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Ett nytt synsätt på värde inom näringslivet - Hur kan ett företag agera ansvarsfullt och samtidigt vara lönsamt?
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A New Vision of Value The role of external value in business performance
Båstad
July 11, 2014
1 © 2014 KPMG AB, a Swedish limited liability company and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.
Requirements on corporate responsibility is increasing…
2 © 2014 KPMG AB, a Swedish limited liability company and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.
…for the large ones and the small ones!
3 © 2014 KPMG AB, a Swedish limited liability company and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.
As a response corporate responsibility reporting become mainstream among the largest ones
4 © 2014 KPMG AB, a Swedish limited liability company and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.
“No business will be done on a dead planet”
(David Brower)
5 © 2014 KPMG AB, a Swedish limited liability company and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.
Globalization International trade and foreign
investments tripled
Digital connectivity Mobile phone and internet use
exploded (up 20,000%)
Accelerated consumption Our population has grown
by one quarter
Disparate prosperity 1.3 billion people have no
access to energy
Resource scarcity 4 billion people are affected
by water scarcity
Ecological decline 80% of fish stocks are over,
or fully, exploited
Source: The World Bank, World Development Indicators (2011). Source: UNEP: Keeping Track of our Changing Environment (2011). Source: United Nations Population Fund, The State of the World Population (2011).
Source: IEA, World Energy Outlook (2011). Source: Heinberg. Peak Everything. (2007). Source: UNFAO. World Review of Fisheries & Agriculture. (2010)
The world has changed since the 1992 Rio Earth Summit
6 © 2014 KPMG AB, a Swedish limited liability company and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.
Ten mega forces will put the business model in focus
TEN INTERCONNECTED ENVIRONMENTAL AND SOCIAL MEGAFORCES
RISKS
Competitive
Reputational
Physical
Regulatory
Legal
Social
OPPORTUNITIES
Cost
Growth
Brand
Capital
7 © 2014 KPMG AB, a Swedish limited liability company and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.
2010 EBITDA 2010 total environment cost as a % of EBITDA
Source: Trucost 2012.
22
153
84 100
223
89 97
26
134
670
482
0
100
200
300
400
Airlines Automobiles Beverages Chemicals Electricity Food Producers
Industrial Metals
Marine Transportation
Mining Oil & Gas Producers
Telecom & Internet
US
D b
illio
ns
800
700
600
500
52% 22% 42% 43%
87% 224%
71%
59%
64% 23%
2.5%
The big picture – trends and mega forces Average external environmental costs 41 US cents per USD of earnings
40% of profit in general
8 © 2014 KPMG AB, a Swedish limited liability company and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.
The evolution of corporate value
9 © 2014 KPMG AB, a Swedish limited liability company and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.
The evolution of corporate value Tangible and intangible components of S&P 500 market value
Källa: RobecoSAM 2014 (S&P 500)
0%
20%
40%
60%
80%
100%
1975 1985 1995 2005 2010
Tangible Assets Intangible Assets
Panel
Magnus Lindquist Triton
Niclas Kjellström-Matseke Postkodlotteriet
Maria Borelius Författare
Daniel Dellham Askus
11 © 2014 KPMG AB, a Swedish limited liability company and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.
© 2014 KPMG AB, a Swedish limited liability company and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.
The KPMG name, logo and ‘cutting through complexity’ are registered trademarks or trademarks of KPMG International Cooperative (KPMG International).
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