FactSet ESG Newsletter

FactSet now provides a comprehensive ESG report for clients to analyze and compare ESG metrics for individual companies. The new Company/Security ESG report allows clients to view metrics from FactSet Truvalue Labs, Morningstar Sustainalytics, as well as a user’s proprietary ESG rating/scores – if they are loaded into FactSet. It is available to everyone with a Workstation seat. Below you will find SFDR Principal Adverse Impact indicators, Management & Board Diversity metrics, and information on Green, Social, and Sustainability Bonds.

Reach out to your FactSet Customer Success or Sales representative for more information.

Over the last year, FactSet has expanded the number of companies tracked by Truvalue content from 26,000 to 237,000 public and private companies. Truvalue now tracks over 55,000 public companies globally and 182,000 private companies globally. In tandem, FactSet added new sources and 15 languages (a total of 28 languages are now processed) to expand the content captured up by Truvalue technology. 

The impact of these major enhancements is that as information related to the over 200,000 new entities is published within the 100,000+ sources ingested, it will be picked up and incorporated into Truvalue Scores & Spotlights on a go forward basis.

The Truvalue Platform is now available within the FactSet Workstation for Truvalue subscribers. The Truvalue Platform applies artificial intelligence (AI) to uncover risks and opportunities from companies’ ESG behavior, which are aggregated and categorized into continuously updated, material ESG scores and Spotlight Events. This data can be analyzed at the company, industry or portfolio level.

Reach out to your FactSet Customer Success or Sales representative for more information.

Truvalue Spotlights are now color-coded red, gray, or green to represent negative, neutral, and positive respectively. Truvalue Spotlights are algorithmically detected ESG events generated by identifying and scoring articles about the same company, topic, and issue. This enhancement is visible within the Company/Security ESG Report on the ESG Notifications pane and within the Truvalue Platform.

Reach out to your FactSet Customer Success or Sales representative for more information.