ESG Data Guide 2023

ISS ESG - ESG Fund Rating

Data category

  • Environmental data
  • Social data
  • Governance data
  • Ratings
  • Research 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
  • Nature-based information: Land use
  • Nature-based information: Oceans
  • Nature-based information: Water
  • Reporting: EU Regulations
  • Reporting: Impact
  • Social impact analysis and insight

Who are the data users?

  • Corporates
  • Financial institutions
  • Government
  • Investors
  • Trustees
  • Institutional investors; Asset managers; Asset owners; Fund managers; Banks; Universities; Research firms

Brief description of the data offering

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 more than 2,000+ fund managers and 25,000+ funds as of May 2022, 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 1,000+ fund level 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.

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.  

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?

  • Sector-specific and materiality-focused approach. ISS ESG’s approach is sector-oriented; for each sector, a specific catalogue of indicators is selected, helping to ensure that the most material topics for each individual company are assessed.
  • Forward-looking performance assessment. The ESG Corporate Rating applies a mid- to long-term approach to materiality, providing investors with forward-looking information on risks and opportunities of investments before they materialize.
  • Granular and rule-based methodology. ISS ESG’s rating methodology follows clearly documented guidelines covering rigorous data collection process and peer review in addition to dialogue with rated issuers requesting feedback on all relevant information. Information provided by the issuer is reviewed, discussed with the company, and assessed according to strict evaluation rules.
  • High level of detail and transparency. ISS ESG offers full transparency when it comes to sources of information and criteria weighting underlying the ESG Corporate Rating, including all collected data at indicator level. Estimated data and disclosure ratio are available at a subcategory level.
  • 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.
  • Workflow benefits from technological innovation. Through its proprietary online platform, DataDesk, clients have access to more than 10,000 data points across ESG/financial themes, allowing investors to view and screen data across companies, to search and view detailed profiles by company, or to monitor portfolios and watchlists. Content can also be delivered through bespoke data feeds, or via third-party channels such as FactSet or Bloomberg.

Tweet

Get comprehensive insight into a company's sustainability performance with @ISSESG's Corporate Rating. The ESG Corporate Rating analyzes a company’s management of #ESG issues on the basis of up to 100 rating criteria, most of them are sector-specific. https://www.issgovernance.com/esg/ratings/corporate-rating/

Contacts

sales@iss-esg.com