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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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Product Range Disseminator

Manaos

Ensure ESG and MiFID compliance and meet European regulatory standards by leveraging Manaos Product Range Disseminator to assess and automate accurate fund data sharing.

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Trusteam

Trusteam Finance

Evaluate the level of customer satisfaction of companies, and more generally their ESG performance, through a social prism based on customer satisfaction. The analysis is based on these quantitative criteria, drawing on the expertise and proprietary data of Trusteam Finance and some forty partners, as well as on qualitative criteria based on an analysis of the company's strategy.

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RepRisk ESG Risk Data

RepRisk

Inform your investment strategies with the right ESG risk data.

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CDP Scores

CDP

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

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ESG Fund Metrics

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ESG Fund Metrics

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