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Datamaran (Delisted)

Service Providers Framework 2020

You are in Strategy and Governance » Policy on ESG beliefs

Policy on ESG beliefs

SG 01. Responsible investment policy

01.1. Describe how your organisation’s philosophy incorporates environmental, social and governance factors, and the link to your business offerings.

Datamaran's mission is to help companies better identify, manage and monitor ESG issues. As such, our very product and service offering revolves around that belief that companies with better ESG performance show better resiilience in the long term. This is incorporated in our philosophy through the coverage of the type of issues we track and through the types of business offerings we provide.

The maturity scale we've developed to support our corporate clients in their non-financial risk journey focuses on three use cases, each contributing to improve the management of ESG risks and opportunities: benchmark (of ESG practices), materiality analysis (of ESG topics) and risk analysis (to integrate ESG issues into the broader ERM process).

Other customers:

* Consultants that use Datamaran software and data to support their clients for various use cases

* PE that use Datamaran software and data to help inform materiality and ESG due diligence

* Hedgefunds that use Datamaran software and data to assess large lists of portfolio companies on subsets of ESG topics

 

01.2. Indicate whether you have policies that formalise the incorporation of your ESG beliefs in your business offerings.

01.5. Additional information [OPTIONAL]


SG 02. Norms used to develop policies (Not Applicable)


SG 03. Policy offerings to clients

03.1. Indicate whether you offer standard, off the shelf, policies to clients as part of your product offerings, and/or whether you create tailored versions for individual clients.

Off the shelf
Tailored
Asset class-specific RI guidelines
Sector-specific RI guidelines
Screening/exclusions policy
Engagement policy
(Proxy) voting policy
RI guidelines set out within the Investment Policy Statement (IPS)
RI guidelines set out in a freestanding RI policy
Multi-year RI implementation project plan
Conflict of interest management policy
Stockbroker allocation policy
Securities lending policy
Other, please specify (1)
Other, please specify (2)
Other, please specify (3)
None of the above

03.3. Additional information. [OPTIONAL]


SG 04. ESG/RI in business offerings

04.1. Briefly describe how you include ESG/RI factors as part of your business offerings.

Business area

Research and Data Provision

How you include ESG/RI factors

Our business offering includes ESG factors through the topics that we track in our online business intelligence tool. Those ESG topics are analyzed through the lens of 3 main databases/perspectices: competitive, regulatory and media. All of our service offerings include ESG factors - the USP is how we derive these factors from natural language using Natural Language Processing (NLP) techniques. 

04.2. Indicate the roles in your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for ESG/RI within the organisation.

Roles present in your organisation
Oversight/accountability for ESG/RI
Implementation of ESG/RI
Board
Directors
Chief Executive Officer (CEO), Chief Financial Officer (CFO)
Chief Operating Officer (COO), Chief Information Officer (CIO)
Other chief-level staff
Other heads of department
Dedicated ESG/RI staff
Other role, specify (1)
Other role, specify (2)
Other role, specify (3)
None of the above

04.4. Indicate whether your organisation has any ESG/RI linked incentives for its employees.

04.5. Describe the ESG/RI linked incentives.

Employees have incentives that can be related to ESG - such as ticket restaurant, free lunch, free gym memberships, bonuses, etc.

04.7. Additional information [OPTIONAL]


SG 05. Outsourcing of services (Private)


SG 06. Providing training/education

06.1. Indicate whether you provide training/educational services on ESG/RI. Tick all that apply.

06.4. Additional information. [OPTIONAL]


SG 07. Applying, advancing and promoting the PRI principles

07.1. Describe how your organisation applies, advances and promotes the PRI Principles.

In the context of the activities part of our business offering as described above, Datamaran applies, advances and promotes the 6 PRI principles. In particular, we contribute directly to Principle 1, 3, 4, and 5 by providing to our investor clients datasets covering ESG issues, applying our data in models that assess a company level of maturity in the context of ESG due diligence processes, monitoring and analyzing the disclosures of non-financial information in corporate filings, sharing knowledge through insights report, webinars, and blogs.

07.2. Highlight whether there are any ways that your organisation would like to engage further with the PRI. [OPTIONAL]


SG 08. Actions taken to promote responsible investment

08.1. Indicate which of the following actions your organisation has taken to promote responsible investments during the reporting year, independently of collaborative initiatives.

08.2. Additional information. [OPTIONAL]


SG 09. Long term trends

09.1. Indicate which of the following long-term trends are addressed in your product outputs.

09.2. Explain how this long-term trend affects your product outputs.

Datamaran tracks the evolution of these long term trends across a variety of sources: corporate filings, regulations, news, and social media. The dynamics around these trends influence the definition of what is considered material given a certain number of parameters, namely sector of operation, peers, jurisdictions of operation. Our proprietary ontological framework identifies, assesses and monitors climate change, climate risk and related topics across these sources.

09.2. Explain how this long-term trend affects your product outputs.

Idem.  Our proprietary ontological framework identifies, assesses and monitors resource scarcity related topics across these sources.

          Geopolitical Risk and Technology
        

09.2. Explain how this long-term trend affects your product outputs.

Datamaran tracks the evolution of these long term trends across a variety of sources: corporate filings, regulations, news, and social media. The dynamics around these trends influence the definition of what is considered material given a certain number of parameters, namely sector of operation, peers, jurisdictions of operation.


SG 10. Interaction with asset owners (Not Applicable)


SG 11. Aligning approach with investor goals

11.1. Describe how you typically align your organisation’s philosophy and approach to ESG/RI with your investor clients’ goals.

11.2. Additional information. [OPTIONAL]


SG 12. ESG recommendations not aligned with investor goals

12.1. Describe what steps you take, if any, when your ESG recommendations are not in line with your investor clients’ goals.

One of the core applications of Datamaran is the identification of material issues through a data driven approach. In this way, we can provide a robust evidence trail demonstrating why and how a specific issue is material. Ultimately, demonstrating issue materiality contributes to align investor goals and non-financial dimensions.

12.2. Additional information. [OPTIONAL]


SG 13. Seeking feedback from clients

13.1. Indicate whether you seek feedback from clients on your RI/ESG services and product offerings

13.2. Describe how you use this feedback in your RI/ESG services and product offerings.

We built Datamaran's software by following a cocreation process; we use client feedback to improve our product offerings. We have established a Technical Advisory Committee with independent experts for review and qc purposes. Our Head of Product (CTO) works collaboratively with Innovation and Success teams to craft the products and services.


SG 14. Managing conflicts of interest

14.1. Indicate whether your organisation has a policy for managing potential conflicts of interest.

14.4. Additional information. [OPTIONAL]

We are currently in process of implementing a conflict of interest policy with our legal advisors. 


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