... EXTEL/UKSIF SRI & SUSTAINABILITY SURVEY 2017 JUNE

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1 ... EXTEL/UKSIF SRI & SUSTAINABILITY SURVEY 2017 JUNE

2 CONTENTS 1 MARKET TRENDS 3 2 RESULTS 4 3 METHODOLOGY 8 4 EXTEL WECONVENE 13 5 CONTACTS 14

3 1. MARKET TRENDS We capture a range of views from across asset managers on the important elements of SRI/ESG; both as provided by the sell-side or other research providers; and their views on the corporate community. The tables show the overall findings for the last three years. All this data comes from the Extel Market Trends online service, offering an extensive range of customization and functionality. ALL BUYSIDE What do you value in sustainability analysis? All numbers in % All Buyside All Buyside All Buyside Thematic Pieces Stock specific analysis Integrated into all research and advisory services Depth of coverage Climate change/green issues Number of responses What is your view on Corporates and SRI? All numbers in % All Buyside All Buyside All Buyside CSR reports are valuable Companies take sustainability seriously Sustainability issues impact stock values Number of responses Extel. All numbers in percentage. SRI & Sustainability - The Numbers of Firms & Individuals SRI & SUSTAINABILITY Buyside Firms voting Buyside Individuals voting Broker Firms Nominated Broker Individuals Nominated Total Analysts Average Team Size (top 10 firms) Average Team Size (all firms) Corporate Governance Integrated Climate Change SRI Research

4 2. RESULTS BROKERAGE Leading Pan-European Brokerage Firm - SRI & Sustainability (Based on Commissions Paid) by Key FMs Position PrevPos Firm Name % Momentum 1 2 HSBC 13.6 p 2 6 Natixis 11.8 p 3 4 Kepler Cheuvreux 11.5 p 4 1 Société Générale 11.0 q 5 5 Morgan Stanley 9.4 p 6 3 Exane BNP Paribas 5.9 q 7 7 UBS 5.0 q 8 10 ODDO BHF 4.8 q 9 9 Bank of America Merrill Lynch 4.5 q CLSA 2.6 p MSCI ESG Research 1.9 q Barclays 1.8 q Sustainalytics 1.7 q Citi 1.4 p 15 8 Credit Suisse 1.2 q 16 N/A Deutsche Bank Goldman Sachs 0.9 q DZ BANK Mirabaud Securities 0.8 p 19 N/A Oekom Research Vigeo Eiris Bloomberg New Energy Finance 0.7 p Absolute Strategy Research 0.6 p 24 N/A Proxinvest Trucost 0.5 p Momentum indicates change in percentage of total weighted vote received in Extel 2017 compared with Extel As such, a firm/individual may have an increase in momentum, whilst the ranking position remains static or declines; or a decrease in momentum, whilst the ranking position remains static or improves.

5 SRI RESEARCH All Brokerage Firms - SRI & Sustainability (Commissions Paid) by Key FMs - SRI Research Position PrevPos Firm % Momentum 1 2 Morgan Stanley q 2 6 Kepler Cheuvreux q 3 1 Société Générale p 4 4 Natixis p 5 7 HSBC 7.4 q All Investment Individuals - SRI & Sustainability (Based on Commissions Paid) by Key FMs - SRI Research Position PrevPos Individual % Momentum 1 3 Jessica Alsford, Morgan Stanley 5.37 p 2 9 Julie Raynaud, Kepler Cheuvreux 4.72 p 3 10 Orith Azoulay, Natixis 4.63 p 4 4 Yannick Ouaknine, Société Générale 4.61 p 5 15 Samuel Mary, Kepler Cheuvreux 4.51 p INTEGRATED CLIMATE CHANGE All Brokerage Firms - SRI & Sustainability (Commissions Paid) by Key FMs - Integrated Climate Change Position PrevPos Firm % Momentum 1 1 HSBC p 2 6 Natixis p 3 3 Kepler Chevreux p 4 2 Société Générale 8.92 q 5 7 Morgan Stanley 7.86 p All Investment Individuals - SRI & Sustainability (Commissions Paid) by Key FMs - Integrated Climate Change Position PrevPos Firm % Momentum 1 1 Zoe Knight, HSBC p 2 2 Ashim Paun, HSBC 9.65 p 3 4 Wai-Shin Chan, HSBC 7.74 p 4 16 Orith Azoulay, Natixis 7.10 p 5 6 Julie Raynaud, Kepler Cheuvreux 6.32 p Momentum indicates change in percentage of total weighted vote received in Extel 2017 compared with Extel As such, a firm/individual may have an increase in momentum, whilst the ranking position remains static or declines; or a decrease in momentum, whilst the ranking position remains static or improves.

6 CORPORATE GOVERNANCE All Brokerage Firms - SRI & Sustainability (Commissions Paid) by Key FMs - Corporate Governance Position PrevPos Firm % Momentum 1 3 HSBC p 2 4 Société Générale p 3 2 Kepler Chevreux q 4 8 Natixis p 5 7 Morgan Stanley 6.57 p All Investment Individuals - SRI & Sustainability (Commissions Paid) by Key FMs - Corporate Governance Position PrevPos Firm % Momentum 1 4 Robert Walker, HSBC 8.53 p 2 5 Yannick Ouaknine, Société Générale 7.68 p 3 N/A Paul Marsland, Kepler Cheuvreux Thomas Girard, Natixis 5.90 p 5 2 Sudip Hazra, Kepler Cheuvreux 5.21 q Momentum indicates change in percentage of total weighted vote received in Extel 2017 compared with Extel As such, a firm/individual may have an increase in momentum, whilst the ranking position remains static or declines; or a decrease in momentum, whilst the ranking position remains static or improves.

7 ASSET MANAGERS Asset Management firms best for engaging for long-term value Position Company Name % 1 BlackRock Investment Management (UK) Norges Bank Investment Management Fidelity International Capital Research Global Investors Fidelity Management & Research Allianz Global Investors Wellington Management Capital World Investors Amundi Asset Management Schroder Investment Management Capital International J.P.Morgan Asset Management Invesco Perpetual T. Rowe Price International UBS Global AM Harris Associates MFS Investment Management Henderson Global Investors Lazard Asset Management Artisan Partners asset management firms received qualifying nominations Asset Management firms best for SRI/ESG Position Company Name % 1 Amundi Asset Management Norges Bank Investment Management Natixis Asset Management Union Investment BlackRock Investment Management (UK) BNP Paribas Investment Partners Allianz Global Investors Robeco APG Asset Management Exane Asset Management Aberdeen Asset Management Schroder Investment Management Mirova PGGM Vermogensbeheer Hermes Investment Management Standard Life Investments (UK) Legal & General Investment Management Generali Investments Sycomore Asset Management Henderson Global Investors asset management firms received qualifying nominations

8 3. METHODOLOGY The Extel/UKSIF SRI & Sustainability Survey 2017 took place between March 23 and April 28, 2017 Responses were sought from buy-side firms across Europe, involved in the SRI and broader extra-financial market. In total we received responses from 345 individuals at 185 buy-side firms. In the questionnaire, respondents were either asked to rate firms/individuals 1-5; or score attributes/concerns on a 1-5 scale. Following Fund Management firms took part in the Survey. In both cases 5 equated to 5 points, down to a rating of 1 equalling 1 point. When voting for firms, voters could score a maximum of two firms with the same rating, and give the same rating value to up to a maximum of four individual team members at any broker firm. All points received were then aggregated, and % based tables constructed. In the case of rating on attributes, using a 1-5 comparative scale, an average rating (mathematically obliged to be between 1-5) was calculated. This enables comparative benchmarks to be provided. Across the SRI survey, we also received participation from professionals on the sell-side and from IR teams at corporates. As this is now the 15th annual Survey the comparative and trend data delivers considerable value and interest. In particular we continue to receive a number of thoughtful comments on how to construct and develop this Survey going forward to enable it to even better match and align with market practice, and address key issues. We have sought to respond to these in 2017, and will continue to do so for 2018.

9 PARICIPATING BUYSIDE FIRMS Buyside Firm Aberdeen Asset Management Accessible Clean Energy Actiam Addenda Capital Adelphi Capital AG2R-AGICAM Aktia Asset Management Alken Asset Management Allianz Global Investors Altrinsic Global Advisors Amundi Asset Management AP-3 APG Asset Management Athemis Gestion de Fortune Auriel Equity Investors Aviva Investors Aviva Investors AXA Investment Managers Ayora Capital Management Bank J. Safra Sarasin AG Bank Julius Bär & Co. Banque Cantonale Vaudoise Banque Privée 1818 Banque Privee Edmond de Rothschild () Barclays Wealth Baring Asset Management Basellandschaftliche Kantonalbank (BLKB) Basler Kantonalbank BlackRock Asset Management Deutschland Blackrock Investment Management (Global) BlackRock Investment Management (UK) BlackRock Investment Management (US) BlueBay Asset Management BMO Global Asset Management BNP Paribas Assurance BNP Paribas Investment Partners BNP Paribas Wealth Management Bovay & Partenaires Brown Shipley & Co CA IB Investment Bank CA Indosuez Wealth (Europe) Caisse des Dépôts et Consignations California Public Employees' Retirement System Candriam Carmignac Gestion Castlefield Investments CCLA Investment Management ClearBridge Advisors Close Brothers Asset Management Comgest CPR Asset Management Credit Mutuel CIC Asset Management Davy Fund Management DEKA Investment Country In Canada Finland Sweden Ecuador Austria USA (West Coast) Belgium Ireland

10 Buyside Firm Delta Lloyd Asset Management Deutsche Asset & Wealth Management Deutsche Oppenheim Family Office East Capital Asset Management Ecofi Investissements EdenTree Investment Management Edmond de Rothschild Asset Management ERAFP Erste Asset Management Erste Sparinvest Kapitalanlage Ethos Investment Foundation Federal Finance Fidelity International Financière de l Echiquier Fourton Rahastoyhtiö Fukoku Life International (UK) GAM Investment Management Lugano Generali Investments Generation Investment Management GMO (Grantham, Mayo, Van Otterloo & Co.) Great Lakes Advisors Groupama Asset Management Handelsbanken Asset Management Hashemi Capital Management Hawksmoor Investment Management Hermes Investment Management HSBC Global Asset Management (Hong Kong) HSBC Global Asset Management (UK) Humanis Gestion d'actifs Ilmarinen Mutual Pension Insurance Company Impax Asset Management Inflection Point Investments LLP Insight Investment Investec Asset Management JPMorgan Asset Management Jupiter Asset Management Kames Capital Kempen Capital Management Kornitzer Capital Management Korys Kredietrust Luxembourg La Banque Postale Asset Management La Francaise Asset Management Lazard Asset Management LBBW Asset Management Legal & General Investment Management Liontrust Asset Management Lombard Odier Darier Hentsch & Cie Lyxor Asset Management MainFirst Asset Management Mandarine Gestion Manulife Asset Management Martin Currie Investment Management MEAG Munich ERGO Meeschaert Asset Management Country In Sweden Austria Austria Finland Italy USA (Central) Sweden Hong Kong Finland Canada Scotland USA (Central) Belgium Luxembourg Hong Kong Scotland

11 Buyside Firm Merck Finck Privatbankiers MFS Investment Management Mirova Mitsubishi UFJ Asset Management Mittel Mn Services Moore Capital Management Morgan Stanley Investment Management Natixis Asset Management Neuberger Berman New Zealand Superannuation Fund Newton Investment Management Nikko Asset Management NLI Investments Europe NN Investment Partners OFI Asset Management onvalues Pentwater Capital Management Petercam PGGM Vermogensbeheer Phillips, Hager & North Investment Management Pictet Asset Management (UK) PIMCO Point State Capital PRO BTP Finance PROMEPAR Asset Management QUAERO Capital Raiffeisen Capital Management Raphael Street Rathbone Greenbank Investments Raymond James Asset Management International Resona Group Robeco Rockefeller & Co Rothschild & Cie Gestion Rothschild Bank Royal London Asset Management RRCPEGQ Ruffer RWC Partners Sand Aire Schroder Investment Management Schwyzer Kantonalbank Seatown Holdings SEB Asset Management Seven Investment Management SG Gestion SG Private Banking Sierra Global Management Société Générale Securities Services (SGSS) Sompo Japan Insurance State Street Global Advisors Storebrand Kapitalforvaltning Sycomore Asset Management Talanx Asset Management Country In Japan Italy New Zealand Japan USA (Central) Belgium Canada USA (West Coast) Austria Ireland Japan Singapore Sweden Japan Norway

12 Theodoor Gilissen Bankiers Tokio Marine Asset Management Trusteam Finance Tufton Oceanic UBS Global AM UBS Wealth Management Union Investment UniSuper Management Universities Superannuation Scheme Varma Mutual Pension Insurance Verrazzano Capital Vontobel Asset Management Wellington Management Wells Capital Management WHEB Asset Management Buyside Firm Country In Japan Australia Finland USA (West Coast) BUYSIDE VOTING BREAKOUT Market % Of Vote Italian 0.15 Swiss 5.92 German English Scottish 1.3 French Nordic 1.34 Benelux USA (West Coast) 0.5

13 4. EXTEL WECONVENE Extel conducts market studies across all three sides of the investment community throughout Europe and Asia, delivering a comprehensive range of rankings, market trends and sentiment insights. Extel Europe is the largest study of its kind worldwide, with over 16,000 participants from 93 countries. All rankings in Extel are based purely on weighted votes from the investment community. The scope and branding of Extel is widely recognized by brokerage firms, asset managers and corporates alike. WeConvene is a global corporate access platform for the sell and buy side community. It offers clients a complete web-based solution that makes organising, managing, tracking and valuing corporate access more efficient and effective. The platform supports the full spectrum of corporate access, including analyst marketing, roadshows, corporate days, conferences, fieldtrips and other investor interactions. WeConvene was founded in 2012 and is headquartered in Hong Kong with offices in London. For more information, go to

14 5. CONTACTS David Enticknap Managing Director; Head of Extel T. +44 (0) Mariola Mandla Head of Corporate Client Services T. +44 (0) GENERAL CONTACT T. +44 (0) BY POST WeConvene Extel Limited Moor House 1 Fore Street, London, EC2Y 9DT

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