BLOOMBERG FOR ENVIRONMENTAL, A Bloomberg Professional Service Offering 2020. 10. 27.¢ ...

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Transcript of BLOOMBERG FOR ENVIRONMENTAL, A Bloomberg Professional Service Offering 2020. 10. 27.¢ ...

  • BLOOMBERG FOR ENVIRONMENTAL, SOCIAL & GOVERNANCE ANALYSIS

    A Bloomberg Professional Service Offering

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    LOOK BEYOND

  • 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 ANALYSIS Environmental, 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 BLOOMBERG As 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 METHODOLOGY Bloomberg 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.

    / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / /

    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. / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / /

    LOOK BEYOND 02 // 03

  • THE BENEFITS OF BLOOMBERG’S ESG SOLUTION //////////// SEE HOW YOUR PORTFOLIO STACKS UP Compare 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 LOCATION Bloomberg 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 ///////////////

    / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / /

    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

    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

    LOOK BEYOND 04 // 05

  • FINANCIAL ANALYSIS — FA ESG 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 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 DOCUMENTS Data 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 Evaluate whether the interests of shareholders and management appear to be in alignment.

    LOOK BEYOND 06 // 07

  • COMPANY ANALYSIS //////////// ESG SCORECARD TOOL — XLTP XSCR 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 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 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 Access any company’s registration statements, periodic reports and other documents.

    ALL PUBLIC DOCUMENTS — Search thousands of publicly available filings and transcripts to find details that are relevant to your business.

    LOOK BEYOND 08 // 09

  • FIXED INCOME ESG ANALYSIS – SRCH 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 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.

  • LOOK BEYOND 1