SlideShare a Scribd company logo
www.clermontpartners.com
* Pnc.com: Topics: Ready or Not, Here Comes the Great Wealth Transfer
Environmental
Performance conserving
and protecting
the environment.
Social
Relationships with employees,
customers, vendors and
communities at large.
Governance
Board- and management-level
policies, compensation
and composition.
Socially conscious investors review a company’s environmental, social and governance (ESG)
performance to help establish its investment value. Broadly speaking, ESG reviews involve:
Environmental
• Carbon footprint
• Climate policies and strategies
• Energy consumption
• Reducing, reusing, recycling
• Relationship with EPA
• Renewable Energy
• Sustainable Products
and Services
• 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
Social
• Cyber Security
• Data Security
• Diversity of workforce
• Employee pay, benefits, perks
• Human Capital Management
• Mission
• Positions on public issues
• Privacy
• Safety
• Training
• Treatment of customers
• Turnover
Governance
• 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
• Transparency
How to Improve ESG Scoring
Institutional
investors have
complex processes
for evaluating ESG
Develop an ESG
reporting and
communication
framework
Set ESG
goals and
measurements
Establish ESG
responsibility
and teams
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
ESG Investing

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An Overview of ESG Investing

  • 1. www.clermontpartners.com * Pnc.com: Topics: Ready or Not, Here Comes the Great Wealth Transfer Environmental Performance conserving and protecting the environment. Social Relationships with employees, customers, vendors and communities at large. Governance Board- and management-level policies, compensation and composition. Socially conscious investors review a company’s environmental, social and governance (ESG) performance to help establish its investment value. Broadly speaking, ESG reviews involve: Environmental • Carbon footprint • Climate policies and strategies • Energy consumption • Reducing, reusing, recycling • Relationship with EPA • Renewable Energy • Sustainable Products and Services • 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 Social • Cyber Security • Data Security • Diversity of workforce • Employee pay, benefits, perks • Human Capital Management • Mission • Positions on public issues • Privacy • Safety • Training • Treatment of customers • Turnover Governance • 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 • Transparency How to Improve ESG Scoring Institutional investors have complex processes for evaluating ESG Develop an ESG reporting and communication framework Set ESG goals and measurements Establish ESG responsibility and teams 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 ESG Investing