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Issue 17 - October 2013

Note from the Editor

Throughout 2013 responsible investment has continued to make strides and gain legitimacy among mainstream investors.

A new, mandatory reporting framework was introduced by the PRI in October. Not only will it hold signatories accountable, the information gathering process will also encourage the sharing of ideas and best practices within the RI industry and beyond. In Latin America, the launch of the LatinSIF brings the concept of sustainable and responsible investment to the business and financial communities in the region. Co-founded by the Colombian Securities Exchange, the group will organize its third Responsible Investment Conference in Colombia this December.

Finally, at Sustainalytics we're also working to provide investors with more of the material ESG information they need. We have some exciting new developments on the horizon, including more quantitative assessments and forward-looking analysis, to help clients in their investment decision making process (after all, we want to keep our spot as the best, independent RI analysis firm!)


Analysts' Insights

PRI Reporting Framework: What it means for signatories
by Cecilia Barsk

Cecilia Barsk, Responsible Investment AdviserThis month marks the introduction of mandatory reporting for PRI signatories. In this article, responsible investment associate Cecilia Barsk highlights some of the main features of the reporting framework. She also offers some insights into the transparency and assessment implications for individual signatories and the industry as a whole.

Read more about the new PRI reporting framework

Responsible Investment & Islamic Finance: Future Allies?
by Claire Mei Veuthey

Claire Mei Veuthey, Responsible Investment Associate

Sustainalytics’ Claire Mei Veuthey examines some of the parallels between responsible investment and Islamic finance.

Read more about RI and IF

LatinSIF takes responsible investment on the road
by Alejandro Navarro

Alejandro Navarro, Responsible Investment AssociateThis fall the PRI and LatinSIF organized a roadshow for Latin American investors in Chile, Colombia and Peru. During the seminars presenters discussed the evolution of sustainable and responsible investment globally and what such an approach would look like in Latin America.

Read more about the roadshow


IRRI Banner - Sustainaltyics, winner of 2012 & 2013 IRRI Award for best RI analysis firm

Sustainalytics Tops 2013 IRRI Survey

For the second consecutive year, Sustainalytics was voted best ESG research firm in the Thomson Reuters Extel Independent Research in Responsible Investment (IRRI) Survey. Sustainalytics was also voted among the top three corporate governance research firms. Conducted over the summer, the survey asked players from across the RI community to provide their opinion on a variety of topics related to sustainable and responsible investment research.

Follow the links to learn more or to download the complete survey results.


Sustainalytics' Perspective

Webinars
WebinAsia Series Launch - Managing Flood Risk 

WebinAsia header

We are excited to announce the launch of WebinAsia – our new webinar series focused on Asia-specific environmental, social and governance issues.

For our inaugural event we are delighted to be joined by Dr. Upmanu Lall, Director of the Columbia Water Centre, Columbia University. He will discuss the research being done at Columbia and how it can be used by companies in Asia to identify flood risk and predict losses from direct operations or supply chains. The session will also address how companies can report the results of this research and how investors can use this research to map flood risk in their portfolios.

Details:

Thursday, October 24, 2013
10:00 EDT (New York) | 15:00 GMT (London) | 16:00 CET (Amsterdam)

REGISTER NOW

Webinar recordings now available

Visit our website to download the replays for these recent webinars:

Pharma in China and India

Mutinational Corporations and Tax Transparency

Reports
RI Trends in the Netherlands

In the lead up to Dutch Sustainable Investment Week events, Sustainalytics took a look at the responsible investment trends in the Netherlands over the past five years. The report examines the drivers behind the adoption of sustainable and responsible investment approaches in the Netherlands and the particularities of the Dutch investment landscape. The authors also looked ahead at how the Dutch market could develop over the next few years.

Download RI Trends in the Netherlands

ESG and Infrastructure Investments - A case study

RARE Infrastructure and Sustainalytics collaborated to investigate the possible link between infrastructure companies’ environmental, social and governance (ESG) scores and their stock prices. Although a small negative relationship was found between stock price and overall ESG scores (influenced mostly by environmental scores), social and governance scores were positively linked to stock performance.

Downlad RARE Infrastructure - Sustainalytics case study


Inside Sustainalytics

Sustainalytics welcomes...

Heather Lang, Director, Institutional Relations, Canada

Heather Lang, Director, Institutional Relations, Canada
Sustainalytics is happy to announce that Heather Lang will transition from her position as Director, Research Products, North America to Sustainalytics’ institutional relations team. On November 1, Heather will take on key business development responsibilities as Director, Institutional Relations, Canada. Heather has been a core member of the Sustainalytics’ research team for nine years, helping to shape the company’s current innovation process and manage a team of analysts. She is also a board member of the Social Investment Organization and a steering committee member of SIRAN. Heather brings a substantial network to her new position, where she will play a lead role in helping prospective and existing clients to integrate material ESG factors into their investments.

Access to Medicine Foundation selects Sustainalytics as 2014 index research partner


Ed Monchen, Michael Jantzi & Wim Leereveld

In October, the Access to Medicine Foundation announced that it has selected Sustainalytics as its research partner for the 2014 edition of the Access to Medicine Index. Launched in 2008, the index ranks pharmaceutical companies’ efforts to improve access to medicine in developing countries.

Read the full Access to Medicine press release

Global Compact launches stock index

In September the UN Global Compact launched the Global Compact 100 ­– a stock index of companies committed to the Global Compact ten principles. Released in partnership with Sustainalytics, the index shows a total investment return of 26.4% over the past year.

Read the full press release and learn more about the GC100

SocGen Report shows ESG has positive impact on companies' financial performance

This month Société Générale released the fourth edition of its SRI Beyond Integration report. For the second consecutive year, the bank partnered with Sustainalytics to provide the environmental, social and governance data and analysis used in the publication.

Learn more and download SRI Beyond Integration

IN THIS ISSUE

Analysts' Insight

Sustainalytics' Perspective

Inside Sustainalytics

Events

Sustainalytics in the Media


MEET SUSTAINALYTICS IN YOUR REGION

28-30 October  
The SRI Conference - Colorado Springs, US

7 November 
GRI Training (G4 Bridging Module) - Toronto, Canada

7-8 November 
TBLI Conference - Zurich, Switzerland

13 November 
PRI Academic Conference - Paris, France

13 November
Investing in Responsibility Europe - London, UK

20 November
PRI Responsible Investment Research Forum - Singapore

10 December
RI Americas - New York City, US

Visit our website for a full listing of events. 

View upcoming events in the Toronto Sustainability Speakers Series.


IN THE MEDIA

Duurzaam beleggen groeiende - De Telegraaf (in Dutch) 
The article covers highlights from Dutch Sustainable Investment Week and outlines some of the results from our report RI Trends in the Netherlands.

Save your portfolio from floods, drought, and pollution - BBC.com
In this article about weather-related investment risks, Loic Dujardin sheds light on the factors affecting companies in emerging markets.  

Fracking in the UK - Responsible-Investor.com
As protests grow against fracking in the U.K. and elsewhere in Europe, should investors be concerned? That was the questions posed by Andy White.  In his article he offers a detailed look at the complex debates around hydraulic fracturing. 


TELL US WHAT YOU THINK

In a continuous effort to improve the overall quality of our newsletter, we would appreciate any feedback, ideas and/or suggestions from our readers. What would you like to see in upcoming newsletters? Share your views with us by sending an email to: 
communications@sustainalytics.com


ABOUT SUSTAINALYTICS

Sustainalytics is a global leader in sustainability research and analysis for investors and financial institutions, specialized in analyzing environmental, social and governance (ESG) criteria for companies, institutions and countries. We provide a global perspective, underpinned by over 20 years of local experience and expertise in the responsible investment and traditional socially responsible investment markets. The firm is headquartered in Amsterdam with local offices in Boston, Bucharest, Frankfurt, Paris, Singapore, Timisoara and Toronto; and with representatives in Bogota, Brussels, Copenhagen, London, New York City and San Francisco.