The document discusses how Bloomberg collects and provides ESG data that is used by investors and analysts. It describes the various ESG screens and data available on the Bloomberg Terminal, including company-reported ESG metrics and third-party scores. The presentation then discusses how analysts can use this ESG data to evaluate companies' disclosure performance, ratings, key performance indicators, policies, and reputational and product risks. It also explains how supply chain performance and policy reviews can help track and benchmark ESG performance over time.

1. October 28, 2015
How do Investors and
Analysts Use
Bloomberg’s ESG Data

2. Today’s Hosts
Gregory Elders, MSc.
Senior Analyst, Environment, Social and Governance
Bloomberg Intelligence
Sonay Aykan, PhD
Senior Sustainability Analyst
iCompli Sustainability
Susan Sheehan, MBA
VP Sustainability
iCompli Sustainability

3. iCompli’s DNA: Auditing
• 80+ years old
• World’s largest media auditor
• HQ Shelton, CT; offices in Toronto, Montreal, London, Dubai,
Beijing
 Certification body for event industry sustainability standards
 GRI Organizational Stakeholder
 Various partnerships – ‘Intel inside’

4. Today
• Bloomberg’s ESG screens
• How this data can be used by
organizations to measure/manage
performance

5. Bloomberg’s view of ESG..
Gregory Elders

6. Bloomberg Collects ESG Data Globally

7. U.S. ESG Disclosure Generally Lags

8. ESG integrated across the terminal
 Terminal users can explore Bloomberg Intelligence {BI ESG <GO>} analysis of
ESG issues and trends impacting sectors and companies
 Analysis
Key short and long term
themes, evaluation of key
indicators, data-driven
research
 Data Library
Dedicated company and
country ESG data, plus 3rd
party ESG scores
 Monitor
Key monitoring tools for
news and data on ESG
issues and controversies

9. Screen Company-Reported ESG Data
& 3rd Party Scores

10. Investors Follow ESG Talk with Action

11. The analyst’s view of ESG - Sonay
Securities Act of
1933 and 1934
CSR Reporting
Crises pave the way for corporate reporting.

12. The analyst’s view
• Supplier
• Business operations
• Clients / Users
• Stakeholders / Media Coverage
ESG Risks
Financial
Performance

13. The analyst’s view
• Disclosure performance
• ESG Ratings
• Performance on E-S-G KPIs
• Media coverage
• Regional and product risk
• Policies
What to analyze?

14. What rating organizations reveal
Source: Bloomberg

15. How specific can it get?
Indicator/Aspect
Alignment
Aspect
Materiality
Performance Benchmark
Source: Bloomberg & G&A Institute

16. Track and benchmark performance
Source: Bloomberg

17. Coverage of reputational risk
Source: Bloomberg

18. Product and geographical risk
Source: Bloomberg

19. Policy review
Source: Bloomberg

20. Supply chain performance
Source: Bloomberg

21. iCompli: Getting the right data and
getting the data right
ESG risk: peer benchmarking,
supply chain analytics
Improving ESG performance
rankings
Deep dive: real time data -
Bloomberg & other tools
Reporting: gap analysis alignment,
data verification; report assurance
21

22. Retail A

23. Retail B

24. Thank You.
Questions?
Susan Sheehan,
Vice President, Sustainability
iCompli
ssheehan@bpaww.com
1.416.708.2164
Gregory Elders,
Bloomberg Intelligence
Senior Analyst, Environmental,
Social and Governance
gelders2@bloomberg.net
@gregoryelders
212 617 2253
Sonay Aykan,
Senior ESG Analyst
iCompli
sakykan@bpaww.com
1.203.447.2871