This dataset covers 180+ countries across 2 mandatory indicators enabling deeper insights into sustainability performance as part of an organization’s PAI disclosures.

• Approach rooted in ESG analysts’ intimate understanding of the SFDR. Moody's have studied the regulations in depth to build their analytical framework from scratch and they use their in-house expertise to uncover the most relevant underlying data from alternative sources.
• Use a hybrid data extraction model to capture the most complete picture of an investee company’s activities. AI flags the most relevant material, and our experienced ESG analysts verify it every step of the way
• Data is drawn from corporate reporting, carefully validated news analysis, and direct engagement with companies
• All data is referenced to its source with clear definitions and methodologies made accessible to users
  

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. The group’s comprehensive offering includes ESG scores, climate data, Sustainability Ratings and Sustainable Finance certifier services that help fulfil the broad spectrum of ESG-related goals in risk management, equity and credit markets.

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

This dataset covers 10,000 entities across 18 mandatory indicators enabling deeper insights into sustainability performance as part of an organization’s PAI disclosures.

• Approach rooted in ESG analysts’ intimate understanding of the SFDR. Moody's have studied the regulations in depth to build their analytical framework from scratch and they use their in-house expertise to uncover the most relevant underlying data from alternative sources.
• Use a hybrid data extraction model to capture the most complete picture of an investee company’s activities. AI flags the most relevant material, and our experienced ESG analysts verify it every step of the way
• Data is drawn from corporate reporting, carefully validated news analysis, and direct engagement with companies
• All data is referenced to its source with clear definitions and methodologies made accessible to users
  

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. The group’s comprehensive offering includes ESG scores, climate data, Sustainability Ratings and Sustainable Finance certifier services that help fulfil the broad spectrum of ESG-related goals in risk management, equity and credit markets.

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

Moody's analysis produces both a consolidated view of a company’s overall alignment with the EU Taxonomy, and a breakdown of its alignment activity by activity. The output for each activity the company is engaged in is expressed as a percentage of turnover/CAPEX/OPEX for easy comparison.

• It covers whether an activity makes a Substantial Contribution to one of the Taxonomy’s environmental objectives, such as Climate Change Mitigation
• Ensuring that it meets with the requirements falling under Do No Significant Harm (e.g that the pursuit of that one activity does not significantly harm any of the others, such as protecting our ecosystems);
• And that it is aligned with the Minimum Social Safeguards (e.g that it respects widely accepted environmental conventions and principles, like those established by the UN and OECD).
• All data is referenced to its source with clear definitions and methodologies made accessible to users

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. The group’s comprehensive offering includes ESG scores, climate data, Sustainability Ratings and Sustainable Finance certifier services that help fulfil the broad spectrum of ESG-related goals in risk management, equity and credit markets.

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

Moody’s identifies companies’ involvements in ESG controversies, defined as public information or contradictory opinions from reliable sources that incriminate or make allegations against an issuer regarding how it handles ESG issues. Each controversy may relate to several facts or events, to their conflicting interpretations, legal procedures or non-proven claims. Moody’s screens a pre-defined population of companies on a daily basis, currently covering 10,000+ companies regarding their involvement in ESG controversies across 38 ESG issues. The dataset currently contains over 22,000 entries with coverage going back to 2007.

• 10 most exposed sectors in 2021, by # of cases
• 10 most affected ESG themes in 2021, by # of cases
• Overall distribution of ESG cases in 2021
• The dataset currently contains over 22,000 entries with coverage going back to 2007
• Potential controversies are evaluated for their impacts on both companies and stakeholders
• The 38 ESG issues are derived from international norms and standards related to ESG issues and business conduct

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. The group’s comprehensive offering includes ESG scores, climate data, Sustainability Ratings and Sustainable Finance certifier services that help fulfil the broad spectrum of ESG-related goals in risk management, equity and credit markets.

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

ESG data coverage includes public and private multinational, national and subnational companies of all sizes. Customers get access to well over 300m modelled ESG Scores and the underlying data across 59 ESG and Climate metrics. As part of this data package customers also have access to 5,000 ESG scores and the underlying data for public companies derived from analyst-led ESG assessments,. The methodology for the modelled scores is derived from the methodology used for the analyst-led ESG assessments.

• Examples of Environmental data points include a company’s energy use, Green House Gas emissions, and treatment of animals.
• Social impact-related data points indicate a company's treatment of employees, supplier engagement and selection practices and safety protocols.
• Corporate governance data points cover capital allocation, investor communications, and executive compensation and diversity.

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. The group’s comprehensive offering includes ESG scores, climate data, Sustainability Ratings and Sustainable Finance certifier services that help fulfil the broad spectrum of ESG-related goals in risk management, equity and credit markets.

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

Screen17's SFDR PAI package includes all mandatory and 8 optional PAI portfolio level metrics, aggregating data from three different ESG data providers to enhance data coverage and quality. Five different entity-level PAI percentile scores are presented, measuring a company/government's performance in relation to Screen17's overall universe, and at the GICS Sector, GICS Industry Group, GICS Industry and GICS Sub-Industry level.

• PAI portfolio level metrics (all mandatory & 8 optional)
• One overall percentile score per PAI
• Four GICS percentile scores per PAI
• Downloadable PAI report

Screen17 is a multi-vendor aggregator of high quality ESG data utilizing well-known sources including MSCI, ISS, Refinitiv, and FactSet to maximize coverage and offer a detailed view of sustainability performance through its Sustainability Driver Framework aligned to the SDGs.

Sector-based exclusion data points for 23 sectors to support client completion of the European ESG Template (EET) screening section.

• Powered by data and insights from a broad range of high-quality research products within the ISS ESG universe.
• Sector-based Screening
• Energy & Extractives Screening
• Country Screening
• Controversial Weapons Research

ISS ESG brings globally recognized expertise across the full range of sustainable and responsible investment issues, including climate change, SDG-linked impact, human rights, labor standards, corruption, controversial weapons, and many more. We partner with clients to understand their unique investment and business objectives to deliver the relevant insights and data solutions needed throughout the investment process.

SFDR PAI and EU Taxonomy data required to complete the regulatory fields of the European ESG Template (EET).

• Powered by data and insights from a broad range of high-quality research products within the ISS ESG universe.
• SFDR PAI / 5,300 - 37,000 issuers. (Coverage varies per data point)
• EU Taxonomy Alignment / 63,000 issuers.

ISS ESG brings globally recognized expertise across the full range of sustainable and responsible investment issues, including climate change, SDG-linked impact, human rights, labor standards, corruption, controversial weapons, and many more. We partner with clients to understand their unique investment and business objectives to deliver the relevant insights and data solutions needed throughout the investment process.

Accounting Governance Risk (AGR) ratings on over 35,000 companies in developed and emerging market regions. The AGR model is used to assess the quality, transparency, and consistency of companies’ financial reporting and accounting practices. The model can help identify potential accounting irregularities that may go undetected by traditional research methods.

• Identify risks in the financial reporting practices and accounting governance

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.

• BYOL: Bring Your Own License

In February 2021, MSCI ESG Research launched the EU Sustainable Finance Module to support and simplify reporting requirements and help clients meet sustainability goals. The module includes two datasets, SFDR Adverse Impact and EU Taxonomy Alignment data and metrics, for over 10,000 corporate equity and fixed-income issuers.

• MSCI SFDR Adverse Impact Metrics
• MSCI EU Taxonomy Alignment

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.

• BYOL: Bring Your Own License

To inform investors on Global Sanctions, we review business activities in the following countries in accordance with relevant regulations (as of August, 2021) : Burma, Cuba, Iran, North Korea, Sudan, Syria, International Business (e.g., Northern Ireland, AFL-CIO, Russia-Ukraine, etc.).

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.

• BYOL: Bring Your Own License

Key to understanding the Implied Temperature Rise is the concept of a carbon budget: how much the world can emit and, by extension, how much a company can emit (across Scopes 1, 2 and 3) and remain within the limitations required to meet a 2°C warming scenario by 2100. Then we calculate companies’ projected emissions out over the next five decades based on their emissions track record, stated reduction targets, and other data. A company whose projected emissions are below budget can be said to “undershoot” while those whose projected emissions exceed the budget “overshoot”. The Implied Temperature Rise estimates the global implied temperature rise (in the year 2100 or later) if the whole economy had the same carbon budget over-/undershoot level as the company (or portfolio) in question.

• Calculate companies' projected emissions
• Estimate the global implied temperature rise

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.

• BYOL: Bring Your Own License

MSCI ESG Government Ratings provide an overall sustainability assessment of 198 countries/regions and 45 Local Authorities covering Developed, Emerging and Frontier Markets. MSCI ESG Government Ratings scores and rates countries on a seven point scale from ‘AAA’ (best) to ‘CCC’ (worst). Ratings are derived from 0-10 scores on underlying factors in three pillars: Environmental, Social, and Governance.

• 99% government bonds covered

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.

• BYOL: Bring Your Own License

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. This module Fund Rating Climat Change is focused on carbon related metrics.

• Implied temperature rise
• Carbon emissions
• Carbon intensity
• Fossil fuel exposure
• green revenues

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.

• BYOL: Bring Your Own License

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.

• 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

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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.

• Climate
• Paris Alignment
• Physical Risk
• Transition Risk

• 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

• Listed equities
• Corporate bonds

• Asset-level scoring

• BYOL: Bring Your Own License

Allows you to measure and manage the temperature alignment of your multi-asset portfolio. Reduces complex climate impacts of listed equities, bonds, and sovereign bonds to a simple KPI that relates directly to the Paris Agreement: °C.

• Detailed snapshot of your portfolio’s climate impact
• Easy climate target benchmarking
• Broad coverage (approx. 6,000 public listed equities and sovereign bonds of over 165 countries)
• Science-based and forward-looking climate reporting
• Supports launching dark green funds (Art. 9 SFDR)

right° provides transparency on the climate impact of economic activities – plain & simple in °C. The company is the leading pioneer of ‘temperature alignment’ or ‘implied temperature rise’ (ITR) metrics. right° enables stakeholders from the real economy, finance, and real estate to plot pathways to 1.5°C alignment. Their software and metrics are designed to help financial actors seize the challenging targets arising from the Paris Climate Agreement. Your climate-related investment decisions will be guided by the best available science and data – right on target 1.5 °C.

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• Climate
• Paris Alignment
• Transition Risk
• SFDR

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

• Listed equities
• Private equities
• Government bonds
• Corporate bonds

• Portfolio-level scoring
• Asset-level scoring

• PPU: Pay-per-use

This module is part of Trucost Environmental Private Companies which provides data on 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

• Carbon: Greenhouse gas (GHG) emissions

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Climate

• Private equities

• Asset-level scoring

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

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.

• Coverage of seven key climate change physical hazards: flood, water stress, heatwave, coldwave, hurricanes, sea level rise and wildfire.
• Coverage of three climate change scenarios and three time periods (short, medium and long term) into the future.
  

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Physical Risk

• SFDR Art.6: Risks

• Listed equities
• Corporate bonds

• Asset-level scoring

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

This module is part of the Environmental dataset, which regroups Greenhouse gas (GHG) emissions / GHG Breakout / 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.

• Land, water, air pollutants, and waste disposal
• Natural resource and water use

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Environmental

• 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)

• Listed equities
• Corporate bonds

• Asset-level scoring

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

This module is part of the Environmental dataset, which regroups Greenhouse gas (GHG) emissions / GHG Breakout / 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.

• Fossil fuel reserves, power generation capacity and associated carbon metrics

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Environmental

• SFDR Art.6: Risks

• Listed equities
• Corporate bonds

• Asset-level scoring

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

This module is part of the Environmental dataset, which regroups Greenhouse gas (GHG) emissions / GHG Breakout / 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.

• Carbon: Greenhouse gas (GHG) emissions
• GHG Breakout

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Climate

• 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)

• Listed equities
• Corporate bonds

• Asset-level scoring

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

Trucost’s Carbon Earnings at Risk analysis enables market participants to examine the potential financial impact of carbon prices at a constituent and portfolio level under a range of scenarios. It helps investors to report forward-looking estimates of financial risk and distinguish carbon price risk from broader carbon risk such a physical risks or possible stranded assets.

• Measure the potential carbon price risk exposure associated with holdings’ Scope 1 and 2 emissions

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S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Climate

• 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

• Listed equities
• Corporate bonds

• Asset-level scoring

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

The S&P Global ESG Scores is an environmental, social and governance data set that provides company level, dimension level, and criteria level scores based on the S&P Global Corporate Sustainability Assessment (CSA) process, an annual evaluation of companies' sustainability practices.

• Environmental analysis
• Social analysis
• Governance analysis

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Environmental
• Social
• Governance

• 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

• Listed equities
• Corporate bonds

• Asset-level scoring

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

The S&P Global EU Taxonomy Data Solution provides a comprehensive assessment of the Eligibility, Substantial Contribution (SC), Do No Significant Harm (DNSH) and Minimum Social Safeguards (MSS) requirements of the EU Taxonomy across a large universe of equity and fixed income issuers. The dataset helps financial institutions to report EU Taxonomy alignment and incorporate the framework in decision making by identifying companies with business activities that are either fully aligned with, or which have the potential to make a substantive contribution to, the climate change mitigation and/or adaptation objectives of the Taxonomy.

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• SFDR
• Taxonomy

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

• Listed equities
• Corporate bonds

• Asset-level scoring

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

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.

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• UN SDGs

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

• Listed equities
• Corporate bonds

• Asset-level scoring

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

The dataset helps investors understand the absolute impact associated with green bonds as well as the net impact (avoided emissions), and lifecycle emissions intensities, using both disclosed and estimated data. Users of this data can select green bonds that have the highest positive impact or report on the positive impact of their portfolios.

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• Estimate Avoided Emissions for 130+ technologies
• Use of Proceeds by Region, Project Type and Technology (%)
• Annual and Lifetime GHG Emissions and Intensities (e.g., tCO2e per GWh)
• Annual Avoided GHG Emissions reported by the Issuer and estimated by Trucost (tCO2e)
• Issuer, Impact and Governance Scores
  

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Environmental
• Social

• SFDR Art.6: Risks

• Corporate bonds

• Asset-level scoring

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

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.

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

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. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects.

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• Negative Screening
• Reputation
  

• 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

• Listed equities
• Government bonds
• Corporate bonds

• Asset-level scoring
  

• BYOL: Bring Your Own License

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.

• 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

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. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects.

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• Negative Screening
• Reputation

• 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

• Listed equities
• Government bonds
• Corporate bonds

• Asset-level scoring
  

• BYOL: Bring Your Own License

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.

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

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. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects.

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• Taxonomy

• 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

• Listed equities
• Government bonds
• Corporate bonds

• Asset-level scoring
  

• BYOL: Bring Your Own License

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.

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

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. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects.

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• SFDR
  

• 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)

• Listed equities
• Government bonds
• Corporate bonds

• Asset-level scoring
  

• BYOL: Bring Your Own License

The MSCI ESG Sustainable Impact Metrics framework includes six Environment Impact categories and seven Social Impact categories, all of which are derived from the themes of the UN Sustainable Development Goals (UN SDGs) as determined by MSCI ESG Research.

• Environmental impact: Climate Change and Natural Capital
• Social impact: Basic Needs and Empowerment

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.

• Environmental
• Social
• Governance
• UN SDGs
• Taxonomy

• 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)

• Listed equities
• Corporate bonds

• Asset-level scoring

• BYOL: Bring Your Own License

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.)

• 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

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.

• Taxonomy

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

• Listed equities
• Corporate bonds

• Asset-level scoring

• BYOL: Bring Your Own License

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.

• 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

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.

• SFDR

• SFDR Art.7: Impact (PAIs)

• Listed equities
• Corporate bonds

• Asset-level scoring

• BYOL: Bring Your Own License

Accounting Governance Risk (AGR) ratings on over 35,000 companies in developed and emerging market regions. The AGR model is used to assess the quality, transparency, and consistency of companies’ financial reporting and accounting practices. The model can help identify potential accounting irregularities that may go undetected by traditional research methods.

• Identify risks in the financial reporting practices and accounting governance

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.

• Reputation

• SFDR Art.6: Risks

• Listed equities
• Corporate bonds

• Asset-level scoring

• BYOL: Bring Your Own License

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

• 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.

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.

• Negative Screening
• Environmental
• Social
• Governance
• Reputation

• 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)

• Listed equities
• Corporate bonds

• Asset-level scoring

• BYOL: Bring Your Own License

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.

• 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

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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.

• Climate
• Paris Alignment
• Physical Risk
• Transition Risk

• 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

• Listed equities
• Corporate bonds

• Asset-level scoring

• BYOL: Bring Your Own License

With the EET Generator app, Manaos offers a complete ESG solution that reduces regulatory complexity and helps 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 alignment of your funds.

• 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

Developed by AELX SAS, a technology subsidiary of the BNP Paribas Group, Manaos powers an all-in-one platform that connects the traditional information systems of institutional investors and asset management companies with carefully selected rating agencies and fintechs to meet all their ESG-related use cases. In practice, Manaos enables investors to the collect their fund compositions from their asset managers, while standardising portfolio data and allowing for asset-level portfolio look-through. From there, Manaos empowers asset managers and owners to test and measure the ESG investments performance by connecting their portfolio data to a range of ESG data providers. Once enriched with third-party data, Manaos offers flexible, multimodal portfolio data extraction features to meet urging ESG-related use cases, such as EET generation, SFDR, TCFD, Taxonomy regulatory reports and more. Manaos aims at becoming the cornerstone solution for investors to fill the ESG data and technology gap they are painfully struggling with.

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• MiFID (Insurers and distributors)
• SFDR PAI
• EU Taxonomy

• EET extraction in bespoke format (Excel, SFTP, API...)

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.

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

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.

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

• 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)

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

• Asset-level extracts

• BYOL: Bring Your Own License

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.

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

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.

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

• 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)

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

• Asset-level extracts

• BYOL: Bring Your Own License

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.

• 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

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, race/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. The data spans board level, executive level, and company level including DEI related policies, initiatives, and practices. It is available “as reported”, with proxies and in aggregated benchmarks.

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

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

• Listed equities
  

• Portfolio-level scoring
• Asset-level scoring

• ELA: Entreprise License Agreement

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.

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

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Environment
• Climate

• SFDR

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

• Portfolio reports
• Asset-level extracts

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

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.

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

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Environment
• Climate

• SFDR

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

• Portfolio reports
• Asset-level extracts

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

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.

• 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

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.

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

• Listed equities
• Private equities
  

• Asset-level scoring

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

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.

• 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

Developed by AELX SAS, a technology subsidiary of the BNP Paribas Group, Manaos powers an all-in-one platform that connects the traditional information systems of institutional investors and asset management companies with carefully selected rating agencies and fintechs to meet all their ESG-related use cases. In practice, Manaos enables investors to the collect their fund compositions from their asset managers, while standardising portfolio data and allowing for asset-level portfolio look-through. From there, Manaos empowers asset managers and owners to test and measure the ESG investments performance by connecting their portfolio data to a range of ESG data providers. Once enriched with third-party data, Manaos offers flexible, multimodal portfolio data extraction features to meet urging ESG-related use cases, such as EET generation, SFDR, TCFD, Taxonomy regulatory reports and more. Manaos aims at becoming the cornerstone solution for investors to fill the ESG data and technology gap they are painfully struggling with.

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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.

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

Developed by AELX SAS, a technology subsidiary of the BNP Paribas Group, Manaos powers an all-in-one platform that connects the traditional information systems of institutional investors and asset management companies with carefully selected rating agencies and fintechs to meet all their ESG-related use cases. In practice, Manaos enables investors to the collect their fund compositions from their asset managers, while standardising portfolio data and allowing for asset-level portfolio look-through. From there, Manaos empowers asset managers and owners to test and measure the ESG investments performance by connecting their portfolio data to a range of ESG data providers. Once enriched with third-party data, Manaos offers flexible, multimodal portfolio data extraction features to meet urging ESG-related use cases, such as EET generation, SFDR, TCFD, Taxonomy regulatory reports and more. Manaos aims at becoming the cornerstone solution for investors to fill the ESG data and technology gap they are painfully struggling with.

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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.

• 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
  

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.

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• SFDR
• Taxonomy
• UN SDGs
• ESG

• 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

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

• Portfolio reports
• Asset-level extracts

• ELA: Entreprise License Agreement

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

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

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Clarity AI is a leading sustainability technology firm that uses machine learning and big data to deliver environmental and social insights to investors, organizations, and consumers. It delivers data and analytics for investing, corporate research, benchmarking, consumer e-commerce, and reporting. Clarity AI has offices in North America, Europe, and the Middle East, and a client network with tens of trillions in assets under management.

• Positive screening
• Negative screening
• UN SDGs

• 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)

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

• Portfolio reports
• Asset-level extracts

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

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.

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

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Environmental
• Social
• Governance
• SFDR

• 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)

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

• Portfolio reports
• Asset-level extracts

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

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.

• 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

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• UN SDGs
• SFDR

• 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)

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

• Portfolio reports
• Asset-level extracts

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

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.

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

Util uses machine learning to measure the real-world impact of every company and portfolio, empowering investors to make more informed investment decisions. Objective, universal and sophisticated, Util’s analytics capture the myriad ways in which 45,000 listed companies—of every size, geography, and sector—affect the 17 United Nations Sustainable Development Goals (SDGs) and thousands of other sustainability concepts. To objectively evaluate a company’s real-world impact, Util focuses on the effects of its products and services and draws conclusions from peer-reviewed journals. The result is a value metric for extra-financial performance that sits beside that of financial performance, paving the way for diversified and differentiated sustainable strategies that capture the complexities of the global economy. The Luxembourg Stock Exchange acquired a stake in Util in 2023. 

• UN SDGs
• Positive screening
• Negative screening

• 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)

• Equity: Listed equities

• Portfolio reports
• Asset-level extracts

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

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

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

Clarity AI is a leading sustainability technology firm that uses machine learning and big data to deliver environmental and social insights to investors, organizations, and consumers. It delivers data and analytics for investing, corporate research, benchmarking, consumer e-commerce, and reporting. Clarity AI has offices in North America, Europe, and the Middle East, and a client network with tens of trillions in assets under management.

• Climate
• Biodiversity

• SFDR Art. 7: Impact PAIs

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

• Portfolio reports
• Asset-level extracts

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

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.

• 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

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Physical risk
• SFDR

• 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)

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

• Portfolio reports
• Asset-level extracts

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

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.

• 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

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 organizations 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.

• Physical Risk
• SFDR

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

• Equity: Listed equities
• Fixed income: Corporate bonds

• Portfolio reports
• Asset-level extracts

• PPU: Pay-per-use

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

• Comparison to a benchmark of your choice

Clarity AI is a leading sustainability technology firm that uses machine learning and big data to deliver environmental and social insights to investors, organizations, and consumers. It delivers data and analytics for investing, corporate research, benchmarking, consumer e-commerce, and reporting. Clarity AI has offices in North America, Europe, and the Middle East, and a client network with tens of trillions in assets under management.

• Environmental
• Social
• Governance Climate

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

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

• Portfolio reports
• Asset-level extracts

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

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

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

Clarity AI is a leading sustainability technology firm that uses machine learning and big data to deliver environmental and social insights to investors, organizations, and consumers. It delivers data and analytics for investing, corporate research, benchmarking, consumer e-commerce, and reporting. Clarity AI has offices in North America, Europe, and the Middle East, and a client network with tens of trillions in assets under management.

• Negative Screening

• 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)

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

• Portfolio reports
• Asset-level extracts

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

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.

• 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

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• SFDR
• Taxonomy

• 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

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

• Portfolio reports
• Asset-level extracts

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

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.

• 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

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.

• SFDR
• Taxonomy

• 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

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

• Portfolio reports

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

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

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

Clarity AI is a leading sustainability technology firm that uses machine learning and big data to deliver environmental and social insights to investors, organizations, and consumers. It delivers data and analytics for investing, corporate research, benchmarking, consumer e-commerce, and reporting. Clarity AI has offices in North America, Europe, and the Middle East, and a client network with tens of trillions in assets under management.

• Climate
• Reputation

• 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

• Equity: Listed equities
• Fixed income: Corporate bonds

• Portfolio reports
• Asset-level extracts

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

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.

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

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• SFDR

• 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)

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

• Portfolio reports
• Asset-level extracts

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

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.

• 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

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Climate
• Paris Alignment

• 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)

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

• Portfolio reports
• Asset-level extracts

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

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.

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

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Clarity AI is a leading sustainability technology firm that uses machine learning and big data to deliver environmental and social insights to investors, organizations, and consumers. It delivers data and analytics for investing, corporate research, benchmarking, consumer e-commerce, and reporting. Clarity AI has offices in North America, Europe, and the Middle East, and a client network with tens of trillions in assets under management.

• Environmental
• Social
• Governance
• Climate

• 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)

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

• Portfolio reports
• Asset-level extracts

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

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

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

Clarity AI is a leading sustainability technology firm that uses machine learning and big data to deliver environmental and social insights to investors, organizations, and consumers. It delivers data and analytics for investing, corporate research, benchmarking, consumer e-commerce, and reporting. Clarity AI has offices in North America, Europe, and the Middle East, and a client network with tens of trillions in assets under management.

• Environmental
• Social
• Governance

• 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)

• Portfolio reports
• Asset-level extracts

• Equity: Listed equities
• Fixed income: Corporate bonds

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

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.

• 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

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Environmental
• Social
• Governance

• 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)

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

• Portfolio reports
• Asset-level extracts

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

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.

• 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

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. The group’s comprehensive offering includes ESG scores, climate data, Sustainability Ratings and Sustainable Finance certifier services that help fulfil the broad spectrum of ESG-related goals in risk management, equity and credit markets.

• Environmental
• Social
• Governance
• Negative screening
• Reputation

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

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

• Portfolio reports

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

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.

• 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

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Environmental
• Climate
• SFDR

• 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)

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

• Portfolio reports
• Asset-level extracts

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

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.

• 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

Developed by AELX SAS, a technology subsidiary of the BNP Paribas Group, Manaos powers an all-in-one platform that connects the traditional information systems of institutional investors and asset management companies with carefully selected rating agencies and fintechs to meet all their ESG-related use cases. In practice, Manaos enables investors to the collect their fund compositions from their asset managers, while standardising portfolio data and allowing for asset-level portfolio look-through. From there, Manaos empowers asset managers and owners to test and measure the ESG investments performance by connecting their portfolio data to a range of ESG data providers. Once enriched with third-party data, Manaos offers flexible, multimodal portfolio data extraction features to meet urging ESG-related use cases, such as EET generation, SFDR, TCFD, Taxonomy regulatory reports and more. Manaos aims at becoming the cornerstone solution for investors to fill the ESG data and technology gap they are painfully struggling with.

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

• 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

Developed by AELX SAS, a technology subsidiary of the BNP Paribas Group, Manaos powers an all-in-one platform that connects the traditional information systems of institutional investors and asset management companies with carefully selected rating agencies and fintechs to meet all their ESG-related use cases. In practice, Manaos enables investors to the collect their fund compositions from their asset managers, while standardising portfolio data and allowing for asset-level portfolio look-through. From there, Manaos empowers asset managers and owners to test and measure the ESG investments performance by connecting their portfolio data to a range of ESG data providers. Once enriched with third-party data, Manaos offers flexible, multimodal portfolio data extraction features to meet urging ESG-related use cases, such as EET generation, SFDR, TCFD, Taxonomy regulatory reports and more. Manaos aims at becoming the cornerstone solution for investors to fill the ESG data and technology gap they are painfully struggling with.

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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.

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

Clarity AI is a leading sustainability technology firm that uses machine learning and big data to deliver environmental and social insights to investors, organizations, and consumers. It delivers data and analytics for investing, corporate research, benchmarking, consumer e-commerce, and reporting. Clarity AI has offices in North America, Europe, and the Middle East, and a client network with tens of trillions in assets under management.

• Climate
• Paris Agreement

• 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)

• Equity: Listed equities
• Fixed income: Corporate bonds

• Portfolio reports
• Asset-level extracts

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

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.

• 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

S&P Global Sustainable1 is the central source for sustainability intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global’s divisions to help meet their unique needs. Our 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. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction.

• Climate
• Paris Agreements
• SFDR

• 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)

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

• Portfolio reports
• Asset-level extracts

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

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.

• 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

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. The group’s comprehensive offering includes ESG scores, climate data, Sustainability Ratings and Sustainable Finance certifier services that help fulfil the broad spectrum of ESG-related goals in risk management, equity and credit markets.

• Positive screening
• Negative screening
• Climate
• Paris Alignment

• 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)

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

• Portfolio reports

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

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.

• 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

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 organizations 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.

• Climate
• Paris Alignment
• SFDR

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

• Equity: Listed equities
• Fixed income: Corporate bonds

• Portfolio reports
• Asset-level extracts

• PPU: Pay-per-use

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).

• 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

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 organizations 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.

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

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

• Equity: Listed equities
• Fixed income: Corporate bonds

• Portfolio reports
• Asset-level extracts

• PPU: Pay-per-use

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).

• 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

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 organizations 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.

• Biodiversity
• SFDR

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

• Equity: Listed equities
• Fixed income: Corporate bonds

• portfolio level
• Asset-level extracts

• PPU: Pay-per-use