Type of ESG Data Providers Flashcards
Fundamental Data Providers
Focus : Raw ESG data and market analysis
Great for in-depth, customizable analysis
High customization and Real time/ regularly update
Fundamental Data Providers
Methodology :
- Collect quantitative ESG metrics directly from company disclosures, such as annual reports, sustainability reports and regulatory filings
- Provide tools for suers to analyze data and customers ratings or benchmarks
Fundamental Data Providers
Examples
- Bloomberg Terminal : ESG data integrated with financial analytics, including carbon emissions, diversity metrics and TCFD alignment
- Refinitiv : Offers ESG scores based on over 400 ESG metrics, derived from publicly available data
Comprehensive Data Providers
Focus : ESG ratings and scores covering broad ESG performance
Ideal for broad ESG performance benchmarking and comparison
Moderate customization and Regularly + event driven update
Comprehensive Data Providers
Methodology :
- Combine quantitative and qualitative data from company disclosures, news and third party sources
- Use weighted scoring models to assign ESG ratings, often tailored by industry or sector
- Incorporate controversy monitoring, adjusting scores based on real-time events.
Comprehensive Data Providers
Examples
- MSCI ESG Ratings : Evaluate company exposure to ESG risks and how effectively those risks are managed. Use a scale from AAA (leader) to CCC (laggard).
- Sustainalytics : Focuses on ESG risk, providing an overall risk score and analyzing unmanaged risk by issue
Specialized Data Providers
Focus : Deep dive into specific ESG themes or sectors
Best for deep insights into specific ESG themes or industries
Low customization and Annual or custom cycles update
Specialized Data Providers
Methodology
- Collect sector-specific or theme-specific data from proprietary surveys, company submissions and public disclosures
- Provide benchmarks and frameworks tailored to their areas of expertise
Specialized Data Providers
Examples
- CDP : Specializes in climate-related data; companies disclose emissions, water and forestry data via CDP’s questionnaire
- GRESB : Provides ESG assessments for real estate and infrastructure, focusing on energy use, waste management and tenant engagement