With 25 years of experience advising clients on responsible investment we know how our screening and active ownership services can help investors integrate environmental, social and governance factors into their investment decision-making processes, thereby protecting investment returns. GES combines an in-depth research capacity with a rigorous approach to engagement and voting. We have solutions that fit investors whether they are taking the first steps within ESG integration or are looking to advance their active ownership.
GES recognises that responsible investing can mean many things and vary from client to client. GES takes a very inclusive approach to the basis of engagement and is open to engaging not only on the basis of GES’ own proprietary research but also client research as well as other external research.
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| GES Business
|>>||GES Global Ethical
| GES Stewardship & Risk Engagement
|GES Proxy Voting & Corporate Governance
Voting and Engagement Overlay Services
|ESG Corporate Rating
by oekom research
Norms-based news monitoring
GES Alert is a news monitoring service which offers investors early notifications of companies potentially in breach with UN Global Compact principles and relevant international standards on environmental, social and governance (ESG) issues.
GES Global Ethical Standard is a systematic screening of companies used by investors to ensure compliance with international norms on environmental, social and governance (ESG) issues, as well as adherence to the PRI (Principles for Responsible Investments). The UN Global Compact is used as the wider framework (see table below), interpreting international conventions and guidelines to companies. The analysis model is based on the principle that companies have a responsibility to comply with international norms even though they are not legally bound to.
The GES Controversial is a compliance screening of investment universes or portfolios. It enables investors to avoid business activities that can be regarded as controversial on the basis of their fundamental values and/or investment policy. GES Controversial measure how large part the controversial business activity is in relation to the turnover of the company. Analysis is made on the basis of a systematic screening of the companies themselves.
The GES Business Conduct Engagement is an incident driven engagement service that offers investors a collaborative tool for an active ownership process. Investors can follow and take part in GES engagement dialogues, as well as extract information that is essential for investment decision and ownership process through a web-based platform.
Proactive thematic engagement
GES has developed a selection of thematic engagements that focus on raising standards across industries and on creating positive change in regards to some of the most challenging ESG risk issues. The thematic engagements are client driven, and focuses on issues and themes, which are most material to clients. Currently, GES provides the following thematic engagements:
- Business ethics and culture
- Carbon risk
- Children’s rights
- Cyber security
- Emerging markets
- Palm oil
- Pharmaceutical industry
Voting and Engagement Overlay Services
GES offers a fully automated proxy voting service and engagement services that focus on corporate governance across clients’ active and passive portfolios. It is a tailored outsourcing service of the voting process where GES works as an extension to the investor’s internal team.
The engagement spans three years and focuses initially on 7 large-cap companies. Our business partner, Governance for Owners Japan (GOJ), are leading the engagement process based on the methodology developed by GES and with our full support. The main areas that we will focus on in this engagement include:
- Effectiveness of the board
- Compensation structure
- Succession planning
- Escalation of issues
Environmental, Social and Governance risk rating
In partnership with oekom research GES offers corporate rating of companies. The oekom Corporate Rating provides a detailed assessment of a company’s environmental, social and governance (ESG) performance. In order to analyse a company’s management of ESG issues within its core business, oekom’s sector specialists select a set of about 100 criteria from the pool of 700 indicators available (90% of which are industry specific). To ensure that the most material issues have a high influence on the overall rating result, four to five industry specific key issues are defined for every sector and are given a cumulated weighting of more than 50% in the overall company rating (A+ to D-). Consequently, oekom research delivers a highly relevant and material analysis for every company in its research universe of 5,500 issuers.
To learn more about the methodology visit: oekom ESG Corporate Rating