THE ROLE OF IMPACT REPORTING FOR INVESTORS SABINE DBELI, CEO SWISS - - PowerPoint PPT Presentation

the role of impact reporting for investors sabine d beli
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THE ROLE OF IMPACT REPORTING FOR INVESTORS SABINE DBELI, CEO SWISS - - PowerPoint PPT Presentation

THE ROLE OF IMPACT REPORTING FOR INVESTORS SABINE DBELI, CEO SWISS SUSTAINABLE FINANCE SWISS SUSTAINABLE FINANCE | 28 MAY 2019 INTERPLAY BETWEEN SUSTAINABILITY AND FINANCE 2 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact


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SWISS SUSTAINABLE FINANCE |

THE ROLE OF IMPACT REPORTING FOR INVESTORS

28 MAY 2019

SABINE DÖBELI, CEO SWISS SUSTAINABLE FINANCE

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SWISS SUSTAINABLE FINANCE |

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INTERPLAY BETWEEN SUSTAINABILITY AND FINANCE

28 MAY 2019 The role of impact reporting for Investors

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SWISS SUSTAINABLE FINANCE |

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COMPONENTS AND MECHANISMS OF INVESTMENT IMPACT

The role of impact reporting for Investors 28 MAY 2019

Source: Kölbel, Heeb, Paetzold, Busch, MIT Sloan, 2018

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SWISS SUSTAINABLE FINANCE | 28 MAY 2019

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SUSTAINABLE INVESTMENT APPROACHES

The role of impact reporting for Investors

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SWISS SUSTAINABLE FINANCE |

Mechanism Quantifiable Determinants known Shareholder Engagement YES YES Capital Allocation Impact NO YES Indirect Impacts NO NO

28 MAY 2019 The role of impact reporting for Investors

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EMPIRICAL ACADEMIC EVIDENCE FOR IMPACT

Source: Kölbel, Heeb, Paetzold, Busch, MIT Sloan, 2018

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SWISS SUSTAINABLE FINANCE | The role of impact reporting for Investors

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GROWTH RATES FOR DIFFERENT APPROACHES IN SWISS MARKET

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SWISS SUSTAINABLE FINANCE | The role of impact reporting for Investors

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GROWTH RATES FOR DIFFERENT APPROACHES IN SWISS MARKET

28 MAY 2019

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SWISS SUSTAINABLE FINANCE | The role of impact reporting for Investors

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GROWTH RATES FOR DIFFERENT APPROACHES IN SWISS MARKET

28 MAY 2019

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SWISS SUSTAINABLE FINANCE | 28 MAY 2019

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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

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SWISS SUSTAINABLE FINANCE |

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SURVEY AMONGST LISTED COMPANIES ON DRIVERS FOR CSR

28 MAY 2019 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

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FOOTPRINT MAP FOR PORTFOLIO OF GLOBALANCE BANK

28 MAY 2019 The role of impact reporting for Investors

Source: Globalance Bank

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MEASUREMENT OF «IMPACT» FOR SWISSCANTO FUND

28 MAY 2019 The role of impact reporting for Investors

Source: Swisscanto Invest by Zürcher Kantonalbank

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THE FIVE DIMENSIONS OF IMPACT AS DEFINED BY THE IMPACT MANAGEMENT PROJECT

28 MAY 2019 The role of impact reporting for Investors

Source: Impact Management Project

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DIFFERENT DIMENSIONS OF IMPACT OF UNDERLYING COMPANIES

28 MAY 2019 The role of impact reporting for Investors

Source: Impact Management Project

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IMPACT MANAGEMENT PROJECT MATRIX FOR PGGM PORTFOLIO

28 MAY 2019 The role of impact reporting for Investors

Source: Impact Management Project

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SWISS SUSTAINABLE FINANCE |

Swiss Sustainable Finance Grossmünsterplatz 6 8001 Zurich

  • Tel. 0041 44 515 60 52

sabine.doebeli@sustainablefinance.ch www.sustainablefinance.ch Follow us on Social Media >Twitter@SwissSustFin >LinkedIn Swiss Sustainable Finance

28 MAY 2019

CONTACT

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The role of impact reporting for Investors