Institutional Shareholder Services Inc. - ESG Fund Rating

Data category

  • Environmental data
  • Social data
  • Governance data
  • Ratings

What data do you provide?

ISS ESG‘s Fund Rating solution is designed to provide investors with the data and analysis needed to understand the environmental, social, and governance performance of funds, as well as funds' performance relative to peers.

Covering over 20,000 funds, ESG Fund Ratings provide a comprehensive evaluation of performance across major ESG themes including overall sustainability performance using ISS ESG’s comprehensive and integrated data sets: 

  • Best-in-class evaluation of sustainability performance using ESG Corporate Rating
  • Adherence to international standards using Norm-Based Research
  • Governance metrics using Governance QualityScore and Voting Analytics
  • Climate Scenario Alignment using comprehensive in-house climate solutions
  • Overall Impact based on the UN Sustainable Development Goals (SDGs)
  • Involvement in Controversial Weapons
  • Exposure to Energy and Extractives issues
  • Assessment of involvement in specific controversial sectors, products or services using Sector-Based Screening

ESG Fund Rating data includes over 700 data factors that provide insight into overall fund performance, including both a relative 1 to 5-star rating to easily compare the fund against peers and an absolute 0 to 100 ESG Performance Score to quickly measure overall sustainability performance. Funds that meet minimum criteria are awarded a “Prime” designation further highlighting sustainability leaders. Given the volume and depth of data factors available, clients will have the ability to screen, review, and assess fund ESG characteristics from every angle.

The ESG Fund Rating solution is expected to be launched in July 2020.

ISS ESG also offers Screening of Funds based on ISS ESG’s comprehensive screening services.

Where and how do you source your data?

ISS ESG Fund Ratings are informed by the underlying signals generated from supporting ISS ESG research products, including ESG Corporate Rating, Governance QualityScore, Norm-Based Research, Controversial Weapons Research, Sector-Based Screening, Energy and Extractives, SDG Impact Rating, SDG Solutions Assessment, Carbon Emissions, Climate Scenario Alignment, and Voting Analytics. Fund data, including holdings information, is provided by Refinitiv LIpper.

ISS ESG data is typically derived from company filings, as well as ongoing event-driven data updates as reflected in public disclosure, press releases and company web sites.

Who are the data users?

Data is used by a broad range of institutional investors, asset managers, asset owners, fund managers, banks, government institutions, universities and research firms. 

What is the cost for your data offering?

Pricing is based on the method by which data is delivered. ISS ESG can provide data via its proprietary platform, DataDesk, or via data feed. Pricing for this solution is available upon request. 

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Covering over 20,000 funds, @issesg's ESG Fund Ratings provide a comprehensive evaluation of performance across major #ESG themes including overall #sustainability performance using ISS ESG’s comprehensive and integrated data sets. 

Coming in July! 

Contacts

marija.kramer@iss-esg.com

Corporate Statements

A custom-built approach to ESG

ISS ESG puts a premium on its clients’ ability to customise the ESG data and analytics they can access, its CEO Marija Kramer tells Environmental Finance.

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