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SWISS SUSTAI N AB L E F INANCE |
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THE ROLE OF IMPACT REPORTING FOR
INVESTORS
28 M AY 2019
S A B I N E D Ö B E L I , C E O S W I S S S U S TA I N A B L E F I N A N C E
S W I S S S U S T A I N A B L E F I N A N C E | 2
INTERPLAY BETWEEN SUSTAINABILITY AND FINANCE
2 8 M A Y 2 0 1 9 The role of impact reporting for Investors
S W I S S S U S T A I N A B L E F I N A N C E | 3
COMPONENTS AND MECHANISMS OF INVESTMENT IMPACT
The role of impact reporting for Investors 2 8 M A Y 2 0 1 9
Source: Kölbel, Heeb, Paetzold, Busch, MIT Sloan, 2018
S W I S S S U S T A I N A B L E F I N A N C E | 2 8 M A Y 2 0 1 9 4
SUSTAINABLE INVESTMENT APPROACHES
The role of impact reporting for Investors
S W I S S S U S T A I N A B L E F I N A N C E |
Mechanism Quantifiable Determinants known
Shareholder Engagement
YES YES
Capital Allocation Impact
NO YES
Indirect Impacts
NO NO
2 8 M A Y 2 0 1 9 The role of impact reporting for Investors 5
EMPIRICAL ACADEMIC EVIDENCE FOR IMPACT
Source: Kölbel, Heeb, Paetzold, Busch, MIT Sloan, 2018
S W I S S S U S T A I N A B L E F I N A N C E | The role of impact reporting for Investors 6
GROWTH RATES FOR DIFFERENT APPROACHES IN
SWISS MARKET
2 8 M A Y 2 0 1 9
S W I S S S U S T A I N A B L E F I N A N C E | The role of impact reporting for Investors 7
GROWTH RATES FOR DIFFERENT APPROACHES IN
SWISS MARKET
2 8 M A Y 2 0 1 9
S W I S S S U S T A I N A B L E F I N A N C E | The role of impact reporting for Investors 8
GROWTH RATES FOR DIFFERENT APPROACHES IN
SWISS MARKET
2 8 M A Y 2 0 1 9
S W I S S S U S T A I N A B L E F I N A N C E | 2 8 M A Y 2 0 1 9 9
Based on ESG policy
Source: BBC News
Energy giant Royal Dutch Shell is to set carbon emission targets and link them to its executive pay. The Anglo-Dutch company has made the move after pressure from investors, led by asset manager Robeco and the Church of England Pensions Board.
ACTIVE ENGAGEMENT
The role of impact reporting for Investors
S W I S S S U S T A I N A B L E F I N A N C E | 10
SURVEY AMONGST LISTED COMPANIES ON DRIVERS
FOR CSR
2 8 M A Y 2 0 1 9 The role of impact reporting for Investors
Which factors were important or very important for the decision of your company to actively address sustainability issues?
Client demand
Requirements of sustainability rating agencies
Requirements of sustainable investors
Activities of peers
Initiatives of Board or shareholders
Sustainability analysts of banks
Legal requirements
Reputational issues of industry
Reputational risk of company
Source: Oekom Research, 2013
S W I S S S U S T A I N A B L E F I N A N C E | 11
FOOTPRINT MAP FOR PORTFOLIO OF GLOBALANCE BANK
2 8 M A Y 2 0 1 9 The role of impact reporting for Investors
Source: Globalance Bank
S W I S S S U S T A I N A B L E F I N A N C E | 12
MEASUREMENT OF «IMPACT» FOR SWISSCANTO FUND
2 8 M A Y 2 0 1 9 The role of impact reporting for Investors
Source: Swisscanto Invest by Zürcher Kantonalbank
S W I S S S U S T A I N A B L E F I N A N C E | 13
THE FIVE DIMENSIONS OF IMPACT AS DEFINED BY THE
IMPACT MANAGEMENT PROJECT
2 8 M A Y 2 0 1 9 The role of impact reporting for Investors
Source: Impact Management Project
S W I S S S U S T A I N A B L E F I N A N C E | 14
DIFFERENT DIMENSIONS OF IMPACT OF UNDERLYING
COMPANIES
2 8 M A Y 2 0 1 9 The role of impact reporting for Investors
Source: Impact Management Project
S W I S S S U S T A I N A B L E F I N A N C E | 15
IMPACT MANAGEMENT PROJECT MATRIX FOR PGGM
PORTFOLIO
2 8 M A Y 2 0 1 9 The role of impact reporting for Investors
Source: Impact Management Project
S W I S S S U S T A I N A B L E F I N A N C E |
Swiss Sustainable Finance Grossmünsterplatz 6 8001 Zurich Tel. 0041 44 515 60 52 [email protected] www.sustainablefinance.ch Follow us on Social Media >Twitter@SwissSustFin >LinkedIn Swiss Sustainable Finance
2 8 M A Y 2 0 1 9
CONTACT
16 The role of impact reporting for Investors
