The presence of CNH Industrial shares in the portfolios of Socially Responsible Investors (SRIs), i.e., those who integrate standard financials with environmental, social, and governance (ESG) considerations, is a clear indication of appreciation of the Company’s commitment to sustainability.
As at December 31, 2018, 4.67%(1) of CNH Industrial’s free float was held by 31 (34 in 2017) asset owners and by 76 (92 in 2017) socially responsible mutual funds.
As in the previous year, CNH Industrial’s result was lower than the benchmark by about 265 basis points (301 in 2017). The benchmark consists of an average of SRI investor holdings calculated on 5 companies (CNH Industrial plus 4 of its main competitors). CNH Industrial ranked third. The Company’s result was below the benchmark only because the score of the top-ranking company was once again so high it significantly raised the benchmark. Excluding this competitor from calculations, CNH Industrial’s percentage of equity would be 61 basis points higher than the benchmark.
For further information on the analysis methodology see