ESG Benchmarking
ESG is rapidly growing in significance – it is crucial
that corporates understand the wide range of market expectations.
Gain valuable business intelligence on where your ESG profile stands against your peers.
Our service provides you with greater transparency about the ESG investors already on your register and which to target.
We will identify, track and benchmark ESG-focused funds, identifying ESG funds that are underweight or absent in you compared to your country and/or sector peers.
Targeting ESG investors
As part of our analysis, we break down your target list of ESG investors into active and passive pools and identify their investment potential at the fund level.
Additionally, we identify which indices are important to these funds and help you understand and implement the required measures and metrics to unlock access to these significant additional pools of capital.
Key features
Coupled with a detailed shareholder ID, Investor Update identifies ESG funds currently invested in your stock and compares weighted ESG investment levels within a focused peer group
Quantify the size of potential ESG investment opportunity in terms of additional purchasing power
Identify specific ESG funds, active and passive, thematically, by market cap and by geography
Highlight the ESG indices, against which key ESG-focused funds benchmark themselves, and uncover which metrics are needed to unlock significant ESG pools of capital
Investor Update will deliver your detailed analysis at fund-level in a board-friendly report
Discover More
Download our ESG Benchmarking brochure.
Learn more about our distinct approach to ESG Benchmarking in our latest brochure. Discover more about our process and some of the key benefits the service offers.
Learn more about our distinct approach to shareholder identification in our latest brochure. Discover more about our process and some of the key benefits the service offers.
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ESG Benchmarking Case Study
VIG
ESG Benchmarking identified significant ESG investment opportunities for VIG’s shareholder register vs a selected peer group. Target funds, both passive and active, were identified including the relevant ESG ratings/indices they followed, to determine which metrics were required for qualification.
Investor Update produced board papers to highlight the extent of investment potential to senior management with immediate buy-in and commitment to improving disclosure and reporting around key ESG metrics.
