exo-is/governance-reporting-on-listed-companies huggingface dataset:
Keyword: governance
Governance and attorneys (people from underrepresented minorities, achieved a total of 40 through year end. See our video
accountability
women, LGBTQ+ people, or those with disabilities) to learn more.
Human rights due diligence perform at least 30% of the billable hours on
Supply chain workers HP business, at least half of which must be performed Supporting diversity in
Responsible minerals by racially diverse attorneys. Firms are required to
program the financial sector
track and share data reflecting compliance quarterly.
Our employees As of the end of 2023, 100% of our engaged firms met HP’s Bank Model incorporates an annual diversity
Culture, equity, the requirements, up from 46% in early 2017 when survey that looks at bank and financial partner
Keyword: governance
Governance and Conduct for Business. View A&M University, Texas Southern University,
accountability North Carolina A&T State University, Morgan State
Human rights due diligence Diverse talent in technology University, St. Philip’s College, Tuskegee University,
Supply chain workers Morehouse College, Spelman College, Clark Atlanta
Responsible minerals We engage with leading industry organizations University, and Denmark Technical College.
program and conferences that promote more diverse
Our partnership includes the annual HP HBCU
Our employees representation in technology. These include:
Business Challenge, which tasks students with
Culture, equity,
• Disability:IN tackling critical business problems while gaining
and diversity
• National Association
Keyword: governance
Governance and equal, and active members of our communities is During the year, our Print team also released a new The latter covers products and services identified members of the accessibility community, including
accountability critical for society and business to thrive. version of our award-winning secure screen reader as being most important for people with disabilities insights into how HP technology impacts their
Human rights due diligence and voice command technology in the HP Printing while also most likely to have diverging accessibility everyday lives.
We are investing in accelerating digital equity for
Supply chain workers Voice Assistant. Learn more about how HP products requirements across EU countries. We are working
150 million peopl
Keyword: governance
Governance and
Number of workers reached each year depends on the programs executed: some programs address issues broadly across suppliers
accountability Workers’ rights and workers; other programs focus more narrowly on individual supplier sites or specific vulnerable worker groups. Prior to 2020,
Human rights due diligence Suppliers’ employees working 60 hours per week or less on average*** 95% 96% 98% data included production supplier workers only. In 2020, we expanded the scope of our program to also include nonproduction
supplier workers and workers at HP-controlled manufacturing facilities, and in 2021 we further expanded the scope to also include our
Supply chain workers Suppliers’ employees receiving at least one day of rest each seven-day cu
Keyword: governance
Governance and Worldwide 30.1% 31.0% 32.1%
accountability Hispanic/Latin American 7.2% 7.0% 7.7%
Women in leadership
Human rights due diligence Asian 11.9% 14.4% 15.4%
Executives reporting directly to the CEO 25.0% 40.0% 38.5%
Supply chain workers Native American 0.5% 0.4% 0.4%
Director level and above 33.0% 33.3% 32.7%
Responsible minerals Hawaiian/Pacific Islander 0% 0% 0%
program Women in technical roles Two or more races 0.5% 0.9% 0.7%
Our employees IT and engineering 23.0% 23.7% 24.1% Not disclosed/available 8.7% 8.7% 7.7%
Culture, equity,
Women in revenue-generating roles U.S. racial/ethnic minorities in technical roles
and diversity
Sales roles (all levels) 28.0% 28.6% 28.9% IT and engineering 33.0% 35.6% 37.9%
Data
Digital Equity and Philanth
Keyword: governance
Governance and * This table does not include 3,160 employees of certain majority-owned, consolidated subsidiaries, for which data was not available.
accountability
Human rights due diligence
World workforce (regular full time and part time) by age group, 2023* World workforce (regular full time and part time) by gender, 2023*
Supply chain workers
Responsible minerals
30 and under 31–50 51 and over Men Women Unknown
program
Our employees By job level By job level
Culture, equity, Executives** 0.0% 37.9% 62.1% Executives* 70.1% 29.9% 0.0%
and diversity Directors 0.0% 49.7% 50.3% Directors 66.2% 33.6% 0.2%
Data Managers*** 0.9% 69.0% 30.1% Managers** 67.9% 31.9% 0.2%
Digital Equity and Philanthropy Professionals 13.8% 66.5% 19.7% Professionals 61.4% 37.
Keyword: governance
Governance and Involuntary turnover rate
accountability Other 4,933 50.4% 4,797 49.0% 67 0.7% 9,797
Men 6.0% 6.7%
Human rights due diligence Subtotal 21,328 39.2% 32,745 60.2% 330 0.6% 54,403
Women 7.0% 4.6%
Supply chain workers
Part time Overall 6.0% 5.9%
Responsible minerals
Executives* 0 0.0% 0 0.0% 0 0.0% 0
program
Directors 2 50.0% 2 50.0% 0 0.0% 4
Our employees
Managers** 14 82.4% 3 17.7% 0 0.0% 17
Culture, equity,
and diversity Professionals 245 78.8% 66 21.2% 0 0.0% 311
Data Other 22 100.0% 0 0.0% 0 0.0% 22
Subtotal 283 79.9% 71 20.0% 0 0.0% 354
Digital Equity and Philanthropy
Total*** 21,611 39.5% 32,816 59.9% 330 0.6% 54,757
Integrity
* Based on business unit, this includes up to four levels from the CEO.
Appendix
** This refers to people m
Keyword: governance
Governance and Asia Pacific and Japan 0.13 0.01 0.02 **** Lost time injury severity rate is the number of days lost due to injury per 100 employees and contractors that HP manages. Rates
are calculated globally using OSHA definitions for recordability and OSHA calculation methodologies. The figures are based on
accountability
Leading causes of lost workdays (percentage of total) employees working an average of 2,000 hours during a full year. Data is for the calendar year.
Human rights due diligence
Slips, trips, and falls 23% 27% 23%
Supply chain workers
Automobile accidents 11% 24% 14%
Responsible minerals
Struck by/against/cut by 17% 12% 26%
program
Ergonomics—materials handling 17% 24% 26%
Our employees
Overexertion—not materials handling 3% 0% 9%
Keyword: governance
strong governance.
Maintain greater than 99% completion rate of
and public sector roles), conflicts of interest, accurate
annual Integrity at HP training among active
business records, protection of assets, records and
HP employees and the Board of Directors
information management, anti-retaliation, and sexual
harassment. The training also included additional
content for managers. All HP employees are required
to complete the training each year.
During 2023, all 14 members of HP’s Board of Directors
received Integrity at HP content relevant to their
positions, and certified that they had read it.
Regular training, newsletters, virtual coffee talks, and
communications campaigns reinforce the values
of Integrity at HP and keep ethical practices top
of mind th
Keyword: governance
Ethics and compliance governance at HP
Appendix
Board of Directors
The Board of Directors is responsible for overseeing ethics and compliance at HP. Chip Bergh
is the chair. Other than Enrique Lores, president and chief executive officer, HP Inc., all members
are independent directors.
Board of Directors Audit Ethics and Compliance
Committee Committee
Provides nonexecutive input Composed of HP executives and
and guidance to the Ethics and provides oversight and guidance on
Compliance Office. the design and implementation of our
ethics and compliance program.
Ethics and Compliance Office (within Legal)
Manages ethics issues across our global operations. Specific responsibilities include
oversight of Integrity at HP, coordination of the company’s Compliance Assessment Progr
Keyword: governance
See governance information online, including the board’s composition, committees, and charters, as well as our
HP's campus in Houston, Texas, United States.
170 hp.com/sustainableimpact company bylaws and Corporate Governance Guidelines.OPERATING RESPONSIBLY | ETHICS
Reporting concerns Investigating concerns complainant must review the case management tool
Items reported to the global Integrity at
Introduction HP Team or other compliance functions* using the access code and password to check for any
All employees and third parties can ask questions Suspected violations of Integrity at HP damage
requests or updates from the Investigations Team.
Sustainable Impact (percentage of total)
and report ethics concerns via an online form, global, trust in our com
Keyword: governance
Operating responsibly governance are designed to keep personal data safe
This is a critical pillar of brand trust and security compliance.
Privacy and respect privacy. These measures include: To address specific regional compliance expectations,
increasingly a source of competitive
Public policy • Our designation of a data protection officer, who in 2023, privacy statements for mainland China and
• Our Privacy Statement, which describes our privacy
advantage in an era of accelerated
Product safety practices as well as the choices users can make and together with HP’s Trust and Privacy Organization the United States were developed and published. The
innovation, global data proliferation, and provides oversight and leadership for compliance United States version was updated
Keyword: governance
focusing on personal data governance, and
privacy principles. These policies and standards the company’s Cybersecurity Organization.
development of our products, services, developing capabilities through technology to better
cover the data life cycle and continually strengthen
and operations. • Our Binding Corporate Rules (BCRs), which have manage our data ecosystem and user experiences.
privacy protections to meet the requirements of
been approved by the data protection authorities
changing regulations and evolving circumstances.
See our Privacy website for
of most European Economic Area countries, are
This strengthening includes implementing enhanced
additional information. intended to provide adequate guarantees that
internal policies and procedures to address our
the pers
Keyword: governance
Introduction Privacy & Data Governance Policy and the EU–U.S. Data Privacy Framework (DPF), the UK
Sustainable Impact Assurance Team works with governments Extension to the EU–U.S. DPF, and the Swiss–U.S. DPF,
as set forth by the U.S. Department of Commerce.
worldwide to develop robust and
Climate Action
globally interoperable privacy and data HP maintains a process to handle and document
Human Rights
transfer frameworks. government access requests (GARs) for personal
Digital Equity and Philanthropy
data. Under this process, our privacy counsel reviews
Integrity HP further relies on lawful mechanisms for and recommends how to address such requests
Operating responsibly data transfer to enable the movement of in accordance with legal requirements. Ultimately,
Privacy data across
Keyword: governance
information security officer, maintains governance,
Climate Action and other stakeholders. processes, resources, and IT partner and vendor The Cybersecurity Organization regularly conducts Security Management certification
audits of HP cybersecurity systems and performs
• ISO/IEC 20243:2018 Supply Chain
Human Rights relationships to help identify and prevent unwanted
Our holistic approach integrates cybersecurity across annual risk assessments of related HP systems
Security certification
access, security threats, and cyberattacks. It also
Digital Equity and Philanthropy the value chain, including in the design, development, and processes, including our information security
provides extensive incident response, vulnerability • System and Organization Controls (SOC2) Type II
Integrity and de
Keyword: governance
overarching governance in this area, and underpins establishes baselines, and creates cybersecurity
cybersecurity company-wide. We regularly update roadmaps for HP and our clients.
our policies and standards to reflect new processing
The Practice also drives alignment with regulatory and
activities and regulatory developments.
compliance requirements such as HIPAA, the Payment
We educate HP employees annually about our policies Card Industry Data Security Standard, and various
and standards, as well as regulatory requirements, other privacy laws. The Practice coordinates HP’s
emerging threats, and new practices. In addition, we client-facing Security Advisory Board, which includes
conduct awareness campaigns throughout the year, our chief security advisor among
Keyword: governance
security vulnerability before developers can fix it. Professional security services and governance strategies, addressing compliance
security compliance tool. It is used to customize and
For customers, when malware and zero day attacks requirements, developing and implementing plans,
deploy security policies and manage, assess, and
HP Professional Security Advisory Services combines
strike a printer, Memory Shield can identify the providing ongoing management, and proactively
remediate device configuration settings of HP printer
credentialed security experts and trained print
exploit and initiate automatic recovery without the identifying gaps in defenses. These services reduce
fleets. Critical for zero trust implementation and
and PC specialists to deliver a number of services.
need for intervention. This reduces the potential the need
Keyword: governance
governance efforts that preserve open data flows
sustainability aligned with HP’s values
focusing on climate action, human rights,
and digital equity.
Advancing policies that align skills with jobs and promote a
diverse and inclusive workforce
Supporting increased opportunities to expand digital equity
In this section
Policy priorities Promoting sound sustainability policies that support circular
2023 HP Sustainable economy and energy-efficiency practices
Impact Report Political engagement
181 hp.com/sustainableimpactPUBLIC POLICY | POLITICAL ENGAGEMENT
Political engagement
We conduct all political engagements in a We also make public our lobbying expenditures and
Introduction transparent, legal, and ethical manner and in membership in U.S. trade ass
Keyword: governance
Digital Equity and Philanthropy • Our environmental, social, and governance (ESG) and productivity initiatives; any statements of the
to the total due to rounding.
materiality assessment External verification plans, strategies, and objectives of management for
Integrity
• All references to years are to HP’s fiscal year, future operations, including, but not limited to, our
Appendix • Input from external stakeholders Assurance demonstrates our commitment that
which ends October 31 of the year noted, unless business model and transformation, our sustainability
About this report • Broader sustainability context and trends stated otherwise. information in this report describes our performance goals, our go-to-market strategy, the execution of
Policies and standards accurately and completely.
restructuring plans, and a
Keyword: governance
Environmental, Health and Safety Policy Global Non-Discrimination Policy Corporate Governance Guidelines
Climate Action
Human Rights Export of Electronic Waste to Developing Harassment-Free Work Environment Policy Global Business Amenities Policy
Countries Policy
Digital Equity and Philanthropy Human Rights Policy Global Charitable Contributions Policy
Integrity General Specification for the Environment
Open Door Policy Integrity at HP
Appendix Hardware Recycling Standard
Student and Dispatch Worker Standard for Supplier Partner Code of Conduct
About this report
Hardware Reuse Standard Facilities in the People’s Republic of China (PRC)
Policies and standards Privacy Statement
Independent accountants’ Reuse and Recycling Policy for Used Supplier Code of Conduct
U.S. Public Sector Code of Conduct
review report Hardware Product
Supply
Keyword: governance
Governance and accountability; Supply chain
all women and girls
Goal 9: Build resilient infrastructure, promote SDG Ambition Benchmark: workers; Operating responsibly
SDG Ambition Benchmark: inclusive and sustainable industrialization and • Science-based emissions reduction in line
• Gender balance across all levels foster innovation with a 1.5°C pathway Goal 17: Strengthen the means of
of management implementation and revitalize the global
HP’s actions: HP’s actions:
• Equal pay for work of equal value partnership for sustainable development
Circular design; Environmental management: Carbon footprint; Path to net zero by 2040;
HP’s actions: HP operations Carbon: Supply chain; Carbon: HP operations; HP’s actions:
Employee development; Compensation an
Keyword: governance
2-1 Organizational details 5, HP 2023 10-K (page 5) 2-17 Collective knowledge of the highest governance body 95, HP 2024 Proxy Statement (page 17)
Human Rights
2-2 Entities included in the organization’s HP 2023 10-K (page 5) Governance–HP Board of Directors
Digital Equity and Philanthropy sustainability reporting 2-18 Evaluation of the performance of the highest 12, HP 2024 Proxy Statement (page 27)
2-3 Reporting period, frequency and contact point 186, General feedback governance body
Integrity
2-4 Restatements of information Noted in sections as appropriate. 2-19 Remuneration policies HP 2024 Proxy Statement (pages 49–82)
Appendix
2-5 External assurance 186, 189 2-20 Process to determine remuneration HP 2024 Proxy Statement (pages 49–82)
About this report
2-6 Activities, value chain and other business relationships 70, 105, 106, 118, 189,
Keyword: governance
2-9 Governance structure and composition 12, 169, 172, Governance–HP Board of Directors, Corporate 2-29 Approach to stakeholder engagement 13, 16, 126
Governance Guidelines, Nominating, Governance and Social 2-30 Collective bargaining agreements Approximately 19,100 employees are represented by an
Responsibility Committee Charter, HP 2024 Proxy Statement independent trade union, works council, or other employee
(page 33) representative group, or covered by collective bargaining
2-10 Nomination and selection of the highest Corporate Governance Guidelines, HP 2024 Proxy Statement agreements.
governance body (page 26)
GRI 3: Material Topics
2-11 Chair of the highest governance body Governance–HP Board of Directors, Corporate Governance 3-1 Process to determine material topics 13, 16
Guidelines, HP 2024 Prox
Keyword: governance
2-12 Role of the highest governance body in overseeing the 12, 88, Nominating, Governance and Social Responsibility this report based on input and review from executives
management of impacts Committee Charter and content experts. These assessments considered the
2-13 Delegation of responsibility for managing impacts 12, 88 value chain phases in which the most relevant impacts and
opportunities occur.
2-14 Role of the highest governance body in 12, HP 2024 Proxy Statement (page 31)
sustainability reporting 3-2 List of material topics 16, 17, 18
2-15 Conflicts of interest Corporate Governance Guidelines
2023 HP Sustainable
Integrity at HP 2022
Impact Report
194 hp.com/sustainableimpactAPPENDIX | GRI INDEX
Disclosure Location Disclosure Location
Introduction
GRI 200: Economic Standard Series 301-1 Materials used by weight or volu
Keyword: governance
405-1 Diversity of governance bodies and employees 141–143, HP Board of Directors, HP 2024 Proxy Statement
requirements. In China, no more than 20% of the direct labor
(pages 15–17)
supporting the manufacturing of HP products, packaging, parts,
components, subassemblies, and materials at any given facility
should consist of student workers at any point in time. We track
2023 HP Sustainable performance in this area through our KPI Program and student
Impact Report worker assessments.
* Although this GRI Standards topic was not determined to be material in HP’s ESG materiality assessment, we recognize that it is
197 hp.com/sustainableimpact relevant to some stakeholders, and we provide information about HP’s programs and performance in this area.APPENDIX | GRI INDEX
Disc
Keyword: governance
PART A: GOVERNANCE OF RESPECT FOR HUMAN RIGHTS PART B: DEFINING THE FOCUS OF REPORTING
Human Rights
Policy commitment A1 What does the company say publicly 11, 13, 16, 86, 87, 91, 2024 Proxy Statement Statement of salient issues B1 Statement of salient issues: State 99–101
Digital Equity and Philanthropy about its commitment to respect (page 37), HP Human Rights Policy, Modern the salient human rights issues
human rights? Slavery Transparency Statement associated with the company’s
Integrity activities and business relationships
Policy commitment A1.1 How has the public commitment 12, 13, 86, 88, 89, 91, 99–101
during the reporting period.
Appendix been developed?
Determination of salient B2 Determination of salient issues: 99–101
About this report Policy co
Keyword: bribe
competition law, supply chain compliance, data privacy, Anti-Corruption, Anti-Bribery & Fair Competition—At IDEX,
and environmental, health, and safety. The corporate team we intend to win business fairly. We compete based on product IDEX requires accountability from its businesses to maintain our
provides advice, counsel, and education on a variety of quality and service, pricing, on-time delivery, and reputation. high expectation of ethical behavior. As such, IDEX maintains
compliance challenges facing our businesses. For each of Our Code and associated policies strictly prohibit employees a robust compliance auditing program, starting with our risk
these subject matters, corporate compliance professionals from offering or accepting bribes or unlawful payments to win assessment process to identify our highest business ris
Keyword: bribe
Electronic Equipment corruption and bribery and (2) anti-competitive behavior and Analysis and practices for prevention of corruption and bribery and anti-competitive behavior. The U.S.
Sentencing Guidelines, which outline the central tenets of a corporate compliance program,
inform the basis of our policies, procedures, and trainings.
Electrical & Electronic Total amount of monetary losses as a Quantitative RT-EE-510a.3 $0
Equipment; Auto Parts result of legal proceedings associated with TR-AP-520a.1
anticompetitive behavior regulations
IDEX 2022 Sustainability Report Appendix 54Topic (SASB Industry) Metric Category Code(s) Response
Electrical & Electronic Total amount of monetary losses as a result of legal Quantitative RT-EE-510a.2 $0
Equipment; Medical proceedings associated with bribery or corruption HC-MS-510a.1
Equipment & Supplies
Medical Equipment & Supplies Description of
Keyword: corruption
Compliance Officer updates the Audit Committee at least four as ethics, anti-corruption, adherence to trade regulations,
times a year and on an as-needed basis, providing information identifying signs of human trafficking in our supply chain, The corporate legal department and compliance teams
about programming and performance as well as compliance data privacy, and other related topics; investigate all hotline claims. Strict confidentiality is maintained
audit results and associated remediation plans. to protect reporters from retaliation. Whether the claim is
 Compliance is infused into all areas of our businesses and, as substantiated or not, the corporate team works with the local
such, each of our businesses employ compliance specialists business to reinforce our ethical standards and to mitigate risk,
IDEX investigates
Keyword: corruption
issues such as international trade compliance, anti-corruption,
variety of compliance-related topics upon joining IDEX.
competition law, supply chain compliance, data privacy, Anti-Corruption, Anti-Bribery & Fair Competition—At IDEX,
and environmental, health, and safety. The corporate team we intend to win business fairly. We compete based on product IDEX requires accountability from its businesses to maintain our
provides advice, counsel, and education on a variety of quality and service, pricing, on-time delivery, and reputation. high expectation of ethical behavior. As such, IDEX maintains
compliance challenges facing our businesses. For each of Our Code and associated policies strictly prohibit employees a robust compliance auditing program, starting with our risk
these subject matters, corporate
Keyword: corruption
of trade compliance even more important, and we comply anti-corruption and antitrust regulations.
with all applicable laws and regulations. Because some of
our businesses export dual-use and controlled products, our
Training & Auditing
international shipments are subject to heightened scrutiny. We
require all shipments to be cleared against trade restrictions To maintain our commitment to ethics, our compliance
and sanctions. End-user statements are employed where program is built on strong training and education programs. In
necessary to help ensure our products are delivered to the addition to our new hire and annual Code training, IDEX hosts
appropriate parties. We also maintain an updated database of several targeted trainings for select employees, such as anti-
import classifications to enhance ongoing c
Keyword: corruption
ompliance. corruption training for finance and sales employees, annual
international trade conferences and tariff classification seminars
Supplier Compliance—Our suppliers are valued partners
for trade compliance specialists, and focused antitrust and
and are integral to our success. We conduct business with
fair competition trainings. Training sessions are conducted in
reputable third parties and aim to select our suppliers and
person and over video conferencing. During the pandemic,
consultants fairly and transparently. Our selection process
IDEX conducted over 90 trainings in 2021 and 2022, which was
is based on qualifications, service, competitive price, and
an increase of almost 50% from 2019 and 2020, to ensure that
a shared commitment to ethical conduct
Keyword: corruption
Electronic Equipment corruption and bribery and (2) anti-competitive behavior and Analysis and practices for prevention of corruption and bribery and anti-competitive behavior. The U.S.
Sentencing Guidelines, which outline the central tenets of a corporate compliance program,
inform the basis of our policies, procedures, and trainings.
Electrical & Electronic Total amount of monetary losses as a Quantitative RT-EE-510a.3 $0
Equipment; Auto Parts result of legal proceedings associated with TR-AP-520a.1
anticompetitive behavior regulations
IDEX 2022 Sustainability Report Appendix 54Topic (SASB Industry) Metric Category Code(s) Response
Electrical & Electronic Total amount of monetary losses as a result of legal Quantitative RT-EE-510a.2 $0
Equipment; Medical proceedings associated with bribery or corruption HC-MS-510a.1
Equipment & Supplies
Medical Equipment & Supplies Des
Keyword: governance
conducted an assessment to identify the Environmental, Social and Governance (ESG) topics
Product Quality, Safety & Compliance 36
most significant to our business and our stakeholders. In preparing this report, we leveraged the
Who We Are 6
results of that assessment and considered established ESG reporting standards and frameworks,
What We Do 6 including the Sustainability Accounting Standards Board (SASB) and the Global Reporting Initiative
Our Communities 37 (GRI). Please see the Appendix for our 2022 SASB disclosures. Unless otherwise specified, IDEX
How We Do It—The IDEX Difference 7
businesses acquired in Q4 2022 are not included in this report. For comments or questions
Our Commitment to Sustainability 8 The IDEX Foundation 38
regarding this report, please contact IDEXsustainability@idexcorp.com.
Community P
Keyword: governance
Our Governance,
Ethics & Compliance 9 Our Planet 43
Corporate Governance 10 Environmental Governance 44
Sustainability Governance 12 Our Operations Impact Our Planet 45
Business Ethics & Compliance 13 Our Products Impact Our Planet 50
Cybersecurity & Data Privacy 15
Responsible Supply Chain 17
Appendix 54
SASB Index 54
Our People 19
IDEX ESG Data 62
IDEX Corporation
Talent Management & Development 20 Forward-Looking Statement 66 Global Headquarters
3100 Sanders Road, Suite 301
Employee Benefits & Wellness 23
Northbrook, IL 60062
Diversity, Equity & Inclusion 24 USA
IDEXsustainability@idexcorp.com
Occupational Health & Safety 28A MESSAGE FROM OUR CEO
Quite simply, the products we make and our values-based To meet market demands, companies must be able to
Keyword: governance
achievements in environmental, social, and governance areas
to drive growth. As IDEX continues to grow and meet the pumps, and other equipment emergency workers use to
important to our stakeholders, and demonstrates our ongoing
evolving demands of our customers, we believe these save lives around the world every day.
commitment to making a positive impact. The stories and examples
expectations play to our strengths. In fact, we recognize and
highlighted in this report are only a small sample of the many types
embrace the relationship between our ability to grow our
of great work seen across IDEX. The work being done by our teams
business and our commitment to making a positive social and
is collectively impressive, following a tone we are setting at the top.
environmental impact.
IDEX 2022 Su
Keyword: governance
and environments in which we operate. Governance of to research industry trends, ESG frameworks and ratings,
Our Governance, Ethics & Compliance
sustainability is both top down and bottom up, as discussed in regulatory requirements, and benchmarking analyses to identify
the Sustainability Governance section on page 12. potentially relevant topics. We then engaged internal and
external stakeholders throughout our value chain—including
Responsible Supply Chain
customers, IDEX executives, functional and business leaders,
At IDEX, we think of “sustainability” investors, suppliers, and Board members—to better understand Our Governance, Ethics & Compliance
as broadly encompassing our the impacts, risks, and opportunities associated with these
topics. From this review, we confirmed the ESG focu
Keyword: governance
environmental, social, and governance (ESG) topics most collaboration with our customers.
significant to IDEX and our internal and external stakeholders.
This assessment allows us to focus on opportunities where our This report highlights the work we are doing with respect to Occupational Health & Safety
people, our products, and our organization can have the most the key topics identified in our 2022 materiality assessment as
Our People
meaningful impact. well as through other stakeholder engagement and reflects our
continued commitment to sustainability.
Product Performance
Our Planet Our Products
Energy & Emissions
Our Planet Our Products
IDEX 2022 Sustainability Report About IDEX Corporation 8A Message From Our CEO
About IDEX Corporation
Our Governance,
Ethics & Compliance
Keyword: governance
At our core, IDEX is guided by sound governance and
a culture of ethics and compliance. Our Board and
Executive Leadership Team set the tone by upholding
principles of corporate governance, overseeing IDEX’s
strategic direction and risk management, and striving
to ensure we have the right talent and culture in place
to execute against our strategic goals. Our culture of
ethics and integrity sets us apart as a company and
creates sustainable value for our shareholders; further,
our corporate governance and compliance programs
serve as the cornerstone upon which our businesses
thrive in an ever-changing world.
Our People
Our Products
OUR GOVERNANCE,
Our Communities
ETHICS & COMPLIANCE
Our Planet
AppendixCORPORATE GOVERNANCE
Board of Directors
IDEX has a highly engaged and diverse Board of
Keyword: governance
and Corporate Governance Committees, and each committee
Non-Executive Chair
 Ms. Paris Watts-Stanfield, based in Switzerland, who serves
has a written charter available on our Corporate Governance
as Chief Financial Officer, International, of Alcon, Inc.; and
Highlights webpage. Our Corporate Governance Guidelines
characterize our corporate governance approach and
 Mr. Alejandro Quiroz Centeno, based in Brazil, who serves as
address matters such as the Board’s role and responsibilities,
CEO Latin America for Prysmian Group.
composition and membership criteria, director compensation,
share ownership guidelines, and meeting frequency. With these changes in board composition, the average tenure
for our Board members is approximately five years, and the
average age
Keyword: governance
including our Non-Executive Chair. detail in the Sustainability Governance section below, the
Board and its standing committees review strategy, risks and
opportunities associated with key ESG issues on an ongoing
basis. The Board also oversees the management of issues that
surface through our annual enterprise risk management (ERM)
assessment, led by our General Counsel.
Lakecia N. Gunter David C. Parry Livingston L. Paris Watts-Stanfield
Satterthwaite
IDEX 2022 Sustainability Report Our Governance, Ethics & Compliance 10To proactively identify and manage risk appropriately, we
refreshed our risk assessment process in 2021 and 2022
to determine if and how our risk profile had changed in
recent years. The ERM assessment includes a review of risks
associated with numerous ESG topics, along with other matters
that
Keyword: governance
Additional details regarding our corporate governance policies
and disclosures can be found in IDEX’s Proxy Statement on the
Investor Relations page of our website.
IDEX 2022 Sustainability Report Our Governance, Ethics & Compliance 11SUSTAINABILITY GOVERNANCE
We consider ESG topics to be the specific environmental, social, Our Chief Human Resources Officer and Chief Diversity, To continue educating our teams and emphasizing the opportunities
and governance matters that we focus and report on as part of Equity & Inclusion Officer regularly update the Board and its and responsibilities we have as an organization, in 2021, we launched a
our commitment to sustainability. IDEX intentionally integrates Committees on other key ESG topics like talent and human corporate-wide online training program,
Keyword: governance
At the Board level, the Nominating and Corporate Governance In addition to reviewing these issues with the Board, our CEO
A Top-Down, Bottom-Up Approach
Committee oversees the Company’s corporate sustainability and his team have incorporated various ESG initiatives related
efforts and progress and, beginning in 2022, added an additional to the company’s environmental impact, ongoing talent
meeting to the committee calendar to focus on the Company’s development initiatives, health and safety metrics and our DEI
sustainability initiatives. The Audit Committee provides strategy into their individual goals. The team discusses progress
oversight of the Company’s corporate compliance, corporate toward those goals throughout the year.
environmental, health and safety, data privacy, and cybersecurity
funct
Keyword: governance
governance at IDEX. Members of her team, including the Chief Examples of the businesses’ sustainability initiatives, many of
Compliance Officer and the Senior Director of Environmental, which are highlighted in this report, include reduction of the
Health & Safety (EH&S), regularly update the Board and its impact of a site’s operations on the environment, executing
Committees on the company’s sustainability initiatives. As initiatives related to DEI and talent development, partnering with
described in more detail throughout this report, they, along with and volunteering at organizations in the local communities, and
the Chief Information Security Officer, also provide updates collaborating closely with customers to develop technologies
on specific ES
Keyword: governance
IDEX 2022 Sustainability Report Our Governance, Ethics & Compliance 12BUSINESS ETHICS & COMPLIANCE
At IDEX, conducting business with integrity is an integral part Code of Business Conduct & Ethics We expect individuals to refrain from “looking the other way”
of who we are and what we do every day. Our reputation and require reporting of all Code violations, actual or suspected,
The IDEX Values of Trust, Team, and Excellence form the
and brand are built on our commitment to conduct business through the appropriate avenues. IDEX offers multiple ways
foundation of our global compliance program. Developed from
fairly and honestly with our employees, customers, suppliers, in which to report potential ethical concerns or suspected
these principles, our Code of Business Conduct and Ethics (th
Keyword: governance
IDEX 2022 Sustainability Report Our Governance, Ethics & Compliance 13Compliance Programs We communicate our expectations to our suppliers and Growth through acquisition is an important part of our business
vendors through the Supplier Code of Conduct. For more strategy. It is critical that our new businesses are educated in
Building on the principles set forth in the Code, our global
information on the Supplier Code of Conduct, please see the ethical way in which we conduct our business. As such, all
compliance team manages risks associated with critical
Responsible Supply Chain on page 17. newly acquired businesses undergo all-employee training on a
issues such as international trade compliance, anti-corruption,
variety of compliance-related topics upon joining IDEX.
competition law,
Keyword: governance
IDEX 2022 Sustainability Report Our Governance, Ethics & Compliance 14CYBERSECURITY & DATA PRIVACY
IDEX is committed to providing cybersecurity and data privacy At IDEX, we mitigate risk by partnering with compliance
to our employees, customers, and stakeholders around specialists in the field. Each of our businesses has both a
the world. Increased risk of cybersecurity threats and data designated information security professional and a privacy lead
breaches require us to continuously advance the protection of who consult about, train, and drive execution of corporate and
private, sensitive, and confidential information. Any personal local cybersecurity and data privacy programs.
information IDEX collects is treated with the utmost care.
Cyber & Data Privacy Programs
Along with other k
Keyword: governance
IDEX 2022 Sustainability Report Our Governance, Ethics & Compliance 15We maintain an enterprise-wide cyber risk dashboard that Education & Auditing
monitors key risk indicators in real time for each of our
We require all employees to take cybersecurity awareness
businesses. The assigned Information Security Officer at each
training annually. In addition, employees with access to critical
business monitors the dashboard, allowing us to implement
information or in key job functions, such as finance and sales
protections against the most critical, relevant, and recent
personnel, receive supplemental focused trainings every year.
cyber threats. If a cyber threat is recognized, every IDEX
A critical part of our cyber program also includes routinely
business is presented with remediation app
Keyword: governance
IDEX 2022 Sustainability Report Our Governance, Ethics & Compliance 16RESPONSIBLE SUPPLY CHAIN
Our network of supplier relationships around the world is critical Supplier Code of Conduct Employees with supplier-related responsibilities receive
to our success, and our high standards for quality and ethics annual training on the Supplier Code and other supply chain-
Our approach to managing our supply chain and the associated
extend to everyone we do business with, including the business related topics. All employees involved in selecting suppliers
risks starts with our Supplier Code of Conduct (Supplier Code),
partners within our supply chain. We view our supply chain as are required to disclose any personal, financial, or ownership
which outlines our minimum expectations for suppliers
Keyword: governance
IDEX 2022 Sustainability Report Our Governance, Ethics & Compliance 17Human Rights, Child Labor, Conflict Minerals & whose compliance with the Responsible Minerals Assurance
Forced Labor & Human Trafficking Responsible Sourcing Process has been verified. We also expect our suppliers to
implement their own conflict minerals policy and management
At IDEX, our commitment to conducting business with integrity Our businesses work with suppliers to identify the risk of conflict systems to manage compliance.
includes the protection of human rights and fair labor practices. minerals, including tin, tantalum, tungsten, and gold (3TG),
As such, we do not tolerate child labor, forced labor, or human in our supply chain. Our conflict minerals team, composed of IDEX provides training and smelter in
Keyword: governance
IDEX 2022 Sustainability Report Our Governance, Ethics & Compliance 18A Message From Our CEO
About IDEX Corporation
Our Governance,
Ethics & Compliance
Our People
At IDEX, our success is possible because of the valued
contributions of our workforce. Recognizing that our
talent is the most important driver to achieve our goals
and create Innovative Technologies for a Better World,
we prioritize fostering “Great Teams” as one of the
foundational pillars of the IDEX Difference.
The success of our unique operating model depends
on the entrepreneurial spirit and capabilities of
our employees. Investment in our people through
attention to talent development, talent management,
employee engagement, diversity, equity, and
inclusion, and occupational health and safety enables
us to accomplish o
Keyword: governance
of racial and ethnic minorities in leadership positions. the Corporate Governance Highlights page of our website.
Representation of Women (Globally)[1]
2020 2021 2022
Senior Leaders 28% 28% 31%
People Managers 23% 21% 22%
Individual Contributors 27% 29% 30%
[1] These numbers do not include employee populations associated with acquisitions completed in 2021 or 2022.
Representation of People of Color (U.S.)[2]
2020 2021 2022
Senior Leaders 13% 18% 21%
People Managers 16% 19% 19%
Individual Contributors 25% 29% 31%
[2] People of color are inclusive of American Indian, Alaskan Native, Black/African American, Hispanic/Latino, Native Hawaiian or other Pacific Islander, or two or more
races or ethnicities. These numbers do not include employee populations associated with acquisitions completed in 2021 or 2022.
IDEX 2022 Sustai
Keyword: governance
Our Governance,
Ethics & Compliance
Our People
Our Products
IDEX products contribute to solutions that make the
world better every day. The IDEX business is built on
delivering innovative products that help our customers
succeed across a wide range of critical industries. Our
long history of collaboration with our customers to
develop and deliver high-quality solutions contributes
to the long-term sustainability of our business and our
customers’ businesses.
Our Communities
Our Planet
OUR PRODUCTS
AppendixCUSTOMER OBSESSION
At IDEX, we are driven to help our customers solve their most
challenging problems, as embodied in the third pillar of the
IDEX Difference, Customer Obsession. We strive to be
trusted, collaborative partners, understanding customer ne
Keyword: governance
Our Governance,
Ethics & Compliance
Our People
Our Products
Our Communities
Our dedication to supporting communities defines
who we are as a company and is another way in
which we are committed to building a better world.
We are a global multi-national manufacturer, but
we pride ourselves on our ability to give back to the
local communities in which our businesses operate
and our people live and work. Whether building
enduring relationships with local organizations or
responding quickly to support our communities
and each other following a natural disaster, our
people around the world are making a difference.
We do that through financial grants and through
the dedication of IDEX volunteers.
OUR COMMUNITIES
Our Planet
AppendixTHE IDEX FOUNDATION
Founded i
Keyword: governance
Our Governance,
Ethics & Compliance
Our People
Our Products
Our Communities
Our Planet
We seek to improve our impact on the environment
in the communities in which we operate, and through
the partnerships we have with our customers. It is
our responsibility to preserve the world around us for
future generations, while also meeting stakeholder and
customer expectations.
As a global enterprise, we strive to improve our
understanding of our operating footprint and reduce
our environmental impact. Consistent with our purpose
of “Trusted Solutions, Improving Lives™,” we collaborate
with our customers to develop solutions to help improve OUR PLANET
their environmental impacts.
AppendixENVIRONMENTAL GOVERNANCE
As noted in the Sustainability Governance section,
Keyword: governance
services team provides governance, oversight, advice, and direction to our businesses on
pricing and pricing strategies. We have a three-way pricing strategy. One, we sell to end-users
using a list price, price page or price book. Two, we sell through distribution using a list price
with discounts. Three, we provide a quote to those customers (typically Original Equipment
Manufacturers in the medical market) who request specific volumes or designs.
Business Ethics
Electrical & Description of policies and practices for prevention of: (1) Discussion RT-EE-510a.1 Please see the Business Ethics & Compliance section of this report for a description of policies
Electronic Equipment corruption and bribery and (2) anti-competitive behavior and Analysis and practices for prevention
Keyword: governance
Our Governance, Ethics & Compliance
2020 2021 2022
Business Ethics & Integrity
Active Management Employees Certifying 100% 100% 100%
Understanding of Code of Business Conduct and Ethics
Global Hotline Allegations Investigated 100% 100% 100%
Conflict Minerals Survey
Supplier Response Rate 65% 62% 2022 Goal: 70%[1]
Percentage of Spend Covered by Responding Suppliers 82% 82% 2022 Goal: 85%[[21]]
[1] 2022 Conflict Minerals Survey Data unavailable at the time of report publication.
[2] 2022 Conflict Minerals Survey Data unavailable at the time of report publication.
IDEX 2022 Sustainability Report Appendix 65FORWARD-LOOKING STATEMENT
The information in this report is provided as of the date of this report and is subject to change without notice. IDEX does not
Keyword: corruption
labor, environment and anti-corruption.Glossary
Carbon negative Reduction of an entity’s carbon emissions to less than neutral, such that more are removed from the atmosphere than are
being emitted.
Carbon offset Action or activity (e.g., forest restoration, renewable energy installation) that compensates for an entity’s emission of
carbon dioxide or other greenhouse gases to atmosphere.
ESG Environmental, social & governance – three key factors when measuring the sustainability and ethical impact of
an organization. Financial institutions are increasingly applying these criteria when analyzing risks and opportunities
of investments.
Equity Fair treatment, access, opportunity and advancement for all people with a recognition of specific needs and circumstances.
Materiality asse
Keyword: governance
Environmental, social and governance (ESG) disclosures
Governance
GlossarySteve Demetriou
Chair & CEO statement
Challenging today.
Reinventing tomorrow.
Welcome to PlanBeyondSM 2.0, our refreshed
sustainable business strategy.
Since we launched PlanBeyond in 2019, our world has
transformed in ways once unimaginable.
The COVID-19 pandemic exposed just how
interconnected we all are. And how fragile life can be.
We must act – now and collectively – to improve
health, protect our world from climate change, reduce
inequalities, and ensure no one is left behind.
As a purpose-led company, we know we have a pivotal
role to play. We consider it not only good business but
our duty to channel our expansive capabilities in
resilient infrastructure, clean water, green energy,
social value
Keyword: governance
integrates environmental, social and governance
considerations into our operations – but into the
hearts and minds of every employee and into every
client solution we deliver.Introduction
PlanBeyond 2.0 is Jacobs’ sustainable business strategy. Aligned with our purpose to create
Sustainability
a more connected, sustainable world, it is being fully integrated into our business model and
at Jacobs means
company strategy. We know we will be more successful if we make decisions guided by both
ensuring long-term
profitable growth and positive impact.
business resilience
The legacy we want to create for future generations is one of betterment. How can we collectively leave both the planet
and success while
and society better than we found them? To start, we must all evolve from the focus on m