CDP 的發展與運作概況簡介 莫冬立企業永續發展協會 2013. 4. 16
World Business Council for Sustainable Development 會員有 200 家跨國公司, 來自超過 30 種產業, 40 個以上的國家 在 60 個國家有企業永續發展協會 (BCSD) 的聯盟組織 http://www.wbcsd.org 世界企業永續發展協會
世界企業永續發展協會 - 影響力 200 世界龍頭企業的結合 總市值 : 7 兆美元 總營收 : 5.5 兆美元 雇用員工總數 :1300 萬人 全球影響力 每天超過一半以上的世界人口在消費 WBCSD 會員公司的產品或服務
Global 200 leading companies
世界企業永續發展協會 (WBCSD) 全球 62 個國家聯盟組織 (BCSD) Business & Society Belgium NHO (Norway) CCD (Ukraine) United States BCSD BCSD Mexico BCSD El Salvador AED (Costa Rica) BCSD Colombia unirse (Nicaragua) Excel Partnership (Canada) BCSD Ecuador Peru 2021 CGLI (Canada/USA) Acción RSE (Chile) CentraRSE Guatemala BCSD United Kingdom BCSD Argentina EpE (France) FFA (Spain) FE BCSD Spain BCSD Portugal BCSD Honduras SumaRSE (Panama) Curaçao BCSD BCSD Croatia BCSD Bolivia BCSD Brazil BCSD Paraguay DERES (Uruguay) econsense (Germany) SEV-BCSD Greece APEQUE (Algeria) Danish BCSD BCSD Zimbabwe NBI (South Africa) respact BCSD Austria BCSD Turkey AEEC (Egypt) BCSD Hungary BCSD Pakistan BCSD Sri Lanka BCSD UAE FEMA BCSD Mozambique Vernadsky Foundation (Russia) BCSD Kazakhstan CII (India) TERI BCSD India BCSD Thailand China BCSD BCSD Mongolia BCSR Malaysia 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Czech BCSD Maala Israel RBF (Poland) Indonesian BCSD Korea BCSD BEC (Hong Kong) Vietnam BCSD BCSD Taiwan PBE (Philippines) BCA (Australia) New Zealand BCSD 2011 Nippon Keidanren (Japan) 2012 5
52 Member Companies April. 2013
台灣企業永續論壇創始成員公司列表 (20 家 ) 2008/10/16 目前為 24 家公司 協會會員公司 宏碁 華碩 友達 中鋼 台達 統一企業 聯電 台積電 中華電信 台灣中油 永光化學 台電 永豐餘 宏遠興業 東元電機 明台產險 日月光 Epson 中信金 國泰金 富邦金 ( 共計 21 家 ) 非協會會員 奇美 光寶 國瑞汽車 ( 共計 3 家 )
1997-2000 Eco-efficiency Environmental accounting 環境會計 Launched 1997 2001-2005 Energy & climate Responsible investment 責任投資 CSR Reporting 報告書 GHG Protocol 溫室氣體盤查 GRI guidelines 2005-2010 Responsive CSR Carbon disclosure 碳揭露 ESG investment Tomorrow leaders Stakeholder engagement GRI G3 report Movement One 1 運動 2011-2015 Strategic CSR Responsible investment Vision 2050 願景 2050 Low carbon economy GHG Protocol: supply chain GRI G4 Water tool 水工具 Corporate Ecosystem Valuation (CEV) 生態系統評價 BCSD-Taiwan 15 年來在台灣推動企業永續發展的脈絡 9
內容主題 CDP 的歷史沿革 CDP 品牌重塑 CDP 的運作模式與資料庫 CDP 問卷架構與評分方法 CDP 在台灣
Setting the scene 11
2010 年底到 2012 年底 極端氣候橫掃全球 天然災難 先進國家仍無能倖免 2010/9/4 紐西蘭基督城大地震 2011 年 1 月澳洲昆士蘭洪水 2011 暴風雪橫掃北半球 2011 311 日本東北大地震, 引發海嘯及福島核災 2012/10 月底冬季珊蒂颶風直襲美東, 災情慘重 12
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極端天氣事件每年頻傳, 近五年來 每年大約發生 30-50 個事件 14
2011 天災所造成的全球財務損失 淹水 極端氣候 暴風 地震 / 海嘯 15
全球巨災損失 1980-2012 16
天氣影響經濟 Lazo et al.(2011) 用氣象因素引起的美國 11 種產業損失, 以 2008 年為基準, 估算各種天氣因素和企業營收的關係, 結果是 2008 年 GDP 的 3.4%, 大約為 4850 億美元, 是屬於天氣敏感有變動度 Lazo, J. K., Lawson, M, Larsen P.H., Waldman D. M., 2011: U.S. Economic Sensitivity to Weather Variability, Bull. Amer. Meteor. Soc. 影響全球 4/5 經濟活動的決定性因素 17
化石燃料經濟結束的底線 全球儲量 2,795 GtCO2 Carbon Tracker 估算全球 100 大上市油氣公司的現有儲量 : 745 GtCO2 2001-2010 已排放 282 GtCO2 2 的容許排放量 餘額 Source: Unburnable Carbon (Carbon Tracker, July 2011) 18
要躲過氣候變遷的活命線, 2050 年只能再排放全球化石燃料儲量的 20% 2001-2010 僅十年就排放活命線限制總額近 30% 未來 40 年只能排放限制總額的 70%, 挑戰極為嚴苛 全球 100 大上市油氣公司未來 40 年也只能排放其現有儲量的 20% 19
倘化石燃料經濟的結束不是 2 而是 1.5 嚴苛的考驗將超乎現有想像 全球 100 大上市油氣公司未來 40 年也只能排放其現有儲量的 20% 20
全球減碳情境 未來 10 年提高能源效率會是重點 Source: IEA. ETP 2008 革命性科技會是重點 WBCSD 2009 Council & Liaison Delegate Meeting - Washington D.C. 21
清淨技術的投資愈來愈重要 氣候變遷導致清淨技術投資 2011 全球清淨技術創投與企業投資達 US$8.99bn, 較 2010 年成長 13% 391 件併購案, 總額 US$41.2bn, 較 2010 年成長 153% 主要市場 : US, UK, EU, India, China Cleantech Group (January, 2012) 22
Global SRI Assets by Region (US$) in Dec. 2012 Source: 2012 Global Sustainable Investment Review, Global Sustainable Investment Alliance
Why Report to Carbon Disclosure Project? No Data! No Management! Risk Risk Risk Largest collection globally of self reported climate change data. 24
Corporate Value and Progress Measurement Disclosure Management For Business Opportunity 25
Investor Value and Progress Awareness Long-Term Thinking For Making Decision Control Risk & Long-Term Prosperity 26
Corporate Carbon Management Investor Carbon Information 27
CDP 現況 超過 4,000 個組織, 包括 81% 的全球最大上市公司都使用 CDP 來揭露重要的環境資訊給投資人與主要買家 代表 87 兆美元, 超過全球投資資本半數以上的 722 家投資人透過 CDP 來取得企業的氣候數據 28
CDP 的任務 藉由將相關的資訊深植商業 投資與政策決策的過程中, 使全球經濟系統轉型到可預防氣候變遷所帶來的損害, 並讓我們的自然資源呈現價值 29
CDP over time 722 700 600 500 400 300 200 100 0 655 534 551 475 385 315 225 155 95 35 4.5 10 21 31 41 57 55 64 71 78 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Signatory Investors Assets ($ Trillion) 87 2013 Responders(Investor & Supply Chain programs) 4057 3715 3050 2204 2456 1449 922 235 295 355 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 30
CDP 品牌重塑 碳揭露專案 (Carbon Disclosure Project) 的概念誕生已超過 12 年. (2000 年 12 月 ) 從那時起 CDP 見證了一個巨大的改變, 而 CDP 也跟著改變以符合市場需求的演變 CDP 現在於廣泛的議題上與投資人 企業 城市及政府一起努力 重塑的 CDP 品牌反應了 CDP 今日的工作內容 : 保護自然資本 地球的大氣 水與森林
Global 500 Financial Performance New analysis on G500 leaders Re-baselined each year G500 leaders from each year significantly financially outperform the G500 overall CDLI 5 year analysis CPLI 2 year analysis 32
How investors and companies are using the data 33
CDP 運作結構 Signatory Investors and Supply Chain Members Informat ion Authority Authority Informat ion Corporations and Suppliers
Number of Signatories Assets (US$ Trillion) CDP Over Time Investor signatories and the assets under their management 800 700 600 500 400 300 200 100 0 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Investor CDP Signatories CDP Water Disclosure Signatories FFD Signatories Investor CDP Signatory Assets CDP Water Disclosure Signatory Assets FFD Signatory Assets 100 90 80 70 60 50 40 30 20 10 0 Climate change 4100+ Companies reporting via CDP 2012 Water 340+ Companies reporting via CDP 2012 Forests 100 Companies reporting via FFD 2012
對 CDP 的認可 Companies and investors that are able to assess risks and seize new opportunities will be ahead of the curve in terms of global competitiveness that is why the work of the Carbon Disclosure Project is crucial. Ban Ki Moon Secretary-General, United Nations CDP is to the future of business what the X-ray was to the then-future of medicine without it, we would never have seen the insides of the patient's health. Christiana Figueres Executive Secretary of the UN Framework Convention on Climate Change (UNFCCC)
Rate The Raters Matter 企業永續及氣候績效國際評比 : 道瓊永續指數及碳揭露最受重視 永續績效溝通 氣候風險與商機揭露 財務長暨投資人關係的角色 更有效的績效資訊展現 37
從 Carbon Disclosure Project 到 CDP formerly CDP Cities formerly Investor CDP formerly the Forest Footprint Disclosure Project (FFD) formerly CDP Supply Chain formerly CDP Water Disclosure 38
10~11 月 : 發表會 12~1 月 : 邀請簽署 2 月 : 邀請企業回覆 7~9 月 : 評分 & 撰寫報告書 3~4 月 : 說明會 6/27:Water & Forest Program 回覆截止日 5/30:Climate Change Program 回覆截止日 39
CDP Supply Chain - Members Accenture Acer Inc. Amdocs Ltd. AT&T Inc. Banco Bradesco S/A Bank of America Braskem S/A British Sky Broadcasting BT Group City of Denver Colgate Palmolive Company Dell Inc. Diageo Plc. Domtar Inc. EADS N.V. Eaton Corporation Eletropaulo Metropolitana Eletricidade de São Paulo S/A Elopak Endesa Eni SpA FIBRIA Celulose S/A Ford Motor Company Goldman Sachs Group Inc. Groupe Steria Imperial Tobacco Group Jaguar Land Rover Ltd Johnson & Johnson 40 Johnson Controls JT International SA Juniper Networks, Inc. KAO Corporation Kimberly-Clark Corporation KPMG UK L'Oreal Marfrig Alimentos MetLife, Inc. Microsoft Corporation National Australia Bank National Grid Nestle Nokia-Siemens Networks PepsiCo, Inc. Philips Electronics N.V. Reckitt Benckiser Rexam S.C. Johnson & Son, Inc. SAB Miller Starwood Hotels & Resorts Worldwide, Inc Suzano Pulp and Paper S.A. The Coca-Cola Company Unilever Vale Vodafone Group Wal-Mart Stores, Inc.
回覆問卷的好處 1. Engage with multiple stakeholders 2. Manage through measurement Understand your business better Benchmark performance Identify inefficiencies Take advantage of opportunities for cost savings Realize opportunities for competitive advantage
資料的使用 NON PUBLIC RESPONSES PUBLIC RESPONSES SIGNATORY INVESTORS REQUESTING SUPPLY CHAIN MEMBER SIGNATORY INVESTORS REQUESTING SUPPLY CHAIN MEMBER AGGREGATE DATA ONLY CDP WEBSITE CDP ANALYTICS CDP REPORTS BLOOMBERG GOOGLE FINANCE DEUTSCHE BÖ RSE THOMSON REUTERS SUSTAINABILITY INDICES OTHER INVESTORS DISCLOSING COMPANIES YOUR CUSTOMERS GENERAL PUBLIC OTHER PUBLICATIONS
投資人的資料使用 CDP data is being used by a variety of investment professionals to inform several investment related activities Financial Data/ESG Research Providers 1.Provide access to CDP data 2.Create metrics based on CDP data 3.Conduct company, sector and industry analyses 4.Conduct investment research 5.Create new methodologies and assessment tools Buy Side( 專業投資機構 ) 1.Conduct Sector and Portfolio Analyses a. Rank, score and compare companies b. Construct ESG metrics c. Integrate climate change, water and supply change into risk and opportunity analyses 2.Use indices to optimize returns 3.Assess carbon sensitivity of portfolios 4.Support company engagement a. On disclosure and risk management b. Through shareholders resolutions 5.Exclusion criteria CDP DATA Index Providers 1.Create climate change or sustainability indices using CDP data Sell Side( 投資銀行 ) 1.Inform broker recommendations 2.Conduct investment research a. Rank, score and screen companies b. Enhance risk and opportunity analyses 3.Conduct peer and sector analyses 4.Design new financial products: Green ETF s, Funds and Indices 5. Assess the carbon intensity of lending portfolios 6.Due diligence of corporate finance
Buy Side - Integration How does NBIM use CDP data? NBIM uses CDP data as a source of information on climate change risk for their portfolio managers. It is incorporating CDP data into their internal investment data platform It will allow portfolio managers to identify whether companies are meeting their expectation with regards to climate change risk management, reporting, and performance, and compare data across time, and across relevant peers Each portfolio manager can form an opinion about the significance and relevance of the information for the companies they cover NBIM produced a framework for assessing companies relative to climate change risk based on their own weighting. It considers indicators on governance structure, risk assessment, strategy, implementation, reporting, and performance
Buy Side - Exclusion Pax World uses CDP data extensively to identify both leaders and laggards among potential investments. We believe responding fully and publicly to the CDP survey is one of the characteristics of best-in-class companies, and company answers to survey questions also help to paint a more complete picture of the degree to which companies understand their vulnerability to climate-related risks and the business opportunities presented by climate change. We also use CDP information as a parameter in avoiding companies that are laggards, who are either unaware of climate-related risks and opportunities or choose not to inform their investors of this information. In particular, Pax tends to avoid investing in companies that are significant emitters of greenhouse gases and that have not responded to the CDP, particularly if they have failed to respond many times.
Sell side Green ETF Sector Breakdown: Nedbank Green Index v ALSI Nedbank Green Index (NGRN) Cumulative outperformance of 35.71% since inception
How to Respond Key Facts & Practical Issues Companies submit their reports through CDP s Online Response System (ORS) an online reporting platform ORS contains all questions, sub-questions & question paths (paper questionnaire includes headline questions only) Multiple users can access the system to input responses. Only one user will be able to submit. Response can be saved at any time and re-accessed later, printed from the ORS or exported to MS Word Responses can be public or non-public Comprehensive guidance and first time responders guidance documents are available: www.cdproject.net/guidance Response deadlines : Climate change (Investor requests): 30 May 2013 Water and Forests (Investor requests): 27 June 2013 Climate change and water (Supply Chain requests): 31 July 2013 Other responding companies (not formally requested to respond) :1 October 2013
City Disclosure 48
管理 治理 策略 減量目標與行動 溝通 CDP Questionnaire 風險與機會 風險 機會 排放盤查 碳排放 能耗 碳交易 49
Questionnaire modules Program Core Modules Additional Modules Climate Change Supply Chain Risks & Opportunities Risks & Opportunities Emissions Emissions Introduction Management Signoff Introduction Management Signoff Oil & Gas Electric Utilities Auto ICT Supplier Supplier Cross-sector modules Sector-specific modules Core Modules: All companies are requested to respond to core modules. Companies responding to both CDP Climate Change and CDP Supply Chain only need to complete one response, but need to submit to Supply Chain separately to make sure that it reaches their customers. Supply Chain Module: If company receive an invitation, this module should be activated using the link sent and it will then be added to your existing response. 50
Core modules & pages Management 1.Governance 2.Strategy 3.Targets & Initiatives 4.Communications Risks & Opportunities 5.Climate Change Risks 6.Climate Change Opportunities Emissions 7.Emissions Methodology 8.Emissions Data 9.Scope 1 Emissions Breakdown 10.Scope 2 Emissions Breakdown 11.Energy 12.Emissions Performance 13.Emissions Trading 14.Scope 3 Emissions 51
Disclosure Scoring 主要評析企業的回覆的完整度 Disclosure Score 是 Top 10% 以上即有機會進入 Carbon Disclosure Leadership Index, CDLI Performance 主要評析企業回覆內容對減緩氣候變遷的貢獻 Performance Score 超過 85 分以上即有機會進入 Carbon Performance Leadership Index, CPLI 52
Points overview Denominator range - disclosure Denominator range - performance Min Max Min Max Management Governance 2 4 6 6 Strategy 6 9 7 7 Targets & Initiatives 8 15.5 11 11 Communications 1 3 3 3 Risks and Opportunities Climate change risks (regulatory, physical, other) 21 27 0 3 Climate change opportunities (regulatory, physical, other) 21 27 0 3 Emissions Emissions methodology 3 3 0 0 Emissions data 1: Boundary, Scope 1 & 2 emissions, accuracy, exclusions 22 24 0 0 Emissions data 2: Scope 1 & 2 verification, biologically sequestered CO2 15 16 7 7 Scope 1 breakdown 1 4 0 0 Scope 2 breakdown 1 4 0 0 Energy 5.5 5.5 0 0 Emissions performance 6.5 9.5 12 12 Emissions trading 2 8 0 1 Scope 3 14 18 5 5 Overall total 129 177.5 51 58 If a company will be scored performance points, its disclosure points must has above 88.75. (X / 177.5) * 100 = 50. X = 88.75. 53
2013 disclosure score Emissions performance, 10% Targets and Initiatives, 10% Risks and Opportunities, 31% Governance, strategy and Communications, 12% Emissions data, 19% Other emissions related data, 18% 54
2013 performance score Risks and Opportunities, 11% Emissions performance, 18% Emissions data, 10% Targets and Initiatives, 19% Other emissions related data, 10% Governance, strategy and Communications, 32% 55
Response Rate of Asia ex-japan 400 sample 1. South Korean: 24 out of 30 (80%) 2. Taiwan: 15 out of 25 (60%) 3. The Philippines: 5 out of 10 (50%) 4. India: 35 out of 100 (35%) 56
CDP in Taiwan CDP s corporate reporting programs are implemented through cooperation with CDP s partner for Taiwan, BCSD-Taiwan. Taiwanese Companies requested to respond to CDP s programs include: Climate change (Investor Request) sent to companies in February: 25 largest companies by market capitalisation, as part of the Asia ex-japan 400. Responses from these companies will be analysed and included in the Asia ex-japan report. 93 companies are in the Emerging Markets 800 sample. No report is published about this sample, but information reported by these companies is used by investors & used in calculating the S&P/IFCI Carbon Efficient Index. Water (Investor request): 3 companies in CDP s global water sample Forests (Investor request): 7 companies in CDP s global forests sample Climate Change & Water (Supply Chain requests) to be sent next week (2 April). Likely that 60-70 Taiwanese companies will receive requests from their customers Companies not officially requested to respond in 2013 but previously involved in CDP programs are invited to respond voluntarily.
2013 Taiwan Invited Response by group Program Group Invited Score Public Climate Change Program Global 500 4 Asia ex-japan 400 1 25 Emerging Market 800 2 93 Other responding corporations 3 80 1. All Taiwanese G500 companies are also in the 25 of Taiwan companies of the Asia ex-japan 400. 2. All Asia ex-japan companies are included in the Emerging Markets 800 sample. 3. These are not in the core group of companies targeted by investors with CDP s information request. List of companies in CDP Climate Change 2013: https://www.cdproject.net/en-us/programmes/documents/investor-cdp-2013-respondingcompanies.pdf 58
2013 Taiwan Invited Response by group Program Group Invited Score Public Water Program Forests Program Global 500 3 預計 2014 Other responding corporations 9 No Group 7 59
Taiwan Total Response rate (2006-2012) Year Requested 1 Responded Response Rate 2006 11 5 45% 2007 24 8 33% 2008 62 32 52% 2009 74 50 68% 2010 197 67 34% 2011 225 83 37% 2012 226 69 31% 1. Total number of Taiwan companies requested across both Investor & Supply Chain program 60
2013 年台灣 4 家金融企業首度簽屬 CDP 61
Plastic CDP Next Water CDP Supply Chain Program Deforestation Beef, Leather, Soy, Palm Oil and Biofuels 62
All assistance material is available at https://www.cdproject.net/en-us/pages/guidance.aspx Name of presentation Or contact CDP directly: respond@cdproject.net Name of presenter
敬請指教 莫冬立 / 企業永續發展協會 Email: tonymo@bcsd.org.tw Tel: (02) 2705 8859 ext. 112 Fax: (02) 2706 0788 Website: www.bcsd.org.tw/www.wbcsd.org CDP 詢問窗口 : 張凱評專員 Tel: (02) 27058859 ext. Email: kenny@bcsd.org.tw