For the first time, FactSet clients can now fully leverage MSCI ESG Research data in their analysis through FactSet Portfolio Analysis, Universal Screening, Data Downloading, and MS Office integration. This gives users the ability to include ESG factors throughout their investment process including portfolio construction and optimization, back‐testing, and performance and risk attribution.
MSCI ESG Research analysis and ratings in FactSet includes three separate approaches:
- MSCI ESG Intangible Value Assessment (IVA) includes ratings and analysis of a company's management of environmental and social risk factors that can reveal ESG‐driven investment risks or opportunities that may not be captured by conventional analysis.
- MSCI ESG Impact Monitor analyzes and monitors ‘ESG controversies’ and violations of global norms such as the UN Global Compact.
- MSCI ESG Business Involvement Screening Research allows investors to screen out companies involved in countries such as Sudan and Iran, with activities such as tobacco or weapons, or that violate religious mandates.
Patrick Locke, Vice President, FactSet Product Development said, “There is growing demand from asset managers and institutional investors to integrate ESG information into the investment process to meet ESG requirements set by the Principles of Responsible Investment (PRI). We are pleased to offer MSCI’s suite of ESG research, analysis and ratings tools to our users.”
Remy Briand, Head of Index and MSCI ESG Research added, “The goal of MSCI ESG Research is to assist asset managers in meeting the growing institutional need for effective ESG integration in the investment process. We provide broad and global coverage as well as in‐depth research across asset classes. Following the integration of our analysis and ratings into FactSet global asset managers and asset owners can now better understand the ESG‐driven investment risks and opportunities across broad and multi‐asset class portfolios.”
About MSCI ESG Research
MSCI ESG Research products and services are designed to provide in‐depth research, ratings and analysis of environmental, social and governance‐related business practices to companies worldwide. ESG ratings, data and analysis from MSCI ESG Research are also used in the construction of the MSCI ESG Indices. MSCI ESG Research is produced by MSCI’s indirect wholly owned subsidiary Institutional Shareholder Services, Inc. (“ISS”). ISS is a Registered Investment Adviser under the Investment Advisers Act of 1940.
For further information on MSCI ESG Research, contact firstname.lastname@example.org, or visit www.msci.com/esg
MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. The company’s flagship product offerings are: the MSCI indices with approximately USD 7 trillion estimated to be benchmarked to them on a worldwide basis1; Barra multi‐asset class factor models, portfolio risk and performance analytics; RiskMetrics multi‐asset class market and credit risk analytics; MSCI ESG (environmental, social and governance) Research screening, analysis and ratings; ISS governance research and outsourced proxy voting and reporting services; FEA valuation models and risk management software for the energy and commodities markets; and CFRA forensic accounting risk research, legal/regulatory risk assessment, and due‐diligence. MSCI is headquartered in New York, with research and commercial offices around the world. 1As of June 30, 2011, based on eVestment, Lipper and Bloomberg data.