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ESG Fund Metrics

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MSCI

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

Use cases
ESG Risk
Regulatory focus
  • 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)
Deliverables
  • Equity: Listed equity
  • Fixed income: Government bonds / Corporate bonds
Dataset
Licensing options
  • BYOL: Bring Your Own License
BYOL: Bring Your Own Licence
Use cases
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MSCI — ESG Fund Metrics

Overview

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

Key features

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

What you'll love about

MSCI

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

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Scope 1, 2, and 3 estimated & disclosed emissions for >37,000 companies.

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ESG & Emissions Plus Standardised and Derived Data Module

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>450 standardised & derived metrics across ESG and Emissions domains.

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ESG Fund Metrics

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ESG Fund Metrics

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