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Global Evolution

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We have developed proproetary SDG ratings and successfully proved the statistically strong links to performance in our asset class. Furthermore, we develop proprietary AI driven ESG indices to inform our investment process

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We have developed proproetary SDG ratings and successfully proved the statistically strong links to performance in our asset class. Furthermore, we develop proprietary AI driven ESG indices to inform our investment process

          em investors alliance.org
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

advisory

          world bank
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We have developed proproetary SDG ratings and successfully proved the statistically strong links to performance in our asset class. Furthermore, we develop proprietary AI driven ESG indices to inform our investment process


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          b.	Impact Investing Symposium:  In November 2017, Global Evolution hosted an Impact Investing symposium in our US office at One World Trade Center. The symposium was titled “Emerging Market Sovereign Debt Investing: The Future of Development Finance,” and included speakers and panelists from the UN-PRI, the IMF, and the World Bank, as well as, importantly, the Central Bank governor for eight emerging market economies—one ingredient of our direct engagement with policy makers in the countries in which we invest. We hosted over 35 participants representing a range of organizations in the financial industry.
        

Frequency of contribution

Description

          f.	UVM Sustainable Innovation MBA Program: In 2017, we hosted a practicum project for students from the University of Vermont Sustainable Innovation MBA program, ranked the #1 Green MBA Program by the Princeton Review. These students spent time at Global Evolution’s headquarters in Denmark, learning the day to day aspects of the business. They wrote a final report on the state of asset management in the US market, and provided recommendations on how to improve our ESG marketing in North America. We are hosting a similar project with students from the program in 2018.
        

Frequency of contribution

Description

          in development of valuation models for investment management as part of our esg integrations
        

Frequency of contribution

Description

          mainly at client meetings and conference speaking
        

Frequency of contribution

Description

          frequent conference participation e.g. as a panelist at UNPRI In Person 2017 in Berlin
        

Frequency of contribution

Description

          publication of research and investment related issues that integrate ESG dynamics
        

Frequency of contribution

Description

          to clients and partners we recommend and put in contact with PRI
        

Frequency of contribution

Description

          world bank, Government pension investment fund of Japan
        

Frequency of contribution

Description

          e.g. in the USA based magazine CIO MAgazine on the importance of integrating ESG
        

Frequency of contribution

Description

          ACCR Chairman of the Board
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

Communicating and engaging with our stakeholders: Our corporate communication is both internal to employees and board members as well as external to stakeholders such as clients and affiliated consultants as well as the media and other stakeholders. With our continued growth, we are increasingly aware of the role we play in the markets, economies and societies in which we practice. Our engagement with stakeholders on the ten principles and our proprietary apoproach to ESG modeling and country investment selection is consequently essential to our business operations. In client meetings, we consistently stress the significance of our dedication to the Global Compact principles reflected in our choice of ESG factors in our proprietary modeling. In addition, we experience that the interaction with our clients is also cross-directional since clients increasingly display this focus and seek discussions on these important issues. Consequently, our ESG deliberations and careful analysis as part of the investment processes will play a central role in our screening and portfolio allocations going forward.

 

UNPRI Advisory Committee on Credit Ratings Report: Global Evolution co-authored a report by the UNPRI ACCR in 2017. As Chairman of the Board at the UNPRI ACCR committee, Ole Hagen Jorgensen, Global Evolution Research Director, coauthored the report SHIFTING PERCEPTIONS: ESG, CREDIT RISK AND RATINGS (PART 1: THE STATE OF PLAY).

 

ESG dissemination and conference participation: Ole Jorgensen, Research Director, speaks at a number of conferences regarding integrating ESG into the investment process. Notably, in September 2017, Ole spoke on a panel about ESG in Credit Ratings at the UNPRI “In Person” Conference in Berlin, Germany.


SG 11. Dialogue with public policy makers or standard setters

11.1. Indicate if your organisation - individually or in collaboration with others - conducted dialogue with public policy makers or regulators in support of responsible investment in the reporting year.

If yes

11.2. Select the methods you have used.

specify description

          In November 2017, Global Evolution hosted an Impact Investing symposium in our US office at One World Trade Center.
        

11.3. Where you have made written submissions (individually or collaboratively) to governments and regulatory authorities, indicate if these are publicly available.

11.4. Provide a brief description of the main topics your organisation has engaged with public policy-makers or regulators on.

especially governance and resilience to climate related risks:

 

Impact Investing Symposium:  In November 2017, Global Evolution hosted an Impact Investing symposium in our US office at One World Trade Center. The symposium was titled “Emerging Market Sovereign Debt Investing: The Future of Development Finance,” and included speakers and panelists from the UN-PRI, the IMF, and the World Bank, as well as, importantly, the Central Bank governor for eight emerging market economies—one ingredient of our direct engagement with policy makers in the countries in which we invest. We hosted over 35 participants representing a range of organizations in the financial industry.


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