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Learn more about
Util

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SDGs Alignment

Powered by Util

Util brings together the world’s leading expertise and most sophisticated AI to help you build better portfolios.

Overview

Util's SDGs Alignment app assesses users' portfolio performance across all UN's 17 Sustainable Development Goals and their 169 targets, using only the real-world impact of a company’s products.

Key features

  • The current and historic performance of your portfolio and its constituents, measured against each of the 17 SDGs
  • The geographic footprint of your portfolio

About

Util

Util uses machine learning to quantify the degree to which every listed company in the world both positively and negatively impacts thousands of sustainability themes. Using the UN SDGs as a framework, you can build and report on sustainable portfolios that capture the complexities of the global economy.


Analytical frameworks

  • UN SDGs
  • Positive screening
  • Negative screening

Regulatory use cases

  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • ELA: Entreprise License Agreement
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Sustainalytics

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SFDR PAI

Powered by Sustainalytics

Meet SFDR compliance requirements with end-to-end ESG Research solutions and our PAI Data Solution.

Overview

Sustainalytics’ PAI Data Solution, which is an ESG dataset with rich corporate- and sovereign-level research, can help investors to identify and understand the adverse sustainability impacts of their investments to fulfill SFDR disclosure requirements.

Key features

  • Consider the PAIs in your investment decisions
  • Comply with the SFDR requirements

About

Sustainalytics

Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors.

Analytical frameworks

  • SFDR

Regulatory use cases

  • SFDR Art.7 - Impact (PAIs)
  • SFDR Art.8 - Measurement of the E / S characteristics
  • SFDR Art.8 - Comparison with a relevant benchmark (if any)
  • SFDR Art.9 - Measurement of the E / S characteristics
  • SFDR Art.9 - Comparison with a relevant benchmark (if any)

Asset class coverage

  • Listed equities
  • Government bonds
  • Corporate bonds

Deliverables

  • Asset-level scoring

Licensing options

  • BYOL: Bring Your Own License
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Sustainalytics

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Product Involvement

Powered by Sustainalytics

Identify companies involved in a range of product areas and create investment universes that are aligned to clients’ needs.

Overview

Whether you are managing assets according to faith or values-based criteria, adhering to legislative requirements, or mitigating financial risks, our Product Involvement research can help you achieve your investment mandates. This research includes details on how a company is involved in one or more areas as well as the degree of involvement, generally using revenue as a proxy. Relevant corporate actions are also tracked in order to capture changes in involvement that might arise through mergers and acquisitions or spin-offs.

Key features

  • Access research on publicly-listed companies with involvement in the most widely used product areas
  • Understand the nature and level of each company’s involvement to support investment decisions and engagement efforts
  • Receive up-to-date information on companies’ business activities
  • Gain access to our dedicated team of product and topic experts

About

Sustainalytics

Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors.

Analytical frameworks

  • Negative Screening
  • Reputation

Regulatory use cases

  • SFDR Art.8 - Measurement of the E / S characteristics
  • SFDR Art.8 - Comparison with a relevant benchmark (if any)
  • SFDR Art.9 - Comparison with a relevant benchmark (if any)
  • SFDR Art.9 - Measurement of the E / S characteristics

Asset class coverage

  • Listed equities
  • Government bonds
  • Corporate bonds

Deliverables

  • Asset-level scoring

Licensing options

  • BYOL: Bring Your Own License
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Sustainalytics

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EU Taxonomy

Powered by Sustainalytics

Assess companies against EU Taxonomy criteria to report on your portfolios’ contribution to mitigating climate change

Overview

Sustainalytics’ EU Taxonomy Solution assesses companies’ eligibility and alignment to the Climate Change Mitigation objective, supplementing reported data with estimations that rely on proxies to give a more holistic picture of a company’s alignment. It will evolve to cover changes in the regulatory requirements as well as additional objectives as the relevant standards are defined or as sufficient data becomes available.

Key features

  • Identify Eligible Activities
  • Assess Whether Eligible Activities Meet EU Taxonomy Criteria
  • Assess Do No Significant Harm Criteria
  • Assess Minimum Safeguards Criteria

About

Sustainalytics

Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors.

Analytical frameworks

  • Taxonomy

Regulatory use cases

  • SFDR Art.8 - Taxonomy alignment for E characteristics if wanted
  • SFDR Art.9 - Taxonomy alignment for E characteristics
  • Taxonomy: indicators at entity level
  • Taxonomy: indicators at product level

Asset class coverage

  • Listed equities
  • Government bonds
  • Corporate bonds

Deliverables

  • Asset-level scoring

Licensing options

  • BYOL: Bring Your Own License
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Sustainalytics

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Global Standards Screening

Powered by Sustainalytics

Identify companies that violate international standards

Overview

Sustainalytics’ Global Standards Screening (GSS) assesses companies’ compliance with the United Nations’ (UN) Global Compact Principles. It identifies companies that are violating or are at risk of violating these Principles, by assigning one of the following three statuses – Non-Compliant, Watchlist or Compliant.

Key features

  • Improve reputational risk management
  • Align your portfolio to international norms and standards
  • Gain an in-depth understanding of incidents

About

Sustainalytics

Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors.

Analytical frameworks

  • Negative Screening
  • Reputation

Regulatory use cases

  • SFDR Art.8 - Measurement of the E / S characteristics
  • SFDR Art.8 - Comparison with a relevant benchmark (if any)
  • SFDR Art.9 - Comparison with a relevant benchmark (if any)
  • SFDR Art.9 - Measurement of the E / S characteristics

Asset class coverage

  • Listed equities
  • Government bonds
  • Corporate bonds

Deliverables

  • Asset-level scoring

Licensing options

  • BYOL: Bring Your Own License
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S&P Global Sustainable1

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Portfolio EU Taxonomy Analytics

Powered by S&P Global Sustainable 1

Get a granular assessment of the proportion of company revenues that are eligible for alignment with the sustainable business activities outlined in the EU Taxonomy.

Overview

The Trucost EU Taxonomy Analytics provides a granular assessment of the proportion of company revenues that are eligible for alignment with the sustainable business activities outlined in the EU Taxonomy.

Key features

  • Trucost analysis based on company reported information and NACE sector classification system
  • Green Assets Ratio/Weighted Average Revenue Share
  • Portfolio contribution by type of activities (enabling etc.)
  • Portfolio contribution by NACE macro sector
  • Top contributor analysis

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

• SFDR
• Taxonomy

Regulatory use cases

  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 8: Taxonomy alignment for E characteristics if wanted
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Taxonomy alignment for E characteristics
  • Taxonomy: indicators at entity level
  • Taxonomy: indicators at product level

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
S&P Global Sustainable1

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ESG Scores + Carbon Footprint

Powered by S&P Global Sustainable 1

Combine the analytical power of ESG Scores and Carbon Footprint

Overview

Portfolio ESG Analytics have been designed to assist you with assessing your ESG performance, responding to increasing information requests and achieving best practice reporting standards. Portfolio Carbon Footprint was designed to capture an investor’s exposure to carbon by quantifying the greenhouse gas emissions associated with a portfolio’s underlying holdings.

Key features

  • Multiple layers of deep portfolio level insight built on S&P Global ESG Scores and their bedrock, the SAM Corporate Sustainability Assessment (CSA)
  • Carbon portfolio analysis based on company reported information and comparison to benchmark
  • Direct and indirect emissions

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Climate
  • Paris Agreements
  • SFDR
  • ESG

Regulatory use cases

  • SFDR Art. 6: Risk assessment
  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
S&P Global Sustainable1

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Live

Portfolio ESG Analytics

Powered by S&P Global Sustainable 1

Assess your ESG performance, respond to increasing information requests and achieve best practice reporting standards.

Overview

Portfolio ESG Analytics have been designed to assist you with assessing your ESG performance, responding to increasing information requests and achieving best practice reporting standards.For the first time, financial institutions can access multiple layers of deep portfolio level insight built on S&P Global ESG Scores and their bedrock, the SAM Corporate Sustainability Assessment (CSA) identified as the “highest quality” and “most useful” ESG rating by sustainability professionals and investors.

Key features

  • 3 dimension scores for each E, S and G angle
  • Approx. 1000 datapoints from assessed values, text, checkboxes, documents
  • 100 questions to get weighted datapoints scores
  • 23 criteria scrores on average
  • Top contributor analysis

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Environmental
  • Social
  • Governance

Regulatory use cases

  • SFDR Art. 6: Risk assessment
  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
S&P Global Sustainable1

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Carbon Footprint + Environmental Footprint

Powered by S&P Global Sustainable 1

Combine the analytical power of Carbon Footprint and Environmental Footprint

Overview

Portfolio Carbon Footprint was designed to capture an investor’s exposure to carbon by quantifying the greenhouse gas emissions associated with a portfolio’s underlying holdings. Environmental footprint measures a portfolio’s impact on the wider environmental KPIs (including carbon). This analysis measures environmental costs associated with portfolio’s constituents.

Key features

  • Portfolio analysis based on company reported information
  • Benchmark comparison across industries
  • Direct and indirect impacts considered

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Climate
  • Paris Agreements
  • SFDR
  • Environmental

Regulatory use cases

  • SFDR Art.6: Risk assessment
  • SFDR Art.8: Measurement of E/S characteristics
  • SFDR Art.8: Comparison with a relevant benchmark (if any)
  • SFDR Art.9: Measurement of the objectives achievements
  • SFDR Art.9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
S&P Global Sustainable1

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Sovereign

Powered by S&P Global Sustainable 1

Measure the direct or indirect carbon exposure of sovereign bond investments and assess it against a benchmark.

Overview

Trucost has developed a methodology to analyse the carbon footprint of investments in sovereign bonds. This document outlines Trucost’s approach to analyzing sovereign bonds with respect to their carbon impact. The methodology allows investors to measure the carbon exposure directly or indirectly linked to their investments in sovereign bonds and helps them evaluate the exposure in comparison to a benchmark.

Key features

  • Sovereign carbon footprint calculation
  • Regional exposures
  • Carbon performance explained
  • 2 degree alignment

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Environmental
  • Social
  • Governance
  • SFDR

Regulatory use cases

  • SFDR Art. 6: Risk assessment
  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
S&P Global Sustainable1

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Transition Risk + Physical Risk

Powered by S&P Global Sustainable 1

Combine the analytical power of Transition Risk and Physical Risk

Overview

To help investors navigate carbon price risk, Trucost has compiled a dataset of possible future carbon prices that can be used to stress test each investee's current ability to absorb future cost. Trucost Climate Change Physical Risk Analytics offer an asset level approach to the assessment of physical risk at the company and portfolio level, and in the future, modelling of the magnitude of the potential impact of such risks on financial performance.

Key features

  • Science based climate change physical hazard characterisation methodology drawing on public, private and Trucost owned datasets.
  • 7 key climate change physical hazards: flood, water stress, heatwave, coldwave, hurricanes, sea level rise and wildfire.
  • 3 climate change scenarios and 3 time periods (short, medium and long term) into the future
  • Transition risk-related earnings-at-risk indicators
  • Across 3 scenarios and several time horizons (up to 2050)
  • In line with the TCFD recommendations

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Physical risk
  • SFDR

Regulatory use cases

  • SFDR Art. 6: Risk assessment
  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income:Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
S&P Global Sustainable1

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Live

SDG Analytics

Powered by S&P Global Sustainable 1

Leverage SDG data to understand risks, gauge SDG-alignment and benchmark against other companies to optimize your portfolios.

Overview

Trucost’s SDG Analytics dataset helps investors understand which companies are contributing towards the SDGs and how they are doing so through their current business models. It also provides information on how exposed a company may be to SDG-related risks, or risks that may detract from achieving the Goals. The data can be used by investors to analyze potential exposure to a variety of SDG-related risks, measure SDG-alignment, benchmark companies against each other in terms of their SDG performance, screen or optimize portfolios, and report to stakeholders.

Key features

  • Trucost analysis based on company reported information
  • Multi-dimensions scores for all 17 SDGs
  • Benchmark comparison for each 17 SGDs
  • Risk exposure per SDG
  • Top contributor analysis

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • UN SDGs
  • SFDR

Regulatory use cases

  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
S&P Global Sustainable1

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Portfolio Carbon Footprint

Powered by S&P Global Sustainable 1

Determine an investor's carbon exposure by quantifying the greenhouse gas emissions associated with the underlying assets in a portfolio.

Overview

Portfolio Carbon Footprint was designed to capture an investor’s exposure to carbon by quantifying the greenhouse gas emissions associated with a portfolio’s underlying holdings. It is a well-established tool that will allow you to quickly appraise large numbers of holdings for carbon hot spots regardless of the asset class, size, geography or style of your portfolio.

Key features

  • Porfolio analysis based on company reported information
  • Benchmark comparison across industries
  • Direct and 1st tier indirect emissions
  • Full, Partial and modeled disclosure
  • Top contributor analysis

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Climate
  • Paris Agreements
  • SFDR

Regulatory use cases

  • SFDR Art. 6: Risk assessment
  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
S&P Global Sustainable1

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Live

TCFD (Carbon + Transition Risk & Stranded Assets + Paris Alignment)

Powered by S&P Global Sustainable 1

Get ready to comply with TCFD

Overview

The TCFD provides a voluntary disclosure framework organized designed to facilitate better disclosure. For organizations to disclose in line with TCFD recommendations, they must be able to quantify or qualify the risks and opportunities linked to climate-related issues. This report by Trucost provides both forward-looking and historical metrics that may be used by asset owners and/or asset managers to support their climate-related disclosures in line with TCFD recommendations and inform internal processes for risk management and strategy development within an organization.

Key features

  • Quantification of exposure and forward-looking view into climate-related risks
  • Benchmark comparison
  • Sector analysis
  • Top contributor analysis

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Climate
  • Paris Agreements
  • SFDR

Regulatory use cases

  • SFDR Art. 6: Risk assessment
  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities  
  • Fixed income:  Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
S&P Global Sustainable1

Live

Live

Physical Risk

Powered by S&P Global Sustainable 1

Provide an asset-level approach to assess physical risk, by integrating both S&P Market Intelligence datasets and expertise.

Overview

Trucost Climate Change Physical Risk Analytics offer an asset level approach to the assessment of physical risk at the company and portfolio level, and in the future, modelling of the magnitude of the potential impact of such risks on financial performance. Trucost Climate Change Physical Risk Analytics incorporates the extensive asset level datasets and expertise of S&P Market Intelligence in the mapping of corporate ownership structures.

Key features

  • Science based climate change physical hazard characterization methodology drawing on public, private and Trucost owned datasets.
  • 7 key climate change physical hazards: flood, water stress, heatwave, coldwave, hurricanes, sea level rise and wildfire.
  • 3 climate change scenarios and 3 time periods (short, medium and long term) into the future
  • Physical risk estimation methodology for companies where asset level information is unavailable

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Physical risk
  • SFDR

Regulatory use cases

  • SFDR Art. 6: Risk assessment
  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
S&P Global Sustainable1

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Live

Carbon Footprint + Paris Alignment

Powered by S&P Global Sustainable 1

Combine the analytical power of Carbon Footprint and Paris Alignment

Overview

The Trucost Paris Alignment Analytics provides a forward-looking view of the carbon footprint, helping assess the portfolio’s alignment with the Paris agreement and other scenarios. This analysis provides a temperature alignment for a portfolio of companies (equities and corporate bonds), in line with the 23 TCFD recommendations on Paris Alignment.

Key features

  • Paris Alignment analysis based on company reported information (target, capex and trend) and estimates
  • Carbon Footprint based on reported and estimated data
  • Current and future emissions, and temperature alignment
  • Sector analysis
  • Top contributor analysis

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Climate
  • Paris Agreements
  • SFDR

Regulatory use cases

  • SFDR Art. 6: Risk assessment
  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
S&P Global Sustainable1

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EU Taxonomy + Paris Alignment

Powered by S&P Global Sustainable 1

Combine the analytical power of EU Taxonomy and Environmental Footprint

Overview

The Trucost EU Taxonomy Analytics provides a granular assessment of the proportion of company revenues that are eligible for alignment with the sustainable business activities outlined in the EU Taxonomy.
The Trucost Paris Alignment Analytics provides a granular assessment of the portfolio’s alignment with the Paris agreement and other scenarios. This analysis provides a temperature alignment for a portfolio of companies (equities and corporate bonds), in line with the 23 TCFD recommendations on Paris Alignment.

Key features

  • Green Assets Ratio/Weighted Average Revenue Share
  • Temperature and CO2 gap
  • Sector analysis
  • Top contributor analysis

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • SFDR
  • Taxonomy
  • Climate
  • Paris Alignment

Regulatory use cases

  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 8: Taxonomy alignment for E characteristics if wanted
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Taxonomy alignment for E characteristics
  • Taxonomy: indicators at entity level
  • Taxonomy: indicators at product level

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
S&P Global Sustainable1

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SDG + EU Taxonomy

Powered by S&P Global Sustainable 1

Combine the analytical power of SDG Analytics and EU Taxonomy

Overview

Trucost’s EU Taxonomy and SDG Analytics help investors understand the positive impact of their portfolio, identifying which companies are aligned with an environmentally sustainable objectives on the one hand, and how they are contributing towards the SDGs on the other hand. It provides a granular sector-level view to the companies’ contribution, while also flagging potential risks, through DNSH and MSS for the Taxonomy, and SDG Risk exposure for the SDGs.

Key features

  • Green Assets Ratio/Weighted Average Revenue Share
  • Granular sector-level analysis (NACE sectors)
  • Benchmark comparison
  • Top contributor analysis

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • SFDR
  • Taxonomy
  • UN SDGs

Regulatory use cases

  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 8: Taxonomy alignment for E characteristics if wanted
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Taxonomy alignment for E characteristics
  • Taxonomy: indicators at entity level
  • Taxonomy: indicators at product level

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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Portfolio EU Paris Alignment

Powered by S&P Global Sustainable 1

Get a granular assessment of the portfolio’s alignment with the Paris agreement and other scenarios.

Overview

The Trucost Paris Alignment Analytics provides a granular assessment of the portfolio’s alignment with the Paris agreement and other scenarios. This analysis provides a temperature alignment for a portfolio of companies (equities and corporate bonds), in line with the 23 TCFD recommendations on Paris Alignment.

Key features

  • Analysis based on company reported information (target, capex and trend) and estimates to the extent possible
  • Temperature and CO2 gap
  • SDA & GEVA approach to cover all sectors in the portfolio
  • Sector analysis
  • Top contributor analysis

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Climate
  • Paris Alignment

Regulatory use cases

  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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Transition Risk

Powered by S&P Global Sustainable 1

Carbon pricing mechanisms are an essential policy tool to reduce GHG emissions and direct capital towards cleaner energy and lower-carbon solutions.

Overview

To help investors navigate carbon price risk, Trucost has compiled a dataset of possible future carbon prices that can be used to stress test each investee's current ability to absorb future costs. Integral to this analysis is the quantification of a Unpriced Carbon Cost (UCC)– the difference between what a company pays for emitting carbon today and what it may pay in the future.

Key features

  • Transition risk-related earnings-at-risk indicators
  • Across three scenarios and several time horizons (including 2030 and 2050)
  • In line with the TCFD recommendations

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Environment
  • Climate

Regulatory use cases

  • SFDR

Asset class coverage

  • Equity: Listed equity / Private equity
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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Article 29 (Carbon + Stranded Assets & Energy Transition + Paris Alignment + Taxonomy + Biodiversity)

Powered by S&P Global Sustainable 1

Get ready to comply with Article 29

Overview

Article 29 of the Energy-Climate Law revises, clarifies and strengthens sustainability-related financial disclosures for market players. The decree contributes to greening the financial system as it supplements existing European legislation in three complementary areas: Climate, Biodiversity, and the integration of ESG factors in governance and risk management of financial institutions.
Trucost combined assessment allows investors to disclose in line with art. 29.

Key features

  • Carbon portfolio analysis based on company reported information and comparison to benchmark
  • Direct and indirect emissions
  • Temperature and CO2 gap
  • Green Assets Ratio/Weighted Average Revenue Share
  • Brown share all fossil fuels
  • Etc

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Climate
  • Paris Agreements
  • SFDR
  • Taxonomy

Regulatory use cases

  • SFDR Art.6: Risk assessment
  • SFDR Art.8: Measurement of E/S characteristics
  • SFDR Art.8: Comparison with a relevant benchmark (if any)
  • SFDR Art.9: Measurement of the objectives achievements
  • SFDR Art.9: Comparison with a relevant benchmark (if any)
  • SFDR Art.9: Taxonomy alignment for E characteristics
  • Taxonomy: Indicators at entity level
  • Taxonomy: Indicators at product level

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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Portfolio EU SFDR PAI

Powered by S&P Global Sustainable 1

Get a granular assessment of the Principal Adverse Impact indicators.

Overview

The Trucost SFDR PAI Analytics provides a granular assessment of the Principal Adverse Impact indicators. Currently, the analysis focuses on PAI 1, 2, 3, 4, 5.2 and 15. Going forward, all PAIs will be covered in this portfolio analysis.

Key features

  • Analysis based on company reported information and estimates to the extent possible
  • Disclosure analysis
  • GICS sector analysis
  • Top contributor analysis

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • SFDR

Regulatory use cases

  • SFDR Art. 6: Risk assessment
  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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Carbon Footprint + Stranded Assets & Energy Transition

Powered by S&P Global Sustainable 1

Combine the analytical power of Carbon Footprint and Stranded Assets & Energy Transition

Overview

Trucost combined assessment allows to assess current carbon footprint and assess exposure to fossil fuels extractive industry and in the generation mix. The forecast of future emissions coming from fossil fuels allows to identify potentially stranded assets.

Key features

  • Portfolio analysis based on company reported information
  • Benchmark comparison across industries
  • Exposure to extractive industry and modelling of future emissions
  • Generation mix with comparison with IEA scenarios

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Climate
  • Paris Agreements
  • SFDR

Regulatory use cases

  • SFDR Art. 6: Risk assessment
  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income:  Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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Stranded Assets and Energy Transition

Powered by S&P Global Sustainable 1

Identify assets that might suffer from write-downs or devaluation in the industries that move towards a low-carbon economy.

Overview

Future emissions from fossil fuel reserves far outweigh the allowable carbon budget that will limit global warming to 2 degrees Celsius above pre-industrial levels. Industry experts refer to assets that may suffer from unanticipated or premature write-downs, devaluations or conversion to liabilities as 'stranded assets'. Trucost assesses exposure to such assets by showing the combined weight of holdings with business activities in either fossil fuel extraction or fossil fuel energy generation industries. This helps to identify potentially stranded assets that would become more apparent as economies move towards a low carbon economy.

Key features

  • Brown share: all fossil fuels
  • Brown share: coal only
  • Breakdown extractives vs energy exposure

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Environment
  • Climate

Regulatory use cases

  • SFDR

Asset class coverage

  • Equity: Listed equity / Private equity
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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Portfolio Environmental Footprint

Powered by S&P Global Sustainable 1

Monitor environmental impact on key aspects to deal with environmental and climate risks.

Overview

The Trucost Environmental data measures environmental impact across key dimensions for over 15,000 companies. This data can be used to assess environmental costs, identify, and manage environmental and climate risk as well as conduct peer and portfolio analysis from a climate and environmental perspective.

Key features

  • Carbon: Greenhouse gas (GHG) emissions
  • Land, water, air pollutants, and waste disposal
  • Natural resource and water use
  • Revenue generated from each sector of a company's operations
  • Fossil fuel reserves, power generation capacity and associated carbon metrics

About

S&P Global Sustainable1

S&P Global Sustainable1 is the central source for sustainably intelligence from S&P Global. Sustainable1's comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future.

Analytical frameworks

  • Environmental
  • Climate
  • SFDR

Regulatory use cases

  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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OWL ESG

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Consensus Ratings

Powered by OWL ESG, Inc

Apply a data-driven approach to provide insightful ESG investment recommendations.

Overview

OWL ESG Fund Ratings provide a data-driven solution that allows advisors to make thoughtful recommendations about ESG investing, and have informed conversations with clients and prospects about ESG characteristics for a specific company/fund, and across an entire portfolio. OWL’s ESG Ratings will give your team credibility and provide tools to customize investing to reflect each client’s passions and preferences with respect to ESG issues. This will provide your team with a competitive edge that helps with client retention and acquisition, both of which lead to AUM growth.  OWL is focused on ESG only.

Key features

  • Multi-source methodology aggregating over 500+ ESG expert sources and 15 well known ESG vendors
  • Coverage of 30,000+ companies
  • Exponential coverage of funds resulting from OWL's universe
  • Monthly updates

About

OWL ESG

OWL’s mission is to offer data and indices that help both people and the planet. We believe investors don’t have to sacrifice financial returns to make a positive impact on the world. OWL ESG scores and rankings are based on the most thorough data set available and our ratings can be used to ESG-optimize any investment strategy.

Analytical frameworks

  • SFDR
  • Taxonomy
  • UN SDGs
  • ESG

Regulatory use cases

  • SFDR Art.6: Risk assessment
  • SFDR Art.7: Impact (PAIs)
  • SFDR Art.8: Measurement of E/S characteristics
  • SFDR Art.8: Comparison with a relevant benchmark (if any)
  • SFDR Art.8 :Taxonomy alignment for E characteristics if wanted
  • SFDR Art.9: Measurement of E/S characteristics
  • SFDR Art.9: Taxonomy alignment for E characteristics
  • SFDR Art.9: Comparison with a relevant benchmark (if any)
  • Taxonomy: Indicators at entity level
  • Taxonomy: Indicators at product level

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Government bonds / Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • ELA: Entreprise License Agreement
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Moody's ESG Solutions

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Carbon Footprint & Energy Transition

Powered by Moody's ESG Solutions

With Moody's Carbon Footprint & Energy Transition app, quantify and manage your climate-related risks.

Overview

Amid increasingly extreme weather events and growing awareness of the severity of climate change, investors, banks, insurers and companies must identify, quantify and manage their climate-related risks.

Key features

  • 0 – 100 scores at overall and domains levels. Additional scores on Carbon metrics and Energy Transition
  • Summary report: a consolidated view of your carbon footprint and energy transition performance

About

Moody's ESG Solutions

Leveraging V.E's extensive proprietary database, Moody's ESG Solutions equips market players with the ESG insight they need to manage risks and better understand and address their social and environmental impact. V.E is a global leader in ESG assessments, data, research, benchmarks and analytics. Moody’s ESG Solutions is a business unit of Moody’s Corporation that serves the growing global demand for ESG and climate insights.

Analytical frameworks

  • Positive screening
  • Negative screening
  • Climate
  • Paris Alignment

Regulatory use cases

  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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ESG Analysis

Powered by Moody's ESG Solutions

Moody's ESG Analysis application delivers the necessary information to incorporate ESG with confidence.

Overview

Whether its for risk management, index construction, portfolio management or reporting, Moody’s ESG Analysis app provides you with the insights required to integrate ESG with confidence.

Key features

  • 0 – 100 scores at overall and domains levels. Additional scores on up to 38 underlying ESG criteria
  • Summary report: a consolidated view of your ESG performance

About

Moody's ESG Solutions

Leveraging V.E's extensive proprietary database, Moody's ESG Solutions equips market players with the ESG insight they need to manage risks and better understand and address their social and environmental impact. V.E is a global leader in ESG assessments, data, research, benchmarks and analytics. Moody’s ESG Solutions is a business unit of Moody’s Corporation that serves the growing global demand for ESG and climate insights.

Analytical frameworks

  • Environmental
  • Social
  • Governance
  • Negative screening
  • Reputation

Regulatory use cases

  • SFDR Art. 6: Risks
  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 9: Measurement of the objectives achievements

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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Manaos

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Fund Inventory Collector

Powered by Manaos

Collect your underlying fund’s data to your asset managers to get a full look-through of your portfolio.

Overview

As an institutional investor,  automate the collection of your inventories in just a few clicks on the Manaos platform.

Key features

  • Upload your portfolio or the list of funds for which you wish to collect missing data
  • Request access to your Asset Managers in one click and automate the process for future enquiries
  • Monitor your aggregation process in real-time

About

Manaos

Manaos powers an all-in-one platform that connects the traditional information systems of institutional investors and asset managers with carefully selected rating agencies and fintechs to meet all their ESG-related use cases, in a simple, evolutive and secure way.

Analytical frameworks

Regulatory use cases

Asset class coverage

Deliverables

Licensing options

  • PPU: Pay-per-use
  • ELA: Entreprise License Agreement
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EET Generator

Powered by Manaos

Generate your EET and get access to the best ESG data providers to help you comply with European Regulations.

Overview

With the EET Generator app, Manaos offers a complete ESG solution which reduces regulatory complexity and help you align with best market practices. Connect to Manaos EET Generator app in order to generate your EET and get access to the best ESG data providers to calculate SFDR PAI data and the EU Taxonomy alignement of your funds.

Key features

  • Showcase your ESG strategy to your business partners and align with best market practices
  • Comply with the upcoming European Regulations : SFDR, Taxonomy Regulation, MiFID and IDD to ensure ESG data transparency
  • Have the best ESG data providers complete your ESG data disclosure requirements for you
  • Automate the filling and dissemination of your EET

About

Manaos

Manaos powers an all-in-one platform that connects the traditional information systems of institutional investors and asset managers with carefully selected rating agencies and fintechs to meet all their ESG-related use cases, in a simple, evolutive and secure way.

Analytical frameworks

Regulatory use cases

Asset class coverage

Deliverables

Licensing options

  • PPU: Pay-per-use
  • ELA: Entreprise License Agreement
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Data Extractor

Powered by Manaos

Enrich your portfolio with asset-level scores across a set of multiple sources of ESG data providers in one click.

Overview

Our Data Extractor feature allows investors to extract asset-level scores from Manaos' providers datasets into a single file, using a fully bespoke format. The data can be extracted via API, SFTP or manually.

Key features

  • Select sustainability data points to extract from top-tier ratings providers and extract them into a single file
  • Customise the excel structure to match your needs
  • Choose the extraction mode that fits your workflow (API, SFTP or manually)
  • Automate extractions rules for any given list of portfolios or fund ranges

About

Manaos

Manaos powers an all-in-one platform that connects the traditional information systems of institutional investors and asset managers with carefully selected rating agencies and fintechs to meet all their ESG-related use cases, in a simple, evolutive and secure way.

Analytical frameworks

Regulatory use cases

Asset class coverage

Deliverables

Licensing options

  • PPU: Pay-per-use
  • ELA: Entreprise License Agreement
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Portfolio Coverage Estimator

Powered by Manaos

Estimate and compare the coverage of your portfolio across all ESG data providers on Manaos in just a few clicks.

Overview

Our Portfolio Coverage Estimator allows investors to assess the coverage rate of their portfolios across Manaos' ESG data providers, in seconds and with no upfront engagement required.

Key features

  • Save time on coverage estimation
  • Identify providers with the best coverage for your use cases
  • Estimate provider's coverage for free

About

Manaos

Manaos powers an all-in-one platform that connects the traditional information systems of institutional investors and asset managers with carefully selected rating agencies and fintechs to meet all their ESG-related use cases, in a simple, evolutive and secure way.

Analytical frameworks

Regulatory use cases

Asset class coverage

Deliverables

Licensing options

  • PPU: Pay-per-use
  • ELA: Entreprise License Agreement
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Fund Inventory Disseminator

Powered by Manaos

Disseminate your fund inventories to investors in a swift and encrypted way.

Overview

As an asset manager,  control the dissemination of your fund inventories to investors. Centralise and monitor their access requests from the Manaos platform, in a swift and encrypted way.

Key features

  • Centralise the requests of your investors on our platform and monitor access requests
  • Manaos recognises the file format and converts it into a standard one
  • You’re informed immediately in case of any discrepancy or data inconsistency

About

Manaos

Manaos powers an all-in-one platform that connects the traditional information systems of institutional investors and asset managers with carefully selected rating agencies and fintechs to meet all their ESG-related use cases, in a simple, evolutive and secure way.

Analytical frameworks

Regulatory use cases

Asset class coverage

Deliverables

Licensing options

  • PPU: Pay-per-use
  • ELA: Entreprise License Agreement
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MSCI

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ESG Ratings

Powered by MSCI

MSCI ESG Ratings aim to measure a company’s management of financially relevant ESG risks and opportunities.

Overview

We use a rules-based methodology to identify industry leaders and laggards according to their exposure to ESG risks and how well they manage those risks relative to peers. Our ESG Ratings range from leader (AAA, AA), average (A, BBB, BB) to laggard (B, CCC). The MSCI ESG Ratings model seeks to answer four key questions about companies: What are the most significant ESG risks and opportunities facing a company and its industry? How exposed is the company to those key risks and/or opportunities? How well is the company managing key risks and/or opportunities? What is the overall picture of a company and how does it compare to its global industry peers?

Key features

  • Identify material risks and opportunities for each industry
  • Measure a company’s resilience to long-term, industry material environmental, social and governance (ESG) risks

About

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.

Analytical frameworks

  • Environmental
  • Social
  • Governance

Regulatory use cases

  • SFDR Art.6: Risks

Asset class coverage

  • Listed equities
  • Corporate bonds

Deliverables

  • Asset-level scoring

Licensing options

  • BYOL: Bring Your Own License
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ESG Fund Metrics

Powered by MSCI

Assess the resilience of a fund’s aggregate holdings to long term ESG risks and opportunities.

Overview

MSCI ESG Fund Ratings leverages data from over 8,500 companies (14,000 total issuers including subsidiaries) and more than 680,000 equity and fixed income securities globally to create ESG scores and metrics for approximately 53,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG Fund Ratings aims to provide fund-level transparency to help clients better understand and measure the ESG characteristics of the total portfolio, and rank or screen funds based on a diverse set of ESG exposure categories.

Key features

  • MSCI ESG Fund Ratings (AAA-CCC)
  • Fund ESG Quality Score & E, S, G Scores (0-10)
  • Percentile Rank
  • Over 200 ESG Metrics

About

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.

Analytical frameworks

  • Negative Screening
  • Positive Screening
  • Environmental
  • Social
  • Governance
  • Climate

Regulatory use cases

  • SFDR Art.6: Risk assessment
  • SFDR Art.8: Measurement of E/S characteristics
  • SFDR Art.8: Comparison with a relevant benchmark (if any)
  • SFDR Art.9: Measurement of the objectives achievements
  • SFDR Art.9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equity
  • Fixed income: Government bonds / Corporate bonds

Deliverables

  • Asset-level extracts

Licensing options

  • BYOL: Bring Your Own License
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ESG Impact Metrics

Powered by MSCI

Incorporating sustainable impact in your investment process

Overview

ESG Sustainable Impact Metrics aims to measure revenue exposure to sustainable impact solutions and support actionable thematic allocations in line with the U.N. Sustainable Development Goals (SDGs), EU Taxonomy of Sustainable Activities, and other sustainability-related frameworks.

Key features

  • Identify companies exposed to sustainable impact themes
  • Key input for impact and sustainability frameworks
  • Portfolio reporting on sustainable impact

About

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.

Analytical frameworks

  • Environmental
  • Social
  • Governance
  • UN SDGs
  • Taxonomy

Regulatory use cases

  • SFDR Art.8: Measurement of the E / S characteristics
  • SFDR Art.8: Comparison with a relevant benchmark (if any)
  • SFDR Art.9: Measurement of the E / S characteristics
  • SFDR Art.9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Listed equities
  • Corporate bonds

Deliverables

  • Asset-level scoring

Licensing options

  • BYOL: Bring Your Own License
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ESG Controversies data

Powered by MSCI

Identify a company's involvement in major ESG controversies and assess company performance with respect to international norms and principles.

Overview

MSCI ESG Controversies is designed to provide timely and consistent assessments of ESG controversies involving publicly traded companies and fixed income issuers. The evaluation framework used in ESG Controversies is designed to be consistent with international norms represented in numerous widely accepted global conventions, including the Universal Declaration of Human Rights, the ILO Declaration on Fundamental Principles and Rights at Work, and the UN Global Compact. MSCI ESG Research analysts investigate and assess controversies involving the impact of company operations, governance practices, and/or products and services that allegedly violate national or international laws, regulations, and/or other commonly accepted global norms.

Key features

  • Comply with international standards
  • Identify targets for engagement
  • Broad and in-depth Coverage
  • Manage reputation risk with timely alerts

About

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.

Analytical frameworks

  • Negative Screening
  • Positive Screening
  • Environmental
  • Social
  • Governance
  • Reputation

Regulatory use cases

  • SFDR Art.6: Risk assessment
  • SFDR Art.8: Measurement of E/S characteristics
  • SFDR Art.8: Comparison with a relevant benchmark (if any)
  • SFDR Art.9: Measurement of the objectives achievements
  • SFDR Art.9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equity
  • Fixed income: Government bonds / Corporate bonds

Deliverables

  • Asset-level extracts

Licensing options

  • BYOL: Bring Your Own License
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ESG Controversies Report(s)

Powered by MSCI

Identify a company's involvement in major ESG controversies and assess company performance with respect to international norms and principles.

Overview

MSCI ESG Controversies is designed to provide timely and consistent assessments of ESG controversies involving publicly traded companies and fixed income issuers. The evaluation framework used in ESG Controversies is designed to be consistent with international norms represented in numerous widely accepted global conventions, including the Universal Declaration of Human Rights, the ILO Declaration on Fundamental Principles and Rights at Work, and the UN Global Compact. MSCI ESG Research analysts investigate and assess controversies involving the impact of company operations, governance practices, and/or products and services that allegedly violate national or international laws, regulations, and/or other commonly accepted global norms.

Key features

  • Comply with international standards
  • Identify targets for engagement
  • Broad and in-depth Coverage
  • Manage reputational risk with timely alerts

About

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.

Analytical frameworks

  • Negative Screening
  • Environmental
  • Social
  • Governance
  • Reputation

Regulatory use cases

  • SFDR Art.6: Risk assessment
  • SFDR Art.8: Measurement of E/S characteristics
  • SFDR Art.8: Comparison with a relevant benchmark (if any)
  • SFDR Art.9: Measurement of the objectives achievements
  • SFDR Art.9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equity
  • Fixed income: Government bonds / Corporate bonds

Deliverables

  • Asset-level extracts

Licensing options

  • BYOL: Bring Your Own License
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ESG Carbon Metrics

Powered by MSCI

Measure and report on climate risk exposure, implement low carbon and fossil fuel-free strategies and factor climate change research into your risk management processes

Overview

Our Climate Change Solutions are designed to support investors seeking to achieve a range of objectives, including measuring and reporting on climate risk exposure, implementing low carbon and fossil fuel-free strategies, and factoring climate change research into their risk management processes.

Key features

About

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.

Analytical frameworks

  • Climate

Regulatory use cases

  • SFDR Art.6: Risks

Asset class coverage

  • Listed equities
  • Government bonds
  • Corporate bonds

Deliverables

  • Asset-level scoring

Licensing options

  • BYOL: Bring Your Own License
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Climate Value at Risk

Powered by MSCI

Forward-looking and return-based valuation assessment to measure climate related risks and opportunities in an investment portfolio

Overview

Climate VaR provides insights into the potential climate stressed market valuation of investment portfolios and downside risks. MSCI ESG Research’s financial modeling approach translates climate-related costs into valuation impacts on companies and their publicly tradable securities. In this way, the Climate VaR framework is designed to help investors to understand the potential climate-related downside risk and/or upside opportunity in their investment portfolios.

Key features

  • Scenario analysis on climate risks and opportunities
  • Identify optimal low carbon investment projects
  • Identification of long-term, climate-related impacts for asset allocation, external manager evaluation and regulatory disclosure

About

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.

Analytical frameworks

  • Climate
  • Paris Alignment
  • Physical Risk
  • Transition Risk

Regulatory use cases

  • SFDR Art.8: Measurement of the E / S characteristics
  • SFDR Art.8: Comparison with a relevant benchmark (if any)
  • SFDR Art.9: Comparison with a relevant benchmark (if any)
  • SFDR Art.9: Measurement of the E / S characteristics

Asset class coverage

  • Listed equities
  • Corporate bonds

Deliverables

  • Asset-level scoring

Licensing options

  • BYOL: Bring Your Own License
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EU Sustainable Finance Module EU Taxonomy

Powered by MSCI

Access percentage revenue from activities likely to address one or more of the six environmental objectives of the EU Taxonomy

Overview

Access percentage revenue from activities likely to address one or more of the six environmental objectives of the EU Taxonomy. Dataset of over 10,000 corporate equity and fixed income issuers incorporates controversial practices that could indicate breach of 'Taxonomy’s Minimum Safeguards' and/or 'Do No Significant Harm' criteria. Underlying data include Environmental Impact Metrics, ESG Controversies, Business Involvement Screening Research (Tobacco, Controversial Weapons etc.)

Key features

  • Address EU ‘comply or explain’ disclosure requirements on the degree of potential Taxonomy alignment of financial products
  • Internal analysis of degree of potential Taxonomy alignment
  • Differentiate strategies & explain how Taxonomy is integrated into investment process
  • Demonstrate degree of potential Taxonomy alignment
  • Develop Taxonomy aligned investment products
  • Address client mandates for Taxonomy alignment
  • Integrate Taxonomy signal with ESG analysis
  • Identify Taxonomy aligned companies

About

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.

Analytical frameworks

  • Taxonomy

Regulatory use cases

  • SFDR Art.8: Taxonomy alignment for E characteristics if wanted
  • SFDR Art.9: Taxonomy alignment for E characteristics

Asset class coverage

  • Listed equities
  • Corporate bonds

Deliverables

  • Asset-level scoring

Licensing options

  • BYOL: Bring Your Own License
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SDG Alignment

Powered by MSCI

Get an assessment of your portfolio's alignment with the 17 UN SDGs.

Overview

MSCI SDG Alignment Tool is designed to provide a holistic view of companies’ net contribution – both positive and negative – towards addressing each of the 17 UN Sustainable Development Goals (SDGs). SDG Alignment assessments and scores include analysis of companies’ operations, products and services, policies, and practices and their net contribution – positive and adverse – to addressing key global challenges.

Key features

  • Validated & refined
  • Holistic view of alignment
  • Easily customizable
  • Coverage of over 8,600 equity and fixed income issuers

About

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.

Analytical frameworks

Regulatory use cases

Asset class coverage

Deliverables

Licensing options

  • BYOL: Bring Your Own License
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ESG AGR

Powered by MSCI

Identify potential accounting irregularities that may go undetected by traditional research methods.

Overview

MSCI ESG AGR uses a quantitative approach to identify risks in the financial reporting practices and accounting governance of publicly listed companies. Metrics that are outliers relative to peers or whose change over time is extreme are flagged as concerns. Metrics contributing to the score include traditional fundamental ratios used to evaluate corporate strength and profitability, as well as forensic ratios. Updated quarterly, the AGR score ranges in percentiles from 1-100, with lower values representing greater risks.

Key features

About

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.

Analytical frameworks

  • Negative Screening
  • Reputation

Regulatory use cases

  • SFDR Art.6: Risks

Asset class coverage

  • Listed equities
  • Corporate bonds

Deliverables

  • Asset-level scoring

Licensing options

  • BYOL: Bring Your Own License
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EU Sustainable Finance Module SFDR PAI

Powered by MSCI

Access issuer-level data on adverse sustainability indicators

Overview

Access issuer-level data on adverse sustainability indicators* such as greenhouse gas emissions, energy consumption, biodiversity, water, waste, social and employee matters, human rights, anti-corruption and anti-bribery. Currently includes relevant data on 14 principal adverse impact indicators, 25 additional indicators for approx. 10,000 global companies, 175+ sovereign issuers or countries.

Key features

  • Address EU adverse sustainability impact regulatory reporting requirements
  • Mandatory entity-level disclosure for firms with over 500 employees – report on all principal indicators plus two additional indicators (one environmental, one social)
  • Entity-level disclosure on ‘comply or explain’ basis for firms with less than 500 employees
  • Internal analysis of exposure to adverse impacts
  • Differentiate strategies & explain how adverse impacts integrated into investment process
  • Address client mandates relating to avoidance of adverse impacts
  • Leverage data in security selection and portfolio construction
  • Integrate adverse impact data with ESG risk analysis

About

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.

Analytical frameworks

  • SFDR

Regulatory use cases

  • SFDR Art.7: Impact (PAIs)

Asset class coverage

  • Listed equities
  • Corporate bonds

Deliverables

  • Asset-level scoring

Licensing options

  • BYOL: Bring Your Own License
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ESG BISR

Powered by MSCI

Manage environmental, social, and governance (ESG) standards and restrictions reliably and efficiently.

Overview

MSCI ESG Business Involvement Screening Research supports the integration of ESG, business involvement, and company involvement guidelines into portfolio management.

Key features

  • Portfolio screening for religious, ethical and other relevant social and environmental criteria.
  • Portfolio screening for ESG controversies and allegations of breaches of international conventions
  • Compliance with ESG guidelines, such as the UN Principles for Responsible Investment (UN PRI).
  • Integration of client ESG investment and divestment mandates, such as sanctions on investments in Sudan and Iran, and on involvement with the production of land mines and cluster munitions.

About

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.

Analytical frameworks

  • Negative Screening
  • Environmental
  • Social
  • Governance
  • Reputation

Regulatory use cases

  • SFDR Art.8: Measurement of the E / S characteristics
  • SFDR Art.8: Comparison with a relevant benchmark (if any)
  • SFDR Art.9: Measurement of the E / S characteristics
  • SFDR Art.9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Listed equities
  • Corporate bonds

Deliverables

  • Asset-level scoring

Licensing options

  • BYOL: Bring Your Own License
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Portfolio EU Taxonomy Analytics

Powered by Greenomy

Allow asset managers to assess the taxonomy alignment of their financial products and automatically obtain a regulatory compliant report.

Overview

Greenomy’s EU Taxonomy alignment tool allows asset managers to quickly and efficiently evaluate the Taxonomy alignment of their financial products and automatically retrieve their regulatory compliant EU Taxonomy report.

Key features

  • Access verified EU Taxonomy data from portfolio’s underlying positions.
  • Automatic generation of portfolio level Taxonomy KPIs
  • Reduces risk of non-compliance caused by non-evaluated portfolio companies
  • Covering private and listed companies
  • Regulatory compliant Taxonomy reports generation
  • Online dynamic Taxonomy KPIs visualization

About

Greenomy

A diverse and multicultural team, comprised of highly skilled individuals in sustainable reporting, technology, regulatory, and project management. Our platform’s outcome and mission will enable the redirection of funds towards sustainable activities, speeding up the transition to a carbon neutral economy in line with the European Commission’s Green Deal. Since our launch we have partnered with major industry leaders and we are working with the most reputable sustainability experts.

Analytical frameworks

  • SFDR
  • Taxonomy

Regulatory use cases

  • SFDR Art. 8: Taxonomy alignment for E characteristics if wanted
  • SFDR Art. 9: Measurement of the objectives achievements
  • Taxonomy: indicators at entity level
  • Taxonomy: indicators at product level

Asset class coverage

  • Equity: Listed equities / Private equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports

Licensing options

  • PPU: Pay-per-use
  • ELA: Entreprise License Agreement
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Global Diversity, Equity, & Inclusion (DEI) Data, Scores, and Ratings

Powered by Denominator

Evaluate DEI performance in global company portfolios at board, executive or company level.

Overview

Global DEI data and scores on 15+ DEI dimensions (Gender, Race, Education, Disability, Policy, Nationality, etc.) at board, executive and company level makes this the most granular DEI dataset on the market. For anyone looking to assess DEI performance in investment portfolios or enhance ESG scoring models with granular S-data.

Key features

  • Granular DEI data and scores on 15+ DEI-dimensions
  • Portfolio DEI analysis
  • Social data in ESG
  • Global benchmark data
  • Both raw and proxy driven data and scores available based on preference

About

Denominator

Denominator has created the world’s largest Diversity, Equity, & Inclusion (DEI) database spanning more than 1.7+ million private and publicly listed companies across 15+ DEI-dimensions such as sexuality, ethnicity, nationality, education, age, family, disability, gender and more. The dataset is for investors and asset managers looking to assess DEI across their investment portfolios, improve social stewardship, enhance ESG models and offer more customized investment strategies to clients.

Analytical frameworks

  • Negative Screening
  • Positive Screening
  • Social
  • Reputation
  • SFDR

Regulatory use cases

  • SFDR Art.7: Impact (PAIs)
  • Taxonomy: Indicators at entity level

Asset class coverage

  • Listed equities

Deliverables

  • Portfolio-level scoring
  • Asset-level scoring

Licensing options

  • ELA: Entreprise License Agreement
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Climate

Powered by Clarity AI

Contribute to the development of a global low-carbon economy by understanding the carbon risks and opportunities in your portfolio.

Overview

Clarity AI is a leading data science and tech company that operates in the field of sustainable investment, with the aim to bring impact to the market by focusing the world’s investors towards the companies that make the most difference.

Key features

Both at portfolio level and for the benchmark of your choice

  • Carbon scores based on current and future commitments
  • Alignment with Paris agreement scenarios
  • Carbon footprint on 4-TCFD recommended metrics
  • Top 10 organisations’ Climate performance

About

Clarity AI

• Coverage of over 135,000 funds, 30,000 companies, 400 governments
• Strong data reliability and coverage generated by AI capabilities
• Instantaneous and unlimited scoring with flat fee pricing;

Analytical frameworks

  • Climate
  • Paris Agreement

Regulatory use cases

  • SFDR Art. 6: Risks
  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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SFDR PAI

Powered by Clarity AI

Report your portfolio's Principal Adverse Impacts (PAIs) and comply with SFDR.

Overview

Report your portfolio's Principal Adverse Impacts (PAIs) and comply with the EU’s Sustainable Finance Disclosure Regulation (SFDR).

Key features

  • Performance of your portfolio across each of the different Principal Adverse Impacts (PAIs)

About

Clarity AI

Clarity AI is a leading data science and tech company that operates in the field of sustainable investment, with the aim to bring impact to the market by focusing the world’s investors towards the companies that make the most difference.

Analytical frameworks

  • Climate
  • Biodiversity

Regulatory use cases

  • SFDR Art. 7: Impact PAIs

Asset class coverage

  • Equity: Listed equities
  • Fixed income: Government bonds / Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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UN SDGs

Powered by Clarity AI

Help maximize sustainable growth by learning how your investments can potentially impact people and the planet.

Overview

Contribute to maximizing sustainable growth by understanding how your investments have the potential to create measurable impact for people and the planet.

Key features

Both at portfolio level and for the benchmark of your choice:

  • High level portfolio UN SDGs impact scores and coverage
  • Subset of scores per UN SDG
  • Top 10 organisation UN SDGs performance

About

Clarity AI

Clarity AI is a leading data science and tech company that operates in the field of sustainable investment, with the aim to bring impact to the market by focusing the world’s investors towards the companies that make the most difference.

Analytical frameworks

  • Positive screening
  • Negative screening
  • UN SDGs

Regulatory use cases

  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities
  • Fixed income: Government bonds / Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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Exposures

Powered by Clarity AI

Invest in funds in line with your values, by managing your portfolio's exposure to controversial topics.

Overview

Invest in funds aligned with your values, by understanding exposure and excluding 30+ controversial topics such as tobacco, gambling, adult entertainment, weapons etc.

Key features

  • Allocation of your portfolio exposed to the sensitive topics of your choice

About

Clarity AI

Clarity AI is a leading data science and tech company that operates in the field of sustainable investment, with the aim to bring impact to the market by focusing the world’s investors towards the companies that make the most difference.

Analytical frameworks

• Negative Screening

Regulatory use cases

  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities
  • Fixed income: Government bonds / Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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Impact Highlights

Powered by Clarity AI

Get an overview of the environmental and social footprint of your portfolio.

Overview

Report to your clients the environmental and social Impact footprint your portfolio in a simple and intuitive way and compare it to a benchmark.

Key features

  • Comparison to a benchmark of your choice

About

Clarity AI

Clarity AI is a leading data science and tech company that operates in the field of sustainable investment, with the aim to bring impact to the market by focusing the world’s investors towards the companies that make the most difference.

Analytical frameworks

  • Environmental
  • Social
  • Governance Climate

Regulatory use cases

  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities
  • Fixed income: Government bonds / Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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EU Taxonomy

Powered by Clarity AI

Identify the percentage of revenues aligned with EU Taxonomy activities.

Overview

Identify the percentage of revenues from portfolio companies that are aligned with EU Taxonomy activities and comply with Regulation.

Key features

Both at portfolio-level and for the benchmark of your choice:

  • % of revenues of companies in portfolio aligned, potentially aligned and not aligned with EU Taxonomy
  • Further breakdown between the 2 taxonomy-defined categories: transition or enabling activities
  • For the Top 10 organizations: % of revenue aligned and an assessment of controversial practices

About

Clarity AI

Clarity AI is a leading data science and tech company that operates in the field of sustainable investment, with the aim to bring impact to the market by focusing the world’s investors towards the companies that make the most difference.

Analytical frameworks

  • Climate
  • Reputation

Regulatory use cases

  • SFDR Art. 8: Taxonomy alignment for E characteristics if wanted
  • SFDR Art. 9: Taxonomy alignment for E characteristics
  • Taxonomy: indicators at entity level
  • Taxonomy: indicators at product level

Asset class coverage

  • Equity: Listed equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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ESG Risk

Powered by Clarity AI

Minimize risk and/or generate alpha by adding valuable insights to traditional financial analysis.

Overview

Reduce risk and/or generate alpha by adding valuable information to traditional financial analysis, and understand how your portfolio’s constituents are managing environmental, social and governance (ESG) risks.

Key features

Both at portfolio level and for the benchmark of your choice:

  • High level portfolio ESG risk scores and coverage
  • Subset of ESG risk categories’ metrics
  • Top 10 organisations' ESG risk performance

About

Clarity AI

Clarity AI is a leading data science and tech company that operates in the field of sustainable investment, with the aim to bring impact to the market by focusing the world’s investors towards the companies that make the most difference.

Analytical frameworks

  • Environmental
  • Social
  • Governance
  • Climate

Regulatory use cases

  • SFDR Art.6: Risks
  • SFDR Art.8: Measurement of E/S characteristics
  • SFDR Art.8: Comparison with a relevant benchmark (if any)
  • SFDR Art.9: Measurement of the objectives achievements
  • SFDR Art.9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Equity: Listed equities
  • Fixed income: Corporate bonds / Government bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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ESG Impact

Powered by Clarity AI

Participate in a positive impact on society by knowing the external effects from your investments.

Overview

Contribute to creating a positive impact on the planet and society, by understanding how your investments (and their holding) are creating measurable ESG impact.

Key features

Both at portfolio level and for the benchmark of your choice:

  • High level portfolio ESG impact scores and coverage
  • Subset of ESG impact categories’ metrics
  • Top 10 organisations' ESG impact performance

About

Clarity AI

Clarity AI is a leading data science and tech company that operates in the field of sustainable investment, with the aim to bring impact to the market by focusing the world’s investors towards the companies that make the most difference.

Analytical frameworks

  • Environmental
  • Social
  • Governance

Regulatory use cases

  • SFDR Art. 8: Measurement of E/S characteristics
  • SFDR Art. 8: Comparison with a relevant benchmark (if any)
  • SFDR Art. 9: Measurement of the objectives achievements
  • SFDR Art. 9: Comparison with a relevant benchmark (if any)

Asset class coverage

  • Portfolio reports
  • Asset-level extracts

Deliverables

  • Equity: Listed equities
  • Fixed income: Corporate bonds

Licensing options

  • PPU: Pay-per-use
  • BYOL: Bring Your Own License
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Carbon Footprint and Transition Risk

Powered by Carbon4 Finance

Identify the full climate impact of portfolios through a unique bottom-up approach.

Overview

Carbon Impact Analytics (CIA) is a methodology for assessing the full climate impact of portfolios. CIA differentiates itself by a unique bottom-up approach that measures Scope 3 (upstream and downstream) emissions, emissions savings, and other key indicators including forward-looking rating, enabling greater precision and better identification of best-in-class within a sector or sub-sector companies. CIA is the perfect tool to benchmark portfolio with a 2°C compliant word or to integrate transition risks into credit decision-making.

Key features

  • Evaluate the full climate impact of portfolios
  • Quantify scope 3 emissions
  • Benchmark portfolio with a 2°C compliant word
  • Determine the level of physical and transitional risk

About

Carbon4 Finance

Carbon4 Finance offers a complete set of climate data solutions covering both physical and transition risks, as well as biodiversity footprint. These proprietary methodologies allow financial organisations to measure the carbon and biodiversity footprint of their portfolio, assess the alignment with a 2°C-compatible scenario and measure the impacts that arise from events related to climate change and biodiversity loss.

Analytical frameworks

  • Climate
  • Paris Alignment
  • SFDR

Regulatory use cases

  • SFDR Art.6: Risk assessment
  • SFDR Art.8: Measurement of E/S characteristics
  • SFDR Art.9: Measurement of the objectives achievements

Asset class coverage

  • Equity: Listed equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
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Physical Climate Risk

Powered by Carbon4 Finance

Assess the vulnerability of multi-asset portfolios to physical risks and climate contingencies, with IPCC scenarios for understanding and managing risk.

Overview

Climate Risk Impact Screening (CRIS) is a methodology developed for financial service providers to assess the vulnerability  of their asset portfolio to physical risks and climate hazards, with 3 IPCC scenarios at 2 horizon times. The method applies to multi-asset investment portfolios (stocks, corporate and sovereign bonds, real assets). CRIS provides physical risk indicators that enable users to understand and manage portfolio risk and to engage in dialogue with portfolio constituents.

Key features

  • Assess the vulnerability of your multi-asset portfolio to physical and climatic hazards
  • Manage and monitor your portfolio through relevant indicators
  • Engage in a dialogue with the portfolio's constituents

About

Carbon4 Finance

Carbon4 Finance offers a complete set of climate data solutions covering both physical and transition risks, as well as biodiversity footprint. These proprietary methodologies allow financial organisations to measure the carbon and biodiversity footprint of their portfolio, assess the alignment with a 2°C-compatible scenario and measure the impacts that arise from events related to climate change and biodiversity loss.

Analytical frameworks

  • Physical Risk
  • SFDR

Regulatory use cases

  • SFDR Art.6: Risk assessment
  • SFDR Art.8: Measurement of E/S characteristics
  • SFDR Art.9: Measurement of the objectives achievements

Asset class coverage

  • Equity: Listed equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
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Biodiversity Footprint

Powered by Carbon4

Provide, through global coverage, a comprehensive and integrated view of the biodiversity footprint across all underlying business value chains.

Overview

The Biodiversity Impact Analytics Database powered by the GBS® is an integrated impact database that provides an overall and integrated vision of the biodiversity footprint at the issuer and portfolio level, considering the full value chains of the underlying companies, with a global coverage (Listed and non-listed assets, all economic sectors, worldwide).

Key features

  • Offers a complete and integrated view of the biodiversity footprint at the issuer and portfolio level
  • Consider the entire value chain of the underlying companies, with global coverage

About

Carbon4 Finance

Carbon4 Finance offers a complete set of climate data solutions covering both physical and transition risks, as well as biodiversity footprint. These proprietary methodologies allow financial organisations to measure the carbon and biodiversity footprint of their portfolio, assess the alignment with a 2°C-compatible scenario and measure the impacts that arise from events related to climate change and biodiversity loss.

Analytical frameworks

• Biodiversity
• SFDR

Regulatory use cases

  • SFDR Art.8: Measurement of E/S characteristics
  • SFDR Art.9: Measurement of the objectives achievements

Asset class coverage

  • Equity: Listed equities
  • Fixed income: Corporate bonds

Deliverables

  • portfolio level
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
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Climate Risk and Biodiversity Bundle

Powered by Carbon4

Get a comprehensive set of climate and biodiversity data solutions covering both physical and transition risk, as well as the biodiversity footprint.

Overview

Climate Risk Impact Screening (CRIS) is a methodology developed for financial service providers to assess the vulnerability of their asset portfolio to physical risks and climate hazards, with 3 IPCC scenarios at 2 horizon times. The method applies to multi-asset investment portfolios (stocks, corporate and sovereign bonds, real assets). CRIS provides physical risk indicators that enable users to understand and manage portfolio risk and to engage in dialogue with portfolio constituents.
The Biodiversity Impact Analytics Database powered by the GBS® is an integrated impact database that provides an overall and integrated vision of the biodiversity footprint at the issuer and portfolio level, considering the full value chains of the underlying companies, with a global coverage (Listed and non-listed assets, all economic sectors, worldwide).

Key features

  • Assess the vulnerability of your multi-asset portfolio to physical and climatic hazards
  • Manage and monitor your portfolio through relevant indicators
  • Offers a complete and integrated view of the biodiversity footprint at the issuer and portfolio level
  • Consider the entire value chain of the underlying companies, with global coverage
  • Engage in a dialogue with the portfolio's constituents

About

Carbon4 Finance

Carbon4 Finance offers a complete set of climate data solutions covering both physical and transition risks, as well as biodiversity footprint. These proprietary methodologies allow financial organisations to measure the carbon and biodiversity footprint of their portfolio, assess the alignment with a 2°C-compatible scenario and measure the impacts that arise from events related to climate change and biodiversity loss.

Analytical frameworks

  • Biodiversity
  • SFDR
  • Physical risk
  • Climate
  • Paris Alignment

Regulatory use cases

  • SFDR Art.6: Risk assessment
  • SFDR Art.8: Measurement of E/S characteristics
  • SFDR Art.9: Measurement of the objectives achievements

Asset class coverage

  • Equity: Listed equities
  • Fixed income: Corporate bonds

Deliverables

  • Portfolio reports
  • Asset-level extracts

Licensing options

  • PPU: Pay-per-use
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Water Data

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The app covers water data self-reported by global companies.

Overview

Access the full and most recent CDP disclosure dataset as soon as it is published. CDP's 2021 public corporate response dataset covers 6000 companies and covers climate change, forests and water security data self-reported by global companies.

Key features

  • Primary environmental data. The climate, water and forests data CDP collects are reported directly by companies to us each year, part of an annual disclosure process backed by 680 investors with $130 trillion in assets.
  • Aligned with reporting standards. CDP's datasets are 100% TCFD-aligned and continually evolve in line with environmental science, regulatory developments, and market initiatives.
  • Take a historical view. Go back as far as 2011 to understand how companies are evolving.

About

CDP

CDP is a not-for-profit charity that runs the global disclosure system for investors, companies, cities, states and regions to manage their environmental impacts. Over the past 20 years we have created a system that has resulted in unparalleled engagement on environmental issues worldwide.

Analytical frameworks

  • Environmental
  • Climate
  • Governance
  • Biodiversity

Regulatory use cases

Asset class coverage

  • Private equities
  • Listed equities

Deliverables

  • Asset-level scoring

Licensing options

  • ELA: Entreprise License Agreement
  • BYOL: Bring Your Own License
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Scores

Powered by CDP

By scoring companies and cities, CDP aims to incentivize and guide them on a journey through disclosure towards becoming a leader on environmental transparency and action.

Overview

By scoring companies from D- to A, we take them on a journey through disclosure to awareness, management, and finally to leadership. Our scoring measures the comprehensiveness of disclosure, awareness and management of environmental risks and best practices associated with environmental leadership, such as setting ambitious and meaningful targets.
CDP is constantly evolving our disclosure and scoring system in response to market needs and the rising urgency of the environmental challenges.

Key features

  • Leadership level A to A minus
  • Management level B to B minus
  • Awareness level C to C minus
  • Disclosure level D to D minus
  • Failure to disclose F

About

CDP

CDP is a not-for-profit charity that runs the global disclosure system for investors, companies, cities, states and regions to manage their environmental impacts. Over the past 20 years we have created a system that has resulted in unparalleled engagement on environmental issues worldwide.

Analytical frameworks

  • Environmental
  • Positive Screening
  • Negative Screening
  • Climate
  • Biodiversity

Regulatory use cases

Asset class coverage

  • Listed equities
  • Private equities

Deliverables

  • Asset-level scoring

Licensing options

  • ELA: Entreprise License Agreement
  • BYOL: Bring Your Own License
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Forests Data

Powered by CDP

The app covers forests data self-reported by global companies.

Overview

Access the full and most recent CDP disclosure dataset as soon as it is published. CDP's 2021 public corporate response dataset covers 6000 companies and covers climate change, forests and water security data self-reported by global companies.

Key features

  • Primary environmental data. The climate, water and forests data CDP collects are reported directly by companies to us each year, part of an annual disclosure process backed by 680 investors with $130 trillion in assets.
  • Aligned with reporting standards. CDP's datasets are 100% TCFD-aligned and continually evolve in line with environmental science, regulatory developments, and market initiatives.
  • Take a historical view. Go back as far as 2011 to understand how companies are evolving.

About

CDP

CDP is a not-for-profit charity that runs the global disclosure system for investors, companies, cities, states and regions to manage their environmental impacts. Over the past 20 years we have created a system that has resulted in unparalleled engagement on environmental issues worldwide.

Analytical frameworks

  • Environmental
  • Climate
  • Biodiversity

Regulatory use cases

Asset class coverage

  • Listed equities
  • Private equities

Deliverables

  • Asset-level scoring

Licensing options

  • ELA: Entreprise License Agreement
  • BYOL: Bring Your Own License
Brought to you by
Learn more about
CDP

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Climate Data

Powered by CDP

The app covers climate change data self-reported by global companies.

Overview

Access the full and most recent CDP disclosure dataset as soon as it is published. CDP's 2021 public corporate response dataset covers 6000 companies and covers climate change, forests and water security data self-reported by global companies.

Key features

  • Primary environmental data. The climate, water and forests data CDP collects are reported directly by companies to us each year, part of an annual disclosure process backed by 680 investors with $130 trillion in assets.
  • Aligned with reporting standards. CDP's datasets are 100% TCFD-aligned and continually evolve in line with environmental science, regulatory developments, and market initiatives.
  • Take a historical view. Go back as far as 2011 to understand how companies are evolving.

About

CDP

CDP is a not-for-profit charity that runs the global disclosure system for investors, companies, cities, states and regions to manage their environmental impacts. Over the past 20 years we have created a system that has resulted in unparalleled engagement on environmental issues worldwide.

Analytical frameworks

  • Climate
  • Environmental
  • Paris Alignment
  • Physical Risk

Regulatory use cases

Asset class coverage

  • Listed equities
  • Private equities

Deliverables

  • Asset-level scoring

Licensing options

  • ELA: Entreprise License Agreement
  • BYOL: Bring Your Own License
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CDP

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Portfolio Carbon Footprint

Powered by CDP

Access the reknown CDP Greenhouse Gas Emission dataset to calculate your portfolio carbon footprint

Overview

Every year, CDP creates the GHG Emissions Dataset containing the Emissions cleaned or modelled for Scope 1, 2 and 3 of nearly 7000 companies. The methodology is public and transparent.  This dataset is useful to calculate sectoral average emissions, carbon footprints and energy consumption. Coverage is about 90% of MSCI World and 93% of Eurostoxx600 .

Key features

  • Scope 1, 2 and 3 GHG Emissions
  • Reported (cleaned) or modelled
  • Open source modelling methodology 
  • Detailing of Scope 3 up to 17 categories per issuer
  • Energy & fuel consumption data, including renewable proportion

About

CDP

CDP is a not-for-profit charity that runs the global disclosure system for investors, companies, cities, states and regions to manage their environmental impacts. Over the past 20 years we have created a system that has resulted in unparalleled engagement on environmental issues worldwide.

Analytical frameworks

  • Environmental
  • SFDR
  • Climate

Regulatory use cases

  • SFDR Art.6 - Risks
  • SFDR Art.7 - Impact (PAIs)
  • SFDR Art.8 - Measurement of the E / S characteristics
  • SFDR Art.8 - Comparison with a relevant benchmark (if any)
  • SFDR Art.9 - Measurement of the E / S characteristics
  • SFDR Art.9 - Comparison with a relevant benchmark (if any)

Asset class coverage

  • Listed equities
  • Private equities
  • Corporate bonds

Deliverables

  • Asset-level scoring
  • Portfolio-level scoring

Licensing options

  • ELA: Entreprise License Agreement
  • BYOL: Bring Your Own License
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