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ESG Fund Metrics

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

Analytical frameworks
  • Negative Screening
  • Positive Screening
  • Environmental
  • Social
  • Governance
  • Climate
Regulatory use cases
  • SFDR Art.6: Risk assessment
  • SFDR Art.8: Measurement of E/S characteristics
  • SFDR Art.8: Comparison with a relevant benchmark (if any)
  • SFDR Art.9: Measurement of the objectives achievements
  • SFDR Art.9: Comparison with a relevant benchmark (if any)
Asset class coverage
  • Equity: Listed equity
  • Fixed income: Government bonds / Corporate bonds
Deliverables
  • Asset-level extracts
Licensing options
  • BYOL: Bring Your Own License
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

Free download

What you'll love about our partner

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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Global Standards Screening

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Identify companies that violate international standards

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Product Involvement

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

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EU Taxonomy

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

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SFDR PAI

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

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ESG Fund Metrics

Powered by MSCI

ESG Fund Metrics

Powered by MSCI