Sustainalytics' Investment Research Report Reveals ESG Risks and Opportunities
(Thomson Reuters ONE) -
"10 for 2015" Report Provides Thematic Investment Insights Across Companies and
Markets
TORONTO, Feb. 12, 2015 (GLOBE NEWSWIRE) -- Sustainalytics, a leading provider of
environmental, social and governance (ESG) research and analysis, today released
a new thematic research report titled, "10 for 2015-Generating value in a
fragile market." The report offers a macro level view of current economic and
financial market developments from a dedicated sustainability/ESG perspective
and a micro level view that reveals the most significant ESG risks and
opportunities at 10 companies. By delivering valuable ESG insights, the report
is intended to support investors in their asset allocation and asset selection
processes.
The macro level view discusses the mounting systemic tensions that are driven by
the abundance of liquidity, historically low or partly below zero rates, and
stretched valuation levels in many asset classes. It also looks at the
implications of the slump in oil prices with regard to the overall economic
picture, the stranded assets debate in the oil and gas sector, the discussion
around the decarbonization of the economy and climate change policy.
The micro level view looks at 10 companies that were identified to have ESG-
related stories that describe a potentially material financial impact triggered
by an event or a development in the course of 2015. The 10 subject companies
span eight countries and ten industries. While several companies are embedding
positive long-term ESG-related value drivers into their business models, so far
largely neglected by the market, others face new ESG challenges which could
present risks as well as opportunities for investors.
Sustainalytics' research offers a positive view of Intel, GlaxoSmithKline,
Lafarge and Holcim, Telenor and Pemex, with value drivers ranging from
innovative remuneration models and energy efficient programs, to human rights
policies and health and safety improvements.
The analysis takes a generally negative stance on DuPont, Lonmin, National
Commercial Bank, and, to a lesser extent, Netflix, which faces important
corporate governance challenges despite beating analyst expectations for Q4
2014. The report calls out new and potentially under-appreciated ESG risk
exposure created by Coca-Cola's recent entry into the energy drinks and milk
niches and points to the company's faint strategic awareness of these risks.
In light of high-profile bribery charges last year in China, GlaxoSmithKline is
recognized in the report for making substantive changes to its marketing and
sales remuneration practices, which could help it to curb future ethical lapses.
The research also spotlights Intel's plan to build a "conflict-free" supply
chain by 2016, which positions the company to capitalize on possible increased
demand for "ethical" electronics.
"We firmly believe - and our report findings demonstrate- that analyzing markets
and companies through an ESG lens can reveal risks and opportunities not
necessarily captured in traditional valuation approaches," said Dr. Hendrik
Garz, Managing Director of Thematic Research at Sustainalytics. "By leveraging
our insights, investors can supplement their existing securities selection
models or inform new investment strategies."
To present the findings from its "10 for 2015" report, Sustainalytics will host
a webinar at 10:00 a.m. EST/4:00 p.m. CET on Thursday, February 19, 2015. To
register for the webinar, click here, and to download a summary of the report,
click here.
About Sustainalytics
Headquartered in Amsterdam, Sustainalytics is an independent ESG research and
analysis firm supporting investors around the world with the development and
implementation of responsible investment strategies. With 13 offices globally,
Sustainalytics partners with institutional investors who integrate
environmental, social and governance information and assessments into their
investment decisions. Today, the firm has over 200 staff members, including more
than 100 analysts with varied multidisciplinary expertise of more than 40
industries. For the past three years, Sustainalytics was voted best independent
responsible investment research firm in Extel's IRRI survey. For more
information, visit www.sustainalytics.com.
CONTACT: Media Contacts:
Global
Sarah Cohn, Director of Marketing
sarah.cohn(at)sustainalytics.com
P) +1 646.963.6944
North America
Melissa Chase, Marketing Specialist
melissa.chase(at)sustainalytics.com
P) +1 647.317.3646
Europe
Marthe Reinette, Marketing Manager
marthe.reinette(at)sustainalytics.com
P) +31 20 205 0017
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Source: Sustainalytics via GlobeNewswire
[HUG#1894172]
Datum: 12.02.2015 - 16:19 Uhr
Sprache: Deutsch
News-ID 371359
Anzahl Zeichen: 5887
contact information:
Town:
New York
Kategorie:
Business News
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