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According to our data, 70 per cent of the UK&#8217;s blue-chip firms were not meeting expectations on climate related disclosures. You can read our ESG Research Director, Diana Rose&#8217;s thoughts on this in the latest This is Money article below.
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<a href="https://www.thisismoney.co.uk/money/markets/article-11089707/Grocers-Tesco-Ocado-falling-short-green-promises.html">https://www.thisismoney.co.uk/money/markets/article-11089707/Grocers-Tesco-Ocado-falling-short-green-promises.html</a>

household-names-from-tesco-to-ocado-failing-to-give-enough-information-about-how-they-will-survive-in-a-greener-economy-

Household names from Tesco to Ocado failing to give enough information about how they will survive in a 'greener' economy

<a href="https://ifamagazine.com/article/lcaw2022-balancing-the-net-zero-ambition-with-the-greenwashing-tightrope-diana-rose/">https://ifamagazine.com/article/lcaw2022-balancing-the-net-zero-ambition-with-the-greenwashing-tightrope-diana-rose/</a>
Our ESG Research Director Diana Rose was quoted in IFA Magazine regarding her thoughts on the 4th annual London Climate Action Week and the increasing role of finance in achieving our net zero ambitions in the UK.
You can read the article in full using the link above.

balancing-the-net-zero-ambition-with-the-greenwashing-tightrope

Balancing the net-zero ambition with the greenwashing tightrope

ESG Research Director Diana Rose recently spoke with Elric Langton of Small Company Champion.
In his editorial for ShareScope, Elric looked at how ESG will impact lives, investments, and Corporates’ role in the implementation and consequences of attempts to bypass ESG. He also looked at how Insig AI is helping fund managers navigate and build wealth through the use of AI.
You can read Elric’s insights and Diana’s comments here:
<a href="https://knowledge.sharescope.co.uk/2022/06/29/how-important-is-esg-to-the-global-financial-institutions-and-global-business-and-are-we-ready/">https://knowledge.sharescope.co.uk/2022/06/29/how-important-is-esg-to-the-global-financial-institutions-and-global-business-and-are-we-ready/</a>

How-important-is-ESG-to-the-global-financial-institutions-and-global-business-and-are-we-ready

How important is ESG to the global financial institutions, and global business and are we ready?

tesla-kicked-out-of-s&p-ESG-index

Tesla kicked out of S&P’s ESG Index: What just happened

This case may be the first of its kind, but we all know it won&#8217;t be the last.  The SEC&#8217;s greenwashing taskforce is on a mission and this will be a wake up call to fund managers.  This particular case is around the claim that all stocks went through an ESG quality review as part of its investment process, which they apparently didn&#8217;t.
Overstating the ESG qualities of a fund to attract capital (ie greenwashing) is a very real problem which risks damaging not only the credibility of ESG, but its potential to actually get capital flowing in ways that will benefit society and help make the planet liveable for our children.
However, I must admit I don&#8217;t envy the regulators trying to police ESG space.  It often feels like it&#8217;s going through the tricky teenage years and right now they&#8217;re having a pretty wild party.  What is an &#8216;ESG quality review&#8217; in the first place?  Every fund will take a different approach to this process, but it&#8217;s guaranteed there will be subjectivity and maybe even smoke and mirrors.  What can bring integrity back to ESG funds, (aside from telling the truth about whether or not these quality reviews are being done at all) is oversight and transparency on the process; consistency and due diligence in the method.
Regulation is coming down the pipeline soon to crack down on the freeloaders at the party.
At Insig AI, we speak to a lot of asset managers anticipating regulation and striving for best practice.  They talk about the time pressures to turn around ESG analysis, and costs and expertise overheads of doing the research they want to on stocks as limiting factors.  This is why we&#8217;ve designed AI tools to take the pain out of doing due diligence on your portfolio&#8217;s public disclosures on ESG with transparency and consistency &#8211; to bring integrity to the ESG review process so that our clients aren&#8217;t looking over their shoulder for the greenwashing police.

sec-issues-first-greenwashing-fine-to-an-investment-adviser

SEC issues first 'greenwashing' fine to an investment adviser

Insig AI&#8217;s ESG Research Director <a href="https://www.linkedin.com/in/ACoAAAEN8ukB24Qgb2FV7o0onAJyWf9meMTRnpw" data-attribute-index="0" data-entity-hovercard-id="urn:li:fs_miniProfile:ACoAAAEN8ukB24Qgb2FV7o0onAJyWf9meMTRnpw" data-entity-type="MINI_PROFILE">Diana Rose</a> was quoted in the recent Financial Times Sustainable Views article regarding the need for increased transparency on ESG ratings.
You can read the full article here:
<a href="https://www.sustainableviews.com/sustainable-companies-are-more-expensive-says-study/">https://www.sustainableviews.com/sustainable-companies-are-more-expensive-says-study/</a>

sustainable-companies-are-more-expensive-says-study

Sustainable companies are more expensive, says study

How can you tell if a company is not only talking the talk but also walking the walk when it comes to ESG? in this article, our ESG Research Director Diana Rose sets out how Artificial Intelligence can be the key in figuring who isn&#8217;t keeping their promises.
You can read the full Computer Weekly article here:
<a href="https://www.computerweekly.com/blog/Green-Tech/Using-AI-to-discern-if-enterprises-are-walking-the-talk-on-ESG">https://www.computerweekly.com/blog/Green-Tech/Using-AI-to-discern-if-enterprises-are-walking-the-talk-on-ESG</a>
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using-ai-to-discern-if-enterprises-are-walking-the-talk-on-esg

Using AI to discern if enterprises are walking the talk on ESG

Between 2015 and 2020, the amount of ESG disclosures quadrupled, but we are by no means at a peak. 
You can read our ESG Research Director Diana Rose&#8217;s thoughts on what the future of ESG disclosure might look like in the latest Pensions Expert blog using the link below.
You can read the article in full here:
<a href="https://www.pensions-expert.com/Law-Regulation/What-does-the-future-of-ESG-disclosure-look-like?ct=true">https://www.pensions-expert.com/Law-Regulation/What-does-the-future-of-ESG-disclosure-look-like?ct=true</a>
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what-does-esg-disclosure-look-like

What does the future of ESG disclosure look like?

The &#8216;G&#8217; in ESG is widely known as governance, but what exactly is governance? And how can it be used to ensure better long-term performance in a company?
You can listen to our ESG Research Director <a title="https://www.linkedin.com/in/ACoAAAEN8ukB24Qgb2FV7o0onAJyWf9meMTRnpw" href="https://www.linkedin.com/in/ACoAAAEN8ukB24Qgb2FV7o0onAJyWf9meMTRnpw">Diana Rose</a> discuss governance on the latest <a title="https://www.linkedin.com/company/financial-times/" href="https://www.linkedin.com/company/financial-times/">Financial Times</a> Adviser Podcast using the link below:
<a href="https://podcasts.apple.com/gb/podcast/exploring-governance-the-g-in-esg/id1437151302?i=1000556289364">https://podcasts.apple.com/gb/podcast/exploring-governance-the-g-in-esg/id1437151302?i=1000556289364</a>

what-exactly-is-governance

What exactly is governance?

<h2>TCFD: Task Force on Climate-related Financial Disclosure</h2>
One could argue that this four-letter acronym is the start of the green revolution for the corporate reporting world. With TCFD reporting now mandatory from 6 April 2022 for over 1,300 large corporations with &gt;500 employees and &gt;£500m in annual turnover, the UK is the first of the G20 to make it law, with others set to follow.
One could also argue that the regulatory burden of disclosure and reporting is going to cause a huge amount of pain. Not just for the companies required to report, but every investor required to analyse the mountain of disclosure documents coming their way, in order to substantiate their investment decisions.
The TCFD was established in 2015 and finalised in 2017 to drive the reporting of climate-related financial information in publicly available Annual Reports. Widely applicable across all sectors and jurisdictions, disclosures are around 4 core pillars that demand oversight of climate risk at every level of business: governance, strategy, risk management, and metrics and targets.
There is no question that the merits of TCFD are going to change the way companies operate and report, and will certainly change the way investors evaluate the companies that they buy into. The near-term pain and overhead of the reporting requirement will also hopefully accelerate corporate awareness on their impact on climate and, over time, we all start to see and feel the benefits of a recovering environment.
With the 6th of April looming, the big question is: how many of the major FTSE companies are prepared for the disclosure task ahead of them or risk falling foul of regulation? What’s telling is to see how long a company has been talking about TCFD, and where they publish their disclosures. The point here is that TCFD requires significant lead-in time to implement and requires that climate risk is addressed in the fundamentals of the Annual Report.
<h2>What Does the Data Say?</h2>
Using the Insig.AI database of corporate ESG and financial documents, the goal was to identify trends around TCFD disclosure over time and across report types.
The approach was to use a keyword and phrase search across the entire database on: “TCFD”, “climate related”* and “climate risk”.
COMPANY, TIMEFRAME AND DOCUMENT UNIVERSE 
Companies: FTSE 100 (plus a few other UK names) 
Timeframe: 2015-2021 
No. of documents queried: 3,345 
Document Types: Annual Report, Integrated Report, Sustainability/ESG Report, Climate Change Report, Climate Change Policy, Financial Document, ESG Data
*Searching “climate related” also accurately surfaces “climate-related” which is the TCFD naming convention.
<h2>Summary Observations</h2>
<h3>Who was first to start referencing TCFD?</h3>
Aviva, Barclays, BHP and LSEG were the first FTSE companies to make reference to TCFD back in 2016, before the TCFD recommendations were even finalised.  This indicates foresight and these companies have continued to be leaders in TCFD disclosure over the past 5 years.
<img class="wp-image-2540 size-full aligncenter" src="https://insigai.io/wp-content/uploads/2022/03/esg_tcfd_1.png" alt="" width="904" height="346" srcset="https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_1.png?resize=200%2C77&amp;ssl=1 200w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_1.png?resize=300%2C115&amp;ssl=1 300w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_1.png?resize=400%2C153&amp;ssl=1 400w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_1.png?resize=600%2C230&amp;ssl=1 600w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_1.png?resize=768%2C294&amp;ssl=1 768w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_1.png?resize=800%2C306&amp;ssl=1 800w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_1.png?fit=904%2C346&amp;ssl=1 904w" sizes="(max-width: 904px) 100vw, 904px" />
<h3>References Over Time</h3>
FTSE companies have been actively referencing “climate related” since 2017 and the trend has continued to grow year on year. Reference to “climate risk” only started to gain traction in 2020. TCFD references have doubled year on year since 2017.
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<img class="wp-image-2541 size-full aligncenter" src="https://insigai.io/wp-content/uploads/2022/03/esg_tcfd_2.png" alt="" width="932" height="592" srcset="https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_2.png?resize=200%2C127&amp;ssl=1 200w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_2.png?resize=300%2C191&amp;ssl=1 300w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_2.png?resize=320%2C202&amp;ssl=1 320w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_2.png?resize=400%2C254&amp;ssl=1 400w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_2.png?resize=600%2C381&amp;ssl=1 600w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_2.png?resize=768%2C488&amp;ssl=1 768w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_2.png?resize=800%2C508&amp;ssl=1 800w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_2.png?fit=932%2C592&amp;ssl=1 932w" sizes="(max-width: 932px) 100vw, 932px" />
<h3>Leaders and Laggards</h3>
Analysing combined TCFD relevant disclosures over this same period, there are clear and consistent leaders. At the other end of the spectrum, there is a stark difference in level of disclosure.  It raises some questions about the level of commitment and readiness for TCFD reporting come April. Whilst the ‘materiality’ of climate change risk and impact does vary between sectors, which means some industries would start with more established reporting, a principle of the TCFD is that climate change is a risk to all businesses.
 <img class="size-full wp-image-2542 aligncenter" src="https://insigai.io/wp-content/uploads/2022/03/esg_tcfd_3.png" alt="" width="928" height="574" srcset="https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_3.png?resize=200%2C124&amp;ssl=1 200w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_3.png?resize=300%2C186&amp;ssl=1 300w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_3.png?resize=400%2C247&amp;ssl=1 400w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_3.png?resize=600%2C371&amp;ssl=1 600w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_3.png?resize=768%2C475&amp;ssl=1 768w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_3.png?resize=800%2C495&amp;ssl=1 800w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_3.png?fit=928%2C574&amp;ssl=1 928w" sizes="(max-width: 928px) 100vw, 928px" />
<h3>Disclosure by Document Type</h3>
Taking 2020 as a snapshot of where TCFD disclosures are found across reports, Annual and Climate Change Reports make up just over a third each.  22% are found in Sustainability and ESG Reports.  Companies not yet reporting to the TCFD in their Annual Reports will be required to start in the 2022-23 reporting cycle.
<img class="aligncenter wp-image-2543" src="https://insigai.io/wp-content/uploads/2022/03/esg_tcfd_4-800x720.png" alt="" width="600" height="540" srcset="https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_4.png?resize=200%2C180&amp;ssl=1 200w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_4.png?resize=300%2C270&amp;ssl=1 300w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_4.png?resize=400%2C360&amp;ssl=1 400w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_4.png?resize=600%2C540&amp;ssl=1 600w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_4.png?resize=768%2C691&amp;ssl=1 768w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_4.png?resize=800%2C720&amp;ssl=1 800w, https://i0.wp.com/insigai.io/wp-content/uploads/2022/03/esg_tcfd_4.png?fit=1011%2C910&amp;ssl=1 1011w" sizes="(max-width: 600px) 100vw, 600px" />
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tcfd-which-ftse-companies-are-ready

TCFD: Which FTSE companies are ready for the 6th of April…and which are not?

Our disclosure research tool lets you rapidly discover actionable insights about companies’ ESG disclosures.

Fast insights

You’ll be able to develop a deeper understanding of target companies and initiate evidence-based investment strategies.

Deeper analysis and engagement

You can rest assured knowing your due diligence is based on a rigorous methodology and robust data.

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With the ability to pinpoint relevant information at the sentence level, your analysis and decisions are both auditable and transparent.

Auditable and transparent

Our simple-to-use tool gives you instant access to a comprehensive database of all relevant ESG disclosures. We make it easy to unpick what a company is actually saying – and what it’s not saying – about ESG. Filter through the noise of wordy reports to uncover trends, understand a company’s direction of travel, and benchmark against peer groups.

When research is no longer a bottleneck, you can make the most of the ESG investment opportunity. Your analysts can drill down into the details and give you quality insights quicker.  So you can make better evidence-based decisions. And look each of your stakeholders in the eye knowing you have conducted the most thorough analysis possible.

As stakeholder scrutiny tightens, you can bring consistency, structure and transparency to your ESG due diligence. Never again miss a development and never again fear being caught out by regulatory change.

Gain a competitive edge by making better evidence-based decisions, quickly, easily and with complete confidence.

With our ESG Disclosure Research Tool, you will gain a competitive edge. You’ll make better decisions, quickly, easily and confident in the knowledge you’ve got everything covered.

We employ a range of cutting edge tools as well as extensive reviewing and auditing to ensure our data quality is class-leading.

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We build our datasets ‘customer-first’ resulting in highly intuitive and thoughtful products which rapidly deliver value to our customers.

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We are a specialist provider: offering the highest quality customer service and the tightest feedback loops is extremely important to us.

Service

Our data solutions are trusted by clients who use them in live production environments trading billions of dollars daily.

Trust

A hybrid human-machine process allows for highly accurate identification of elements including management discussion and analysis, risk disclosures, guidance and speaker information.

The data has been designed with the quantitative investor in mind, key features include long and bias-free history, point in time entity identifies, full versioning of all changes and easy access via AWS S3.

Text is manually labelled using a custom taxonomy to enable nuanced analysis and like-for-like text comparison. Text is extracted from underlying PDF filings (annual and interim reports) and unwanted elements are identified and removed.

We provide company filings at your fingertips. Filing DB is the first database of extracted and structured text from global company filings and is optimised for investors.

Our team comprises of data, technology and ESG experts enabling us to engage the necessary resources to solve any client issue.

Joined Up Expertise

As such we are able to develop proprietary ESG tools to give our clients deeper insights into their portfolios.

Insightful

We assist our clients in using these ESG insights to engage target companies and develop evidence-based strategies. 

Engagement

With the ultimate goal being to help our clients make sustainable ESG investment decisions through AI and data solutions.

Responsible Investment

We deliver products, such as NLP scoring and bespoke ESG ratings metrics, to enhance investment strategies; enabling asset managers to transition to a data-centric business model, advance and scale their analytical potential and gain value, speed and strategic leverage.

Leveraging our data science expertise has enabled us to deliver AI solutions to clients to solve issues such as portfolio optimisation and fund constraints.

Through our cloud data infrastructure we are able to host bespoke web applications and integrate third party tools to deliver value for our clients.  

We are able to deliver bespoke tools that solves our clients unique needs and aligns with their investment approaches. We are able to organise different types of data from 3rd party providers and proprietary sources around a client-lead framework to generate decision-useful outputs.

Our tools support ESG analysts, corporate advisers and investment managers in operating more efficiently

Our solutions are designed to compliment in-house processes and bespoke frameworks

We apply principles of best practice in ESG investment and transparency to help our clients gain a sustainable edge

Our solutions will support compliance to shifting regulation; they can also be applied disruptively to innovate and drive change

Deliver your sustainable investment edge through future-proof AI and ESG data solutions

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Company news and views on the market

Household names from Tesco to Ocado failing to give enough information about how they will survive in a 'greener' economy

Balancing the net-zero ambition with the greenwashing tightrope

How important is ESG to the global financial institutions, and global business and are we ready?

Tesla kicked out of S&P’s ESG Index: What just happened

SEC issues first 'greenwashing' fine to an investment adviser

Sustainable companies are more expensive, says study

Ready to find out more?