Aperçu des scores ESG

Évaluation des pratiques environnementales, sociales et de gouvernance d'une entreprise, visant à évaluer les risques potentiels pour les actionnaires.

Facteurs environnementaux, sociaux et de gouvernance pertinents pour la performance financière d'une entreprise et la gestion des risques.

Détermination des indicateurs ESG importants pour une entreprise ou un secteur, en considérant leur impact sur la réussite financière et la gestion des risques.

Processus de collecte d'informations sur une entreprise à partir de différentes sources pour l'évaluation ESG.

Évaluation et pondération des engagements d'une entreprise en matière d'ESG, de la mise en œuvre de ses mesures et de la performance de ses plans d'action.

L'évaluation ESG porte sur les conséquences financières des problématiques ESG pour les investisseurs.

Un facteur important dans l'identification des questions ESG pertinentes pour une entreprise, car il existe une grande similarité entre les entreprises du même secteur.

Un aspect est considéré comme matériel s'il peut substantiellement affecter la capacité d'une organisation à créer de la valeur à court, moyen et long terme.

Les critères environnementaux, sociaux et de gouvernance (ESG) dont l'impact financier est significatif pour une entreprise.

Critère utilisé pour évaluer l'importance financière des facteurs ESG dans la notation des entreprises.

Processus d'acquisition d'informations concernant les performances ESG d'une entreprise.

Technique utilisée pour compléter les données ESG manquantes par des estimations fondées sur des modèles statistiques.

Il n'existe pas de liste exhaustive et standardisée de critères ESG pertinents financièrement pour les fonds d'investissement privés (PE).

Des agences qui évaluent les risques environnementaux, sociaux et de gouvernance (ESG) des entreprises.

Différence de connaissance entre l'émetteur (entreprise) et l'investisseur.

Les critères utilisés pour évaluer la performance ESG d'une entreprise, pas toujours standardisés.

Risques liés à l'environnement, aux relations sociales et au fonctionnement de l'entreprise.

Évaluation ESG centrée sur les risques et opportunités affectant les résultats de l'entreprise (court, moyen, long termes).

Évaluation ESG incluant l'impact financier ET l'impact sur l'environnement et la société.

Agences qui évaluent la probabilité de faillite d'une entreprise sur un an.

Les agences de notation ESG peuvent attribuer des notes différentes à une même entreprise en raison de la portée différente des critères ESG qu'elles prennent en compte.

Les agences de notation ESG peuvent mesurer les mêmes critères ESG mais utiliser des données différentes.

Les agences de notation ESG peuvent attribuer des niveaux d'importance différents aux différents critères ESG.

Une controverse ESG est une situation où les opérations ou les produits d'une entreprise ont un impact négatif potentiel sur l'environnement, la société ou la gouvernance.

Les scores ESG ne sont pas toujours corrélés à la performance financière des entreprises.

La complexité de l'évaluation ESG peut entraîner une perte de nuances dans les données et des informations importantes peuvent être manquantes.

Les analystes ESG utilisent une variété de sources d'informations pour évaluer les performances ESG d'une entreprise, comme les études universitaires, les rapports de consultants et les données provenant d'organismes indépendants.

Les entreprises et les investisseurs ont des objectifs ESG différents, ce qui rend difficile l'harmonisation des évaluations et des notations.

Les initiatives de données ESG (Environnementales, Sociales et de Gouvernance) dans le secteur du Private Equity.

Un score qui évalue les performances ESG d'une entreprise, basé sur les données MSCI.

Le processus utilisé par MSCI pour calculer les scores ESG des entreprises.

Un score qui évalue les performances ESG d'une entreprise, basé sur les données Refinitiv.

Données utilisées par Refinitiv pour calculer les scores ESG des entreprises.

Analyse de l'impact environnemental des processus de production d'une entreprise.

Les politiques d'une entreprise concernant son personnel.

L'influence des activités d'une entreprise sur les écosystèmes.

Mesure de l'impact sur le climat de la production d'une entreprise.

Montant investi par une entreprise en actions environnementales.

L'influence négative que les risques ESG peuvent avoir sur la valeur des actions, les profits et la réputation d'une entreprise.

Les enjeux ESG les plus importants pour une entreprise, en fonction de leur impact sur la valeur financière et la gestion des risques.

Le processus d'évaluation de la performance d'une entreprise en termes d'ESG, en tenant compte des risques et des opportunités.

Les défis liés à l'environnement, aux conditions de travail et à la gouvernance dans le secteur agroalimentaire.

L'influence des scandales sanitaires sur la réputation, les ventes et le cours de l'action des entreprises pharmaceutiques.

L'augmentation importante du prix des médicaments par les entreprises pharmaceutiques, pouvant être perçue comme abusive.

L'importance d'intégrer les considérations ESG dans le secteur pharmaceutique, en tenant compte de la sécurité, de l'éthique et de la durabilité.

A numerical evaluation of a company's environmental, social, and governance (ESG) performance, often used by investors to assess sustainability and potential risk.

An ESG score developed by MSCI, a leading provider of investment research and data, that evaluates companies based on their ESG practices.

An ESG score provided by Refinitiv, a financial data provider, that assesses companies' ESG performance based on a unique set of data points.

Specific metrics used to evaluate a company's ESG performance, such as water use, greenhouse gas emissions, employee diversity, and corporate governance policies.

A category of ESG data points that measures how a company utilizes resources, such as energy, water, and materials, with a focus on efficiency and sustainability.

A category of ESG data points that assesses a company's environmental impact through greenhouse gas emissions, pollution, and other emissions.

A category of ESG data points that examines a company's policies and practices related to its employees, including diversity, compensation, and employee safety.

A category of ESG data points that assesses a company's commitment to ethical labor practices, human rights, and social responsibility in its operations.

A category of ESG data points that evaluates a company's impact on the communities where it operates, including community engagement, investments, and social contributions.

The ongoing development and improvement of ESG data collection and reporting methods, aiming for greater accuracy, comprehensiveness, and transparency.

The traditional dominance of specialized agencies in ESG data provision is being challenged by the standardization of sustainability reporting, the increasing importance of double materiality, and the rise of alternative data sources.

Double materiality considers both the impact of a company on the environment and society (outward impact) and the impact of environmental and social issues on the company's financial performance (inward impact).

Professionals who analyze and monitor environmental, social, and governance (ESG) issues and trends to assess their potential opportunities and risks for portfolio companies. They scrutinize corporate strategies, news, disclosures, and sustainability reports.

Regulation aimed at enhancing transparency and accountability in ESG ratings by requiring approval from the European Securities and Markets Authority (ESMA). This includes specifying rating methodologies, data sources, and alignment with the Paris Agreement.

The new regulation will mandate separate ratings for each E, S, and G factor, require transparency in methodologies and data sources, and necessitate clear statements about alignment with the Paris Agreement.

The pharmaceutical industry faces various challenges related to high R&D costs, diminishing innovation value, increasing pressure to demonstrate product value, potential side effects, and significant marketing budgets.

The pharmaceutical industry's business practices can lead to CSR risks such as false innovation, scientific fraud, lobbying and corruption, misleading marketing, and denial of drug side effects.

The pharmaceutical sector frequently faces controversies related to product safety, customer information, anti-competitive practices, and corruption.

Companies in the pharmaceutical sector often fail to address controversies effectively, particularly regarding corruption, with limited transparency and few remedial actions.

A CSR risk in the pharmaceutical industry where companies may exaggerate the benefits of their products or create artificial demand for new drugs.

A CSR risk where companies may manipulate scientific data to obtain regulatory approvals or market their products.

A CSR risk where companies may influence decision-makers through lobbying or bribes to gain advantages in regulations or prescribing practices.

A CSR risk where pharmaceuticals may employ misleading or exaggerated promotional practices to increase sales and market share.

Banks face increasing scrutiny for their environmental, social, and governance (ESG) practices, including accusations of supporting activities like fossil fuel financing, tax evasion, and corruption.

NGOs are demanding that banks, like BNP Paribas, calculate their environmental footprint, not only for their direct operations but also for the investments they finance, as these often contribute significantly to emissions.

Oil companies are frequently targeted for their environmental impact, with actions like divestment from investment funds and the potential for accidents. These risks can impact share prices and company reputations.

Volkswagen faced a major scandal when it was found to be manipulating emissions tests for its diesel engines. This resulted in heavy financial penalties and reputational damage.

While ESG concerns are increasingly important, their impact on a company's financial performance can be complex. There isn't always a clear correlation between high ESG scores and strong financial results.

ESG data collection and reporting are constantly evolving to become more accurate, comprehensive, and transparent. This is essential for making informed decisions about investments and sustainability.

Environmental, social, and governance factors that can negatively impact a company's financial performance and reputation.

Heineken, a major beer company, drew significant amounts of water in Monterrey, Mexico, where there was a severe drought, potentially jeopardizing the city's water supply.

Scandals in the pharmaceutical industry, like price gouging or safety concerns, can damage a company's reputation and financial performance.

Valeant Pharmaceuticals faced criticism for significantly increasing the prices of its drugs, raising concerns about ethical practices and affordability.

Evaluating the environmental, social, and governance impacts of pharmaceutical companies to assess potential risks and opportunities.

Evaluating the environmental, social, and governance aspects of companies in the food and agriculture sector, particularly in the face of increasing concerns over sustainability and ethical practices.

Dieselgate refers to a scandal where Volkswagen cheated emission tests, highlighting the need for better regulation and transparency in the automotive industry.

ESG risks are potential negative impacts related to environmental, social, and governance factors that could significantly affect a company's value and sustainability in the long term.

A negative incident that significantly impacts a company's financial performance, such as fines, settlements, or reputational damage. It's not just criticism of legitimate business practices or general industry criticisms that don't specifically target a company.

Companies that are involved in controversies often face negative consequences, such as decreased sales, lower stock prices, and a damaged reputation. Ultimately, this can impact the company's financial performance and sustainability.

A score assigned by rating agencies to assess the severity of an ESG controversy and how well a company responds to it.

The severity of an ESG controversy is measured based on factors like the number of people affected, the extent of environmental damage, the length of time the impact lasts, and the overall reputational risk to the company.

The 'Social Pillar' focuses on how a company interacts with people and society. It is often the source of most ESG controversies.

Banks are often criticized for financing activities that are considered harmful to the environment or society, such as fossil fuels or industries with questionable labor practices.

Volkswagen was found to be manipulating emission tests for its diesel engines to make them appear more environmentally friendly than they actually were. This deceit ultimately led to significant fines and reputational damage for the company.

While ESG concerns are becoming increasingly important for investors, there isn't always a clear correlation between high ESG scores and high financial performance. Some companies with strong ESG practices may not always have high stock values, and vice versa.