- Risk Management
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IVA Research Approach
Intangible Value Assessment
Research, Ratings & Analysis of Sustainability Risks and Value Drivers
RiskMetrics' Sustainability Research Process
1
In-Depth Sector Analysis
Analyst reviews general information on the sector which is being analyzed. Analyst assesses competitive dynamics, major risks and opportunities of the sector, which will determine the focus of the analysis.
2
Collection of Company Data
From Companies: Annual Reports, 10Ks, Sustainability Reports, Websites.
From Government: EPA Data, DOE Data, Other government data.
From NGOs, Industry Associations, “Think Tanks,” Other research organizations, and 750+ media sources.
From Government: EPA Data, DOE Data, Other government data.
From NGOs, Industry Associations, “Think Tanks,” Other research organizations, and 750+ media sources.
3
Preliminary Work on Rating Matrix
Sector Analyst fills in data and scores each of 120+ factors in the rating matrix for each company in a sector.
4
Company Interview
Analyst interviews each company, focusing on questions resulting from preliminary analysis.
5
Completion of Rating Matrix
Analyst fills in data and scores each of 120+ factors in the rating matrix for each company in a sector.
Industry- specific factor weightings are determined by empirical research, and vary over time.
Industry- specific factor weightings are determined by empirical research, and vary over time.
6
"Reality Check"
Analyst defends final ratings in front of RiskMetrics’ sustainability research leadership, analogous to the
presentation to an Investment Committee at an asset manager.
presentation to an Investment Committee at an asset manager.
