ESG rating
An update on European regulations and our ESG vision
An update on European regulations and our ESG vision
Overview on regulations
The European Commission is preparing a taxonomy to regulate and harmonise (non-financial reporting or sustainability reporting) financial activity in terms of responsible investments. It has already voted for the 2020/852 Disclosure* Regulation, which imposes environmental and financial transparency standards.
The European Commission is preparing a taxonomy to regulate and harmonise (non-financial reporting or sustainability reporting) financial activity in terms of responsible investments. It has already voted for the 2020/852 Disclosure* Regulation, which imposes environmental and financial transparency standards.
The European Union is continuing its momentum of imposing mandatory indicators* to assess a company’s ESG rating.
* RTS project (Regulatory Technical Standards)
The regulations will see considerable progress over the next few years.
Many indicators are already required in the ESG rating of companies.
Our ESG rating process under the spotlight
An environmentally friendly rating method
%
Environment
%
Social
%
Governance
Going beyond regulation
The progress in regulation is notable and necessary. At Colibri AM, we will strive beyond regulation regarding the implementation of socially responsible investment practices. Hence, our use of more than one hundred ESG criteria to establish ESG ratings for companies, allocations and investment funds.
Rating criteria for each sector of activity
We are aware all criteria cannot be imposed on all sectors.
It is for this reason we have customised the selection of ESG criteria for each industry.
Multiple and varied sources
We retrieve company and allocation ESG data from :
– Company annual reports
– Bloomberg
– Robecco
– Sustainalytics
Customised ESG questionnaires
Still today, numerous companies do not publish ESG data. We have therefore adressed customised questionnaires to those companies for the collection their ESG information on a regular basis.
Multiple and varied sources
We retrieve company and allocation ESG data from :
– Company annual reports
– Bloomberg
– Robecco
– Sustainalytics
Customised ESG questionnaires
Still today, numerous companies do not publish ESG data. We have therefore adressed customised questionnaires to those companies for the collection their ESG information on a regular basis.
Details of ESG metrics by business sector
Below are the metrics we have selected for each of the E, S and G pillars, based on the business sectors of the companies we select in our management strategies.
Communication
Basic consumption
Discretionary consumption
Energy
Finance
Real estate
Industry
Materials
Health
Technology
Utilities
Communication
Basic consumption
Discretionary consumption
Energy
Finance
Real estate
Industry
Materials
Health
Technology
Utilities
Selected metrics for the communication sector
Environment
Social
Governance
Selected metrics for the consumer staples sector
Environment
Social
Governance
Selected metrics for the consumer discretionary sector
Environment
Social
Governance
Selected metrics for the energy sector
Environment
Social
Governance
Selected metrics for the finance sector
Environment
Social
Governance
Selected metrics for the real estate sector
Environment
Social
Governance
Selected metrics for the industry sector
Environment
Social
Governance
Selected metrics for the materials sector
Environment
Social
Governance
Selected metrics for the health sector
Environment
Social
Governance
Selected metrics for the technology sector
Environment
Social
Governance
Selected metrics for the utilities sector
Environment
Social
Governance
