Challenge:Understanding the complexities (the risks and opportunities) of the ESG operating environment; in the new normal of the capital markets, who is monitoring your company, what are they saying, how are they characterizing your enterprise, and what are the outcomes of this monitoring, ranking, rating and opinion-shaping?
ESG, Sustainability and Corporate Responsibility Issue Monitoring & Research
There are many issues in the three "buckets" of the ESG frameworks used by analysts and investors (and of importance to stakeholders). These can be classified as new and emerging, some chronic and persistent, and these can affect a number of companies in an industry or sector; or be unique and especially challenging to a small group of companies…or perhaps just one company in particular.
Some issues are becoming universal concerns for public companies – water footprint (supply availability, processing and usage, waste, product content); or carbon footprint (emissions, concerns about cap & trade, energy reduction, alternative energy sourcing). Issues can be generated by rapid or dramatic changes in the business operating environment, perhaps by a competitor's move, government regulation or shape-shifting by a dominant organization (such as Wal-Mart Stores adopting broad-based sustainability strategies that affect thousands of suppliers).
Or, critical issues can be concentrated in an industry and separate leaders and laggards very quickly – this often happens in food and agriculture (as in coffee, cocoa, palm oil, water use, minerals mining, oil and gas).
Our team monitors the ESG environment in these ways:
Bottom line: Corporations conduct business with an implied societal license to operate. Just because a financial analyst or asset owner or manager – or employees, an important supplier, customer or business partner – may not be asking questions about your organization's ESG performance or Sustainability strategies and initiatives doesn't mean that they are uninterested. Shareholders and stakeholders may be getting about your company's ESG performance from third party providers. Knowing who these providers are is of critical importance now (to corporate managers) for they are shaping valuations, access to capital markets, and influencing corporate reputations.