The Group's environmental, social, and governance (ESG) performance is evaluated by various organisations, including rating agencies serving the research needs of the socially responsible investment (SRI) market. The Group is generally ranked above average RobecoSAM), FTSE4GOOD (Eiris) and Euronext Vigeo Europe 120 and Euronext Vigeo France 20 (Vigeo).
The following tables present an overview of the Group's main ESG ratings and scores.
Dow Jones Sustainability Index (DJSI)
RobecoSAM, Switzerland
The Dow Jones Sustainability Indexes are compiled on the basis of wide-ranging surveys by Dow Jones Indexes in cooperation with SAM Group. They are recognised worldwide as an important set of indexes for sustainable corporate governance and award the best in class in each category.
| 2016 | 2015 | 2014 | 2013 | 2012 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| AXA Score | Sector Average | AXA Score | Sector Average | AXA Score | Sector Average | AXA Score | Sector Average | AXA Score | Sector Average | |
| Economic | 85% | 61% | 87% | 59% | 84% | 58% | 79% | 60% | 77% | 61% |
| Social | 80% | 41% | 76% | 42% | 65% | 40% | 69% | 40% | 65% | 41% |
| Environment | 88% | 46% | 87% | 44% | 86% | 43% | 88% | 45% | 80% | 46% |
| General Score | 85% | 50% | 83% | 48% | 77% | 47% | 78% | 48% | 74% | 50% |
| Percentile ranking | 95th | 96th | 87th | 93th | 78th | |||||
| Inclusion in DJSI Europe | Yes | Yes | Yes | Yes | Yes | Yes | ||||
| Inclusion in DJSI World | Yes | Yes | Yes | Yes | Yes | Yes |
FTSE4GOOD index
Ethical Investment Research Services (EIRIS), United Kingdom
The FTSE4Good Index Series has been designed to objectively measure the performance of companies that meet globally recognised corporate responsibility standards.
| 2016 | 2014 | 2013 | 2012 | 2010 | 2009 | |
|---|---|---|---|---|---|---|
| General Score | 3.8 | 3.1 | 3.7 | 3.7 | ||
| Environment | 5 | 5 | 5 | 5 | ||
| Social | 4.7 | 2.8 | 2 | 2 | ||
| Governance | 2.6 | 2.6 | 4 | 4 | ||
| Inclusion in FTSE4GOOD index | Yes | Yes | Yes | Yes | Yes | Yes |
Euronext Vigeo
Vigeo*, France
Euronext Vigeo index component stocks are the companies rated highest for control of corporate responsibility risk and contribution to sustainable development. Performance is measured by the Equitics® method pioneered by Vige. AXA scores and ratings for 2014.
| 2016 | 2014 | 2012 | 2010 | |||||
|---|---|---|---|---|---|---|---|---|
| AXA Score | AXA Rating | AXA Score | AXA Rating | AXA Score | AXA Rating | AXA Score | AXA Rating | |
| Human Resources | 64 | ++ | 58 | ++ | 53 | + | 51 | + |
| Human rights | 61 | ++ | 57 | + | 52 | + | 55 | + |
| Community involvement | 79 | ++ | 71 | ++ | 44 | + | 42 | + |
| Environment | 81 | ++ | 74 | ++ | 65 | + | 57 | + |
| Business behaviour | 63 | ++ | 57 | + | 53 | + | 55 | + |
| Corporate governance | 64 | + | 60 | = | 49 | = | 56 | = |
| Inclusion in Euronext Vigeo - World 120 index | Yes | Yes | No | N/A | ||||
| Inclusion in Euronext Vigeo -Europe 120 index | Yes | Yes | Yes | N/A | ||||
| Inclusion in Euronext Vigeo -Eurozone 120 index | Yes | Yes | Yes | N/A | ||||
| Inclusion in Euronext Vigeo -France 20 index | Yes | Yes | Yes | N/A | ||||
| Inclusion in Ethibel Sustainability indices | Yes | Yes | Yes | Yes | ||||
| Ranking in sector | 1/42 | 1/37 | N/A | N/A | ||||
| General score | 68 |
Oekom
Oekom research, Germany
Oekom research AG is one of the world's leading rating agencies and provides the crucial head start in the segment of sustainable investments. Being the partner of institutional investors and financial service providers, they develop innovative investment strategies that combine sustainability research with a high rate of return.
| 2016 | 2013 | 2012 | 2009 | 2007 | 2006 | |
|---|---|---|---|---|---|---|
| AXA rating | C "Prime" | C "Prime" | C "Prime" | C+ "Prime" | C "Prime" | C "Prime" |
| Social rating | C "medium" | C "medium" | C "medium" | C+ | C "medium" | C "medium" |
| Environmental rating | C "medium" | C+ | C "medium" | C+ | C "medium" | C "medium" |
Sustainalytics
Sustainalytics is an award-winning global responsible investment research firm specialized in environmental, social and governance (ESG) research and analysis.
In 2015, AXA ranks n°2 out of 150 insurance companies.
| 2015 | 2014 | 2013 | 2011 | ||||
|---|---|---|---|---|---|---|---|
| Criteria | AXA Score | AXA Score | Sector Average | AXA Score | Sector Average | AXA Score | Sector Average |
| Environment | 88/100 | 75/100 | 50/100 | 80/100 | 48/100 | 63/100 | 47/100 |
| Social | 86/100 | 81/100 | 63/100 | 78/100 | 61/100 | 79/100 | 60/100 |
| Governance | 87/100 | 86/100 | 56/100 | 86/100 | 55/100 | 82/100 | 53/100 |
| General Score | 87/100 | 81/100 | 55/100 | 81/100 | 55/100 | 75/100 | 53/100 |
Carbon Disclosure Project (CDP)
The Carbon Disclosure Project is an alliance of large institutional investors who teamed up with the aim of making companies' greenhouse gas emissions and climate change strategies transparent for the financial market.
| 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|
| Climate Performance | B | 100/100 | 94/100 | 88/100 | 92/100 | - |
| Climate Disclosure | 98/100 | 100/100 | 94/100 | - | 92/100 | - |
| Inclusion in the Climate Performance Leadership Index (CPLI) | No | No | Yes | Yes | Yes | No |
| Inclusion in the Climate Disclosure Leadership Index (CDLI) | No | Yes | Yes | No | Yes | No |
Principles for Responsible Investment (PRI)
The United Nations-supported Principles for Responsible Investment (PRI) Initiative is an international network of investors working together to put the six Principles for Responsible Investment into practice. Its goal is to understand the implications of sustainability for investors and support signatories to incorporate these issues into their investment decision making and ownership practices.
| 2015 | ||
|---|---|---|
| AXA Score | Median Score | |
| Overarching Approach | A+ | B |
| Listed Equity - ESG integration | A | A |
| Listed Equity - Active Ownership | A | B |
| Fixed Income Corporate | A | C |
| Fixed Income Government | A | E |
| Private Equity | C | B |