As demand for environmental, social and governance (ESG) investing grows, so too does the need for high-quality data and insights on portfolio ESG performance. Portfolio ESG Analytics have been designed to assist investment managers with assessing portfolio ESG performance, optimizing portfolio construction and responding to increasing information requests.
Compare your portfolio ESG score, as well as the underlying Enviromental, Social and Governance & Economic dimension scores to your portfolio benchmark.
Quantify your portfolio ESG improvement opportunity, based on your portfolio ESG score and underlying portfolio Environmental, Social, and Governance & Economic dimension scores – and set goals to manage your performance.
Discover the contribution of business sectors to your portfolio ESG score and underlying Environmental, Social and Governance & Economic dimension scores.
Discover your areas of strength and identify performance gaps by evaluating ESG performance against SAM Corporate Sustainability Assessment (CSA) industry baselines.
Review performance versus your benchmark on ten key criteria underlying each of the Environmental, Social and Governance & Economic dimension scores.
Evaluate the contribution of companies to your portfolio ESG score and underlying Environmental, Social and Governance & Economic dimension scores with detailed insights on top & bottom performers, as well as your largest holdings with a series of company ranking tables.
Gain unparalleled insight into critical topics like ESG performance, net zero, energy transition, sustainable financing, regulatory compliance and more.
Leverage intelligence that is tried-and-tested throughout the global value chain, applying deep knowledge of corporate sustainability assessments that scales analytics for asset owners, investment managers and banks.
Link sustainability data with financial data and market intelligence, and dig deep with screening tools, real time updates, data visualizations and customized dashboards.
Access data when and how you want it with flexible delivery options that include a leading desktop solution, APIs, data feeds and cloud access, underpinned by robust data linking, AI and machine-learning technologies.
Put 20+ years of experience behind your sustainability strategy, getting ahead of disclosure trends with active corporate engagement and granular data modelling, and delivering enhanced solutions recognized by numerous industry awards.
Know you have 24x7x365 backup and specialist assistance from ESG specialists and research analysts across our global offices.