1The Stakeholder View –                                                                               // TITLEon Bloomberg...
GRI AUSTRALIA +BLOOMBERG                  // TITLE OF PRESENTATION GOES HEREBLOOMBERG L.P.3// 27 // 2012
3TABLE OF CONTENTS 1. How Bloomberg collects and analyses ESG data 2. What information do investors require?              ...
HOW DOESBLOOMBERG               // TITLE OF PRESENTATION GOES HERECOLLECT DATA>>>>>>>>>>>>>>
ESG GEOGRAPHIC COVERAGE                                                                               5Coverage increased ...
DATA COLLECTION OVERVIEW                                                           6Bloomberg collects ESG data from publi...
WHAT DOINVESTORSREQUIRE>>>>>>>>>>>>>>
8   ESG USER & DATA ANALYSIS Consistent growth in unique users and ESG data in the last 3 quartersNO. OF UNIQUE USERS INCR...
9  ESG USERSAustralia is the 7th largest ESG population in the world. United States                     30%      England  ...
USERS BY ASSET                                                                       10CLASS, INDUSTRY, POSITIONIn Austral...
MOST USED ESG DATA                                                                                                 11     ...
HOW DOESBLOOMBERGPRESENT DATA>>>>>>>>>>>>>>
°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°ESG DATA DISPLAY                                            ...
°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°ESG DATA TRANSPARENCY                                       ...
°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°ESG RATIO                                                   ...
HOW DOINVESTORSUSE THISINFORMATION>>>>>>>>>>>>>>
17ESG PEER ANALYSIS Investors can compare a company against its peers on “Efficiency”. For example, GHG emission per sales...
ESG INVESTMENT STRATEGY                                                                           18 Bloomberg analytics e...
19SCREENING RESULTSBloomberg analytics allows users to create ESG Rating. The results show the finalrating as well as ESG ...
PORTFOLIO ANALYSIS                                                                                20 After selecting stock...
PORTFOLIO ANALYSIS                                                                              21 Additionally, users can...
ESG VALUATION MODEL                                                               22 Investors can now assess how material...
SUPPLY CHAIN RISK                                                                            23 Bloomberg can track suppli...
BLOOMBERG INDUSTRY                                                                   24 Bloomberg Industry provides indust...
CONTACT:// TITLE OF PRESENTATION GOES HERE
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@GRIAusConf_The stakeholder View: How reports are read and used - Amanda Dobbie

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  • BHP Billiton is performing better on GHG intensity per sales than other competitors such as Rio Tinto, Anglo American or Xtrata.
  • 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.
  • @GRIAusConf_The stakeholder View: How reports are read and used - Amanda Dobbie

    1. 1. 1The Stakeholder View – // TITLEon Bloomberg GOES HEREHow reports are read ESG OF PRESENTATIONand used.Chair: Lena Geraghty, Network Manager, Focal Point Australia,Global Reporting InitiativeDr Leeora Black, Managing Director, Australian Centre for Corporate SocialResponsibilityPeter Colley, National Research Director, Construction, Forestry, Mining andEnergy UnionAmanda Dobbie, General Manager, Bloomberg Australia and New ZealandNicola Hayhoe, Executive Leader of Policy, Research and Communications,Ability OptionsBastien Mignonneau, Consultant, Banarra
    2. 2. GRI AUSTRALIA +BLOOMBERG // TITLE OF PRESENTATION GOES HEREBLOOMBERG L.P.3// 27 // 2012
    3. 3. 3TABLE 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. 4. HOW DOESBLOOMBERG // TITLE OF PRESENTATION GOES HERECOLLECT DATA>>>>>>>>>>>>>>
    5. 5. ESG GEOGRAPHIC COVERAGE 5Coverage increased 3,500 to 5,000 from 2009 to 2012ESG data for 319 companies are available in Australia // TITLEon Bloomberg GOES HERE ESG OF PRESENTATION All rights reserved, Bloomberg Professional Service
    6. 6. DATA COLLECTION OVERVIEW 6Bloomberg collects ESG data from publicly available information, such as CSRreports, Sustainability reports and Annual reports // TITLEon Bloomberg GOES HERELook for CSR reportson company website ESG OF PRESENTATION Upload reports on Bloomberg terminal Take relevant ESGdata and display it on Bloomberg terminal
    7. 7. WHAT DOINVESTORSREQUIRE>>>>>>>>>>>>>>
    8. 8. 8 ESG USER & DATA ANALYSIS Consistent growth in unique users and ESG data in the last 3 quartersNO. OF UNIQUE USERS INCREASED NO. OF FIELDS USED INCREASED // TITLEon Bloomberg GOES HEREBY 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 2011Source: Bloomberg Professional Service
    9. 9. 9 ESG USERSAustralia 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. 10. USERS BY ASSET 10CLASS, INDUSTRY, POSITIONIn Australia, largest ESG users are Equity Analyst in Investment Advisors/MoneyManagers. 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. 11. MOST USED ESG DATA 11 Most widely used fields are Governance Fields both globally and in Australia. CDPTop 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 Directors10 UN Global Compact Signatory Source: Bloomberg Professional Service *As of 12/02/2011
    12. 12. HOW DOESBLOOMBERGPRESENT DATA>>>>>>>>>>>>>>
    13. 13. °°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°ESG DATA DISPLAY 13Over 220 ESG data is displayed in the same template as fundamentals dataso that traditional investors and analysts find useful ESG on Bloomberg ESG on Bloomberg All rights reserved, Bloomberg Professional Service
    14. 14. °°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°ESG DATA TRANSPARENCY 14Data Transparency to company sourced documents provides consistent presentation of new datasets, thus creating comfort and acceptance of those unfamiliar with ESG factors. ESG on Bloomberg ESG on Bloomberg All rights reserved, Bloomberg Professional Service
    15. 15. °°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°ESG RATIO 15Bloomberg is structured to collect and normalise disparate data sets. Thishelps investors to do peer analysis. ESG on Bloomberg ESG on Bloomberg All rights reserved, Bloomberg Professional Service
    16. 16. HOW DOINVESTORSUSE THISINFORMATION>>>>>>>>>>>>>>
    17. 17. 17ESG 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. 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. 19SCREENING RESULTSBloomberg analytics allows users to create ESG Rating. The results show the finalrating as well as ESG performance in criteria for selected universe. // TITLEon Bloomberg GOES HERE ESG OF PRESENTATION
    20. 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. 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. 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. 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. 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. 25. CONTACT:// TITLE OF PRESENTATION GOES HERE

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