SCORING THE COMPANIES WITH SCORING TOOL
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All rights reserved, Bloomberg Professional Service
ES
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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.
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TOP PERFORMERS 9
Bloomberg analytics allows users to create ESG Rating. The results show the final rating as well as ESG performance in criteria for selected universe.
All rights reserved, Bloomberg Professional Service
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DATA INTEGRATION AND TRENDS ANALYSIS
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The Bloomberg Intelligence page provides analysis on industries, companies, and expert topics.The Bloomberg ESG page provides some key data, trends and interactive charting for carbon, water, social, governance issues.
DJ Sustainability World
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