THE ROLE OF IMPACT REPORTING FOR INVESTORS SABINE DBELI, CEO SWISS - PowerPoint PPT Presentation

THE ROLE OF IMPACT REPORTING FOR INVESTORS SABINE DÖBELI, CEO SWISS SUSTAINABLE FINANCE SWISS SUSTAINABLE FINANCE | 28 MAY 2019

INTERPLAY BETWEEN SUSTAINABILITY AND FINANCE 2 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

COMPONENTS AND MECHANISMS OF INVESTMENT IMPACT Source: Kölbel, Heeb, Paetzold, Busch, MIT Sloan, 2018 3 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

SUSTAINABLE INVESTMENT APPROACHES 4 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

EMPIRICAL ACADEMIC EVIDENCE FOR IMPACT Mechanism Quantifiable Determinants known Shareholder YES YES Engagement Capital Allocation NO YES Impact Indirect Impacts NO NO Source: Kölbel, Heeb, Paetzold, Busch, MIT Sloan, 2018 5 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

GROWTH RATES FOR DIFFERENT APPROACHES IN SWISS MARKET 6 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

GROWTH RATES FOR DIFFERENT APPROACHES IN SWISS MARKET 7 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

GROWTH RATES FOR DIFFERENT APPROACHES IN SWISS MARKET 8 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

ACTIVE ENGAGEMENT Based on ESG policy Energy giant Royal Dutch Shell is to set carbon emission targets and link them to its executive pay. The Anglo-Dutch company has made the move after pressure from investors, led by asset manager Robeco and the Church of England Pensions Board. Source: BBC News 9 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

SURVEY AMONGST LISTED COMPANIES ON DRIVERS FOR CSR Which factors were important or very important for the decision of your company to actively address sustainability issues? Client demand Requirements of sustainability rating agencies Requirements of sustainable investors Activities of peers Initiatives of Board or shareholders Sustainability analysts of banks Legal requirements Reputational issues of industry Reputational risk of company Source: Oekom Research, 2013 10 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

FOOTPRINT MAP FOR PORTFOLIO OF GLOBALANCE BANK Source: Globalance Bank 11 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

MEASUREMENT OF «IMPACT» FOR SWISSCANTO FUND Source: Swisscanto Invest by Zürcher Kantonalbank 12 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

THE FIVE DIMENSIONS OF IMPACT AS DEFINED BY THE IMPACT MANAGEMENT PROJECT Source: Impact Management Project 13 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

DIFFERENT DIMENSIONS OF IMPACT OF UNDERLYING COMPANIES Source: Impact Management Project 14 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

IMPACT MANAGEMENT PROJECT MATRIX FOR PGGM PORTFOLIO Source: Impact Management Project 15 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors

CONTACT Swiss Sustainable Finance Grossmünsterplatz 6 8001 Zurich Tel. 0041 44 515 60 52 sabine.doebeli@sustainablefinance.ch www.sustainablefinance.ch Follow us on Social Media >Twitter@SwissSustFin >LinkedIn Swiss Sustainable Finance 16 SWISS SUSTAINABLE FINANCE | 28 MAY 2019 The role of impact reporting for Investors