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Australian Council of Superannuation Investors (ACSI)

Service Provider Reporting Framework 2017

You are in Research and Data Provision » Research/process level

Research/process level

RDP 02. Sources for research and/or rating

02.1. Indicate the types of sources you use for research and/or ratings of companies. Tick all that apply.

02.2. Additional information. [OPTIONAL]

Governance guidelines: https://acsi.org.au/publications-1/acsi-governance-guidelines.html

Research reports: https://acsi.org.au/publications-1/research-reports.html

Government submissions: https://acsi.org.au/publications-1/policy-submissions.html

ACSI annual report: https://acsi.org.au/publications-1/annual-reports-2.html


RDP 03. Stakeholder input

03.1. Describe how you actively include inputs and information, wherever possible, from relevant stakeholders or interested parties, in the research process or in reaching assessment conclusions.

          ACSI’s ESG approach and research agenda is overseen by our Member Council, in consultation with Management. Its members actively contribute and set the goals and direction ACSI takes including the research topics for each year. 

ACSI also engages directly with ASX-listed companies to discuss issues, incorporating their feedback, and some NGOs groups on specific issues related to relevant listed companies or ESG themes.
        

03.2. Additional information. [OPTIONAL]


RDP 04. ESG factors in research methodology

04.1. Indicate whether your research/rating methodology incorporates ESG factors.

04.2. If yes, describe how ESG factors are incorporated into your research/rating methodology.

          The focus of ACSI’s research, policy and representation is environmental, social and governance (ESG) investment risks and opportunities. Therefore, ESG is systematically incorporated into all research, analysis and voting advice provided by ACSI to our members.
        

04.4. Additional information. [OPTIONAL]


RDP 05. Material ESG issues in research and/or rating

05.1. Describe how you ensure that your research and/or ratings capture material ESG issues.

          The focus of ACSI’s research, policy and representation is environmental, social and governance (ESG) investment risks and opportunities. Providing ESG analysis, research and advice is ACSI’s core business activity.
        

RDP 06. Up-to-date assessment and ratings

06.1. Describe how you ensure your assessment of companies is up-to-date and that new information is incorporated or new assessments are conducted at reasonable intervals.

          ACSI ensures that its data and assessments of companies are regularly updated. This is done through a variety of mechanisms -  in collecting data for longitudinal research projects, through ACSI’s regular and comprehensive company engagement program and in order to prepare appropriate voting advice for members.

ACSI’s longitudinal research projects include CEO Pay in ASX200 Companies and Sustainability Reporting Practices of the ASX200, which require thorough collection and collation of comparative data in order to make an informed decision on the improvement or deterioration of a company’s performance. 

This is achieved through an extensive record-keeping system employed by all staff, as well as external research provider inputs.
        

RDP 07. Balanced research and assessment

07.1. Indicate how you ensure a balanced approach to your research methodology and assessing/rating of companies. Tick all that apply and explain your approach to each option.

Type of indicators

Explain your approach

          ACSI collects and assesses both qualitative and quantitative information.
This includes information and assessing indicators on specific companies or by index, sector, historical and current performance and particular thematic risks.
        

Explain your approach

          N/A
        

Explain your approach

          ACSI ensures that its data and assessments of companies are kept updated with past and current performance. This allows ACSI to make an informed decision on the improvement or deterioration of a company’s performance. This is achieved through a company-data record keeping system and a data and record keeping process employed by all staff.
        

Explain your approach

          ACSI’s core business activity is covering all areas of environmental, social and governance research and analysis.
ACSI conducts multiple thematic research projects on a variety of ESG topics such as fossil fuels, workplace mental health and safety, and board composition. ACSI’s research projects each year cover E, S or G, or a combination of topics, therefore removing the issue of having all projects with the same single focus.
        

Explain your approach

          ACSI maintains a balance between company-provided information and independent information by actively utilizing both when conducting company and thematic research. ACSI accesses all publicly available information provided by the company alongside research and analysis by independent sources.
        

07.2. Additional information. [OPTIONAL]

ACSI’s research is special purpose and does not rate companies as such on an ESG basis, as contemplated by the ARISTA standard, nor is it designed to help companies form an investment opinion.


RDP 08. Consistency and comparability

08.1. Describe how you ensure that your criteria and methodology are consistent and applied equally to comparable subjects of research.

          ACSI’s research is special purpose and does not rate companies as such on an ESG basis, as contemplated by the ARISTA standard, nor is it designed to help companies form an investment opinion. ACSI’s research reports are thematic and therefore do not have the same criteria and methodology across all of them.
        

RDP 09. Emerging ESG issues and trends (Private)


RDP 10. Client use of outputs

10.1. Describe how research and data provision outputs are used by clients.

          ACSI members use the research and data provided by ACSI to inform their investment decision-making processes, exposure to ESG investment risks and opportunities, help protect and manage their investments for the long-term and assist funds to exercise their responsibility of active ownership and stewardship of the shares they own within the ASX300.

This is done via a multi-faceted approach through thematic and longitudinal research, policy advocacy, company engagement and proxy voting advice. 

ACSI provides research on material ESG issues to support our members advocacy, engagement and voting programs.
        

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