Overview
The ESG tab enables you to select, compare and evaluate funds, equities and portfolios for various metrics so your clients can better understand the ESG impacts their portfolio's funds or companies have.
Some features mentioned in this article may not be available as each environment has a customized experience. ESG is an additional feature only available for enterprise plans.
Accessing the ESG Tab
To access ESG analytics, toggle over to the "ESG" tab above the hypothetical graph of your comparison.
ESG Analytics
The ESG Analytics will provide different types of ratings and metrics aimed to measure a company's management of financially relevant ESG risk and opportunities:
- ESG Ranking is available on the fund level and aims to measure how the fund weighted average ESG score ranks relative to other funds in the same peer group and globally.
- ESG Ratings provided by MSCI are designed to measure the ESG characteristics of a product's underlying holdings, ranking mutual funds and ETFs from leader (AAA, AA), average (A, BBB, BB) to laggard (B, CCC).
- Carbon Intensity measures a fund's exposure to carbon intensive companies.
- Implied Temperature Rise measures a fund's alignment (in °C) to keep the world's temperature rise to 2°C by 2100.
The "Add an item to compare" function allows you to select a second product or portfolio in the comparison to compare ESG analytics side-by-side.
Export
When your comparison is ready to be exported, click on "Export Proposal" and enjoy the flexibility to include or exclude the ESG Analytics as needed in the final proposal by checking it on or off inside the proposal builder screen.