greenbiz 17 workshop slides: "where does your climate disclosure go?"

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Lee O’Dwyer, CFA Equity Market Specialist [email protected] ESG Data: Where does it go and how is it used?

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Page 1: GreenBiz 17 Workshop Slides: "Where Does Your Climate Disclosure Go?"

Lee O’Dwyer, CFAEquity Market [email protected]

ESG Data: Where does it go and how is it used?

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United States SRI Trend

Sustainable and Responsible Investing United States 1995-2016

ESG Integration ~14% CAGR 1995-2016Source: US SIF Foundation

http://www.ussif.org/files/SIF_Trends_16_Executive_Summary(1).pdf

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Bloomberg ESG DATA Trends

ESG Data Unique Users (Dec 2011-Dec 2015)

+30% CAGR

The users, and the amount of ESG data queried, is growing at a very similar rate to the recent trend in ESG integration.

Source: Bloomberg Impact Report 2015https://data.bloomberglp.com/sustainability/sites/6/2016/04/16_0404_Impact_Report.pdf

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U.S. Responsible and Sustainable Investment Trends

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ESG PerformanceAnalyze a company’s historical ESG performance over time and versus its peers, so you can assess current and historical risks and opportunities.

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Single Security DataCompany reported ESG data is available at a single security level. Offering complete transparency, ratios and third party scores are also available.

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Document SearchClients search Bloomberg’s entire inventory of company presentations, transcripts, sell-side research and filings for ESG related data points and commentary.

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Industry Level AnalysisBloomberg Intelligence industry dashboards provide the aggregated industry data, with drill downs to the company level, necessary for ESG Integration.

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Portfolio Analysis with ESG Integration

ESG analysis at a portfolio level, including manager selection, is customizable and can further leverage proprietary scores and third party data.

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Quantifying ESG Risk with a Scorecard

Based on Key Performance Indicators, understand a company's overall ESG performance to identify where a company is performing well and where it needs to improve.

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ConclusionBloomberg LP’s DNA is Data, News and Analytics. Nowhere is this more

evident than our clients engagement with the ESG data reported by corporations.

Global in coverageOffering Company ESG performance

Company data with transparencyDocument/transcript searching

Industry analysisThird party scoring and metrics

Lee O’Dwyer, [email protected]