Elena Philipova (LSEG D&A) Episode 39

David Anderson - Talking Market Data

https://www.linkedin.com/in/elenaphilipova

https://www.lseg.com/en/data-analytics

Summary

In this conversation, David Anderson interviews Elena Philipova from LSEG Data Analytics about the evolving landscape of ESG (Environmental, Social, and Governance) data and its significance in sustainable finance. They discuss the importance of disclosures, the impact of regulations, and the role of AI in analysing ESG data. Elena emphasizes the need for standardized reporting and the strategic importance of sustainability for companies. The conversation also touches on the challenges of double materiality and the convergence of ESG data providers, highlighting the future of ESG reporting and its integration into financial services.

Takeaways

· Elena Philipova leads sustainable finance solutions at LSEG.

· The conversation around ESG has evolved significantly over the years.

· Disclosures are crucial for measuring ESG impacts and setting targets.

· Regulatory frameworks are driving the need for standardized ESG reporting.

· Companies are increasingly recognizing the strategic importance of sustainability reporting.

· Double materiality considers both the impact of companies on society and vice versa.

· AI is being leveraged to analyse ESG data more effectively.

· There is a growing convergence among ESG data providers.

· The demand for ESG data is becoming more standardized across the industry.

· ESG is maturing, not dying, despite media narratives.

Chapters

00:00 Introduction to ESG and LSEG Data Analytics

02:59 Understanding ESG: Environmental, Social, and Governance

06:02 The Role of Investors and Asset Managers in ESG

08:48 Disclosures and Regulatory Frameworks in ESG

11:49 The Impact of Regulation on Corporate Reporting

14:43 The Importance of Double Materiality in ESG Reporting

17:58 Challenges in Quantifying ESG Data

20:57 The Future of ESG Reporting Standards

23:48 The Role of AI in ESG Data Analysis

26:53 The Demand for ESG Data Among Investors

29:44 Raw Data vs. Ratings in ESG Analysis

31:24 The Role of ESG in Equity Research

35:03 The Evolution of ESG Data Disclosure

39:21 Estimating Data for Smaller Companies

40:47 Navigating the ESG Data Provider Landscape

46:41 Convergence in ESG Data Requirements

50:08 The Future of ESG Maturity

DAVID ANDERSON -- https://www.linkedin.com/in/atradia/