- Assessing the client organization's sustainability and ESG performance profile
- Suggesting improvements to the investor ESG profile and strategy
- Addressing and correcting inaccuracies or incomplete information
- Examining the ESG profiles of key service providing information to the investment community
- Benchmarking key competitors / peers on key ESG investor data
- Engaging and responding to key sustainable investor data requests
More on Investor Data Review & Enhancement
G&A Institute uses its proprietary data mapping, benchmarking, and "Big Data" systems to examine the competitive positioning of our clients against key selected peers on key material ESG performance metrics as identified by important ESG investor organizations. Corporations receive dozens -- even hundreds - third party queries each year regarding their ESG performance, with extensive questions on key performance indicators.
Some important investor ESG data providers include Bloomberg LP, MSCI, Thomson Reuters Eikon (ASSET4), Sustainalytics, RobecoSAM and more; we assist companies in ensuring that their profile information is accurate and up-to-date.
The G&A Institute team closely monitors and connects with dozens of third party service providers, and organizations that assign scores, rankings and ratings to companies' performance on ESG issues, corporate responsibility programs, and more.
Our ESG investor analysis utilize such resources as Eikon (Asset4), or Bloomberg ESG which enables detailed competitive analysis to be performed on the underlying data, and for various ratios to be used (for example commonly-used ratios such as product or service produced over GHG emissions, or GHG emissions per dollar of revenue, or GHG emissions per employee).
We identify areas of competitive strength and competitive weakness for the client to consider the appropriate strategic next steps. This is especially important to consider now that mutual funds and exchange-traded funds (ETFs) will increasingly be selecting best in class (or best in sector) when it comes to ESG factoring into their equity selection methodologies. In the cases of equal peers' financial performance, the client may be included in portfolio or not based on competitive ESG positioning with its sector / industry peers.
In areas of competitive strength, the client often has the opportunity to increase investor engagement and communications on aspects relative to these areas. In areas of weakness, the client has the opportunity to examine and develop a strategic approach to shrink and close these critical competitive gaps in a precise and effective way.
All of the above is important for boards and senior executives to consider as third party providers assemble the "best-in-class" for incorporation in investable product offerings for both institutional and individual investors.