Sustainability Reporting Trends

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Nov 18, 2013 (3 years and 4 months ago)

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Global Reporting Initiative

Measuring Sustainability
Performance



Mike Wallace

Director, Focal Point USA

Global Reporting Initiative

wallace@globalreporting.org


Sustainability Reporting Trends




© GRI 2011

Increasing Stakeholders and
Demand

Modern
Due
Diligence

© GRI 2011

Shareholder Initiatives


Principles for Responsible Investment (PRI)

[2006]


Currently represents over
$22 Trillion
in investment capital


800+ signatories



Investor Network on Climate Risk (INCR)
[2003]


Currently represents over
$9 Trillion
in investment capital


90+ members



Carbon Disclosure Project (CDP)
[2002]


Currently represents over
$71 Trillion
in investment capital


act on behalf of
551 institutional investo
rs



Institutional Investors Group on Climate Change (IIGCC)
[2001]


Currently represents
$6 Trillion
in investment capital


70 members



Interfaith Center on Corporate Responsibility (ICCR)
[1972]


Currently represents over
$100 Billion


300 members


© GRI 2011

Signatories to the PRI (US)


800+ international signatories

PARTIAL LIST OF ASSET OWNERS (200):


AFL
-
CIO Reserve Fund


/ AFL
-
CIO Staff Retirement Plan



CalPERS


/
CalSTRS



Connecticut Retirement Plans and Trust Funds (CRPTF)


General Board of Pension and Health Benefits United Methodist Church


Illinois State Board of Investments


Los Angeles County Employees Retirement Association (LACERA)


Maryland State Retirement and Pension System


New York City Employees Retirement System / New York State Local
Retirement System


SEIU Pension Plans Master Trust


State Universities Retirement System of Illinois


Teachers' Retirement System of the City of New York


Universal Health Care Foundation of Connecticut

© GRI 2011

Signatories to the PRI (US)


800+ international signatories

PARTIAL LIST OF INVESTMENT MANAGERS:



BlackRock



Calvert Investments


CBRE Investors




Domini Social Investments




JPMorgan Asset Management




Kohlberg Kravis Roberts & Co, LLP




Krull

& Company




Northern Trust Global Investments



Prudential Real Estate Investors



Russell Investments



TD Asset Management Inc.


The Townsend Group



TIAA
-

CREF



Boston Trust


Capital
Group International


Clear Bridge Advisors


MFS
Investment
Management


Principal Global Investors


T. Rowe Price


Tower Capital Asset
Management LP


© GRI 2011

Analysis of Tech Sector

Apple

x

x

7.95

CA

---

Dell

x

x

x

x

6.14

EMC

x

6.86

Fujitsu

x

---

HP

x

x

x

7.74

Intel

x

x

x

x

7.96

IBM

x

x

x

7.60

Microsoft

x

x

x

x

6.54

Toshiba

---

Based on 2010 information

© GRI 2011


Analysis of Tech Sector

Company

Corporate
Governance

Social

Environment

Overall 2010
ESG Score

Leadership

Employees

Stakeholders

Apple

28

3

11

7

14

63

CA, Inc.

25

4

14

16

9

68

Dell

27

8

16

8

21

80

EMC

26

5

19

12

14

76

Fujitsu

13

7

10

10

18

58

HP

26

8

16

10

25

85

Intel

n/a

n/a

n/a

n/a

n/a

n/a

IBM

24

9

20

12

20

85

Microsoft

29

7

15

17

15

83

Toshiba

19

7

13

10

18

67

Maximum
Score

30

10

30

15

30

115

Based on 2010 information

© GRI 2011

Market Evolution

300,000+
data terminals

globally


4,200
+
companies and
climbing


Sustainability
Aspects



Emissions



Energy
Consumption



Human
Rights



Policies



Board
Make
-
Up


Built around GRI


© GRI 2011

Bloomberg Survey



With over 300,000 users, the
Bloomberg Professional service
provides a great opportunity and
platform for you to share information
with current and potential investors
concerning your Sustainability or
Corporate Social Responsibility
program.”


“Our survey is based on the
guiding principles of the GRI
framework.”


© GRI 2011

ESG Disclosure Score

Company

Name

Environmental

Disclosure Score

Social Disclosure
Score

Governance
Disclosure

Score

Overall ESG

Disclosure Score



2010

2009

2010

2009

2010

2009

2010

2009

Apple

---

12.40

---

8.77

---

51.79

---

20.66

CA, Inc.

n
\
a

n
\
a

3.51

3.51

46.43

46.43

11.57

11.57

Dell

37.98

40.31

29.82

38.60

51.79

57.14

39.26

43.80

EMC

---

54.26

---

42.11

---

66.07

---

54.13

Fujitsu

55.04

55.04

47.37

45.61

57.14

57.14

53.72

53.31

HP

---

44.19

---

43.86

---

57.14

---

47.11

Intel

---

46.51

---

50.88

---

75.00

---

54.13

IBM

---

41.09

---

40.35

---

51.79

---

43.39

Microsoft

11.63

n
\
a

36.84

14.04

57.14

46.43

28.10

14.05

Toshiba

53.49

56.59

36.84

36.84

53.57

51.79

49.59

50.83

© GRI 2011

Environmental Criteria

Company

Names

Environmental
Disclosure


Score

Total Energy
Consumption

(
Mwh
)

Total GHG
Emission

(
Th

Tonnes
)

Water Consumption

(Thousands of cubic
meters)

Total Waste

(Thousands of
metric tons)

2010

2009

2010

2009

2010

2009

2010

2009

2010

2009

Apple

---

12.40

---

n/a

---

9542.00

---

n/a

---

n/a

CA, Inc.

n/a

n/a

---

---

n/a

n/a

---

---

---

---

Dell

37.98

40.31

676.00

619.90

366.19

406.25

1596.00

1683.00

52.61

100.00

EMC

---

54.26

---

932.51

---

386.26

---

---

---

---

Fujitsu

55.04

55.04

6638.90

7713.89

273.00

428.00

23106.00

24569.00

32.44

29.71

HP

---

44.19

---

4046.00

---

1951.00

---

7647.00

---

124.48

Intel

---

46.51

---

5110.00

---

n/a

---

30379.32

---

44.48

IBM

---

41.09

---

6323.06

---

n/a

---

---

---

87.33

Microsoft

11.63

n/a

---

---

---

---

---

---

---

---

Toshiba

53.49

56.59

15398.33

15856.11

3078.00

3435.00

52930.00

55800.00

2610.00

291.00

© GRI 2011


Social & Governance Criteria

Company
Name

Social Disclosure

Score

Governance Disclosure

score

Score

2010

Score 2009

% Employees
Unionized

Community
Spending

(
Mn

$)

Score

2010

Score 2009

% Independent

Directors

% Women on
Board

2010

2009

2010

2009

2010

2009

2010

2009

Apple

---

8.77

---

---

---

---

51.79

---

85.71

---

---

CA, Inc.

3.51

3.51

---

---

n/a

n/a

46.43

46.43

88.89

90.00

22.22

20.00

Dell

29.82

38.60

---

---

27.43

40.89

51.79

57.14

81.82

83.33

---

---

EMC

---

42.11

---

0.00

---

---

---

66.07

---

82.00

---

9.00

Fujitsu

47.37

45.61

46.97

50.35

50.00

20.00

57.14

57.14

30.00

30.00

10.00

0.00

HP

---

43.86

---

---

n/a

52.20

---

57.14

---

90.91

---

18.19

Intel

---

50.88

---

---

n/a

100.00

---

75.00

---

90.91

---

27.00

IBM

---

40.35

---

---

n/a

185.90

---

51.79

---

92.86

---

21.42

Microsoft

36.84

14.04

0.00

0.00

687.50

516.90

57.14

46.43

78.00

80.00

22.22

20.00

Toshiba

36.84

36.84

---

---

189.00

3000.00

53.57

51.79

28.57

28.57

0.00

0.00

© GRI 2011

Sustainability Performance

60%
80%
100%
120%
140%
160%
180%
0-Jan-00
30-Jul-02
28-Feb-05
30-Sep-07
30-Apr-10
30-Nov-12
30-Jun-15
31-Jan-18
31-Aug-20
31-Mar-23
31-Oct-25
31-May-28
31-Dec-30
31-Jul-33
29-Feb-36
30-Sep-38
30-Apr-41
30-Nov-43
30-Jun-46
31-Jan-49
31-Aug-51
31-Mar-54
31-Oct-56
31-May-59
31-Dec-61
31-Jul-64
28-Feb-67
30-Sep-69
30-Apr-72
30-Nov-74
30-Jun-77
31-Jan-80
31-Aug-82
31-Mar-85
31-Oct-87
31-May-90
31-Dec-92
31-Jul-95
28-Feb-98
30-Sep-00
30-Apr-03
30-Nov-05
30-Jun-08
DOW JONES SUSTAINABILITY INDEX
DOW JONES INDUSTRIAL AVERAGE
Source: Bloomberg

© GRI 2011

NASDAQ OMX Sustainability Index

© GRI 2011


Bloomberg


Reporters vs. Non

© GRI 2011

Performance Connection

GRI Reporter Presence:



95% of the Dow Jones Sustainability
Index




78% of the FTSE4Good




70% of the Global 100




70% of the NASDAQ OMX CRD
Sustainability Index






Global Reporting Initiative

Mike Wallace

Director, Focal Point USA

Global Reporting Initiative

wallace@globalreporting.org

Thank you