Groupe Bruxelles Lambert SA · EURONEXT:GBLB
Groupe Bruxelles Lambert SA — Investor Day (February 2024)
19 slides from Groupe Bruxelles Lambert SA's investor day presentation, February 2024
Slide 1: Delivering meaningful growth
Delivering meaningful growth 151
Slide 2: ESG
ESG 152
Slide 3: ESG: Growing emphasis on ESG, Canyon, Imerys
ESG 16. Growing emphasis on ESG 17. Canyon 18. Imerys 153
Slide 4: François Perrin, Head of ESG at GBL
ESG François PERRIN Head of ESG at GBL 154
Slide 5: A 25-year perspective
16. Growing emphasis on ESG A 25-year perspective Mer de Glace, Chamonix Mt- Mer de Glace, Chamonix Mt-Blanc, 2021 156
Slide 6: Setting an example ESG
16. Growing emphasis on ESG Exerting our influence Our approach GBL as a responsible company GBL as a Setting responsible investor an example ESG integration 157
Slide 7: ESG integration
16. Growing emphasis on ESG Fully integrated investment process ESG integration covering each and every step of the investment process GBL PROPRIETARY ESG DUE ESG RATING DILIGENCE ESG EXCLUSION ONGOING POLICY Pre-investment phase ENGAGEMENT ESG integration Post-investment phase DIVESTMENT PERIODIC E
Slide 8: Our edge #1: ESG proprietary framework
16. Growing emphasis on ESG Our edge #1 ESG proprietary framework Leverage external Proprietary rating SASB as a framework (1) and proprietary data focusing on • Focus on materiality • ESG raw data from rating 4 dimensions providers (e.g. MSCI, CDP) • External ESG ratings • ESG proprietary data: • E
Slide 9: Our edge #2: Annual ESG risk review
16. Growing emphasis on ESG Our edge #2 Annual ESG risk review Involvement of Dynamic ESG risk Ongoing engagement investment team mapping with portfolio companies • Annual in-depth risk review • Leverage on proprietary data • Annual risk review to set the process involving the entire • SASB & AI nat
Slide 10: Our edge #3: Engagement as strategic long-term shareholder
16. Growing emphasis on ESG Our edge #3 Engagement as strategic long-term shareholder Long-term Reference Active involvement horizon shareholder in governance bodies positions of participations Ability to deploy capital Seasoned investment team One of the Institutional investor status most solid for
Slide 11: Winfried Rapp, CFO of Canyon
ESG Winfried RAPP CFO of Canyon 162
Slide 12: Canyon: GBL value added as a long-term investor
17. Canyon CANYON GBL value added as a long-term investor (video) Canyon recent achievements due diligence • Organization ESG network formalised, Head of ESG appointed ESG a key topic at • Climate strategy formulation as a support to customer acquisition and R&D Corporate and product carbon footprin
Slide 13: Our ambitious ESG roadmap: Governance and Diversity
17. Canyon Our ambitious ESG roadmap Governance Diversity GBL as a 33% INED 33% Women Independent Non-Executive % in GBL Board of Directors, FY2023 responsible Directors in GBL Board COMPANY of Directors, FY2023 40% Women % in overall GBL workforce, FY2025 33% - 50% INED 100% coverage with D&I GBL a
Slide 14: Our ambitious ESG roadmap: Climate and Transparency
17. Canyon Our ambitious ESG roadmap Climate Transparency GBL as a Climate Neutral company SASB , TCFD , CDP reporting (1) (2) FY2021 responsible Commitment to SBTi Science Based Target initiative, FY2021 Data quality assurance COMPANY 50% reduction carbon FY2022 emissions Scope 1 & Scope 2, FY2030
Slide 15: Leah Wilson, Group Sustainability VP at Imerys
ESG Leah WILSON Group Sustainability Vice President at Imerys 166
Slide 16: Imerys: GBL value added as a long-term investor
18. Imerys IMERYS GBL value added as a long-term investor (video) Imerys sustainability Sustainable finance leadership positioning innovation strengthened by GBL • Sustainability linked bond • Board of Directors & ESG referent • ESG in management KPI • SustainAgility program • Product stewardship, c
Slide 17: Outlook
18. Imerys Outlook 2025 2030 ESG journey Ambitious Stewardship Access to targets responsibilities sustainable finance GBL ESG ESG & NAV Forward value added looking 168
Slide 18: Disclaimer
Disclaimer This presentation has been prepared by Groupe Bruxelles All statements in this presentation, other than statements of historical facts, are forward-looking information purposes. This presentation is incomplete without reference to, and should be statements. These statements are based on t
Slide 19: Delivering meaningful growth
Delivering meaningful growth 170
Groupe Bruxelles Lambert — Investor Day (February 2024) on 6ix