BLOOMBERG FOR ENVIRONMENTAL, A Bloomberg · PDF fileBLOOMBERG FOR ENVIRONMENTAL, SOCIAL &...

BLOOMBERG FOR ENVIRONMENTAL, SOCIAL & GOVERNANCE ANALYSIS

A Bloomberg Professional Service Offering

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LOOKBEYOND

CONTENTS

02 BLOOMBERG FOR ENVIRONMENTAL, SOCIAL & GOVERNANCE ANALYSIS

03 SEAMLESSLY INTEGRATED WITH THE BLOOMBERG PROFESSIONAL SERVICE

04 THE BENEFITS OF BLOOMBERG’S ESG SOLUTION

05 WHO WE SERVE

06 TOTAL TRANSPARENCY

08 COMPANY ANALYSIS

10 FIXED INCOME RESEARCH

11 NEWS & ANALYSIS

12 RESEARCH PLATFORMS

14 SEAMLESS INTEGRATION

BLOOMBERG FOR ENVIRONMENTAL, SOCIAL & GOVERNANCE ANALYSIS //////////POWER YOUR ANALYSISEnvironmental, social and governance data, commonly referred to as ESG, measures of valuation risk derived from a company’s operational decisions, HR policies and practices, and corporate governance structures.

Investors and corporate executives are increasingly embracing the concept that ESG information—resource efficiency, good community relations, training and developing the workforce, and board/committee structures, for example—may directly impact companies’ reputation, value and performance. Governments, regulatory bodies and exchanges are encouraging more ESG data disclosure and, crucially, the standardization and verification of ESG data disclosure.

ENVIRONMENTAL SOCIAL GOVERNANCE

Carbon emissions Supply chain Cumulative voting

Climate change effects Discrimination Executive compensation

Pollution Political contributions Shareholders’ rights

Waste disposal Diversity Takeover defense

Renewable energy Human rights Staggered boards

Resource depletion Community relations Independent directors

SEAMLESSLY INTEGRATED WITH THE BLOOMBERG PROFESSIONAL SERVICE ////////ESG AT BLOOMBERGAs a fully integrated feature of the Bloomberg Professional® service, ESG data is displayed in the same screen as the fundamental data that investors, analysts and corporate executives use every day. Like all Bloomberg offerings, ESG is a truly global product.

BLOOMBERG’S ESG METHODOLOGYBloomberg ESG data is collected from company-sourced filings such as Corporate Social Responsibility reports, annual reports, company websites and a proprietary Bloomberg survey that requests corporate data directly. Bloomberg has researched 20,000 companies worldwide across more than 50 countries, covering virtually the entire investable universe that disclose ESG data. None of this data is estimated or derived; every data field has transparency back to a company document.

ESG GLOBAL COVERAGE —Bloomberg provides ESG data on over 10,000 companies.

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To invest in accordance with the Principles for Responsible Investment (PRI), investors need the depth and breadth of ESG data to track the performance of investment portfolios across sectors, market segments, and geographies. Bloomberg is a platform that offers the full integration of over 700 ESG indicators./ / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / /

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THE BENEFITS OF BLOOMBERG’S ESG SOLUTION ////////////SEE HOW YOUR PORTFOLIO STACKS UPCompare your portfolio with any benchmark using Bloomberg’s ESG data. Determine the relative energy intensity, water intensity, carbon footprint, health and safety profile, or diversity profile of your holdings by reviewing each sector or company’s ESG performance against the constituents of your benchmark.

With Bloomberg’s extensive ESG database you can also:» Check the transparency of the companies you own

in terms of their ESG disclosure» Determine your over/underexposure to any given

ESG measure» Screen companies on a customized universe and

score them on ESG factors for portfolio inclusion» See how ESG affects net income and P&L» Measure supply chain risk

» Analyze complete industries against various ESG factors» Find compensation and other information about

top-ranking executives and board members» Review important legislation» Locate corporate filings» Obtain price details for ethical and sustainability indices

EVERYTHING YOU NEED IN ONE CONVENIENT LOCATIONBloomberg ESG information is fully integrated with Bloomberg’s cutting-edge analytics and conveniently displayed alongside our industry-leading fundamental data. You also have access to objective, up-to-the minute global news that is specifically tied to ESG and Socially Responsible Investing (SRI) topics.

ESG Help Page — Navigate Bloomberg’s ESG offering and learn how you can most effectively incorporate this resource into your organization’s workflow.

WHO WE SERVE ///////////////

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Beyond collecting and comparing data, Bloomberg seeks to be a standard-setter in ESG. Through relationships with major global not-for-profit organizations, Bloomberg is aggressively working to increase the number of companies disclosing ESG data and to improve the quantity and quality of that information./ / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / /

A broad audience—from conventional investors to niche players

ESG <GO>

Sell-side Research

Shops

Equity & Fixed Income

Traders/ Analysts

Nonprofits

Portfolio Managers

Pension Funds

Hedge Funds

Independent SRI

Research Providers

Niche/ Ideological Investors (Sharia)

Corporate CSR/IR

Professionals

Insurers

Consultants

Governments


FINANCIAL ANALYSIS — FA ESG <GO>ESG information is displayed in the same template as fundamental data for complete transparency.

CRITICAL CONTENT —Curated templates display a broad array of company data, including environmental, social and governance tabs, enabling you to identify trends and analyze the value of potential investments.

MANAGEMENT PROFILE — MGMT <GO>Quickly identify conflicts of interest or board interlocks for a specific company.

EXPLORE COMPANY LEADERSHIP — Display information about a company’s top-ranking executives and board members on current and historical bases. Create and update alerts for a specific security or security list.

TOTAL TRANSPARENCY ///////////////////

COMPANY-SOURCED DOCUMENTSData verification is as easy as one click on a particular datapoint, which shows you the exact source.

COMPLETE DATA TRANSPARENCY — Get consistent presentation of new datasets, creating comfort and acceptance among those unfamiliar with ESG factors.

BOARD/EXECUTIVE COMPENSATION —Display total compensation paid to board members and executives and assess the link to company performance.

BOARD/EXECUTIVE COMPENSATION – FA EXEC <GO>Evaluate whether the interests of shareholders and management appear to be in alignment.


COMPANY ANALYSIS ////////////ESG SCORECARD TOOL — XLTP XSCR <GO>Assess, rank and score company and portfolio performance on environmental, social and corporate governance metrics.

MEASURING PERFORMANCE — In-depth scoring and valuation of company and portfolio ESG performance based on customizable fields and peer groups.

EQUITY SCREENING — EQS <GO>Screen and score companies with the most attractive ESG disclosure.

SOPHISTICATED SEARCHES —Create broad screens to determine a customized universe of stocks. The results will include a unique ESG rating for each stock, as well as the ESG performance for each criterion in your selected universe.

RELATIVE VALUATION — RV <GO>Compare a company with its peers on a wide variety of ESG factors.

INDUSTRY-SPECIFIC METRICS — Users can select their own indicators to analyze across a peer group based on the issues they believe to be material.

COMPANY FILINGS – CF <GO>Access any company’s registration statements, periodic reports and other documents.

ALL PUBLIC DOCUMENTS —Search thousands of publiclyavailable filings and transcriptsto find details that are relevant to your business.


FIXED INCOME ESG ANALYSIS – SRCH <GO>Build detailed fixed income searches using Bloomberg’s extensive selection of ESG data fields.

ISSUER ESG SCREENING — Review ESG indicator performance at issuer level on custom lists generated from Bloomberg’s corporate bond database.

FIXED INCOME RESEARCH /////////////

GREEN BONDS SEARCH – SRCH <GO>Generate, save, and update searches on the latest green bond issuers.

GREEN BOND ISSUERS —Screen for green bonds issued for environmental or sustainability-related developments as a category of proceeds.


NEWS & ANALYSIS ////////////ESG NEWS – TOP ESG <GO>Set up story filters to display topics in the order and depth you want.

ESG NEWS — Straightforward search tools help you quickly find news on any asset class, security, person or source.

NEWS TRENDS — NT <GO>Research ESG news-related trends that might impact market activity.

BOTTOM LINE IMPACT — Chart ESG news story counts and historical market data to research, save and share ESG market impact.

BLOOMBERG INDUSTRIES — BI <GO>Proprietary Bloomberg ESG research by industry and theme.

INDUSTRY INSIGHTS ON ESG — See the correlation between long-term share value and performance on a number of ESG measures.

RESEARCH PLATFORMS //////////////

COUNTRY ESG RISK – XLTP XECR <GO>Compare countries on their environmental, social and strategic governance performance.

SOVEREIGN RISK — Perform sovereign ESG-themed risk analysis with 40+ data fields, including total coal consumption, net migration, and life expectancy.

LITIGATION SUMMARY – LITI <GO>Review law reports and important legislation on energy, emissions and CO2 markets.

SEE A COMPANY’S LEGAL ISSUES — Discover quickly where and why a company is involved in litigation. Display the total number of cases in which the company is a party, as well as a breakdown of the cases by type and time period.

SUPPLY CHAIN RISK – SPLC <GO>Analyze customer, supplier and competitor relationship data graphically or in tabular form, as well as customize the criteria as needed.

SUPPLY CHAIN EXPOSURE —Bloomberg can track suppliers and suppliers’ suppliers and analyze dependencies.


SEAMLESS INTEGRATION ////////////////CUSTOM DATA EDITOR — CDE <GO>Upload and share custom ESG scores generated from the Bloomberg ESG Scorecard, or from third-party data.

CUSTOM DATA — Share any ESG ratings, rankings or scores with colleagues across your firm for use in portfolio monitors, eq-uity screens, and client reporting.

INTERNAL RESEARCH HOMEPAGE – IRH <GO>Upload and share internally your own research reports, company visit notes and commentary.

RESEARCH SHARING —Set up a homepage for all internal ESG research which can be quickly filtered by industry, portfolio, topic, or analyst.

PORTFOLIO ANALYSIS — PORT <GO>Make quicker, more informed decisions and measure market-related and security-specific risk exposures.

UNDERSTAND PERFORMANCE —After selecting stocks that meet your ESG requirements, you can construct a portfolio and determine whether it performs better than a given benchmark.

INTERACTIVE MAPS — BMAP <GO>Generate maps for various categories, including energy assets, mines, rack pricing, plant capacity and pipeline flow rates.

ENERGY & COMMODITIES MAPS — Combine multiple streams of spatial data into a single big picture in real time to create more impactful reporting and analytics.


Bloomberg, the global business and financial information and news leader, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company’s strength –delivering data, news and analytics through innovative technology, quickly and accurately–is at the core of the Bloomberg Professional service, which provides real-time financial information to more than 315,000 subscribers globally. Bloomberg’s enterprise solutions build on the company’s core strength, leveraging technology to allow customers to access, integrate, distribute and manage data and information across organizations more efficiently and effectively.

Through Bloomberg Law, Bloomberg Government, Bloomberg New Energy Finance and Bloomberg BNA, the company provides data, news and analytics to decision makers in industries beyond finance. And, Bloomberg News, delivered through the Bloomberg Professional service, television, radio, mobile, the Internet and two magazines, Bloomberg Businessweek and Bloomberg Markets, covers the world with more than 2,400 news and multimedia professionals at 146 bureaus in 72 countries. Headquartered in New York, Bloomberg employs more than 15,000 people in 192 locations around the world.

ABOUT THE BLOOMBERG PROFESSIONAL SERVICE

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Real Service from Real People When You Need It.Our 24/7 industry-leading customer service teams in 160 countries around the world will help you fully leverage the analytics and data on the Bloomberg Professional service./ / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / /

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To learn more about how Bloomberg’s Environmental, Social and Governance data can power your business, contact your regional sales representative.: : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : :

The data included in these materials are for illustrative purposes only. The BLOOMBERG PROFESSIONAL service, BLOOMBERG Data and Bloomberg Industries (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) in all jurisdictions other than Argentina, Bermuda, China, India, Japan and Korea (the “BLP Countries”). BFLP is a wholly owned subsidiary of Bloomberg L.P. (“BLP”). BLP provides BFLP with global marketing and operational support and service for the Services and distributes the Services either directly or through a non-BFLP subsidiary in the BLP Countries. Certain functionalities distributed via the Services are available only to sophisticated institutional investors and only where the necessary legal clearance has been obtained. BFLP, BLP and their affiliates do not guarantee the accuracy of prices or information in the Services. Nothing in the Services shall constitute or be construed as an offering of financial instruments by BFLP, BLP or their affiliates, or as investment advice or recommendations by BFLP, BLP or their affiliates of an investment strategy or whether or not to “buy”, “sell” or “hold” an investment. Information available via the Services should not be considered as information sufficient upon which to base an investment decision. BLOOMBERG, BLOOMBERG PROFESSIONAL, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG ANYWHERE, BLOOMBERG TRADEBOOK, BLOOMBERG TELEVISION, BLOOMBERG RADIO, BLOOMBERG PRESS and BLOOMBERG.COM are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries. ©2014 Bloomberg Finance L.P. All rights reserved. S45898688 DIG 0814

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