A new ESG Select Workstation is now available to non-Workstation users. This includes the Truvalue Platform and its associated data, the full SFDR PAI package, and core FactSet solutions such as the Company/Security ESG report, watch lists, signals, alerts, events, and calendars.
Learn more about the content and features included within ESG Select here.
Reach out to your FactSet Customer Success or Sales representative for more information.
Since September 2022, FactSet has significantly expanded Truvalue's language coverage, moving from 13 to 33 total languages as of April 2023. Truvalue now covers ~93% of the total language volume spoken on the internet. Adding Korean, Arabic, Vietnamese, Russian, and Thai has been particularly impactful by giving access to local market news, significantly increasing Truvalue’s daily volume of coverage.
Reach out to your FactSet Customer Success or Sales representative for more information.
A new Portfolio Integration tool is now available for Truvalue Platform users. If a user's holdings are in FactSet, FactSet can sync them and help you integrate ESG into all phases of the portfolio lifecycle.
Reach out to your FactSet Customer Success or Sales representative for more information.
As noted in the previous newsletter, FactSet released a comprehensive ESG report (Company/Security > ESG) that allows users to compare ESG metrics for individual companies across multiple vendors.
This report has been expanded to:
Alerts: Create ESG alerts from the Company/Security ESG report for companies or portfolios. ESG alerts capture sources such as StreetAccount, Truvalue Spotlight Events, Internal Research Notes (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, Microsoft Teams, a new window, or Symphony at the preferred frequency.
Shareholder Proxy: The new Shareholder Proxy table displays the latest proposals and results categorized by social/environmental issues, corporate governance, and value maximization. Further details are in the Company/Security tab's Activism, Management, and Governance reports.
SFDR Principal Adverse Impacts (PAI) Table: The updated SFDR PAI table can display all mandatory and additional PAI indicators—even unreported metrics. Users are shown the number of indicators a company has reported; they can also toggle to view unreported metrics.
Reach out to your FactSet Customer Success or Sales representative for more information.
Six Benefits of Using Outside-In Stakeholder Views in ESG Evaluations
Using multiple data sources to evaluate a company’s environmental, social, and governance (ESG) performance has become commonplace for investment professionals. Learn about how using outside-in stakeholder views in ESG evaluations can be useful and give you a complete view of ESG.
Read the full article here.
Can Suppliers’ ESG Sentiment Factors Help Generate Alpha?
FactSet examined the effect of suppliers’ ESG sentiment signals on their customers’ stock performance and evaluated the return predictability as a quantitative factor.
Read the full article here.
Modernizing your ESG Reporting Process
Watch this 35-minute on-demand webcast where FactSet discussed recent SFDR updates and the advantage of powering ESG reporting with content-agnostic portfolio analytics and templates.
Watch the webcast here.
Interview with Dinah Koehler: Rethinking ESG Data Aggregation in the Financial Services
In this interview with Foxon Media Digital, FactSet's Dinah Koehler (Director of ESG Research) sets the scene for the various challenges that investors are currently face when it comes to sustainability. From regulatory requirements to a lack of standardized data to inform rating scores, there are vast hurdles for investment managers to stay compliant, but Dinah lays out potential solutions to improve transparency and credibility of ESG data and overcome these.
Major Institutional Asset Manager Enhances Multiple ESG Processes with FactSet Company Revenue Exposure Per Industry Data
Check out a new case study that highlights how a major institutional asset management firm leveraged FactSet RBICS with Revenue to enhance their proprietary ESG scoring model and strengthen their long-term commitment to sustainable investments.
Read the case study here.
Global Asset Manager Unifies Disparate ESG Provider Data with FactSet Concordance and Data Management Solutions
FactSet’s complete data management solutions allowed this global asset manager to seamlessly unite other vendor datasets and enhance its ESG composite scoring processes.
Read the case study here.
PSP Investments Builds ESG Composite Score with FactSet and Truvalue Labs' Workflow Solutions
Public Sector Pension (PSP) Investment Board incorporates dynamic materiality into its responsible investment framework with workflow solutions from FactSet Truvalue.
Read the case study here.
RIA Conference Toronto
June 6-7
Toronto
Join FactSet in Toronto at the RIA Conference to discuss the future of responsible investment and ESG, hosted by the Responsible Investment Association.
IPUG Summer Seminar and Expo
June 14
London
FactSet is sponsoring the IPUG Summer Seminar in London. Join us at the event and hear FactSet's Anthony Fossati speak on an important ESG topic.