Integrating sustainability or environmental, social and governance (ESG) factors in the investment decision making is rapidly becoming mainstream. Stricter regulations, pressure from civil society organizations, rise in voluntary initiatives and ever informed customers are constantly changing the way the world has invested capital. Investors today are expected to be more accountable, more transparent, and ensure responsible investing without compromising on returns.
At SustainoMetric, we understand the requirements of asset managers and asset owners when it comes to integrating sustainability. We provide tailor-made, efficient research solutions to enable better and sustainable investment decisions.
- Responsible investment (RI) policy advice and support
While drafting your RI policy, we help you identify the most important ESG themes based on your investment beliefs and stakeholders’ expectations taking into account the most appropriate sustainability standard and principles.
- RI research support
To help our clients operationalize their RI policies, we provide support in the following activities:
- Advising on various RI strategies to cover various asset classes and investment products;
- In-depth on-demand research on various ESG themes, controversial sectors, and controversy monitoring;
- Revenue quantification and thematic screening;
- Portfolio footprinting against a benchmark;
- Integrating Sustainable Development Goals (SDGs) into investments and/or communication;
- Impact metrics identification and measurement;
- ESG data collection and analysis;
- ESG integration into financial valuation models;
- Voting advise on ESG proposals in the AGMs;
- Voting execution through client subscribed portals such as Glass Lewis and ISS.
- Client reporting support
We help asset managers in their client reporting obligations on a quarterly, half-yearly, and/or yearly basis. We also provide support in responding to various information requests such as PRI Signatories reporting, Asset Owners’ Disclosure Project, and others. We do this by coordinating with various teams at the asset managers and presenting in a format that improves our clients’ ranking in the market place.
The recent spur in the awareness and acceptance of the importance of ESG factors for companies and investors has led to a surge in thematic ratings and benchmarks. Investors, companies, consumers and other stakeholders use these benchmarks to take informed decisions. Since, the research behind such ratings, benchmarks, and indexes is can be time and resource consuming, we help our clients by taking up the heavy lifting tasks while they can focus on the most value-adding tasks such as engagements and outreach.
- Data collection
Collection of data on specific ESG indicators from public sources as well as from primary sources e.g. contacting companies’ CSR or Investor relations department based on client’s preference.
- Company assessments
Sustainometric conducts company assessments based on the client’s methodology to rank or evaluate companies on ESG and/or thematic aspects.
- Template and dashboard designing
We advise and help our clients develop user-friendly IT-based or excel based tools to capture ESG data and to calculate scoring. We also often provide advice on dashboard designing and attractive information dissemination templates for various stakeholders.
- Machine learning/Artificial intelligence
For higher volume of ESG data collection and wide coverage, we actively invest in machine learning to enable automatic data capture and bringing efficiency in the research process.
Corporate sustainability has been gaining increased attention from various stakeholders. We understand the complexity of the entire sustainability measurement and reporting for companies. We leverage our years of experience of working with some of the most prestigious names in the index providers, investors, and rating agencies to help companies manage their sustainable transition.
- Identification of material ESG risks
We help our clients understand the most material sustainability issues for their businesses. Our insights play an important role by serving as reference material in the stakeholder discussions. We tailor our services to suit our clients’ sustainability needs, whether large or small.
- Benchmarking against peers and best practices identification
We can conduct a benchmarking exercise for our clients to understand their competitive position with respect to sustainability. Again, we do this by discussing the most important KPIs that they would like to be benchmarked. Of course, we also provide advice to our clients on the most important trends and KPIs that they should be focussing on.
- Sustainability reporting
Our team of experts is well versed with the international reporting standards such as Global Reporting Initiative (GRI), The International Integrated Reporting Council (IIRC), Recommendations of the Task Force on Climate-related Financial Disclosures (TCFD), and others.
- Reporting support
Investor relations and/or sustainability teams are witnessing an incredible rise in the information requests from various stakeholders on sustainability. We help our clients to process these information requests. We do this by closely coordinating with clients’ relevant teams and synthesizing information and presenting it in the best possible way that improves our clients’ rankings and thus improves brand value. We have extensive experience in questionnaires such as Dow Jones Sustainability Index (DJSI), FTSE4Good, MSCI Sustainability Indexes, Carbon Disclosure
Project (CDP), Corporate Human Rights Benchmark (CHRB), and many more.