Thomson Reuters Extel And Uksif 2010 Socially Responsible Investing & Sustainability Survey Results

London – Thomson Reuters and UKSIF, the sustainable investment and finance association, announced the results of the eighth annual Thomson Reuters Extel/UKSIF Socially Responsible Investing & Sustainability Survey at an event held at the FTSE Group Headquarters in Canary Wharf, London.

The 2010 Survey represents the views of over 450 investment professionals from 16 countries, making it the most extensive assessment of socially responsible investing (SRI) in the European investment community. Voting was conducted from 20 March to 03 June 2010. It reflects a contribution from 254 buyside firms and 42 brokerage firms/research houses.

Key highlights from the 2010 Thomson Reuters Extel/UKSIF Survey include:

* Buyside firms are placing more emphasis on sustainability issues in the research & advisory services they receive from brokers.
* Nearly 90% of buyside firms are planning to increase SRI & sustainability asset allocation in the coming year.

Key rankings from the Thomson Reuters Extel/UKSIF Survey include (2009 ranking in brackets):

Leading Brokerage Firm for SRI Research

1. Société Générale (1)
2. CA Cheuvreux (2)
3. UBS (4)

Leading Brokerage Individual for SRI Research

1. Sarj Nahal, Société Générale (1)
2. Valery Lucas-Leclin, Société Générale (3)
3. Julie Hudson, UBS (2)

Leading Brokerage Firm for Corporate Governance Research

1. Oddo Securities (1)
2. UBS (4)
3. CA Cheuvreux (3)

Leading Brokerage Individual for Corporate Governance Research

1. Jean-Philippe Desmartin, Oddo Securities (3)
2. Léa Sombret, Oddo Securities (4)
3. Sarj Nahal, Société Générale (1)

Leading Brokerage Firm for Long-Term Thematic Research

1. Société Générale (1)
2. 2 UBS (2)
3. CA Cheuvreux (4)

Leading Brokerage Individual for Long-Term Thematic Research

1. Sarj Nahal, Société Générale (1)
2. Julie Hudson, UBS (4)
3. Stéphane Voisin, CA Cheuvreux (7)

Leading Brokerage Firm for Renewable Energy Research

1. HSBC (4)
2. CA Cheuvreux (3)
3. UBS (1)

Leading Brokerage Individual for Renewable Energy Research

1. Patrick Hummel, UBS (1)
2. Shai Hill, Macquarie Equities (6)
3. Didier Laurens, Société Générale (2)

Leading Brokerage Firm for Integrated Research on Climate Change

1. HSBC (-)
2. Citi (-)
3. UBS (-)

Leading Brokerage Individual for Integrated Research on Climate Change

1. Meg Brown, Citi (-)
2. Nick Robins, HSBC (-)
3. Robert Clover, HSBC (-)

Leading Quoted Company for Sustainability Communications

1. Royal Dutch Shell plc (8)
2. Tesco plc (3)
3. Novo Nordisk (-)

Leading Fund Management Firm for SRI

1. Threadneedle Asset Management (3)
2. Aviva Global Investors (2)
3. BlackRock Investment Management (4)

Penny Shepherd MBE, Chief Executive, UKSIF, said: “The investment community is increasingly looking at sustainable investment themes as the ones that offer best potential for significant growth, while effective management of sustainability risks and opportunities is becoming central to profitability in many industry sectors. This eighth annual SRI & Sustainability Survey shows the value that both the sell side and buy side attach to sustainability analysis.”

Steve Kelly, Global Head of Thomson Reuters Extel Surveys, commented: “Investors are increasingly focusing on investment that is environmentally and socially sustainable. The BP oil spill has catapulted discussion about environmental, social and governance issues and SRI investment onto the front pages but this is not some new phenomenon. The demand from fund managers for intelligent, well-argued SRI analysis has been strong for some time and is still growing. The opportunities for firms and individuals best able to provide integrated and detailed SRI analysis are therefore huge"

Copies of the complete report, with commentary, extensive market trends data and full rankings of sellside, quoted companies and asset managers, can be ordered from Thomson Reuters Extel Surveys, www.extelsurveys.com.
Thomson Reuters

Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, healthcare and science and media markets, powered by the world’s most trusted news organization. With headquarters in New York and major operations in London and Eagan, Minnesota, Thomson Reuters employs 55,000 people and operates in over 100 countries. For more information, go to www.thomsonreuters.com.
About UKSIF

UKSIF, the sustainable investment and finance association, promotes responsible investment and other forms of finance that support sustainable economic development, enhance quality of life and safeguard the environment. Founded in 1991, it has over 200 members, including investment managers, investment banks, independent research providers, pension funds, banks, investment consultants, financial advisers and non-governmental organisations. For more information, visit www.uksif.org.