S&p Global Inc. · NYSE:SPGI
S&p Global — Stifel (December 2020)
27 slides from S&p Global's conference presentation, Dec 14, 2020
Slide 1: S&P Global ESG
S&P Global ESG Stifel December 14, 2020 Private &Confidential Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global.
Slide 2: Our Team
Our Team Evan Greenfield Susan Gray Sr. Managing Director, Global Head of ESG Global Head of Sustainable Finance Business and S&P Global Innovation S&P Global Ratings Manjit Jus Reid Steadman Global Head of ESG Research Managing Director, Global Head of ESG Indices S&P Global S&P Dow Jones Indices R
Slide 3: Demand for ESG: solutions continue to gain momentum; still early days
S&P Global Demand forESG: ESG solutions continues to gain momentum; still early days Powering the markets of the future Dynamic Market Growing ESG-Linked Assets Attractive Opportunity • During Q1 of the pandemic, global More than 3,000 UN PRI signatories with Estimated future addressable market of s
Slide 4: S&P Global ESG Vision
S&P Global has a unique systems-wide view of S&P Global ESG financial services based on: Vision Our deep heritage as a global leader in credit ratings, index solutions, energy & commodity benchmarks, actionable intelligence, and integrated Provide innovative desktop and data solutions • Depth of com
Slide 5: Establish S&P Global as the ESG Market Standard
Establish S&P Global as the ESG Market Standard S&P Global is setting the ESG Standard through focused buildout that leverages and integrates S&P Global’s significant capabilities. Focus is on: ESG data, scores and opinions that provide relevance and transparency to Capital Markets participants Quan
Slide 6: S&P Global's comprehensive suite of ESG solutions
S&P Global’s comprehensive suite of ESG solutions ESG Solutions S&P GlobalRatings Market Intelligence S&P Dow Jones Indices Platts Fixed Income, Equity,Any Entity Corporates, Equity, Fixed Income Equity & Fixed Income Passive Corporates • ESG Evaluations Environmental andClimate • ESG indices • Ener
Slide 7: What makes the Corporate Sustainability Assessment unique?
What makes the Corporate Sustainability Assessment unique? Direct company engagement working with companies >20 years Methodology built by investment practitioners with investment processes in mind Companies use the framework to drive measurable change Accepting private data challenges companies on
Slide 8: The CSA: From data to score
The CSA: From data to score General Criteria include Governance and Economic Dimension • Corporate governance • Codes of Business Conduct • Risk and Crisis Management Environmental Dimension • Environmental reporting • Operational Eco‐Efficiency • Climate Strategy Social Dimension • Human Rights • H
Slide 9: The CSA captures emerging and underreported trends early
The CSA captures emerging and underreported trends early The timeline shows when topics were introduced in the CSA and when they became the focus of the larger capital market. The head start allows S&P Global to refine the CSA approach to these topics and push corporate reporting and performance eac
Slide 10: Scoring example: Human Rights Assessments
Scoring example: Human Rights Assessments 20+ data points contributing to the question score Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global. 10
Slide 11: Powerful benchmarking capabilities
Powerful benchmarking capabilities NEW in 2020 Question‐level Scores Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global. 11
Slide 12: Peer ranking, scores and trend analysis
Peer ranking, scores and trend analysis Score 2020 Results Source: SAM, part of S&P Global. For illustrative purposes. Webcast Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global. 12
Slide 13: Differentiated ESG Datasets and Analytics
Differentiated ESG Datasets and Analytics S&P Global Market Intelligence ESG datasets and analytics help clients accelerate their alignment with global climate and sustainability goals. ENVIRONMENTAL S&P GLOBAL ESG SCORES CLIMATE IMPACT • Assess the ESG • Evaluate natural • physical and • Assess com
Slide 14: ESG: data feed and reporting solutions
S&P Global Powerful ESG: data feed and reporting solutions desktop, Powering Empowering therange a wide markets of atthe of use cases future scale. MI Platform Analytics & reporting ESG news, ESG data, Custom analytics, reporting and capacity buildings. company screening and portfolio analytics. Xpr
Slide 15: S&P PACT Indices: Climate Frameworks
S&P PACTTM Indices: Climate Frameworks EU Climate Benchmark Minimum TCFD Recommendations on Climate Related Financial Risks and Opportunities Standard Similarities 7% year-on-year Decarbonization Baseline Exclusions Exposure Constraint Corporate Target Setting Source: S&P Dow Jones Indices. Chart is
Slide 16: S&P PACT Indices: Key Features
S&P PACTTM Indices: Key Features Beyond the Paris Agreement and Align EU Benchmark Regulation and TCFD Investments with a 1.5°C trajectory Recommendations Aligned Addresses climate objectives efficiently, maintaining broad, diversified exposure Permission to reprint or distribute any content from th
Slide 17: S&P PACT Indices: Transition Risk Pathway Approach
S&P PACTTM Indices: Transition Risk: The Transition Pathway Approach - SBTi recommended methodologies Sectoral Decarbonization Greenhouse Emissions per unit of Approach (SDA): Value-Add approach (GEVA) Approved Homogenous high emitting Science sectors Based Heterogenous sectors SDA Target IEA trajec
Slide 18: S&P 500 ESG Index
S&P 500 ESG Index Conditions set for the S&P 500 ESG Index to become the global standard for US Equity ESG investing. • Multiple ETFs listed in the US, across Europe, and in Canada. • Futures trading on the CME gaining momentum. • Options listed on Cboe in September 2020. • Strong interest across ch
Slide 19: Energy Transition in the Commodity Markets
Energy Transition in the Commodity Markets – Climate risk becoming increasingly quantifiable – Alternate forms of Energy are scaling as costs On CEO are subsiding agenda – Key unknowns remain Investors focusing increasingly on sustainability Traditional energy firms at most risk of disinvestment and
Slide 20: What is the Energy Transition?
What is the Energy Transition? Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global. 20
Slide 21: What is the Energy Transition?
What is the Energy Transition? Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global. 21
Slide 22: Harvest Fossil Fuels and Diversify Revenue
Harvest Fossil Fuels and Diversify Revenue Absolute Primary Energy Demand 400 350 26% 300 74% Fossil Fuel 22% MMBOE/D 250 Forecasted fossil 25% fuel usage 57% Fossil Fuel 200 22% Forecasted fossil fuel usage under 2 150 degree C scenario 31% 32% 100 50 24% 18% 0 2020 2040 Source: S&P Global Platts A
Slide 23: Diversifying Platts' core offering
Diversifying Platts’ core offering Energy Pricing Analytics & Insights 23 Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global.
Slide 24: Diversifying Platts' core offering
Diversifying Platts’ core offering Potential revenue growth 2003-2009 2010-2014 2015-2018 2019 2020 Price Assessments Price Assessments Price Assessments Price Assessments Price assessments & News & News & News & News & News • Ethanol • LCFS • Battery metals • Hydrogen • Power generation curtailment
Slide 25: Foundation of Energy Transition Offering: 13th Commodity Vertical
Foundation of Energy Transition Offering: 13th Commodity Vertical Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global. 25
Slide 26: A new service line for S&P Global Platts in 2021
A new service line for S&P Global Platts in 2021 Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global. 26
Slide 27: Copyright © 2020 S&P Global Inc.
Copyright © 2020 S&P GlobalInc. No content (including index data, ratings, credit-related analyses and data, research, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or s