Sample Fund Benchmark Report GRESB Infrastructure

Transcription

1 Sample Benchmark Report GRESB Infrastructure GRESB Benchmark Report 2016 DATE: 11 Oct :08:52am Tue UTC 2016 GRESB BV

2 Table of Contents Scorecard/Key Highlights Summary Investments Management & Investment Process Policies & Leadership Risk Assessment & Monitoring Engagement & Communications Summary of Assets Summary Page 2 of 11

3 2016 Infrastructure Assessment Infrastructure Sample Scorecard Manager Name Participation & GRESB Score 35 GRESB Score GRESB Average 33 Global Comparison 10 th Global out of 23 GRESB Model 35 GRESB Score GRESB Average 33 Score Score GRESB Average Weighted Asset Score GRESB Average This Entity Weighted Asset Score GRESB Average GRESB Universe 76 Implementation & Measurement GRESB Average 70 Management & Policy 50 This Entity GRESB Average GRESB Universe 60 Management & Policy GRESB Average Implementation & Measurement Rankings 8 th Weighted Asset Score out of nd Score out of th Implementation & Measurement out of th Management & Policy out of 51 Page 3 of 12

4 Investments Entity Name Weight (%) Score MP Score IM Score GRESB Rating Performance vs. Portfolio Performance vs. Peer Group Peer Group Energy Asset Energy Generation: Renewable generation, distributed Biomass Asset Energy Generation Toll road asset Australia Limited Transportation: Toll Road Operations Toll bridge asset Limited Transportation: Toll Road Operations Energy distribution asset Energy Generation International Airport XYZ Ltd Transportation: Airport Telecommunications asset ABC Ltd Telecommunications Energy Asset 2 Toll road asset 4 Hospital asset Another asset Energy Generation: Renewable generation, distributed Transportation: Toll Road Operations Social Energy Efficiency Page 4 of 11

5 Management & Investment Process Policies & Leadership 1 POINTS: 10/10 ESG policy or policies 96% Policies address (select all that apply) Environmental issues 96% Social issues 96% Governance issues 88% [94%] Yes Evidence provided [ACCEPTED] [4%] (no answer provided) [2%] No 4% provided by the respondent. This text can be up to 250 words long. 2 POINTS: 7.8/10 Commitment to ESG leadership standards or groups 82% Formal commitments include: UN Global Compact 24% PRI 64% Equator Principles 20% International Labour Organization (ILO) Standards 20% 26% [ACCEPTED] [76%] Yes [18%] (no answer provided) [6%] No 18% provided by the respondent. This text can be up to 250 words long. Page 5 of 11

6 3 POINTS: 9/10 Responsible for ESG issues Name: Mr Sample Samplesson Job title: Director of ESG LinkedIn profile (optional): 86% The individual is part of Board of Directors 24% Senior management team 62% Investment committee 36% Investment team 26% Asset management 30% 8% [58%] Yes [28%] No [14%] (no answer provided) 14% Page 6 of 11

7 Risk Assessment & Monitoring 4 POINTS: 10/10 ESG risks and/or opportunities in investment processes 94% Elements of the investment process including ESG factors: Sourcing 64% Screening 80% Due diligence 94% Investment proposal 90% Approval 90% Asset management 84% 0% [82%] Yes [12%] No [6%] (no answer provided) 6% provided by the respondent. This text can be up to 250 words long. Page 7 of 11

8 5 POINTS: 10/10 Collection of ESG management and performance information 90% Periodically ask investments about ESG management and policy 88% Periodically ask investments about operational performance, including: 78% Environmental performance indicators 76% Social performance indicators 72% Governance performance indicators 46% 2% [74%] Yes Evidence provided [ACCEPTED] [16%] No [10%] (no answer provided) 10% 6 POINTS: 8.5/10 Analysis of ESG data 84% Analyze trends over time 60% Compare performance to peers or benchmarks 48% Track performance against targets 58% 16% [62%] Yes Evidence provided [ACCEPTED] [22%] No [16%] (no answer provided) 16% Page 8 of 12

9 Engagement & Communications 7 POINTS: 2.6/10 Engagement with investments to improve ESG performance 94% Integrate ESG-related issues into business plans 74% Discuss ESG-related issues during Board meetings 70% Incorporate ESG-related factored in the investment review process 84% 2% [68%] Yes [26%] No [6%] (no answer provided) 6% 8 POINTS: 3.3/10 Communication of ESG performance 76% Select all of the following applicable to the entity: Section in Annual Report 22% Stand-alone sustainability report 38% Integrated report 0% Section on organizational website 24% Entity reporting to investors 48% Evidence provided [ACCEPTED] Reference: Quarterly Report Aligned with third-party standard [88%] (no answer provided) [8%] Other [4%] PRI Reporting Framework 10% 24% Page 9 of 12

10 9 POINTS: 0/10 Third party review of ESG disclosure Yes 12% No 88% provided by the respondent. This text can be up to 250 words long. 10 POINTS: 2.6/10 Communication of ESG-related misconduct or penalties Yes 84% Communications process Entity informs investors about misconduct or penalties 76% Entity informs the public about misconduct or penalties 10% Entity informs other stakeholders about misconduct or penalties 36% No communications 2% Application of the communication process [54%] The entity did not use any of these communication processes during the reporting period [30%] The entity has used one or more of these communication processes during the reporting period [16%] (no answer provided) [54%] No [30%] Yes [16%] (no answer provided) No 16% Page 10 of 11

11 Summary of Assets Please summarize the entity's assets using the table below. Asset name Asset sector Asset weight (%) Nature of investment Ownership (%) Energy Asset 1 Biomass Asset Toll road asset Australia Limited Toll bridge asset Limited Energy distribution asset International Airport XYZ Ltd Energy Energy Transportation Transportation Energy Energy 9.1 Equity Equity Equity Equity Equity 9.1 Equity 12 Telecommunications asset ABC Ltd Energy Asset 2 Telecommunications 9.1 Equity Energy Renewable 9.1 Equity 50 Toll road asset Transportation 9.1 Equity 51 Hospital asset Social 9.1 Equity 66 Another asset Energy Renewable 9.1 Equity 71 Provide additional context for the answer provided (maximum 250 words) provided by the respondent. This text can be up to 250 words long. Page 11 of 11