1
Hosted by: Industry supporters:
2
PROGRAM
• Welcome & Introduction
• Dan Winters, Head of Americas, GRESB
• Greg Carli, Executive Advisor – ESG, Sustainability & Resilience, GHD
• 2020 GRESB Infrastructure Results | Rick Walters, Director Infrastructure, GRESB
• Panel Discussion
• Steve Kennedy, Principal, Capital Dynamics | 2020 GRESB Infrastructure Sector Leader: Clean
Energy
• Tricia Burnell, Head of ESG, Alinda Capital Partners | 2020 GRESB Infrastructure Most Improved
• J. Michael McCarthy, Senior Portfolio Manager, APG Asset Management
• Matthew Brundle, Director, EVORA UK
• Richard Gilchrist, Senior Manager, Assurance & Sustainability Services, PwC US
• Shareen Yew, Director, PwC Asset & Wealth Management – Infrastructure & Real Estate Practice,
PwC US
• Closing
3
GRESB
ASSESSMENTS
ESG Performance Data ESG Analytics
ESG Analytics Investor perspective
A Collaborative ESG Data Platform
4
Assessment Structure
5
PARTICIPATION
5 Years of GRESB Infra
6
Fund – Region Participation
7
Asset – Sector Participation
8
SCORES
9
Regional Scores and Coverage
10
Fund Model (Component Scores)
11
Fund Model - Americas
12
Asset Model (Component Scores)
13
Asset Model - Americas
14
Asset Sectors
15
PERFORMANCE
16
Performance: Reporting & Targets
17
PUBLIC DISCLOSURE
18
Regional Participation and Scores
19
LOOKING AHEAD
20
Proposed Changes for 2021
Resilience Module • Integration into Assessments
Fund • No major changes
Asset –Management
Component
• No major changes
• External ESG controversy data for scoring of ESG incident
occurrences
Asset –Performance
Component
• Improvements to the Performance Component indicator
tables to further simplify and clarify reporting requirements
• Take steps towards Performance scoring
Asset –Development
Component
• New Component to more specifically address assets
(projects) in development
Data Quality • Automatic real-time outlier checks in the portal to reduce
the potential for errors and enhance data quality
Live scoring • Draft scoring live in the portal to increase transparency,
reduce potential for errors and provide immediate feedback
to participants.
21
PANEL TOPICS
22
EU Regulations Coming
23
Resilience Module
*scores re-weighted to 100 point scale
24
Decarbonisation
25
COVID-19 Impacts
26
SECTOR LEADERS
27
Sector Leaders - Funds
Most Improved - Funds
• Sectorally diversified
• Sector specific excluding
Renewables;
• Europe
• Renewable Power
Generation;
• Americas
Asia and Oceania Globally diversified
• Sectorally diversified;
• Europe;
• Other region (Americas,
Asia or Oceania)
Globally diversified Sector specific
28
Sector Leaders - Assets
MHL Supply
Networks
(Asia) Limited
Crook Hill &
Reaps Moss
Amey Belfast School
Partnership PFI Co
Limited
UDICITE
Gestión Integral
de Hospitales de
Zumpango,
S.A.P.I. de C.V.
Data Infrastructure Diversified
Energy and Water
Resources
Environmental
Services
Network Utilities
Other
Power Generation x-
Renewables
Renewable Power Renewable Power Social Infrastructure
Transport
Solar Power
Generation
Water and Sewerage
Companies
Education Services Education Services
Health and Social
Care Services
Airport Companies Port Companies Road Companies
29
Most Improved - Assets
Urbs ludex et
Causidicus S.A.Desert
Sunlight
Projco (St. Andrews
Hospital) Limited
Network Utilities
Diversified and Other
(including Environmental
Services)
Data Infrastructure
Power Generation x-
Renewables
Renewable Power Social Infrastructure Transport Wind Power Generation
Health and Social Care
Services
Road Companies
30
Hosted by: Industry supporters:

2020 GRESB Infrastructure Results Americas

  • 1.
  • 2.
    2 PROGRAM • Welcome &Introduction • Dan Winters, Head of Americas, GRESB • Greg Carli, Executive Advisor – ESG, Sustainability & Resilience, GHD • 2020 GRESB Infrastructure Results | Rick Walters, Director Infrastructure, GRESB • Panel Discussion • Steve Kennedy, Principal, Capital Dynamics | 2020 GRESB Infrastructure Sector Leader: Clean Energy • Tricia Burnell, Head of ESG, Alinda Capital Partners | 2020 GRESB Infrastructure Most Improved • J. Michael McCarthy, Senior Portfolio Manager, APG Asset Management • Matthew Brundle, Director, EVORA UK • Richard Gilchrist, Senior Manager, Assurance & Sustainability Services, PwC US • Shareen Yew, Director, PwC Asset & Wealth Management – Infrastructure & Real Estate Practice, PwC US • Closing
  • 3.
    3 GRESB ASSESSMENTS ESG Performance DataESG Analytics ESG Analytics Investor perspective A Collaborative ESG Data Platform
  • 4.
  • 5.
  • 6.
    6 Fund – RegionParticipation
  • 7.
    7 Asset – SectorParticipation
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
    20 Proposed Changes for2021 Resilience Module • Integration into Assessments Fund • No major changes Asset –Management Component • No major changes • External ESG controversy data for scoring of ESG incident occurrences Asset –Performance Component • Improvements to the Performance Component indicator tables to further simplify and clarify reporting requirements • Take steps towards Performance scoring Asset –Development Component • New Component to more specifically address assets (projects) in development Data Quality • Automatic real-time outlier checks in the portal to reduce the potential for errors and enhance data quality Live scoring • Draft scoring live in the portal to increase transparency, reduce potential for errors and provide immediate feedback to participants.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
    27 Sector Leaders -Funds Most Improved - Funds • Sectorally diversified • Sector specific excluding Renewables; • Europe • Renewable Power Generation; • Americas Asia and Oceania Globally diversified • Sectorally diversified; • Europe; • Other region (Americas, Asia or Oceania) Globally diversified Sector specific
  • 28.
    28 Sector Leaders -Assets MHL Supply Networks (Asia) Limited Crook Hill & Reaps Moss Amey Belfast School Partnership PFI Co Limited UDICITE Gestión Integral de Hospitales de Zumpango, S.A.P.I. de C.V. Data Infrastructure Diversified Energy and Water Resources Environmental Services Network Utilities Other Power Generation x- Renewables Renewable Power Renewable Power Social Infrastructure Transport Solar Power Generation Water and Sewerage Companies Education Services Education Services Health and Social Care Services Airport Companies Port Companies Road Companies
  • 29.
    29 Most Improved -Assets Urbs ludex et Causidicus S.A.Desert Sunlight Projco (St. Andrews Hospital) Limited Network Utilities Diversified and Other (including Environmental Services) Data Infrastructure Power Generation x- Renewables Renewable Power Social Infrastructure Transport Wind Power Generation Health and Social Care Services Road Companies
  • 30.