ESG Data Guide 2024

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.

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?

Dedicated ESG Regulatory Solution Team where both methodology experts and product managers work together to update and enhance the regulatory suite of products to closely align with latest regulatory updates.


EU Taxonomy Alignment Solution 

·         Robust screening and distinct indicators for all five steps of the process - going beyond other providers in terms of completeness and rigorousness.

·         Granular level of revenue assessment, including Likely Aligned, Potentially Aligned and Likely Not Aligned revenues. This allows for different approximations of alignment.

Alignment with latest ESAs clarifications for the use of equivalent information: ISS ESG’s EU Taxonomy Alignment Solution covers activities defined as eligible pursuant to the Taxonomy Delegated Acts.

SFDR PAI Solution 

·         Leverages leading in-house ESG data solutions. Data from these solutions is not used as a 1-to-1 but rather relevant factors are combined and assessed through several layers of analysis to either verify or serve to approximate compliance with required criteria.

·         Engagement with the rated companies for fact verification purposes is core to the underlying ISS ESG research reports. This process allows companies to provide supplementary detail and confirmation of involvement. If the information provided is from an official source, it will be included in the report.


Regulatory Sustainable Investment Solution 

·         Not only gives clients the ability to select their chosen environmental or social characteristics, but also flexibility to choose their preferred way to address the requirements. These will include taking a Controversies or Risk based approach, analysing companies holistically or via a more granular revenue-based assessment, and the ability to select from a range of individual or combined adverse impacts / significant harm metrics.

Most recent significant update:

Q4 2023


SFDR PAI and SFDR PAI Annual Average reports enhancements
In December 2023, ISS ESG announced enhancements to its SFDR PAI and SFDR PAI Annual Average reporting. Updates include:

Re-inclusion of fund positions in the SFDR PAI report analysis on a portfolio
SFDR PAI report analysis based on an ‘all investments’ approach
Design changes to the PAI Report

EU Taxonomy Alignment solution major enhancement
This update included the introduction of the remaining 4 environmental objectives and the expansion of covered activities to include the recently introduced new technical screening criteria for 45 activities for the remaining four objectives and the amended criteria for 26 existing activities for the existing two objectives.  

The enhanced solution provides 456 new dedicated factors to cover the remaining four objectives.


Q3 2023 

EBA Pillar 3 ESG Solution launch
The new solution, launched in September 2023, leverages ISS’s robust climate and regulatory solutions to provide a comprehensive set of robust data points that help EU banks meet the disclosure requirements of EBA Pillar 3 in an easily accessible and, if needed, customizable way.

Planned future enhancements:

ISS ESG constantly invests into staying on top of global regulatory developments and keeps aligning and completing the necessary data sets for a global client base to answering to all regulatory reporting requirements.

What trends are you seeing in terms of customer demand?

The demand for regulatory solutions is ever increasing: With a new wave of regulatory requirements in Europe, APAC and North America in the making and on the horizon, clients are looking for expert support and the latest data and solutions to answer to new and upcoming regulatory developments.


Till Jung
Head of ISS ESG