October 28, 2015

How do Investors and Analysts Use Bloomberg’s ESG Data

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

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’

Today

• Bloomberg’s ESG screens • How this data can be used by

organizations to measure/manage performance

Bloomberg’s view of ESG.. Gregory Elders

Bloomberg Collects ESG Data Globally

U.S. ESG Disclosure Generally Lags

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

Screen Company-Reported ESG Data & 3rd Party Scores

Investors Follow ESG Talk with Action

The analyst’s view of ESG - Sonay

Securities Act of 1933 and 1934

CSR Reporting

Crises pave the way for corporate reporting.

The analyst’s view

• Supplier

• Business operations

• Clients / Users

• Stakeholders / Media Coverage

ESG Risks Financial Performance

The analyst’s view

• Disclosure performance

• ESG Ratings

• Performance on E-S-G KPIs

• Media coverage

• Regional and product risk

• Policies

What to analyze?

What rating organizations reveal

Source: Bloomberg

How specific can it get?

Indicator/Aspect Alignment

Aspect Materiality

Performance Benchmark

Source: Bloomberg & G&A Institute

Track and benchmark performance

Source: Bloomberg

Coverage of reputational risk

Source: Bloomberg

Product and geographical risk

Source: Bloomberg

Policy review

Source: Bloomberg

Supply chain performance

Source: Bloomberg

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

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Retail A

Retail B

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