ESG Data – from CSR reporting to investment analysis and decision making Tamara Hardegger, Product Manager ESG – ASSET4 Thomson Reuters tamara.hardegger@thomsonreuters.com.

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Presentation transcript:

ESG Data – from CSR reporting to investment analysis and decision making Tamara Hardegger, Product Manager ESG – ASSET4 Thomson Reuters tamara.hardegger@thomsonreuters.com www.asset4.com

About Me Background Thomson Reuters 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 Our 130 analysts scan and filter public information, standardizing it and filling in over 750 data points, which are calculated into 250 relative KPIs Company Websites NGO Websites Stock Exchange Filings CSR Reports News Sources Annual Reports Publicly sourced and standardized ESG Data on 4000 companies

Data Framework Default Data Structure Overall Economic Environmental Company overview Economic Environmental Social Corporate Governance Pillars 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 250 indicators (calculated from data point values) Indicators Data Points > 750 data points Link to public data sources (Raw Data)

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?

How is ESG data used and integrated? Example of typical IM workflow Research: Definition of KPIs based on customer demand & materiality Creation of customized ratings and models in our platform Analysis / Screening via direct data load into Excel and creation of custom reports New „ESG compliant“ universe of stocks defined. Distribution of rating reports internally and to customers (asset owners)

Viewing, analysing and configuring indicators and screens (ratings)

Company ESG view (model)

Sector Comparison

Sector Comparison

Charting

Women in the workplace

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