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* Pnc.com: Topics: Ready or Not, Here Comes the Great Wealth Transfer
Relationships with employees,
customers, vendors and
communities at large.
Board- and management-level
Socially conscious investors review a company’s environmental, social and governance (ESG)
performance to help establish its investment value. Broadly speaking, ESG reviews involve:
• Carbon footprint
• Climate policies and strategies
• Energy consumption
• Reducing, reusing, recycling
• Relationship with EPA
• Renewable Energy
• Sustainable Products
• Waste disposal
• 71 million strong, Millennials value social responsibility.
• Baby Boomers are passing down nearly $60 trillion to Millennials.*
• High-scoring companies have strong long-term growth potential.
• High-scoring companies have less exposure to catastrophic risks.
Definition of ESG
Why ESG Investing Will Remain Popular
Important ESG Criteria
• Cyber Security
• Data Security
• Diversity of workforce
• Employee pay, benefits, perks
• Human Capital Management
• Positions on public issues
• Treatment of customers
• Compensation metrics focused on long-term
• Conflicts of interest
• Diversity of board
• Executive compensation, bonuses, perks
• Proxy access
• Record of shareholder lawsuits
• Relationship with SEC
How to Improve ESG Scoring
for evaluating ESG
Develop an ESG
ESG investing — sometimes referred to as socially responsible
investing — is a critically important concept to the investment
community as well as issuers seeking to maximize value and
improve the impacts of doing business.
An Overview of