ISS STOXX - Regulatory Solutions
Data category
- Environmental data
- Governance data
- Research data
- Social data
The data offers solutions for:
- Carbon footprinting
- Environmental impact analysis and insight
- Investment decisions and portfolio insight
- Nature-based information
- Nature-based information: Biodiversity
- Reporting: CSRD
- Reporting: EU Regulations
- Reporting: Impact
- Reporting: Other Regulations
- Reporting: SFDR
- Social impact analysis and insight
Who are the data users?
- Corporates
- Financial institutions
- Government
- Investors
- Trustees
- Index Providers; Data is used by a broad range of institutional investors, asset managers, asset owners, fund managers, banks, government institutions, universities and research firms.
Brief description of the data offering
ISS STOXX offers a range of specialized datasets and analytics that help clients navigate and comply with increasing regulatory disclosure requirements. To support these solutions, our Regulatory Product Management team monitors changes in the regulatory landscape to ensure we continue to meet evolving client needs. Solutions include:
- EU Taxonomy Alignment Solution: a dedicated data and reporting solution with more than 2,000 taxonomy-specific screening factors across a five-step screening process. The solution enables investors to identify the level of alignment of their investments and financial products with defined taxonomy activities and quantify respective revenues. The solution includes all six environmental objectives.
- SFDR PAI Solution: a dedicated data and reporting solution enabling financial market participants to measure the performance of their investments against the regulatory-defined Principal Adverse Impact (PAI) indicators and metrics in order to comply with disclosure obligations. The solution includes coverage of all mandatory PAI indicators* for corporate and sovereign/supranational assets.
- Regulatory Sustainable Investment Solution helps clients identify sustainable investments aligned with the definition provided by the SFDR, Article 2(17). The solution assists global financial market participants in meeting the ever-increasing regulatory requirements and guidelines. The product supports clients with defining their interpretation of sustainable investments, and quantifying the portion of funds, investment portfolios, and products that meet those criteria, in support of regulatory reporting and compliance.
- ESMA Fund Name Guidelines Solution assists clients in naming Article 6, 8 & 9 funds in the EU using an evidence-based and data-backed approach to quantify the proportion of sustainable investments and apply climate benchmark exclusion criteria.
- UK SDR Solution enables clients to analyze the ESG characteristics of their investments and create custom criteria to label funds and comply with anti-greenwashing rules in line with the UK SDR regulation
- ESG Labels and Standards: modular ESG data solution fulfilling the requirements of various region-specific labels, awards, and industry standards; enables improved transparency relating to ESG Investing and Sustainable Finance.
European ESG Template assists clients in completing the European ESG Template using our robust data and thorough research. - EBA Pillar 3 solution leverages ISS ESG’s robust climate and regulatory solutions to provide a comprehensive set of robust data points that help Ebanks meet the disclosure requirements of EBA Pillar 3 in an easily accessible and, if needed, customizable way.
- Benchmark ESG Disclosure Dataset enables clients to disclose the ESG attributes of their indexes according to the EU’s new disclosure requirements.
Where and how do you source your data?
Data is collected based on the sources and methodology used by each underlying ISS ESG solution. ISS ESG data is typically derived from company filings, as well as ongoing event-driven data updates as reflected in public disclosure, reputable news, governmental and international institutions, recognised international or local non-governmental organisations, and non-biased subscription databases such as the CDP.
What is the cost for your data offering?
Pricing for this solution is available upon request.
What are the key attributes that differentiate the data you offer?
Deep and Long-Standing Expertise
Our dedicated Regulatory Product Management team is responsible for monitoring changes in the regulatory landscape to ensure we can continue meeting our clients’ evolving needs.
Exceptional Client Service
Our dedicated global Client Success team provides local expertise and is committed to facilitating clients’ regulatory reporting practices every step of the way.
Flexible Delivery
Our Regulatory Solutions are available via our proprietary DataDesk platform, API, Cloud (Snowflake), and a wide range of third-party platforms.
Most recent significant update:
Q1 2025
- EU Taxonomy Alignment Portfolio Analytics Report enhancement
In January 2025, we rolled out enhancements to the EU Taxonomy Alignment Portfolio Report, specifically aimed at incorporating the remaining four objectives of the EU Taxonomy Regulation into the report. With these changes, we will now be able to provide a granular analysis on a clients' portfolio relating to taxonomy eligibility and alignment on the remaining four objectives of the taxonomy for both 'reported only' section as well as the 'combined reported and modelled' section, across all 3 Key Performance Indicators of Revenue, Capex and Opex.
Q4 2024
- EU Taxonomy Alignment Solution enhancement
Financial Companies Dataset: addition of 252 new factors have been added to the solution that capture reported data from financial companies disclosed this year, according to new EU Taxonomy templates introduced last year. - Capex and Opex Factors: addition of 64 new entity-level Capex & Opex factors created to provide aggregated information from activity-level factors released in Q4 2023. A new Opex Overview factor created to provide a summary of EUT Opex alignment for all involved activities.
Q3 2024
- ESMA Fund Name Guideline Solution launch
In September 2024, we launched a new ESMA Fund Name Guideline Solution, giving investors the ability to analyze and monitor their investments from an ESG perspective, aligning with the new minimum requirements. The new dataset includes 160 factors.
- UK SDR Solution launch
In August 2024, we launched a new dedicated UK SDR solution that helps investors analyze the ESG characteristics of their investments and create custom criteria to label funds and comply with anti-greenwashing rules in line with the UK SDR regulation.
Planned future enhancements:
ISS STOXX constantly stays on top of global regulatory developments and provides the essential datasets for clients to meet all regulatory reporting requirements. Planned future enhancements include:
- ESMA Fund Name Guidelines: Introduction of aggregated factors at the fund level to facilitate regulatory reporting of funds and fund-of-funds managers.
- EU Taxonomy: new additional aggregated factors at the fund level to facilitate regulatory reporting of funds and fund-of-funds managers (*introduced in Q1 2025).
- EU Taxonomy and SFDR PAI: Following the Omnibus Bill proposal and the announcement of the ESRS consultation, as well as the upcoming SFDR review expected this year, we will continue to monitor developments and adjust our Regulatory Solutions offering to be in line with regulatory requirements.
What trends are you seeing in terms of customer demand?
The regulatory landscape has experienced marked volatility over the last year as global political views shift. The European Union Omnibus proposal, representing a consolidation of the Corporate Sustainability Reporting Directive, the Corporate Due Diligence Directive, and the EU Taxonomy, aims to simplify corporate reporting requirements and has amplified the need for decision-useful data and export support to monitor and implement evolving requirements.
Contacts
Till Jung
Global Head of Sustainability, ISS STOXX
[email protected]
+49.89.46.2248162
