ISS ESG - ESG Portfolio Analysis

Data category

  • Environmental data
  • Social data
  • Governance data
  • Portfolio Analysis

Brief description of the data offering

Through its ESG Portfolio Analysis, ISS ESG enables investors to gain a comprehensive assessment of environmental, social and governance related performance of an investment portfolio. It comprises the following:

  • Definition of the concept of sustainability (including performance scores screening criteria)
  • Analysis and reporting
  • Leaders and laggards

Based on a detailed analysis report, ISS ESG can provide a client with guidance as to how they may improve the social and environmental quality of the portfolio and, where necessary, align it more closely with the organisation's goals. Providers of sustainable investment products, e.g. funds, can use the evaluation to have the quality of their product independently evaluated and verified.

The ESG Portfolio Analysis includes a comprehensive assessment of the following components:

  • Performance Score - Allows comparisons of companies across sectors. The score ranges from 0-100, with 50 being equal to the ISS ESG best in class threshold ("Prime"). The following assessments based on the score are included in the ESG Portfolio Analysis:
    • Portfolio performance in each of the following categories: environmental, social, and governance.
    • Percentage of shares or bonds with Prime Status
    • Top five performers and flop five performers
  • Exclusion Criteria - Companies engaged in the following controversial business practices are identified:
    • Human Rights controversy, severe or very severe
    • Labour Rights controversy, severe or very severe
    • Total fossil fuel related activities, greater than or equals 10%
    • Nuclear power: Producer, greater than or equals 5%
    • Military: Producer/ Trader, greater than or equals 5%
    • Controversial environmental practices, severe or very severe.

Where and how do you source your data?

To build up a comprehensive picture of each company, ISS ESG analysts collect information relevant to the rating both from the companies being analysed and from independent experts. During the rating process, considerable importance is attached to the dialogue with the company under evaluation.

All the information received is cross-referenced with other sources (local authorities, local press etc.). In addition to the process of cross-checking and validating sources, ISS ESG uses independent experts on thematic issues (human rights, environment) or regional issues to assess the credibility of the information.

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. 

What are the key attributes that differentiates the data you offer?

  • Leverages leading in-house ESG data solutions. The ESG Portfolio Analysis is underpinned by data and insights sourced from industry-leading ISS ESG solutions, including the ESG Corporate Rating and Norm-Based Research.
  • Insights for advancing a responsible investment approach. Clients can use the ESG Portfolio Analysis to identify opportunities for improvement in the social and environmental quality of the portfolio. Sustainable investment products, e.g. funds, can use the evaluation to have the quality of their product independently evaluated and verified.
  • International expertise and local support. Exceptional client service is a hallmark of the ISS ESG business model with local research, consultants and operational support represented in a dedicated service team. The client support team builds the bridge for clients to the highly experienced team of analysts to help ensure that clients are supported by knowledgeable, skilled professionals to support business objectives.
  • An integrated environmental, social and governance solution. The service combination of the various governance and responsible investment related services offered by ISS allows investors to address ESG challenges with one common approach and rely on global account management and research teams able to offer coherent and unified answers and solutions to their ESG needs. ISS ESG is a true one-stop shop, able to support investors across all ESG related topics.

Tweet

@ISSESG’s ESG Portfolio Analysis enables investors to gain a comprehensive assessment of #ESG-related performance of an investment portfolio based on:

  • definition of the concept of sustainability
  • analysis and reporting
  • leaders and laggards

Learn more: https://www.issgovernance.com/esg/

Contacts

Maximilian.Horster@iss-esg.com

Corporate Statements

Turning knowledge into action

Maximilian Horster, head of ISS ESG, foresees several trends will shape the environmental, social and governance (ESG) investment space over the next 12 months. Environmental Finance spoke with him to see how ISS ESG is tailoring its data, index and reporting solutions as a result

Guide entries

Bespoke Research & Advisory Solutions

Carbon & Climate Data

Carbon Footprint Report

Carbon Risk Rating

Climate Advisory Services

Climate Impact Report

Climate Voting Policy

Climetrics

Controversial Weapons Research

Country Controversy Assessment

Custom Climate Voting Factors

Custom Rating

Director and Board Data

Energy & Extractives Screening

Environmental & Social Disclosure QualityScore

ESG Corporate Rating

ESG Country Rating

ESG Fund Rating

ESG Index Solutions

ESG Portfolio Analysis

ESG Raw Data

ESG Scorecard

EU Taxonomy Alignment Solution

EVA

Executive Compensation Data & Profiles

Global Sanctions Screening

Governance QualityScore

Norm-Based Research

Pooled Engagement

Potential Avoided Emissions Data

Responsible Investment Policy Development

SDG Impact Rating

SDG Solutions Assessment

Second Party Opinion

Sector-Based Screening

SFDR Principle Adverse Impacts Solution

Shareholder Meeting Results

Stewardship Toolkit