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Investor Presentaiton

Climate Sustainability Harmonised sustainability standards should enable more consistent and comparable reporting ESG ratings agencies measure different environmental elements and criteria change over time, 2008-18 Proportion of the eight ESG rating and information provider agencies that apply each E criterion into evaluation of corporate sustainability* Industry-specific criteria Water use & management Carbon intensity Control of impacts on the overall life-cycle 2008 ---- 2018 100 Climate change 80 Waste management/reduction 60 40 Travel & transport impact 20 Emissions Renewable energy/raw materials Raw material sourcing Protection of biodiversity Pollution management & resources Packaging Materials recycled & reused Eco-design Eco-efficiency Energy consumption/ efficiency Environmental policy/ management Environmental reporting Environmental risk management Hazardous waste *based on analysis of eight ESG rating and information provider agencies, including FTSE Russell ESG Ratings, MSCI ESG Research, REFINITIV and Sustainalytics International collaboration towards universal metrics • PwC collaborated with the World Economic Forum, the International Business Council and other services firms to identify universal metrics for more consistent and comparable reporting • Released in September 2020, these Stakeholder Capitalism Metrics include full implementation of Task Force on Climate-related Financial Disclosures recommendations; broadened to nature-based impact, including biodiversity, with mid-2021 launch of Taskforce on Nature- related Financial Disclosures At COP26, the International Financial Reporting Standards (IFRS) Foundation announced the formation of a new International Sustainability Standards Board (ISSB) to develop a comprehensive global baseline of high-quality sustainability disclosure standards Overcoming inconsistency The third-party verification of ESG data is important to validate progress. ESG ratings agencies, meanwhile, benchmark performance against industry, regional and global peers. However, agencies assign different weighting to different ESG elements. Moreover, criteria change over time and also vary by industry and market. While the evolution of criteria is necessary to keep pace with broader change, it also impedes comparable reporting. Efforts have been ongoing to address the lack of universal ESG metrics, such as the September 2020 Stakeholder Capitalism Metrics by the WEF and other partners. The IFRS Foundation's COP26 commitment to form the ISSB should further accelerate progress towards this. PwC OBG ESG Report O OXFORD BUSINESS GROUP Sources: IFRS; MDPI; Sustainability; WEF 25 25
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