• 12 Jul 2012

Thomson Reuters Extel and UKSIF 2012 Socially Responsible Investing & Sustainability Survey Results

London, Thomson Reuters and the UK Sustainable Investment and Finance Association (UKSIF) announced the results of the 10th annual Thomson Reuters Extel/UKSIF Socially Responsible Investing & Sustainability Survey at an event held at the Thomson Reuters Building in Canary Wharf, London.

The 2012 Survey represents the views of over 500 investment professionals from 27 countries, making it the most extensive assessment of socially responsible investing (SRI) in the European investment community. Voting was conducted from 19 March to 04 May 2012. It reflects a contribution from 228 buy-side firms and 29 brokerage firms/research houses.

Key highlights from the 2012 Thomson Reuters Extel/UKSIF Survey include:

  • Growing uptake of the UN-backed Principles for Responsible Investment (PRI) has now reached the stage where real action, rather than ‘box-ticking’ is required
  • 69% of buy-side firms want SRI/ESG research integrated into mainstream analysis

Key rankings from the Thomson Reuters Extel/UKSIF Survey include (2011 ranking in brackets):
Leading Brokerage Firm for SRI & Sustainability Overall

  1. CA Cheuvreux (1)
  2. Bank of America Securities - Merrill Lynch (2)
  3. UBS (5)

Leading Brokerage Firm for SRI Research

  1. Bank of America Securities - Merrill Lynch (1)
  2. CA Cheuvreux (2)
  3. Société Générale (7)

Leading Brokerage Individual for SRI Research

  1. Sarj Nahal, Bank of America Securities - Merrill Lynch (1)
  2. Valery Lucas-Leclin, Bank of America Securities - Merrill Lynch (3)
  3. Carole Crozat, Société Générale (19)

Leading Brokerage Firm for Corporate Governance Research

  1. CA Cheuvreux (2)
  2. Oddo Securities (1)
  3. Société Générale (5)

Leading Brokerage Individual for Corporate Governance Research

  1. Robert Walker, CA Cheuvreux (2)
  2. Jean-Philippe Desmartin, Oddo Securities (1)
  3. Sébastien Thévoux Chabuel, Oddo Securities (3)

Leading Brokerage Firm for Thematic Research

  1. Bank of America Securities - Merrill Lynch (4)
  2. UBS (2)
  3. Société Générale (6)

Leading Brokerage Individual for Thematic Research

  1. Julie Hudson, UBS (2)
  2. Valery Lucas-Leclin, Bank of America Securities – Merrill Lynch (28)
  3. Carole Crozat, Société Générale (-)

Leading Brokerage Firm for Renewable Energy Research

  1. UBS (2)
  2. Macquarie Securities Group (3)
  3. Bank of America Securities - Merrill Lynch (4)

Leading Brokerage Individual for Renewable Energy Research

  1. Robert Schramm, Macquarie Securities Group (4)
  2. Jean-Francois Meymandi, UBS (14)
  3. Shai Hill, Macquarie Securities Group (5)

Leading Brokerage Firm for Integrated Research on Climate Change

  1. HSBC (1)
  2. CA Cheuvreux (3)
  3. UBS (6)

Leading Brokerage Individual for Integrated Research on Climate Change

  1. Nick Robins, HSBC (1)
  2. Erwan Créhalet, CA Cheuvreux (4)
  3. Zoe Knight, HSBC (-)

Leading Brokerage Firm for SRI Roadshows

  1. CA Cheuvreux (-)
  2. Bank of America Securities - Merrill Lynch (-)
  3. Oddo Securities (-)

Leading Quoted Company for Sustainability Communications

  1. Unilever (7)
  2. Nestlé SA (2)
  3. Allianz SE (6)

Leading Fund Management Firm for SRI

  1. Hermes Fund Managers (-)
  2. RCM-Allianz Global Investors (3)
  3. Norges Bank IM (-)

“These 10th annual SRI & sustainability survey awards mark a key milestone in the development of pan-European sustainability analysis,” said Penny Shepherd MBE, chief executive, UKSIF. “Over the last decade this has become an established investment research offering and these awards have played a key role in recognising and rewarding leading practice by sell-side brokers, buy-side analysts and corporate investor relations. This year’s awards demonstrate the continued appetite for this research product.”

“The continued very strong participation in the 2012 study and the record number of individuals nominated reflect how SRI and sustainability issues are rising up the agenda for the buy-side,” commented Steve Kelly, managing director of Extel at Thomson Reuters. “We now see a long-term secular trend in asset managers’ use of sustainability analysis in their stock assessments, as companies become keener to engage in SRI dialogue with their investors.”

Copies of the complete report, with commentary, extensive market trends data and full rankings of sell-side, quoted companies and asset managers, can be ordered from Thomson Reuters Extel through www.extelsurveys.com.

About Thomson Reuters
Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, scientific, healthcare and media markets, powered by the world’s most trusted news organization. With headquarters in New York and major operations in London and Eagan, Minnesota, Thomson Reuters employs more than 50,000 people in 93 countries. Thomson Reuters shares are listed on the New York Stock Exchange (NYSE: TRI); Toronto Stock Exchange (TSX: TRI); London Stock Exchange (LSE: TRIL); and Nasdaq (NASDAQ: TRIN). For more information, go to www.thomsonreuters.com.

UK Sustainable Investment and Finance Association (UKSIF)
The UK Sustainable Investment and Finance Association (UKSIF) promotes responsible investment and other forms of finance that advance sustainable economic development, enhance quality of life and safeguard the environment. Founded in 1991, UKSIF has over 260 members including asset managers, financial advisers, banks, pension funds, research providers and non-governmental organisations. For more information, visit www.uksif.org.

Contacts

Clare Arber
Head of PR, Financial Services Content
Thomson Reuters
Tel: +44 (0) 20 7542 6256
Email

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