Research provider scoris GmbH

Company mission "Scoris has committed itself to provide innovative, high quality information and services for the growing sustainability investment market. Solutions provided by Scoris offer

information and evaluation regarding sustainability of stocks and bonds
analysis, information and counselling regarding sustainable investment strategies."

Legal form GmbH (similar to Ltd.)

Ownership Companion of the scoris Ltd is since summer, 2006
the Triodos bank, Netherlands.

Foundation 2000

Executive Board Axel Wilhelm

Number/qualification
of employees
3, specialising in business, economics and engineering

Advisory Board /
Council
--

Cooperations /
Memberships
scoris is a member the Sustainable Investment Research International Company Ltd. (SiRi Company) and within this Group exclusively responsible for the German and Austrian market.

scoris is foundation member of the Forum für nachhaltige Geldanlagen (Forum for Sustainable Investment, Germany).

scoris is foundation member of the AI CSSR (Association for Independant Corporate Sustainability and Responsibility Research).

scoris signd PRI – Principles for Responsible Investment


Background see above

Research

The partners of SIRI Company have developed various approaches basing on the regional perspectives to define, analyse and evaluate corporate responsibility. In the same time, uniform internationally valid sets of criteria for sustainability and analysis of enterprises have been developed taking into account regional, cultural and legal differences. The focal point is the question, how companies interact with their internal and external stakeholders. The relevant information for the 600 biggest companies worldwide are collected currently following uniform quality standards and are summed up in a special comany profile, the "SiRi Global Profile".

The advantages of a uniform procedure are obvious:

Internationally relevant data are available for all SiRi partners and their customers in a compatible format.

So, information are usable for investors around the world.

Comparability fo the performance of international companies is improved.

The quality of sustainability ratings and other investor recommendations is increased.

Company research at scoris concentrates primarily on the behaviour of German and Austrian joint-stock companies. For data surveying scoris uses quantitative and qualitative survey methods, comprehensive enquiries in standard sources, as well as stakeholder contacts. Approx. 220 individual aspects are incorporated in scoris company profiles. Scoris approaches the companies directly for information which cannot be obtained from external sources. This is normally done via the transfer of the current databank information to the company combined with an invitation for personal conversation.

Criteria

scoris and their partners from the SiRi Company network collect data worldwide for the following areas:

A. General Company information
e.g. industry, business areas, turnover, company philosophy
B. Corporate Ethics
e.g. activities against corruption and bribery
C. Activities for the society
e.g. foundations, amount of donations, involvement at the locations
D. Corporate Governance
e.g. transparency of conduct of business, controlling, voting rights limitations, board compensation
E. Customers
e.g. quality management, product quality, customer satisfaction, ethical marketing procedures
F. Employees
e.g. health and work safety, equal opportunity and promotion of women, co-management and employee ownership schemes
G. Environment
e.g. environmental policy and management, certifications, product ecology, efficient use of resources, environmental key data
H. Human rights and suppliers
e.g. incorporation of suppliers into the quality and environmental management system, compliance with minimum job standards, human rights as a criteria for supplier choice
I. Activities in controversial areas
e.g. alcohol, nuclear energy, gene technology, gambling, pornography, armament and arms, tobacco products, animal testing


Ranking- / Rating-System

Since April 2004, scoris and the SiRi Company offer a new and innovative online rating tool: SiRi Pro. On the basis of the detailed and high quality SiRi company profiles, which have been updated continuously for the last three years, SiRi is able to realise customized, individual stustainability ratings for the biggest joint-stock companies world wide.
With SiRi Pro the process of sustainability rating is for the first time completely transparent. Users of this service can simply and quickly define their vision of sustainability and their investment criteria as the basis of a company rating or they can use the standard criteria of SiRi Company. Of course, scoris offers customized support and consulting on the basis of SiRi Pro information.
Siri Pro offers individual company ratings, the realisation of sector surveys and best-in-class-analysis, the definition of sustainable equity portfolios etc. and represents an efficient information tool for all analysts and fund managers.


 

Quality Management

Scoris works, like all SiRi Company members - along uniform quality standards. Staying independent is an important prerequisite. Longterm corporate research experience is given.  But for scoris research quality means as well:

 comprehensive use of available and especially independent sources
 application of quantitative and qualitative surveying methods 
 workflow documentation 
 the documentation of the information sources used, separation of internal and external information
 direct contact with the companies being researched, written questionnaires and invitation for personal conversation. Companies may comment on surveyed data.
 regular updating of the data
 
The research process and the results should be transparent for the rated companies as well as for the user of the information. The complete workflow is aligned to draw a detailed, exact and objective picture of the situation and the conduct of the rated companies.

Voluntary quality standard CSRR-QS 1.0
The SiRi Company and their european network partners including scoris developed in 2003 - in cooperation with other rating agencies - a voluntary quality standard. With this quality standard, which has been supported by the European Commission, the independant rating agencies want to commit themselves to a transparent, comprehensible and documented sustainability rating process. The new standard for Corporate Sustainability and Responsibility Research (CSSR) is currently in a testing period, more information can be find on www.cssr-qs.org.

Products & services Scoris offers comprehensive counselling and support for investment companies, banks, insurances, pension funds, churches and other institutions and investors, who wish to market or invest in sustainable financial products. The basis for this counselling is a broad spectrum of sustainable investment solutions that support the conception and management of sustainable capital investment at various levels.

Main modules of the offer are the sustainability research about German companies and details information and evaluation fo the sustainability of equties and bonds worldwide. As well, scoris offers an ethical investment concept basing on international standards for institutional investors: the Global Ethical Standard. The portfolio is competed by a competent sustainability investment consulting.

Currently, scoris offers in cooperation with their partners of SiRi Company Network sustainability information about far more than 4000 companies and bonds worldwide.

The sustainable investment solutions cover:

 SiRi Pro
Online tool with profiles and ratings for the 600 largest joint stock companies world wide on the basis of SiRi Research.

 KLD Global Climate 100 Index
International share index with 100 corporations which perform a significant contribution to the solution of the climate problem.

 SOCRATES - The Corporate Social Ratings Monitor
Marketleading online- information service with sustainability data of more than 3000 US joint stock companies.

 Bonds Research
Profiles and evaluations of the sustainability performance of issuers of bonds (the 30 OECD countries and others).

 Investment Consulting
Portfolio check under consideration of sustainability criteria, conception of investment policies, fund information etc.
Clients Some of SIRi-Groups clients

Citizens Bank of Canada
Cortal Consors
DeAm
Dexia Asset Management
DWS Investments
Erste Sparinvest
Ethical Funds Inc.
Ethos investment foundation (pension funds)
Folksam KPA
Global Care
IDEAM (Groupe Crédit Agricole-Crédit Lyonnais)
ING Bank
ING Investment Management
International Committee of the Red Cross
MeesPierson (Fortis Group)
OekoWorld SA Lux
PGGM
Pictet & Cie
Pioneer Investments
Rockefeller & Co.
San Paolo IMI Asset Management
State Street Global Advisors
Synchrony Asset Management
Triodos Bank
Triodos Fund Management
Umweltbank
West LB
u.v.a.


Contact scoris GmbH
Kasseler Str. 1A
D-60486 Frankfurt am Main
Deutschland

Fon: +49 - (0) 69 / 719 14 69  -0
Fax: +49 -(0) 69 / 719 14 69 -27
E-Mail:
info@scoris.de


Axel Wilhelm
E-Mail: wilhelm@scoris.de
Web www.scoris.de
www.sirigroup.org