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    This document summarizes the methodology used for the RI Reporting Awards. It assessed asset owners and managers based on 29 indicators across management (16 indicators) and sustainable investment activities (13 indicators). The sample included large asset owners and managers. Assessment involved an objective process by the research organization followed by subjective review from a judgement panel. While reporting quantity increased over time for both asset owners and managers, overall quality remained similar with no fund receiving the maximum score.

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    This document summarizes the methodology used for the RI Reporting Awards. It assessed asset owners and managers based on 29 indicators across management (16 indicators) and sustainable investment activities (13 indicators). The sample included large asset owners and managers. Assessment involved an objective process by the research organization followed by subjective review from a judgement panel. While reporting quantity increased over time for both asset owners and managers, overall quality remained similar with no fund receiving the maximum score.

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    17 views4 pages

    RI Award Dinner - ReFine Presentatsion - v1b

    Uploaded by

    Andreas Hoepner
    This document summarizes the methodology used for the RI Reporting Awards. It assessed asset owners and managers based on 29 indicators across management (16 indicators) and sustainable investment activities (13 indicators). The sample included large asset owners and managers. Assessment involved an objective process by the research organization followed by subjective review from a judgement panel. While reporting quantity increased over time for both asset owners and managers, overall quality remained similar with no fund receiving the maximum score.

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    of 4

    RI REPORTING AWARDS 2017

    IN A NUTSHELL

    Dr. Agnes L. Neher, RI Reporting Awards Dinner 2017


    CHARTPOOL-OFFICE_2003.PPT 1
    04/22/2020
    ReFine RESEARCH
    THE TEAM
    PROF. DR. ANDREAS G. F. HOEPNER
     President, ReFine Research, UK
     Professor of Operational Risk, Banking & Finance; Smurfit
    Graduate Business School; University College Dublin; Republic of
    Ireland
     Head of ‚Practical Tools‘ research group; Mistra Financial
    Systems (MFS) research consortium; Stockholm School of
    Economics, Sweden

    DR. AGNES L. NEHER


     Head of Research & VP; ReFine Research
     Sustainability Manager; Bank J. Safra Sarasin

    DR. PEI-SHAN YU
    xx  General Secretary & Researcher; ReFine Research
     Post-Doc; ICMA Centre; Henley Business School; Unversity of
    Reading
     Member of ‚Practical Tools‘ research group; Mistra Financial
    Systems (MFS) research consortium; Stockholm School of
    Economics, Sweden
    Dr. Agnes L. Neher, RI Reporting Awards Dinner 2017
    RI REPORTING AWARDS
    METHODOLOGY
     29 indicators
    Assessment
    Framework  16 indicators belonging to the fund`s management
     13 indicators belonging to the Sustainable Investment
    activities

    Sample
     Asset Owners: IPE 1000-List + UN PRI-signatories
     Asset Manager: IPE 400-List + UN PRI-signatories + Call

    Judgement  2-step process


    Process 1. Objective assessment by ReFine research with weighting
    2. Subjective assessment by pre-selected judgement panel

    Adjustments  Fund`s management: Publication of remuneration related to


    non-financial KPIs; publication of risk register
    (selection)
     Sustainable Investment activities: Impact Investment as
    separate category; Measurement of the carbon footprint
    Dr. Agnes L. Neher, RI Reporting Awards Dinner 2017
    3
    RI REPORTING AWARDS
    DEVELOPMENT
    Sample Size Reporting Quantity
     Asset Owner:  Asset Owner:
     2013-2017: +7%  2013: 13%
     2017: 16%
     Asset Manager:  Asset Manager:
     2016-2017:  2016-2017:

    Reporting activities increased, but


    quality has remained similar.
    • No fund received maximum
    score
     xxx

    Reporting Quality Asset Owner 2017 Reporting Quality Asset Manager 2017

    Dr. Agnes L. Neher, RI Reporting Awards Dinner 2017

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