Insight Inspires Action ROBECOSAM S SUSTAINABILITY SERVICES YOUR KEY TO EFFECTIVE SUSTAINABILITY BENCHMARKING
Is it time to rethink the sustainability of your strategy? Sustainability can be a critical competitive factor if you do it right. Competitive benchmarking helps you learn from the top-performing companies to improve your own performance. It arms you with information about what is happening in the marketplace which strategies are working, which ones aren t, and what is driving growth. Competitive benchmarking is particularly valuable in corporate sustainability, where it can be difficult to illustrate for management the impact an investment in sustainable practices might have on corporate results. RobecoSAM s Sustainability Services 07/2014 RobecoSAM AG www.robecosam.com www.robecosam.com/services
360-degree insight into your company s sustainability performance RobecoSAM s Corporate Sustainability Assessment uses a consistent, rule based methodology to convert an average of 600 data points per industry into one overall score. 600 datapoints Type: text, numeric, percent, boolean, list 120x question scores Aggregation formulas 20x theme scores ε weights x questions 75.5 1x total score ε weights x dimensions 3x dimension scores ε weights x themes Source: RobecoSAM Working backwards, our services enable you to benchmark your company in detail across the economic, social and environmental dimensions, all the way to individual data points. RobecoSAM s Sustainability Services 1
We measure, you manage RobecoSAM s Sustainability Services division offers a suite of powerful sustainability benchmarking solutions, which allow companies to evaluate their performance on a wide range of industry-specific economic, environmental and social criteria that are financially relevant to corporate performance. You ask the questions, we leverage our extensive database to find the answers for example: What sustainability areas should we focus on to distinguish our company from competition? How does my company measure up in terms of social or corporate governance reporting? Our Sustainability Tree Map One example of effective visualization of your sustainability performance -27-14 0 14 27 Climate Strategy Env. Policy/Mgmt System Corporate Citizenship Access to Water Biodiversity Talent Mgmt Operational Eco-Efficiency Environmental Environmental Reporting Stakeholder Social Reporting Water Operations Supply Chain Management Scorecards Risk & Crisis Management Economic Corporate Governance Antitrust Policy Codes of Conduct Customer Relationship Management Human Capital Social Labor Practice OHS Source: RobecoSAM Your strengths and weaknesses at a glance: The tree map visualizes your company s relative performance against your industry as well as the relevance of the different dimensions and criteria for your total score in the RobecoSAM Corporate Sustainability Assessment: The box size reflects the relative weight of dimensions and criteria within the total score the larger the box the greater the weight. The box color shows to what extent your performance deviates from that of your industry average. 2 RobecoSAM s Sustainability Services
Maximum benefits at affordable costs RobecoSAM s Sustainability Services offer you affordable access to a complex and sophisticated benchmarking tool built on many years of experience in Sustainability Investing, direct company contacts, analyses of public and non-public information and continuous methodological refinements that no company or consultancy can emulate on its own: More than 15-year track record in analyzing 2,500 companies a year, resulting in one of the world s largest corporate sustainability databases Over 800 companies contributing their sustainability insights as part of their assessment Application of 59 industry specific questionnaires with in total over 500 questions and 2,000 unique data points across economic, social and environmental dimensions Over 20 in-house industry specialists supported by 18 external experts to assess company sustainability data Active engagement with companies to improve our methodology year over year, conducting over 200 feedback calls with companies and regular company meetings in addition to exchanges with academics and thought leaders Continuous evolution of the questionnaire to anticipate and reflect sustainability trends at the forefront of each industry Effective benchmarking is indispensable for sharpening our ambitions, develop and implement improvements, but it s costly and complex if you want to do it yourself. RobecoSAM s Benchmarking Services have helped us to truly understand how our company s sustainability performance stacks up against the competition and to learn how to turn that performance into competitive advantage. Royal Philips N.V - Henk de Bruin, Global Head of Sustainability RobecoSAM s Sustainability Services 3
Why RobecoSAM s benchmarking services? Powerful, market-tested benchmarking services that can save you real money With our unique data set compiled from years of detailed analysis, we are able to offer you valuable insights based on in-depth, customized analysis that can help you dramatically improve your sustainability performance at a fraction of what you would spend with any consultant for a tailored, peer-to-peer assessment. We know which sustainability practices matter to investors As an asset manager focused exclusively on Sustainability Investing, we focus our methodology strictly on financially material sustainability factors and trends, thereby providing sustainability managers with more effective levers to drive change within their organization. Independent and objective information from an authority you can trust RobecoSAM s credibility in sustainability investing provides companies with the reassurance that they are using a recognized framework: The world s most renowned sustainability indices, the DJSI, are based on RobecoSAM s research and methodology. Services customized to your specific needs Our modular approach allows you to tailor our Sustainability Services to your specific requirements for optimum effectiveness and cost efficiency. RobecoSAM s benchmarking provides significant business value to us. It provides a credible external perspective that informs internal discussions of how our ESG performance and transparency compares to others in our industry. This helps us prioritize opportunities and drive to further enhance our efforts and level of transparency. Sustainability benchmarking has helped us to become a better business. Microsoft - Dan Bross, Senior Director, Global Corporate Citizenship 4 RobecoSAM s Sustainability Services
RobecoSAM s Sustainability Services Value Proposition Expertise Data Credibility Extensive knowledge on sustainability trends, strategies and management Investor perspective Sustainability Services team with recognized sustainability experts Large corporate sustainability database built over 12 years Direct company access/insights Sophisticated methodology for customized analysis Media and Stakeholder analysis RobecoSAM research has powered the Dow Jones Sustainability Indices since 1999 Yearly third-party audits of RobecoSAM Corporate Sustainability Assessment process Large number of repeat clients Based on a strong foundation of expertise and credibility combined with direct access to corporate sustainability data, Sustainability Services provides a unique range of products enabling companies to understand and evaluate their sustainability performance. Source: RobecoSAM In the 2013 GlobeScan/SustainAbility survey Polling the Experts 1, the Dow Jones Sustainability Indices (DJSI), which are based on RobecoSAM s research methodology, were rated as the sustainability rating with the most positive impact on corporate sustainability performance. 1 www.sustainability.com RobecoSAM s Sustainability Services 5
The foundation for your strategic roadmap is only a few weeks away The benchmarking cycle STEP 1 Measure your Performance Establish your sustainability baseline and quantify your progress STEP 4 Take action Set or adjust your strategy to close the identified performance gaps STEP 2 Benchmark against your peer group Different options from detailed analysis of all dimensions to a question level deep dive STEP 3 Learn from data Discuss the results with management and operational functions Source: RobecoSAM We look to RobecoSAM s Corporate Sustainability Assessment as the key benchmark index of sustainability for our organization, which supports not only improvements in our reporting, but also strategic decisions related to how we manage and anticipate sustainability issues. We greatly appreciate RobecoSAM s responsiveness and industry-specific approach to the assessment. Bombardier - Daniel Desjardins, Senior Vice President, General Counsel, Corporate Secretary and CSR Committee Chairman 6 RobecoSAM s Sustainability Services
Service overview RobecoSAM assists you with tailored services packages across steps 1-3 of your benchmarking cycle. RobecoSAM s Sustainability Services Value Proposition Müsste diese Tabelle ev. noch einen Titel haben? Service This service is for you, if you want to Step 1 Corporate Sustainability Establish a sustainability baseline for your company and Assessment gain independent insight into how your company s sustainability performance compares with that of its peers. It includes a company benchmarking scorecard and feedback call. It is the basis for all other services. Free for invited participants to the DJSI Assessment, available at a fee for all other companies. Step 2 Company Benchmarking Report Receive a relative assessment of your company s sustainability performance to identify critical competitive strengths and weaknesses as well as key sustainability challenges and opportunities affecting it now and in the future. It includes quantitative as well as qualitative analysis such as best practice examples. Company Benchmarking Report Compact Detailed Peer Analysis Receive a trimmed version of the full Corporate Benchmarking Report, the CBR Compact focuses on quantitative analysis only. Assess and improve your company s relative performance in specific sustainability questions. Many companies use the Detailed Peer Analysis on an annual basis as a strategic tool to measure and continuously improve their sustainability practices in key areas. Step 3 Workshops and Presentations Receive in-person feedback on your company s sustainability performance or an explanation of the RobecoSAM methodology. Workshops can be tailored to your needs. ADD-ON Customized peer groups Be benchmarked against a selected peer group such as companies from your region or leaders across all industries. Contact RobecoSAM Sustainability Services to find out how our solutions can help set you on the road to excellence. RobecoSAM s Sustainability Services 7
Next steps Get active now to capture the enormous benefits of sustainability benchmarking. Tap into our proven, market-tested expertise to identify best practices, tackle your hidden value potential and free up your own critical resources at the same time. Edoardo Gai Head Sustainability Services In industry since 1999; with RobecoSAM since 2000 edoardo.gai@robecosam.com Jvan Gaffuri Senior Manager Sustainability Services In industry since 1997; with RobecoSAM since 2006 jvan.gaffuri@robecosam.com Robert Dornau Senior Manager Sustainability Services In industry since 2000; with RobecoSAM since 2014 robert.dornau@robecosam.com RobecoSAM AG Sustainability Services Josefstrasse 218 8005 Zurich Switzerland Phone: +41 44 653 12 11 Fax: +41 44 653 10 50 services@robecosam.com www.robecosam.com/services 8 RobecoSAM s Sustainability Services
About RobecoSAM Founded in 1995, RobecoSAM is an investment specialist focused exclusively on Sustainability Investing. It offers asset management, indices, engagement, voting, impact analysis, sustainability assessments, and benchmarking services. Asset management capabilities cater to institutional asset owners and financial intermediaries and cover a range of ESG-integrated investments (in public and private equity), featuring a strong track record in resource efficiency theme strategies. Together with S&P Dow Jones Indices, RobecoSAM publishes the globally recognized Dow Jones Sustainability Indices (DJSI). Based on its Corporate Sustainability Assessment, an annual ESG analysis of 2,800 listed companies, RobecoSAM has compiled one of the world s most comprehensive databases of financially material sustainability information. RobecoSAM is a member of the global pure-play asset manager Robeco, which was established in 1929 and is the center of expertise for asset management within the ORIX Corporation. As a reflection of its own commitment to advocating sustainable investment practices, RobecoSAM is a signatory of the UNPRI and a member of Eurosif, ASrIA and Ceres. Approximately 130 professionals work for RobecoSAM, which is headquartered in Zurich. As of December 31, 2013, RobecoSAM had assets under management, advice and/or license in listed and private equity* of approximately USD 10.2 billion. Additionally, RobecoSAM s Governance & Active Ownership team** had USD 74 billion of assets under engagement and USD 51.8 billion of assets under voting. About Sustainability Services Sustainbility Services is a separate business unit within RobecoSAM AG, founded in 2006. Our services focus on leveraging the Sustainability know-how of RobecoSAM. We aim to drive sustainability business practices by offering companies, experts and practitioners a range of unique services to evaluate their sustainability performance in a credible way. Our global client base ranges across large and mid caps, listed and non-listed, private and public. In 2013 we delivered approximately 140 services with a high level of client satisfaction and many repeat clients. Our vision is to be the preferred partner to guide companies path to sustainability business practices, enabling them to keep a competitive advantage. DISCLAIMER Important legal information: The details given in this document do not constitute an offer. They are given for information purposes only. No liability is assumed for the correctness and accuracy of the details given. The securities identified and described may or may not be purchased, sold or recommended for advisory clients. It should not be assumed that an investment in these securities was or will be profitable. *RobecoSAM Private Equity is the marketing name of the combined private equity divisions of Robeco Institutional Asset Management B.V. ( Robeco ) and its fully owned subsidiary, RobecoSAM AG ( RobecoSAM ). Any funds or services offered by RobecoSAM Private Equity are managed and offered by Robeco, who may have delegated certain investment advisory functions to RobecoSAM. ** RobecoSAM s Governance & Active Ownership team is a brand name of Robeco. Copyright 2014 RobecoSAM all rights reserved. RobecoSAM Josefstrasse 218 8005 Zurich Switzerland T +41 44 653 10 10 F + 41 44 653 10 80 www.robecosam.com info@robecosam.com
RobecoSAM AG Josefstrasse 218 8005 Zurich, Switzerland T +41 44 653 10 10, F +41 653 10 80 www.robecosam.com