1 / 12

GOVERNANCE & ACCOUNTABILITY INSTITUTE, INC.

GOVERNANCE & ACCOUNTABILITY INSTITUTE, INC. RESEARCHERS – STRATEGISTS – ADVISORS Focused on Corporate Sustainability & Responsibility. Today. Hank Boerner Introduction – Brief Overview of IRO Opportunities Mike Wallace GRI Focal Point USA – GRI Reporting – the Framework Louis Coppola

zora
Download Presentation

GOVERNANCE & ACCOUNTABILITY INSTITUTE, INC.

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. GOVERNANCE & ACCOUNTABILITY INSTITUTE, INC. RESEARCHERS – STRATEGISTS – ADVISORS Focused on Corporate Sustainability & Responsibility

  2. Today • Hank Boerner • Introduction – Brief Overview of IRO Opportunities • Mike Wallace • GRI Focal Point USA – GRI Reporting – the Framework • Louis Coppola • Research: Third Party Assurance & Fortune 500® Analysis

  3. Our Findings: Corporations & Sustainability(S&R) Leaders in S&R Enjoy Competitive Advantage • Access to capital - attracting patient, long-term investors – owners using ESG screens • Lower operating costs • Clear product & service differentiation • Less regulatory or litigation issues • Reputation protection and enhancement • Share price enhancement vs. peers • Improved risk management processes

  4. Definitions… Keep in mind… • “Sustainability” is also “ESG” – Key Performance Indicators considering… • Environmental Management - performance • Societal Issues – like supply chain • Corporate Governance Concerns • “Responsibility” is closely-tied to ESG & CSR

  5. Who Cares About S&R? So who cares about corporate S&R? • Mainstream Asset Owners / Managers • ESG Analysts – special focus • Bloomberg – other service providers • Public Employee Pension Funds – US$4 trillion AUM • Sovereign Wealth Funds – US$4 trillion AUM • Key Stakeholders • Employees – New Recruits • Business Partners

  6. How Much Money Are We Talking About? • Total US Capital Markets: $25.2 trillion • SRI* Assets Under Management: $3.07 T • That’s 12% or $1 in $8 invested in markets • Dramatic Growth: 34% since 2005 *Social Investment Forum

  7. Growth Factors – Trend Drivers • Asset managers factoring ESG in valuations • Institutional investor mandates • Client demand / owners demand • New products: indexes, pools, ETFs • Proxy voting / owner-company issues • Growth of investor networks • Bullet-proofing the corporate reputation • Peer pressures / competitor first moves

  8. How Do Companies Gain Attention & Position for Success? An increasing number of companies are expanding disclosure and transparency – and embracing the Global Reporting Initiative (GRI) Framework for their S&R Reporting. • 239 total reports in USA in 2011 • 220 private sector – 182 listed companies • 20% of the Fortune 500® G&A Institute is the Data Partner for the USA for GRI

  9. Trends – Characteristics We See • Leadership companies set pace for peers • Reporting is becoming “more than annually” • Formats are diverse – print, on-line, hybrids • “Integrated” reports – pacesetters Clorox, Verizon • Integration of key corporate documents • Reports are end of process – GRI Framework establishes rigorous process – enhances company operations, marketing, finances

  10. For the IR Professional Is your company an S&R… leader… follower… laggard… • IR should be a key driver inside the enterprise • IRO is s Key S&R team member • Telling the S&R story to owners and potential investors – analysts – IRO advantage • Incorporating the “non-financials” into the corporate financials to tell a complete story

  11. Important Planning Steps • Tune in – learn more – understand S&R as value drivers for the enterprise • Benchmark investment & industry peers • Help build team - cross-functional, top/bottom • Develop Strategies • Position IR for success in S&R Storytelling • Help guide disclosure and reporting • Leverage S&R reporting with key stakeholders

  12. GOVERNANCE & ACCOUNTABILITY INSTITUTE Hank BoernerChairman & Senior Strategist (Member, NIRI Senior Roundtable) Louis Coppola, MBA Senior Vice President, Technology & GRI Strategies Daniel DoyleSenior Reporting Analyst 215 Park Avenue South, 10th Floor (at Union Square) New York, New York 10003 Tel 646 430 8230 Web www.ga-institute.com

More Related