PROFILING KEY GLOBAL CAPITAL MARKET PLAYERS AND INFLUENTIALS SHAPING MARKETS, CORPORATE REPUTATIONS AND VALUATIONS.

    Special Focus

    Strategic Governance - Enabling Financial, Environmental, and Social Sustainability

    A new book by Hank Boerner and Mark Sickles of the Governance & Accountability Institute.  Click here for more information.

    Featured Partnership

    Introduction  to SustainabilityHQ™ -- this is Governance & Accountability Institute’s proprietary research and monitoring platform for following trends,  news, commentary, research and other critical information related to Sustainability and ESG factors (environmental & energy, social issues, corporate governance)  This platform is designed to the knowledge management headquarters for enterprise sustainability issues and topics.

    The research and monitoring platform contains in-depth profiles and background information on key global capital market players and influentials (such as issue advocates) that are shaping capital market and societal trends, corporate reputations and valuations. Some are gatekeepers for access to capital and shape cost of capital for issuers. These are key players in the new normal of the capital markets.

    Information and resources in SustainabilityHQ are organized by category – key ESG/Sustainability Players; SRI Asset Managers focusing on ESG; Public Sector Pension Funds; and Sovereign Investors (including SWFs – Sovereign Wealth Funds).  These categories are updated and expanded continuously.

    ESG/Sustainability content is organized by topic and issues in focus, such as: ESG Influencers; Corporate Governance; Water Issues; Carbon Issues; ESG Stock Indexes; Food and Agriculture; Supply Chain Issues…and many more. G&A Institute customizes content for easy access for clients’ monitoring and information needs.

    There are some sections and examples that we make available to the public as a service to our community and stakeholders.  Please follow the links along the left hand menu to browse these features and learn more about SustainabilityHQ. 

    Dramatic changes are taking place in the global capital markets.  Changes that impact institutional investors.  Wall Street players.  Global financial capitals.  Corporate America.  Corporate Europe.  Companies in Asia and the Pacific Basin.  The expectations of new players, and the changing demands of established players are reshaping how investors look at companies.  Third party influencers are helping to shape corporate reputations and valuations and investors are basing their decisions on these key performance indicators.  These are issue and topic areas that are monitoring continuously by Governance & Accountability Institute. 

    For more information about access and to receive our weekly SHQ Highlights email newsletter please click here.

     

    ESG Sustainability Highlights

    Energy Industry Wants To Ditch 'Fracking'

    (Friday - January 27, 2012)
    Source: Manufacturing Net
    Nest hires corporate-governance activists

    (Friday - January 27, 2012)
    Source: Financial News

    Sovereign Wealth Fund Highlights

    BLC Bank eyes expansion with preferred shares capital

    (Friday - January 27, 2012) Associated Profiles : Qatar Investment Authority
    Source: Daily Star Lebanon
    Australia risks auto collapse

    (Friday - January 27, 2012) Associated Profiles : Future Fund (Australia)
    Source: Business Day
    UniCredit Investors Reap Top Return in Euro Area in Offer

    (Friday - January 27, 2012) Associated Profiles : Aabar Investments PJSC
    Source: BusinessWeek

    United States Public Pension Fund Highlights

    State employees are getting a raw deal

    (Friday - January 27, 2012) Associated Profiles : Virginia Retirement System
    Source: Fairfax County Times
    Unions Hate Private Equity, But They Love Its Profits

    (Thursday - January 26, 2012) Associated Profiles : Ohio Public Employees Retirement System (OPERS)
    Source: The Atlantic
    Pa. pension: Above average not enough; deficit rising

    (Thursday - January 26, 2012) Associated Profiles : Pennsylvania State Employees Retirement System
    Source: Philly.com

    Asset MGR Highlights

    HSBC Names Kaber McLean as Japan Head, Replacing Milne

    (Friday - January 27, 2012) Associated Profiles : Credit Suisse Group AG
    Source: BusinessWeek
    Best Companies: Social media stars

    (Friday - January 27, 2012) Associated Profiles : TIAA-CREF (“T-C”)
    Source: CNN Money
    The FBI Wants to Read Your Tweets

    (Thursday - January 26, 2012) Associated Profiles : State Street Global Advisors (SSgA)
    Source: The Atlantic

    USA Sustainability and Corporate Responsibility Reporting

    RILA Releases Sustainability Report

    (Friday - January 27, 2012)
    Source: Retail Leaders Industry Association
    University of Michigan Annual Sustainability Report Shows Success In Key Areas

    (Thursday - January 26, 2012)
    Source: University of Michigan
    Union of Concerned Scientists - Sustainability Report 2010

    (Thursday - January 26, 2012) Associated Profiles : Union of Concerned Scientists
    Source: Union of Concerned Scientists

    UK Sustainability and Corporate Responsibility Reporting

    Brazilian Stock Exchange Nudges Companies Toward CSR Reporting

    (Wednesday - January 11, 2012) Associated Profiles : MSCI Group (NYSE: MDX)
    Source: Green Biz
    Vodafone UK’s Latest Sustainability Report - “Responsibility Store”

    (Thursday - December 29, 2011)
    Source: Vodafone
    PepsiCo UK & Ireland's second Environmental Sustainability Report

    (Thursday - December 29, 2011)
    Source: PepsiCo UK & Ireland's

    Ireland Sustainability and Corporate Responsibility Reporting

    Brazilian Stock Exchange Nudges Companies Toward CSR Reporting

    (Wednesday - January 11, 2012) Associated Profiles : MSCI Group (NYSE: MDX)
    Source: Green Biz
    Shell Ireland Sustainability Report

    (Thursday - December 29, 2011)
    Source: Shell Ireland
    Canon Sustainability Reports and Digests

    (Thursday - December 29, 2011)
    Source: Canon Ireland

    Report from Europe: Asset Managers Views

     

     

     

    Investor sentiment remains healthy despite market volatility

    Phoenix-IR tracks the opinions of European investors in order to help you follow their interest in U.S. equities over time.

    During the last two weeks of October we researched the views of 82 leading institutions based in nine European countries (UK, Switzerland, France, Germany, Belgium, Ireland, Italy, Netherlands and Sweden) managing total assets in excess of $3,000 billion. The results show that Europeans see value in U.S. equities and have been buying on weakness.  The proportion of investors claiming to be overweight the U.S. market has risen to its highest point since September 2009.  An encouraging result for companies conducting European outreach.

    There also have been some significant changes in sector preferences which might impact interest in your stock, more specifically.  For more detail on this, as well as the full survey results, please click here for summary results.

    We hope this research provides you with some useful insights on the European market. There is also plenty of further information on our blog.

     


    If you would like to see our previous market Barometers please click here.

    What People are Saying About SustainabilityHQTM (Formerly INSIGHTS-edge)

    "Our good friend Hank Boerner at Governance & Accountability Institute, Inc., has launched INSIGHTS-edge (now SustainabilityHQTM) ,an essential data platform for investor-relations officers, boards of directors and treasury departments in this brave new world of accountability and sustainability.

    Times have changed.  Institutional investors in growing numbers heavily weight “sustainable” and environmental/social/governance (ESG) factors. That means IROs, boards, and corporate officers vested with meeting new measurement standards must be educated and informed differently. Hank’s team has compiled a simple, navigable, web-based treasure trove on sovereign wealth funds, pension funds and other asset managers with an estimated USD$8 trillion in assets.

    INSIGHTS-edge (now SustainabilityHQTM) not only identifies these major forces but also provides a contemporary and continuously updated resource about ESG trends and developments shaping the money behind global business. A subscription shared by boards, treasuries and IR departments is rapidly becoming a necessity.  Look up INSIGHTS-edge (now.. SustainabilityHQTM) at www.SustainabilityHQ.com and test-drive it today."

    Tim Quast
    Managing Director 
    ModernNetworks IR LLC
    Software and service firm providing trading intelligence
    Analytics to marquee US publicly-traded companies


    "INSIGHTS-edge (Now SustainabilityHQTM) can be a powerful tool for ESG Investors and conventional  investors that are now adopting ESG and Sustainability policies and guidelines.  This includes both asset owners and managers"

    Timothy Smith
    Senior Vice President
    Environment, Social & Governance Group
    Walden Asset Management


    "...I think it's a very good screening tool to (1) identify targeted buy side firms and (2) keep up to date on current news related issues that affect these targets.  In short, the database can provide excellent marketing functionality for active users in the institutional space (buy side as well as sell side)."

    Frank Constantinople
    Senior Investor Relations
    and Relationship Management Executive


    "With INSIGHTS-edge (now SustainabilityHQTM) you have succeeded in amassing an abundance of high caliber information that allows an Investor Relations Officer to easily access and gain an encyclopedic knowledge of the latest global investor issues, news and rulings; resources that are critical to success in this day and age."

    Stephanie Moran Baldwin
    Strategic Corporate Advocates
    20 years of IR and PR management



    "Sustainabilty HQ has a wealth of knowledge when it comes to Environmental and Social Governance. They monitor a variety of trends when it comes to corporate responsibility and their resources are unparalleled in their field. "

    Adolfo Tello
    Graduate Student
    University of New South Wales




     

    Governance & Accountability Institute is a monitoring, intelligence-gathering and knowledge management center operating at the intersection of powerful forces reshaping relationships between stockholders and stakeholders, and the public corporation. The key players transforming the markets and interacting with corporate management and boards include fund owners and asset managers and their third party advisors-in sovereign wealth funds,socially responsible investment organizations, activist hedge funds, public pension funds, labor union funds, private equity firms, investment banks...and more.

    G&A identifies key players, monitors their activities, conducts research, charts the players's influence on capital markets and companies, and provides news and intelligence through G&As "SustainabilityHQTM" advisory services. SustainabilityHQTM resources at the intersections of powerful capital markets players--and the public and private companies they invest in.