Wednesday 26th November 2014                 Change text size:

UKSIF and Thomson Reuters conduct biggest European SRI assessment to date



Photo: Mikey via Flickr

The UK Sustainable Investment and Finance Association (UKSIF) and Thomson Reuters have published the results from their tenth annual Socially Responsible Investing (SRI) & Sustainability Survey.

Over 500 members of the investment community were surveyed for the poll, which details a “growing uptake” of the UN-backed Principles for Responsible Investment (PRI).

Organisations were ranked in a number of categories, with the SRI & Sustainability Survey distributing awards to the best firms in each.

In the 14 awards, brokerage firm CA Cheuvreux appeared most, appearing in the top three eight times. Bank of America Securities – Merrill Lynch finished on the podium seven times, whilst global financial services company UBS received five top threes.

These tenth annual SRI & sustainability survey awards mark a key milestone in the development of pan-European sustainability analysis”, said Penny Shepherd, 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.”

Here’s a rundown of the rankings that were drawn up after completion of the survey (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 (-)

Further reading:

The dynamic future of sustainable investment

FTSE’s ESG unit can “shed light” on responsible investment


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