oekom research JP 2010 · 8 oekom Responsible Investment Products oekom Responsible Investment...

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Transcript of oekom research JP 2010 · 8 oekom Responsible Investment Products oekom Responsible Investment...

Page 1: oekom research JP 2010 · 8 oekom Responsible Investment Products oekom Responsible Investment Services • Responsible Investment Advisory • Screening Services

Seite 1

oekom research

2010 5

:

1. oekom research

2.

3. oekom Corporate Rating

4. oekom Country Rating oekom Emerging Markets Risk Assessment

5.

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–––

– 32– 24–

– 900 2009 12 )

– 1993– – oekom

oekom

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Dr. Arthur Braunschweig – E2 Management ConsultingPD Dr. Jürgen Glaser – Caspar von Hauenschild – Transparency InternationalProf. Dr. Johannes Hoffmann – Prof. Dr. Martin Jänicke – Thomas Korbun – Institute for Ecological Economy Research(IÖW)R. Andreas Kraemer – Ecologic InstituteProf. Dr. Gerhard Scherhorn – Wuppertal Insitute for Climate Environmentand EnergyDr. Manuel Schneider – Projektbüro !make sense!Frank Sprenger – SustainableProf. Dr. Bernd Wagner – Prof. Dr. Angelika Zahrnt – German Council for Sustainable Development

Prof. Dr. Thomas Dyllick – Universität St. GallenKlaus Pyter – Greenvest S. A.Jacob Radloff – ökom GmbH

Matthias BönningRobert Haßler, CEO

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24 *** ***

Matthias BönningMember of Executive Board

Maike Hiltner, (Research Director))Oliver Rüdel, (Research Director) Kristina Rüter, (Research Director)Dietrich Wild, (Research Director)

Maike Hiltner,

(Research Director)

Maike Hiltner ( )

Frauke Demuth

Lisa Häuser

Ellen Mayer

Irina Oswald

Isabelle Reinery

Alexander Weigand

Dietrich Wild ( )

Michael Finette

Anja Löffler

Susanne Schwind

Saskia Themans

Oliver Rüdel ( )

Brigitte Bernard-Rau

Paul Kielmansegg

Claudia Kirschner

Claudia Laube

Marlen Rürup

Reinhold Windorfer

Kristina Rüter ( )

Karsten Greye

Johannes Nikolopoulos

Philipp Rühle

Susanne Schaller

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––––––

–––––

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oekom research

– AI CSRR - Association for Independent Corporate Sustainability and Responsibility Research

– CRIC - Corporate Responsibility Interface Center

– Eurosif - European Social Investment Forum

– Forum Nachhaltige Geldanlage (DE)

– UN Principles for Responsible Investment

– UKSIF - UK Social Investment Forum

– Bundesverband Deutscher Stiftungen (Association of German Foundations)

– “Eco-Manager of the Year" announced by the WWF Germany and the economy magazine Capital

– Germanwatch

– KSOE - Katholische Sozialakademie Österreich (Catholic Social Academy of Austria)

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:

– MSCI World, DJ Stoxx 600, MSCI Emerging Markets

oekom Screening Universe

3,000

oekom Corporate Scouting

– ,

– , 200

– , 100

– , 270

– , 0

– , 50

oekom Rating Universe

1,100

oekom Prime Universe

500

oekom Corporate Rating

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oekom Responsible Investment Products

oekom Responsible Investment Services

• Responsible Investment Advisory• Screening Services• Alert Services• Client Portal

oekom Responsibility Reports

• oekom Corporate Rating Report• oekom Country Rating Report• oekom Industry Reports / Industry Focus• oekom Position Papers

oekom Responsible Investment Portfolios & Indexes

• oekom Portfolio Sustainable Lifestyle• oekom Portfolio Biodiversity & Ecosystem Services• oekom Portfolio Climate Change• Global Challenges Index (GCX)

oekom Risk Assessments

Countries

• oekom Emerging Markets Risk Assessment (EMRA®)

Corporates

• Climate Risk Portfolio Check (CRPC)• Industry Climate Risk Index (ICRI®)• oekom Commodities ESG Screening (OCES)

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oekom research

( )

: ( )

––

––

oekom Responsible Investment Advisory

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oekom Responsible Investment Screening Services

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oekom Responsible Investment Services (I)

oekom Client Portal oekom Alert Service

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oekom Responsible Investment Services (II)

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oekom Position Paper oekom Industry Focus oekom Industry Report

oekom Responsibility Reports (I)

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oekom Responsibility Reports (II)

oekom Corporate Reports oekom Country Reports

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Allianz Global Investors FranceAGICAMAmpegaGerling InvestmentAmundi Asset ManagementBaden-Württembergische BankBank für Orden und MissionBank für SozialwirtschaftBank VontobelBankhaus JungholzBankhaus Schelhammer & SchatteraBankInvestBayernInvestBNP Paribas Asset ManagementBÖAG Börsen AG Hamburg/Hannover

DekaBankDeutsche BankDJE KapitalDZ BankErste SparinvestEvangelische DarlehnsgenossenschaftGLS GemeinschaftsbankGroupama Asset ManagementHSBC InvestmentsHypoVereinsbank

Central Mission of the FranciscansDeutsche Bundesstiftung UmweltDiocese LinzDiocese Rottenburg-StuttgartEtablissement de Retraite Additionnelle de laFonction Publique (ERAFP)Evangelical Lutheran Church in BavariaFoundation “Remembrance, Responsibility andFuture”MAIFMunich Re GroupReligious ordersPensionskasse NovartisVBV Pensionskasse

Kaiser, Ritter, PartnerKD-BankKepler FondsLandesbank Baden-WürttembergLBBW Asset ManagementLIGA BankMEAGMetzlerMetzler Asset ManagementNatixis Asset ManagementNORDCONÖkoWorld LuxPioneer InvestmentsProventusRaiffeisen Capital ManagementSal. OppenheimSchwyzer KantonalbankSEB Investsks VermögensverwaltungSparkasse OberösterreichSteyler BankUmweltBankUnicreditVINISWilhelm von Finck

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oekom research

:

– NGO

:

– Reuters/Factiva

– RepRisk

/

oekom

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0 3 6 9 12 15 18 21 24

CSR

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oekom

oekom

Corporate Rating

6

2

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oekom

3

oekom research

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oekom

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oekom

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oekom corporate rating

oekom Corporate Rating:

D- D D+ C– C C+ B– B B+ A– A A+

Renault FR

BASF DE

Sharp JP

Groupe Danone FR

Henkel DE

Allianz Group DE

Ericsson SE

Xerox US

Agilent Technologies US

ITV UK a

Norsk Hydro NO

Snam Rete Gas IT

sanofi-aventis FR

Migros CH

BT Group UK ons

Puma DE

EDP PT

D- D D+ C– C C+ B– B B+ A– A A+

Volvo SE

HVB Group DE

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oekom

oekom Emerging MarketsRisk Assessment

oekom Emerging Markets Risk Assessment(EMRA®)

EMRA®

oekom Country Rating

oekom Country Rating oekom ekom

oekom research ekom Country Rating

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oekom

• OECD

• BRIC

• Australia • Denmark • Ireland • Mexico • Slovakia

• Austria • Estonia • Israel • Netherlands • Slovenia

• Belgium • Finland • Italy • New Zealand • South Africa

• Bulgaria • France • Japan • Norway • Spain

• Brazil • Germany • Korea, Republic Of • Philippines • Sweden

• Canada • Greece • Latvia • Poland • Switzerland

• China • Hungary • Lithuania • Portugal • Thailand

• Croatia • Iceland • Luxembourg • Romania • Turkey

• Cyprus • India • Malaysia • Russian Federation • United Kingdom

• Czech Republic • Indonesia • Malta • Singapore • United States

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oekom

Pressure - State - Response

(OECD)

7 Freedoms

( )

oekom Country Rating

50

2001 oekom

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oekom

Country Rating

6

2

oekom

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oekom

oekom

D- D D+ C– C C+ B– B B+ A– A A+

...

...

...

...

...

...

D- D D+ C– C C+ B– B B+ A– A A+

...

D- D D+ C– C C+ B– B B+ A– A A+AAA

Standard & Poor s Credit Rating

AA A BBB BB B CCC CC C D

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EMRA®

1. oekom Emerging Markets Risk Assessment (EMRA®)

2. EMRA®

3. EMRA®

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Standard & Poors Sovereign Credit Rating

oekom research

: 1% (Pearson) > 0.8

oekom

S&PSovereignCreditRating

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oekom research :

oekom research HVB (2007 ):

oekom PRIME MSCI World

2001 ~

oekom research (2005 ):

oekom ROI)(EPS)2001 ~

oekom research Morgan Stanley (2004 ):

oekom PRIME- NOT- PRIME-

(2001 ~ 2004 )

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oekom research AGGoethestr. 28D-80336 München

Tel: +49/89/54 41 84-90Fax: +49/89/54 41 84-99

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