r2s genesis ri brochure final print

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  • 8/11/2019 r2s Genesis Ri Brochure Final Print

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    SUSTAINABILITY DIMENSION

    PARTICIPATION RISK VALUE CHAIN RISK

    RISK SCORING: GOLD MINER

    TOTAL DISRUPTION RISK RATINGS

    COUNTRY RISK DIRECT RISK

    6.335.66

    INDIRECT RISK

    5.44

    SECTOR RISK

    6.40

    HIGH RISK

    100 86421 3 5 7 9

    LOW RISK

    OVERALL

    5.89

    RISK SCORE

    OVERALL

    ECONOMIC

    NATURAL

    6.12

    HUMAN

    5.48

    SOCIAL

    BUILT

    JSE100RISK SCORING:NC8 NON-RENEWABLERESOURCES

    GRAPH OF TOTAL DISRUPTION RISK RATINGS

    BASIC MATERIALS

    CONSUMER GOODS

    CONSUMER SERVICES

    FINANCIALS

    HEALTH CARE

    INDUSTRIALS

    OIL & GAS

    TELCOS

    109876543210

    2.89

    TOTAL

    RISK SCORECOUNTRY RISK

    4.61

    SECTOR RISK

    2.22

    S E CTO R R I SK R ATI N GS

    4.9

    2.41

    2.15

    2.14

    2.07

    2.2

    2.09

    2.19

    WHO WE ARE EXAMPLES OF RI DATA DASHBOARDS

    MAKE CONTACT

    ROUTE2

    TIM BARKER

    [email protected]

    +44 786 747 3983www.route2sustainability.com

    GENESIS

    RYAN SHORT

    [email protected]

    +27 11 994 7000+27 82 349 0030

    www.genesis-analytics.com

    > > ABOUT GENESIS ANALYTICSGenesis Analytics is the leading South African economic consulting rm.

    Our work in South Africa for 17 years at the highest levels of business andgovernment gives us the best understanding of South African investment

    and sustainability concerns.

    Genesis co-wrote the ofcial guide to implementing RI for pension funds

    in South Africa and is the leading ESG advisory rm for pension funds and

    asset managers.

    > > ABOUT ROUTE2Route2 is an international data and analytics rm that works with companies

    and investors to link sustainability with performance and value. The Route2

    data tool provides comprehensive coverage of risk themes and country

    and sector ratings and is a leader in terms of usability for integrated risk

    assessment.

    GENESIS / ROUTE2 OFFER

    ALL RI ADVISORY AND DATA

    SOLUTIONS IN ONE SERVICE.

    The Overall Risk Score indicates the exposure this entity

    (a JSE listed gold miner) has to a series of environmental(Natural Capital) and people (Human Capital) risks. Use this

    risk score to compare this entitys risk with its peer set.

    The Route2 interface is user-

    friendly, enabling integrated andscalable risk assessment.

    It is marginally more exposed

    to environmental risk (NaturalCapital) vs. people risk

    (Human Capital).

    Its overall exposure is driven

    marginally more by the industrysector it operates in (Sector

    Risk) vs. the location of its

    operations (Country Risk).

    There is marginally greater riskexposure to its direct operations

    (Direct Risk) vs. exposure within

    its supply chain (Indirect Risk).

    Multiple drill downs are available.Here we compare the JSE 100

    sectors exposure to NC8: Non

    Renewable Resource risk.

  • 8/11/2019 r2s Genesis Ri Brochure Final Print

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    IM

    YOU

    S

    What drives

    RESPONSIBLEINVESTMENT

    SUSTAINABILITY

    Consumers are demandingsustainable investment

    REGULATION

    and the way that investorsare expected to make decisions

    EXTERNAL DRIVERS

    INTERNAL DRIVERS

    BETTER FINANCIAL RETURNS

    RI leads to betternancial returns

    ACTIVE OWNERSHIP

    Pension funds are the biggestowners of assets in the world

    NEW GLOBALINVESTMENT PRACTICES

    which changes how we measurereturn on investment

    FIDUCIARY DUTY trustees are obliged toconsider ESG factors

    Sourc e: Deu ts che B ank Group , 2012 Sourc e: E rn st a nd Young, 2013

    Finding from academic studies ofcompanies with high ESG ratings:

    Motivations for investors to consider ESG issues(a study conducted by E&Y in 2013,n=559)

    Percentageof academic studies 3

    Evident market-based outperformance 89%

    85%

    100%

    Evident accounting-based outperformance

    Reduced costof capital

    P e rs o na l C l ie n t

    DemandRegulation PRI CRISA Return Citizenship

    Cri tical Important NotImportant Irrelevant

    GENESIS / ROUTE2 PROVIDE PENSION

    FUNDS, ASSET MANAGERS AND INVESTMENT

    CONSULTANTS WITH A FULL SUITE OF ESG DATA,

    ANALYTICS AND ADVISORY SERVICES.

    RESPONSIBLE INVESTMENT: A New Reality THE RI JOURNEY: How we caRESPONSIBLE INVESTMENT (RI) means that pension funds and assetmanagers must actively include environmental, social and governance(ESG) considerations into all investment decisions.

    ESG DATA IS CRITICAL

    We provide data:

    > On more than 40 r

    > Across 90 different

    > Covering more than

    > Including specic an

    > Tailored to the Sout> Analysed at the ind

    > Updated annually;

    > Identifying ESG red

    AND SO IS KNOWING WH

    We provide end-to-end RI s

    > Full turnkey service

    > Global best practice

    > Data analytics integ

    > Intelligent advisory;

    > Bespoke strategy de

    NOW MANDATED BYSOUTH AFRICAN LAW

    REGULATION 28:

    A fund has a duciary duty

    to act in the best interest

    of its members... This duty

    supports the adoption of

    a responsible investment

    approach Prudent investingshould give appropriate

    consideration to any factor

    which may materially affect

    the sustainable long-term

    performance of a funds

    assets, including factors of

    an environmental, social and

    governance character. The

    concept applies across all

    assets and categories of

    assets and should promote

    the interests of a fund in

    a stable and transparent

    environment.