成發會 Storebrand v3.0

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Storebrand sustainability investment model analysis

Storebrand sustainability investment model analysis

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  • 1. Storebrand
  • 2. Agenda• Company Introduction• Sustainability Rating Framework• Conclusion
  • 3. Company IntroductionStoreBrand ASAStorebrandLife InsuranceSPPAssestManagementStorebrandInsuranceStorebrandBank05001,0001,5002,0002,5002008 2009 2010 2011 2012ProfitUnit:NOK Million 380,000390,000400,000410,000420,000430,000440,000450,0002010 2011 2012Assets under managementUnit:NOK Million
  • 4. Storebrand ASADelphifamily of fundsESGteamStorebrand Kapitalforvaltning(Asset Management Co)Storebrand Fondene(Fund Mngmt Norway)IndexteamActiveteamDelphiteamStorebrandfamily of fundsSustainability in Asset Management
  • 5. • Company Introduction• Sustainability Rating Framework• Conclusion
  • 6. Sustainable InvestmentsSustainabilityRatingMinimumStandardActive OwnershipSector Analysisof all companieswith evaluationofpositioning, efficientoperations, andfinancialrobustness.Excludes companiesbased on the themes ofhumanrights, corruption, environment, controversialweapons and tobacco.Inaddition, companies, ETFs and government bondswith low sustainabilityrating are excluded.Companies arecontacted withquestions about theirpractice and theirperformance relatedto sustainability, andare challenged to havea clear understandingof the relevant issues.Dedicated team of 8 ESG analysts within Front OfficeSustainability Investments Financial Model
  • 7. Sustainability Rating Tool/Database• Proactive Investment:• Minimum Standard:• Financial Performance:Piotroski F-score
  • 8. Positioningfor globaltrends40%EfficientOperations40%Financiallyrobust20%Sustainability Rating70-100 indicators per sector,1-3 datapoints per indicatorInvestment Model
  • 9. Section Section DefinitionOperational Impact Full-time Employees:Female ManagersNumber of full-time femalemanagement employees at theend of the reporting periodOperational ImpactWaste Disposed:Recycled/ReusedAmount of waste disposed throughreuse and recycling during thereporting period.Operational ImpactMarket Research onClients: ResearchFrequencyFrequency with which organizationconducts market research onclients. Choose one:- Regularly- Annually- Semi-annually- Bi-annually- Occasionally from time-to-time- Never- Planning to startComponents of the organizationswritten policy to supportprogression/promotion ofemployees equally, irrespective ofData Source:http://iris.thegiin.org/
  • 10. Follow-up• nearly 4000 companies that aremonitored continually• customized internet searchengine: searchesthrough 120,000 sources, for acombination of companynames and thematic searchwords. It is this process thatallows us to identify newsarticles on possible companybreaches of our criteria.• sustainable investmentcommittee makes the finaldecision
  • 11. Engagement• Shareholder → pressure →improve environmental, social and governance(ESG) performance• Daily contact• Cooperation with other investors
  • 12. Agenda• Company Introduction• Sustainability Rating Framework• Conclusion
  • 13. ConclusionIn the future,How Do InvestorsEVALUATEone company?
  • 14. ConclusionOrganization descriptionFinancial ReportOperational EfficiencySupply Chain Impact