SRI & ESG Investing

 
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DJSI 2019: Key CSA Developments in a Nutshell

Following SAM’s webinars on the Dow Jones Sustainability Index (DJSI) 2019 results and its newly added and updated criteria, this article and the attached download elaborate on the key learnings of the CSA 2019.
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The power of diversity in the board room

The wonderful circular chapel of Temple Church is sited in the City of London, between Fleet Street and the River Thames. Built by the Knights Templar in 1185 as their English headquarters, it also featured as the first safety-deposit bank in London. To prevent moving large sums of money around, pilgrims destined for the holy land could leave their cash at Temple Church and withdraw it upon arrival in Jerusalem. Instead of carrying cash, the pilgrims would carry a letter of credit. Due to the strong governance of the Knights Templar, pilgrims placed great faith in these bearded warrior monks. How does the path of the pilgrim influence today's ESG performance of banks and what is the relevance of diversity?
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Reflecting on DJSI 2019 - Summary of SAM’s Review Webcast

On the 19th of September, SAM launched the first out of five webinars on the Dow Jones Sustainability Index (DJSI) 2019 results. The webcast discussed general information on the outcomes of the 2019 assessment and zoomed in on a number of highlighted criteria. Download our free summary of the highlights in the attachment of the article.
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The 2019 Global Dow Jones Sustainability Index Results

Last Friday, SAM and S&P Dow Jones Indices announced the results of the annual Dow Jones Sustainability Indices (DJSI) review. Newcomers in this year’s DJSI Indices include Alphabet Inc, Bureau Veritas, and Hilton Worldwide Holdings, while Royal Dutch Shell, 3M and DuPont are amongst those who dropped out. As our summarizing infographic illustrates, this year the overall participation grew with an astonishing 18%. This is in large part due to the soaring use of ESG data by investors and the increasing evidence of the prime position that the DJSI holds within the ESG arena.
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Capturing Value from ESG & Benchmarking

The demand for public non-financial information on environmental, social, and governance issues is both maturing and booming. Companies often elect to participate in ESG Ratings to showcase their sustainability efforts to their investors and other stakeholders and to improve their performance.
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The Art of Non-Financial Reporting “Less is More”

The magnitude of different non-financial reporting frameworks increasingly pressures sustainability departments in staying away from the reporting trap and focusing on improving their positive impact. Companies must frequently cope with limited bandwidth in terms of attention and resources. Instead of the all-too-common machine gun approach of spraying efforts large and thin, it is important to select a limited number of high-impact sustainability efforts. Effective implementation requires precision in the definition of sustainability targets and dedicated efforts in execution.
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StratESGy Unplugged

Analysts are better able to assess fundamental risk and reflect it in stock prices when corporate disclosures are specific and avoid vague, abstract language. However, according to SASB’s State of Disclosure Report, companies used vague and non-specific language more than 50% of the time across ESG topics. Sustainability leaders such as DSM, Unilever and Barry Callebaut demonstrate that a focused materiality approach that is strongly allied to the company’s Enterprise Risk Management and aligned with its business strategy leads to better results, both for society and for shareholders. With only an approximated 30% of companies actually combining their materiality assessment with their Enterprise Risk Mapping, “StratESGy”, i.e. the alignment of business strategy with ESG factors, is still in its infancy.
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Bloomberg Sustainable Business Summit: London

This year's Sustainable Business Summit will take place in Bloomberg’s European headquarters in London for the third year. The summit welcomes corporate executives, investors and sustainability experts to learn and engage in conversation about sustainable business strategies in a post-Brexit world.
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ESG Essentials: Focused and Lean Reporting

Spurred by regulation and industry standards, more companies than ever are reporting on core ESG topics by publishing integrated or separate corporate sustainability reports. Simultaneously, roughly one third of global assets under management are managed under an ESG strategy. While investors are becoming stronger advocates for ESG disclosure, companies are struggling to strike the balance between efforts and results. Focused and lean reporting combined with efficient responding to relevant external ESG rating requests can help to resolve this dilemma.
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Turning ESG Results into Actions

Addressing the increasing awareness of ESG factors within the investment community, this resource helps to unravel the complexities associated with the outcomes of ESG ratings and identify a clear course of action for improving ESG performance over the long term.
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