BLOOMBERG ESG - c.ymcdn.com · ESG: DATA OVERVIEW 1 Data Sources • Sustainability Report/...

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ENVIRONMENTAL, SOCIAL & GOVERNANCE DATA BLOOMBERG ESG Madison England October 26, 2016

Transcript of BLOOMBERG ESG - c.ymcdn.com · ESG: DATA OVERVIEW 1 Data Sources • Sustainability Report/...

ENVIRONMENTAL, SOCIAL & GOVERNANCE DATA

BLOOMBERG ESGMadison EnglandOctober 26, 2016

ESG: DATA OVERVIEW

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Data Sources• Sustainability Report/

Corporate Responsibility Report

• Annual/Integrated Report

• Proxy Statement DEF 14A

• 10-K

• Corporate Governance Report

• Website disclosures (Code of Conduct, Supplier Guidelines, GRI Index)

Data Themes

Breadth of Coverage• 11,000 companies globally

• 900 data fields

ESG: DATA TRANSPARENCY

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ESG: COMPANY ANALYSIS

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Company performance over time

Company performance vs. peers

Company scoring• RobecoSAM Rank• Sustainalytics Rank• ISS Quickscore• CDP Climate Score• Bloomberg ESG Disclosure Score

ESG: PORTFOLIO ANALYSIS & SCREENING

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Custom Scoring

Portfolio Risk Analysis

Carbon Footprinting

Custom Screening

ESG: RESEARCH & NEWS

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Bloomberg Intelligence Research & Data Dashboard Sustainable Finance Brief Bloomberg News

ESG: USAGE

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ESG: TAKEAWAYS

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Bloomberg collects Environmental, Social and Governance data from company public disclosures to feed data-driven functionality to:

• Make company performance assessments over time and compared with peers.

• Analyze your portfolio for carbon impact, conduct ESG custom scoring, screen for themes to build or analyze portfolios, and utilize a platform for portfolio management vs. your benchmark on ESG factors.

• Provide in-house research and news to enhance your ESG analysis and to stay informed of trends.

A diverse group of Bloomberg ESG data users continues to grow.