FTSE4Good ESG Ratings: Leaders
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1 FTSE FACTSHEET FTSE4Good ESG Ratings: Leaders March 2013 bmktitle1 Top 5 large and mid-cap companies in each ICB Supersector, based on Overall ESG Rating. (Only companies that have passed the FTSE4Good Index criteria are presented.) For more information and additional details on the FTSE4Good ESG Ratings methodology, please visit Automobiles & Parts Pirelli & C ITA Peugeot FRA Johnson Controls USA Ford Motor USA 4 95 Volkswagen GER Banks Bank Hapoalim ISR UBS AG SWIT Westpac Banking Corp AU Unicredit ITA Bank Leumi ISR Credit Suisse Group SWIT National Australia Bank AU Royal Bank Of Scotland Group UK Basic Resources Norsk Hydro NOR BHP Billiton UK/AUS Anglo American UK Rio Tinto UK/AUS Stora Enso R FIN ESG RATINGS Overview There is a growing demand for Environmental, Social and Governance (ESG) factors to be incorporated into investment decision making and stewardship. The FTSE4Good ESG Ratings are based on EIRIS research and provide objective ESG risk and performance data that is based on clear and easy to apply methodologies Measuring risk and performance Companies with higher ESG risks must achieve more to obtain a high score. The ratings indicate a company's success at managing its company-specific ESG risks Clear methodology and robust governance The FTSE4Good ESG Ratings follow clearly defined risk and performance thresholds defined in publicly available criteria. To ensure their quality and accuracy, an independent committee oversees the ratings, while leading research provider, EIRIS, conducts independent research The six ESG themes cover Environmental Management, Climate Change, Supply Chain Labour Standards, Human & Labour Rights, Corporate Governance and Countering Bribery Companies overall ESG rating is scored on a scale from 0-5, with a supersector-relative score out of 100 Chemicals Johnson Matthey UK Royal DSM NETH Akzo Nobel NETH Umicore BELG Yara International NOR Bayer AG GER Source: FTSE Group 1 of 5
2 Construction & Materials St Gobain (Cie De) FRA Geberit N SWIT Lafarge FRA Acciona S.A. SP Assa Abloy SWED 4 96 CRH UK 4 96 Financial Services Man Group UK Nomura Holdings JA ASX AU Suncorp Group AU Deutsche Boerse GER 4 96 NYSE Euronext USA 4 96 Food & Beverage Nestle SWIT Diageo UK Unilever UK/NETH Coca-Cola HBC GRC Pernod Ricard FRA Heineken NETH Health Care GlaxoSmithKline UK Novartis (REGD) SWIT Novo-Nordisk B DEN Novozymes A/S DEN AstraZeneca UK Baxter Intl USA 4 94 Merck Kgaa GER 4 94 Ramsay Health Care AU 4 94 Roche Hldgs (GENUS) SWIT 4 94 Sonic Healthcare AU 4 94 Industrial Goods & Services ABB SWIT SKF SWED Sulzer AG SWIT Atlas Copco SWED Capita UK Source: FTSE Group / EIRIS 2 of 5
3 Insurance Aviva UK Aegon NV NETH Insurance Australia Group AU AMP AU Generali ITA Tokio Marine Holdings JA Media WPP UK Reed Elsevier UK/NETH Dai Nippon Printing JA British Sky Broadcasting Group UK 4 95 ITV UK 4 95 Pearson UK 4 95 Telenet Group Holding NV BELG 4 95 Oil & Gas / Energy Saipem ITA BG Group UK Eni ITA Total FRA Statoil ASA NOR Personal & Household Goods SCA SWED L'Oreal FRA Puma GER Kao JA BIC FRA Electrolux Ser SWED Husqvarna AB SWED Source: FTSE Group / EIRIS 3 of 5
4 Real Estate Commonwealth Property Office Fund AU CFS Retail Property Trust Group AU 4 98 Dexus Property Group AU 4 98 GPT Group AU 4 98 Mirvac Group AU 4 98 Stockland AU 4 98 Retail Next UK Kingfisher UK Inditex SP Marks & Spencer Group UK PPR FRA Technology STMicroelectronics FRA Nokia FIN Invensys UK Ericsson SWED ASML Holding NETH Hewlett-Packard USA S Telecommunications BT Group UK Vodafone Group UK Telecom Italia ITA Telecom Italia Rsp ITA France Telecom FRA Travel & Leisure International Consolidated Airlines Group UK Tabcorp Holdings AU Qantas Airways AU Accor FRA Compass Group UK 4 95 Lottomatica ITA 4 95 Sky City Entertainment Group NZ 4 95 Whitbread UK 4 95 Source: FTSE Group / EIRIS 4 of 5
5 Utilities Enagas SP 4 88 Enel ITA 4 88 Osaka Gas JA 4 88 TransAlta Corporation CAN 4 88 Veolia Environnement FRA Iberdrola SP Tokyo Gas JA Average overall ESG rating by Supersector ICB Supersector Average Overall ESG Rating ICB Supersector Average Overall ESG Rating Utilities 3.21 Personal & Household Goods 2.78 Media 3.11 AVERAGE ESG SCORE 2.77 Telecommunications 3.11 Industrial Goods & Services 2.75 Technology 3.04 Construction & Materials 2.74 Insurance 2.96 Travel & Leisure 2.66 Banks 2.95 Food & Beverage 2.64 Health Care 2.91 Real Estate 2.58 Chemicals 2.81 Basic Resources 2.44 Automobiles & Parts 2.80 Retail 2.43 Financial Services 2.79 Oil & Gas 2.28 Please note the above table is not restricted only to companies who pass the FTSE4Good criteria Average overall ESG rating by country Country Average Overall ESG Rating Country Average Overall ESG Rating Netherlands 3.70 Belgium 3.06 UK 3.54 Switzerland 3.00 Sweden 3.49 Greece 2.97 Finland 3.42 AVERAGE ESG SCORE 2.77 Italy 3.40 Canada 2.73 Spain 3.39 USA 2.68 Norway 3.38 Japan 2.63 France 3.35 Austria 2.52 New Zealand 3.31 South Korea 2.45 Portugal 3.23 Israel 2.43 Germany 3.14 Ireland 1.87 Australia 3.10 Singapore 1.84 Denmark 3.07 Hong Kong 1.49 Please note the above table is not restricted only to companies who pass the FTSE4Good criteria. The FTSE4Good Ratings (the Ratings ) are created by FTSE International Limited ( FTSE ) and Ethical Investment Research Services (EIRIS) Limited ( EIRIS ) or their agents. All rights in the Ratings vest in FTSE and EIRIS. FTSE is a trade mark of the London Stock Exchange Group companies and is used by FTSE under licence. FTSE4Good is a trade mark of FTSE. EIRIS is a trade mark of EIRIS. Neither FTSE nor EIRIS nor their licensors shall be liable (including in negligence) for any loss arising out of use of the Ratings by any person. Distribution of the Ratings and the use of the Ratings to create financial products requires a licence from FTSE. The Industry Classification Benchmark ( ICB ) is owned by FTSE. All information is provided for information purposes only. Every effort is made to ensure that all information given in this publication is accurate, but no responsibly or liability can be accepted (including in negligence) by FTSE or its licensors for any errors or loss from use of this publication. Neither FTSE nor any of its licensors makes any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the results to be obtained from the use of the Ratings set out above or the fitness or suitability of the Ratings for any particular purpose to which they might be put. No part of this information may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission of FTSE. Distribution of the Ratings, FTSE data and the use of FTSE indices to create financial products requires a licence with FTSE and/or its licensors. FTSE does not accept any liability to any person for any loss or damage arising out of any error or omission in the ICB. Data available from info@ftse.com For further information visit info@ftse.com definitions or call your local FTSE office: Beijing +86 (10) Dubai Hong Kong London + 44 (0) Milan Mumbai New York FTSE (3873) Paris +33 (0) San Francisco FTSE (3873) Sydney +61 (2) Tokyo +81 (3) Source: FTSE Group / EIRIS 5 of 5
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