As noted in the November newsletter, FactSet released a comprehensive ESG report (Company/Security > ESG) that enables the comparison of ESG metrics across vendors for individual companies.
This report has been expanded to:
Alerts: Create ESG Alerts right from the Company/Security ESG Report for companies or portfolios. ESG alerts capture sources such as StreetAccount, Truvalue Spotlight Events, IRN, Third-Party Research Reports, and Company Reports. They can also be based on ESG keywords or phrases (e.g., controversy, greenwashing, GHG emissions). ESG Alerts can be delivered via email, Teams, as a Popup, or via Symphony at the preferred frequency.
Shareholder Proxy: The new Shareholder Proxy table displays the latest Proposals and Proposal Results categorized by Social/Environmental Issues, Corporate Governance, and Value Maximization. Further details are in the Company/Security > Activism, Management, and Governance report.
SFDR PAI Table: The updated SFDR PAI table has ability to display all Mandatory & Additional PAI Indicators—even unreported metrics. Users are shown the number of Mandatory & Additional PAI Indicators a company has reported with the ability to toggle to view unreported metrics.
Reach out to your FactSet Customer Success or Sales representative for more information.
Entelligent’s T-Risk Score is now available through FactSet and enables clients to integrate an alpha-generating, differentiated, and timely climate risk factor into investment strategies. T-Risk scores are designed to be forward-looking and to measure potential returns under a business-as-usual (BAU) energy scenario versus a future in which the world adheres to Paris Accord commitments (temperature increases < 2.0 degrees Celsius above pre-Industrial levels).
Learn more here.
Entelligent’s Smart Climate® Methodology
With FactSet’s content-agnostic solutions for SFDR Annex 1, you can seamlessly streamline and scale your regulatory reporting. Connect PAI datasets of your choice to your firm’s holdings and choose from the SFDR PAI datasets already integrated into FactSet or load your own data.
Download the SFDR Reporting Brochure here.
Interested in learning more in a live webcast?
Join FactSet for a webcast on Modernizing Your ESG Reporting Process on February 1, at 10:30 a.m., ET/3:30 p.m., GMT to discuss recent SFDR updates and powering your environmental, social, and governance (ESG) reporting with FactSet’s content-agnostic portfolio analytics and reporting tools and templates.
Register for the webcast here.
FactSet Truvalue Spotlights (TVLS) Content is now available in News 2.0, Smart Search, and Alerting. Users now have more ways to access this content and find data quickly.
Learn more here.
Truvalue Platform, FactSet’s flagship ESG research tool, can now be embedded into client applications via FactSet Views. Views enable the Truvalue Platform to be published within a firm’s portal or application for direct access to internal users.
Reach out to your FactSet Customer Success or Sales representative for more information.
Recap of Key ESG Developments in 2022
FactSet StreetAccount publishes regular company-level and summary-style ESG news.
Read the 2022 recap of key ESG developments here.
Assessing the ESG Performance of Global Infrastructure Companies
In this article, FactSet’s Tom Abrams (Associate Director, Deep Sector Content) examines how ESG scores have evolved over the past five years for a global listed infrastructure universe. Read the article to get a look into FactSet Truvalue Insight scores, Sustainalytics Risk scores, and Global Real Estate Sustainability Benchmark (GRESB) scores in an assessment that shows overall and relative improvement over time in several areas.
Read the article here.
ESG – From Alternative to Essential
ESG has been a growing focus for Asset Managers over the past few years going quickly from Alternative data to Essential in the overall investment process. This article discusses the importance of engagement with ESG investing, how FactSet’s Research Management System is used to address shareholder workflows, and more.
Read the full article here.
ESG Trending Topics: Fall 2022
The FactSet ESG team recently began a deep dive in determining what topics are the most important given the overabundance of ESG information in the media. In this article, FactSet’s Mackenzie Hargrave (Senior Principal Product Manager) discusses specific themes attracting stakeholder attention and why this is important.
Read the full article here.
ESG Regulatory Reporting
Streamline and scale your reporting with FactSet’s content-agnostic solutions for SFDR Annex 1. Disclose negative externalities associated with investments as defined by the Sustainable Finance Disclosure Regulation (SFDR).
View the brochure here.
2022 WatersTechnology Buy-Side Technology Awards
FactSet was awarded Best ESG Data Provider to the Buy-Side, Best Buy-Side EMS, and Best Overall Buy-Side Technology Provider by WaterTechnology
2022 EcoVadis Score
FactSet Awarded Silver Medal
Mapping out the Future of ESG Information Standardisation
Live Webcast
January 26th at 1:30am ET / 3:30pm GMT
Join FactSet’s Eli Reisman (Senior Director of Product Management, ESG Solutions) for a live webcast hosted by Thomson Reuters on Mapping out the Future of ESG Information Standardisation.
Modernizing your ESG Reporting Process
Live Webcast
February 1st at 1:30am ET / 3:30pm GMT
Join FactSet for a webcast to discuss recent SFDR updates, and powering your ESG reporting with FactSet’s content-agnostic portfolio analytics and reporting tools and templates.
