Bloomberg - Sustainable Finance Solutions

Data category

  • Environmental data
  • Social data
  • Governance data
  • Rankings
  • Ratings
  • Indices/Exchange data
  • Environmental and Social News Sentiment data

What data do you provide?

Bloomberg provides company reported ESG data for more than 11,800 companies and 410,816 securities in more than 100 countries with 10+ years of history, including the Gender Equality Index and Environmental and Social News Sentiment data. As of May 2021 Bloomberg covers more than 2,100 ESG fields including third-party provider fields that includes scores and qualitative information. Bloomberg also offers data and tools to assess European Taxonomy revenue eligibility, alignment, sustainability principle adverse indicators, sustainable debt and physical risk.

Bloomberg provides a variety of proprietary and third-party ESG scores that investors can use to evaluate disclosure and performance and assess company activities relative to industry peers. Bloomberg’s proprietary ESG Scores are data-driven and fully transparent, allowing users to examine both the scoring methodology and the company-reported data underlying each score. Bloomberg’s current offering of ESG Scores include: Board Composition scores, Climate Transition scores, Environmental & Social (ES) scores, Environmental & Social News Sentiment scores, ESG Disclosure scores and Bloomberg Gender-Equality Index scores.

Bloomberg Intelligence (BI), BloombergNEF (BNEF) and News offer industry and economic research, data, analysis and long-term forecasts.

Bloomberg’s ESG index offerings are built on our comprehensive fixed income index family and best of breed equity indices. The indices are available on the Terminal or for enterprise use via Bloomberg Data License. The Bloomberg Barclays MSCI ESG Fixed Income Indices is a family of indices incorporating ESG risk, and the Bloomberg SASB ESG indices provide investors with additional sustainable investment solutions.

In addition, Bloomberg leverages a large database of company related data and expertise in modelling to create greenhouse gas (GHG) emissions estimates for companies that do not report.

Bloomberg supports our clients in meeting their reporting requirements under both the Sustainable Finance Disclosure Regulation and the EU Taxonomy. Bloomberg also offers portfolio modelling tools that align with the Task Force on Climate-related Financial Disclosures (TCFD). Bloomberg continues to evolve our regulatory solutions, to cater for the upcoming ESG reporting requirement of our clients.

Where and how do you source your data?

Bloomberg captures ESG data from companies’ annual reports, integrated annual reports, sustainability reports, stewardship or corporate governance reports, AGM results, sustainability-related press releases, policy documents and websites, policies reported at an entity or activity level, and any other publicly available documents.

Bloomberg’s global team of ESG analysts run multi-layer quality controls to clean and standardize inconsistent company reporting to the highest standard. Bloomberg ESG company data represents at least 80% of company operations to enable complete evaluation of sustainability performance. The company-reported data is fully transparent, with access to the original documents.

Bloomberg governance data updates daily with company executive, board, and committee summaries and profiles based on public filings and news. BNEF maintains updated renewable energy project data and project finance information through its strong industry relationships.

ESG data is fully integrated into Bloomberg Professional Service applications designed for company analysis, including Financial Analysis (FA), Equity Screening (EQS), Research Management Solutions (RMS) and Portfolio & Risk Analytics (PORT), allowing Bloomberg Professional Service users to efficiently incorporate ESG into the investment process.

Bloomberg’s RMS research publishing tools encourage structure, consistency and systematic data capture and reporting from internal ESG research and engagement notes. PORT allows portfolio managers and risk managers to understand fund characteristics, performance attribution and forward-looking risk scenarios. Users can utilize both internal and external ESG data in PORT to ensure ESG is influencing portfolio construction and risk management decisions.

Additionally, Bloomberg’s dedicated ESG function, Environmental, Social & Governance Analysis, provides a quick snapshot of a company’s historical ESG performance using the most material and best-reported metrics and third-party ESG scores.

Who are the data users?

Our ESG data is used by investment professionals in buy- and sell-side firms, corporations and governments via the Bloomberg Professional Service.

Specifically, buy-side clients are looking for efficient, robust ESG integration across investment processes and asset classes and to meet ESG regulatory reporting requirements. Bloomberg tools help manage research and engagement to assist investors in quantifying and reporting on ESG activities, in maximizing impact on portfolio decisions and in engaging with portfolio companies.

Financial institutions incorporate ESG data into evolving underwriting, including growing thematic debt underwriting. Bloomberg ESG data is also increasingly integrated into sell side analysis to broaden analyst insights into global sustainability risks and opportunities, and to meet the ever-evolving regulatory reporting needs.

What is the cost for your data offering?

Access to our ESG data plus Bloomberg research, news and analytical tools is included in the cost of the Bloomberg Terminal. Bloomberg’s ESG data is also available as an enterprise data feed, designed to be used off-Terminal by multiple applications and people within an organization, on a different fee structure.

If you would like to learn more about our Bloomberg Professional Services, email us at bbesg@bloomberg.net. 

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

Bloomberg is a long-time advocate for improving the quality and usefulness of corporate sustainability disclosures, and it is a trusted source for reliable ESG data.

At Bloomberg we have a deep understanding of the challenges surrounding ESG data, such as lack of availability, comparability and transparency. We are engaging actively with industry initiatives to help solve these, notably through the development and standardisation of non-financial disclosures via the Task Force on Climate-Related Financial Disclosures (TCFD), through membership on the Platform for Sustainable Finance and the UK’s Green Technical Advisory Group and via the development of our own high quality, transparent and reliable ESG data and analytics offering.

We started providing ESG data to our clients over a decade ago, and today nearly 18,000 customers globally use these to assess climate risks, generate investment ideas and provide sustainability reporting. The data is provided via the Bloomberg Terminal, for clients to use within the Bloomberg solutions ecosystem, or via Data License for clients to use in other applications either proprietary or third party, across their entire organisation.

Beyond data, Bloomberg offers scores, analytics, indices, research and news to allow investors and companies to better evaluate assets and report on sustainability disclosure and performance in a continuously evolving economy. The robust sustainable finance solutions can enhance all approaches to ESG investing and portfolio optimization, as well as corporate strategy and risk management.

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Bloomberg provides robust ESG data and solutions so investors can enhance their approaches to ESG investing, portfolio optimization, corporate strategy, regulatory reporting and risk management.

Contacts

sdoyle37@bloomberg.net

Corporate Statements

Opening the black box of ESG data

Patricia Torres, global head of sustainable finance solutions, and Brad Foster, global head of enterprise data content at Bloomberg, outline how the firm is addressing investor needs for transparent environmental, social and governance (ESG) data and the challenges in sourcing this data

Guide entries