ESG Benchmark Report & Advisory Service. analytics ENDS

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1 ESG Benchmark Report & Advisory Service ENDS

2 How can you improve your ESG performance? Recent trends have shown much greater investor appreciation of the impacts ESG factors can have on a company s value whether negatively, as in an environmental disaster or badly managed labour relations, or positively, as in the opportunities around low carbon technology or strong corporate governance. The major challenge has been the availability of consistent and detailed data to help make better informed investment and risk management decisions. In response to this EIRIS (Experts in Responsible Investment) have developed a set of world-leading ESG assessment criteria. Covering over 300 indicators the assessment criteria are used by asset managers and institutional investors globally with responsibility for over $4.5 trillion in assets. A sub-set of criteria is also used to inform the biannual FTSE4Good ESG ratings. To help companies manage their ESG profile and performance ENDS Analytics in conjunction with EIRIS is providing a new annual support service. The service is based on the data gathered by EIRIS for 3000 of the world s largest listed companies across more than 250 ESG performance indicators. The ENDS Analytics service includes 2 x annual benchmarking reports showing how your company has scored across all 250+ EIRIS ESG indicators. Customised insights into how your underlying scores benchmark against competitors or other companies of your choice Customised advice and recommendations on the actions needed to improve ESG performance and ESG ratings Biannual teleconference to discuss your results and advise on subsequent actions to improve ESG ratings.

3 How Investors are using ESG data EIRIS Data is used by global investors with responsibility for $4.5 trillion in assets in the following ways. 1. Risk Management Data on company ESG ratings enable investors to identify where the greatest ESG risks exist in a portfolio by revealing securities with the highest risk and poorest scores. Through these insights, investors may wish to use a risk-adjusted benchmark index which overweights companies with better risk management, or exclude from their portfolios companies which poorly manage their major ESG risks. 2. Engagement and Stewardship As part of their stewardship responsibilities, an increasing number of fund managers and pension funds are engaging with investee companies regarding their ESG practices. The EIRIS ESG Ratings provide an independent and objective measure to identify companies for engagement such as identifying high risk companies with low scores on human and labour rights issues. 3. Custom Solutions ESG ratings allow investors to request customised indices that select or reweight companies based on ESG risks and performance in ESG themes, pillars, and different geography. For instance they may wish to create an index selecting environmental management leaders, or to reweight a benchmark index based on exposure to corporate governance performances. 4. Active portfolio management Investors are able to use ESG data to define an investment universe, or to apply extra analysis to an existing portfolio. For example, investors may include the ESG scores in their process to determine a buy, hold or sell decision.

4 Company Benchmarking and Advisory Service About the service Subscribers to the service receive a comprehensive package of ranking, benchmarking, action recommendations and forecasting relating to the ENDS Analytics ESG Framework. Detailed ranking information Overall ranking analysis: How your company ranks in its sector (e.g. global banks), country (e.g. UK ) and custom peer group. Thematic rankings: How your company ranks for each ESG theme (e.g environmental management, climate change, corporate governance). Top threes: Highlighting where your company is in the top 3 in any ranking or area (e.g. top German retailer for environmental management), for use in communication to stakeholders. Reputation risk flagging: Highlighting where your company is in the bottom quartile in any area. Benchmarking information Custom peer group: ENDS will work with subscribers to select a custom peer group of up to 20 companies against which to compare their performance in detail. For this group they will be able to benchmark their ratings overall and at more detailed theme levels. This will allow subscribers to understand their strengths and weaknesses compared with competitors of their choice in each area. Index, industry and geographic peer groups: Subscribers will also be able to benchmark their performance against the average of the entire assessed universe (3000 of the world s largest listed companies), their global sector, regional sector and national brands. Action recommendations and forecasts Action plan: ENDS will provide each subscriber with a list of customised recommendations for actions that they can take to improve their ENDS Analytics ESG performance and their ENDS-calculated performance. These recommendations will be tailored to each subscriber s current performance. Difficulty of implementation: Our recommendations take account of the difficulty of execution based on data about which actions are the most widely implemented by competitors. Ratings impact forecasting: ENDS offers subscribers the ability to forecast the likely impact of particular actions on ratings performance, enabling companies to identify the improvements that will be the most effective. Best practice examples: ENDS Analytics gives clients valuable insight into how other companies have achieved the recommended action points. We will provide best practice examples for the top 3 recommended indicators.

5 Service deliverables Reports Subscribers receive their analysis in the form of two confidential customised reports each year: Teleconference results presentation On receipt of each report, subscribers will be invited to participate in a teleconference with ENDS analysts to discuss the findings and the Action Recommendations ENDS has made. ENDS is also happy to discuss ratings recommendations and forecasts subsequently. Summary of benefits Gain detailed understanding of your company s ESG rating across every indicator in the ENDS Analytics ESG Framework (as many as 250+) Compare performance with companies in your sector and geographic region and also a custom benchmark group of your choice Determine effective strategies to improve your ESG performance and forecast their impact Act on customised recommendations from our ESG experts to improve your performance quickly and to the highest benefit Understand best practice across recommended indicators Fast track your way to better ESG performance in the future Make PR announcements regarding your best performance areas (summarised by ENDS Analytics in your report), both overall and in particular areas. Who should buy? CSR directors Environmental managers Carbon managers Corporate affairs managers Investor relations managers Sources This is an exclusive corporate benchmarking service based on the authoritative ESG data collected by EIRIS which is used by investors wishing to weigh ESG risk in their portfolio and also informs the FTSE4Good ESG Ratings twice a year.

6 Company Benchmarking and Advisory Service Report content 1. Purpose 2. Framework Overview 2.1 The ENDS Analytics ESG Scoring Framework 2.2 The ENDS Analytics ESG Rankings 2.3 Risk Assessment Framework 3. Performance Review 3.1 Executive Summary 3.2 Overall, Pillar and Theme Scores and Ratings 3.3 Overview of Scores and Rankings 3.4 Overall Scores and Rankings for Custom Peer Group 3.5 Overall Scores and Rankings for Comparison Groups 3.6 Quartile Positions in Comparison Groups 3.7 Placement Performance in Pillar and Theme Scores 3.8 Company s Pillar Scores against Comparison Groups 4. Analysis and Recommendations 4.1 Engagement Recommendation 4.2 Scenario Analysis 4.3 Scenario Results by Area 4.4 Score Improvement Suggestions 4.5 Delivering Score Improvements in Relevant Dimensions and Themes 4.6 Indicator analysis 4.7 Recommended Improvements to Increase Overall Score and Related Actions 4.8 Best Practice Examples for Dimension Level Recommendations 4.9 Summary of Dimension Performance as Compared to Custom Peer Group 4.10 Methodology Note 4.11 Recommendations Summary 4.12 Detailed Review of Results 4.13 Environmental Pillar Results 4.14 Social Pillar Results 4.15 Governance Pillar Results 4.16 Summary of Indicators Not Currently Met 5. Appendices Comparison Group Definitions 5.2 Company v Comparison Groups 5.3 Scenario Calculation 5.4 Report Scope & Methodology 5.5 Research Cycles 5.6 Table & Figure Index 5.7 Glossary 5.8 Framework Indicator Definitions

7 Order Form Claudia Schmid Haymarket Business Media 174 Hammersmith Road, London W6 7JP Tel: + 44 (0) Fax: + 44 (0) Claudia.schmid@haymarket.com Subscription Please invoice my company for; Company Benchmarking and Advisory Service Annual subscription fee - 15k + VAT Details Title Initials Surname Company Name Address Postcode Country Tel Mobile