Ohjaajan opas ESG Data -hallinnan ja julkistamisteknologian valintaan

Olemme saavuttaneet kriittisen virstanpylvään ESG data hallinnassa ja raportoinnissa, jossa ESG data varmistamisen ja vakuuttamisen odotukset lähestyvät taloudellisen raportoinnin vaatimuksia. Siksi monet organisaatiot ottavat askeleita sovittaakseen olemassa olevat prosessit ja vastuut ESG-raportoinnissa taloudellisen raportoinnin toimintojen kanssa.

Olemme koonneet näkemyksiä eri taloudellisista rooleista, jotka vastaavat ESG:stä - kuten controllerit, sisäiset tarkastajat, SEC-raportointi ja talousjohtajat - koko Nasdaq-verkoston kautta auttaaksemme sinua navigoimaan vilkkailla markkinoilla ja löytämään parhaan pitkäaikaisen kumppanin ESG-julkistuksiin:

1. Siirrä raportointimuutosten seurannan ja ajan tasalla pysymisen vastuu ESG:lle suunnitellulle palveluntarjoajalle

Toisin kuin 10-K:n taloudellinen raportointi, joka on ollut standardoituna vuosia, ESG- ja kestävyysraportoinnin kenttä kehittyy jatkuvasti ja nopeasti.

• Ensure your partner is committed to the long-term support, maintenance and update of changing reporting frameworks and standards such as TCFD (Task Force on Climate-related Financial Disclosures), SASB (Sustainable Accounting Standards Board), and European Union reporting requirements. With dozens in frequent use today, staying ahead of the changes is no small feat and not practical for an internal ESG team.
• Verify that your partner will translate and provide guidance for impactful rating and ranking questionnaires including (but not limited to) MSCI, Sustainalytics and the Corporate Sustainability Assessment for potential inclusion in the Dow Jones Sustainability Indices.
• Seek a partner that meets the needs of stakeholders across your organization. Effective ESG technology streamlines both financial reporting and sustainability, not one or the other. Selecting a platform that meets the needs of stakeholders across your organization - one with end-to-end ESG data gathering, management, audit and disclosure functionalities - will encourage effective adoption and deployment across the many teams that contribute to ESG disclosures. Marketing, public affairs, Corporate Secretary and many other roles will additionally benefit from a centralized resource.

2. Valmistele julkistuksesi auditointia varten

Valmistaudu mahdollisiin muutoksiin sääntelyvaatimuksissa teknologian avulla jo tänään

• Establish role and workflow functions that enable internal edit, review, and approval, as well as the facilitation of both internal and external audit for access and review of data.
• Require activity logs showing date/time stamps and uploaded references to allow auditors to seamlessly track your audit trail.
• Verify that you'll benefit from easy year over year rollover of your data, making it easy to compare what's changed, and reflective of the changes in reporting requirements.

3. Tehosta ESG- ja kestävän kehityksen datan keräämistä ja siirtoa mahdollisimman paljon

Tuokaa mahdollisimman monta tiedonkeruu- ja sertifiointiprosessia keskitettyyn järjestelmään vähentääksenne manuaalisten virheiden riskiä ja varmistaaksenne, että täydelliset ja tarkat tiedot kerätään ajallaan.

• Evaluate whether your partner can support the many venues in which you report ESG information. ESG reporting in regulatory filings such as the 10-K are top of mind, but your organization is leveraging ESG data across RFP responses, marketing materials, communications, recruitment, and questionnaires. Mitigate the risk of divergent data sets by securing a partner that focuses on the full ESG landscape.
• Because site-level data collection remains a key source for environmental ESG data, make sure your partner can pull source data such as energy usage from utility bills via API or bulk upload and translate it into reporting-ready emissions data.
• Prioritize a solution that can both support a data warehouse (subject to quality controls) in order to streamline the efforts of your team and also link data requests so your team can quickly identify commonalities across reports and ensure the consistency of your organization's data and messaging. Be the hero for your subject matter experts by minimizing administrative and duplicative work.

4. Secure a dedicated customer support team of ESG experts for set up and ongoing account support

• Confirm that you can call your provider directly for assistance on ESG-related topics such as recent changes to reporting requirements and visibility into pending reporting deadlines, and that industry knowledge is built into the platform. Request specifics on how often the team receives training and development on ESG trends and reporting frameworks.
• Ask that the team of ESG experts that leads your setup stay with you throughout your partnership. This will ensure that knowledge shared during the introductory phase of your implementation is carried through to your ongoing use of the platform, and that your vendor truly understands and supports your unique business needs.

In summary, it is critical for companies to begin implementing the same data integrity, audit and assurance capabilities for ESG reporting that they leverage for external financial reporting. However, equally important to the similarities between the future of ESG and financial reporting are the key differences. ESG continues to evolve and requires a long-term commitment from solution providers to invest in the expertise and tools that will enable companies to stay ahead of the curve. Don't fall victim to the current "land grab" amongst technology providers seeking a piece of the ESG pie, but instead identify your best partner to help you achieve your strategic ESG goals.

Identify your best partner with the help of our Buyer's Guide to ESG Reporting Software->

To find out how Nasdaq can help, connect with one of our ESG experts->

Mitä asiakkaamme sanovat:

Entisenä tilintarkastajana arvostan Nasdaq Metrio™:n (aiemmin OneReport) yksityiskohtaista audit trailia ja auditointivalmiita toimintoja. Se on erittäin tehokas työkalu organisaatioille valmistellessaan vastauksiaan ESG-arvioijille ja -luokittelijoille.As a former auditor, I appreciate the detailed audit trail and audit-ready functionalities of Nasdaq Metrio™ (formerly OneReport). It is a very effective tool for organizations in preparing their responses to ESG raters and rankers.

Emma Beard, Vice President, globaali ESG-raportointi, Mondelez

Säästimme yli 75 työtuntia luodessamme ensimmäistä TCFD-julkistustamme Nasdaq Metrio -alustan indeksitoiminnon avulla. Alusta antaa meille mahdollisuuden yhdistää data ja vastaukset muista julkistuksistamme, auttaen meitä hyödyntämään varmennettua, tarkkaa ja täydellistä ESG data laajemmasta vastausarkistostamme TCFD:lle. Nasdaq Metrio on auttanut Akamai parantamaan sisäistä työnkulkuamme ja asettanut meidät saumattomasti ottamaan vastaan uusia ja kehittyviä raportointikehyksiä, mikä on johtanut yhteensä 150 työtunnin säästöön vuoden aikana.

Mike Mattera, Global Director of Corporate Sustainability and ESG Officer, Akamai