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MSCI ESG Fund Metrics Available on FactSet

September 8, 2016

New York – September 8, 2016 – MSCI ESG Research today announced that its ESG Fund Metrics is now available on FactSet, a leading provider of integrated financial information and analytical applications, offering users transparency on the ESG quality and characteristics of over 23,000 mutual funds and ETFs.

Launched in March 2016, the MSCI ESG Fund Metrics tool measures the environmental, social and governance (ESG) characteristics of covered portfolio holdings and ranks or screens funds based on a diverse set of factors including sustainable impact, values alignment and ESG risk, including carbon footprint.

Greg King, Head of Wealth Management at FactSet said, “There is growing demand from institutional investors and wealth managers to get more transparency into the ESG characteristics of their portfolios that enable them to respond to their client’s interest in sustainability.  We are pleased to offer MSCI ESG Research’s new suite of fund metrics, scores and rankings to our users.”

Eric Moen, Managing Director of MSCI ESG Research said, “Since the launch of MSCI ESG Fund Metrics we have received a tremendous amount of market interest and feedback. The availability of Fund Metrics on FactSet, which is an extension of our current ESG Ratings data also available on FactSet, is a key initiative designed to help many of our clients integrate the ESG evaluation of funds into their existing workflows.”

Funds will receive an overall score, the Fund ESG Quality Score, a peer group percentile rank and individual E- S- and G- Scores. The ESG Quality Score assesses the ability of covered underlying securities to manage medium- to long-term risks and opportunities. Factset users will receive free access to top level Fund Metrics as part of their existing subscription.  Top level metrics include the Fund ESG Quality Score, Peer Rank, Global Rank, Carbon Intensity, Sustainable Impact Exposure, and SRI Exclusion Exposure. Subscribers to the full product will also have access to over 100 Fund Metrics to evaluate the ESG attributes of their portfolio including carbon footprint, fossil fuel reserves, board diversity, CEO pay concerns, and tobacco involvement.

MSCI ESG Research is the world’s largest provider of ESG ratings, research and data [1]. Many of the largest wealth managers including three of the top four wire houses and 47 of the top 50 global asset managers [2] incorporate MSCI ESG Research into their investment decision making process.



[1] By client coverage based on public information produced by Sustainalytics, EIRIS, Trucost, as of May 2016

[2] Based on P&I AUM data  as of Dec 2015 and MSCI data as of June 2016

 

About FactSet
FactSet delivers the world’s best insight and information to investment professionals through superior analytics, service, content, and technology. More than 63,000 global users make smarter investment decisions with FactSet's desktop analytics, mobile applications, and comprehensive data feeds. FactSet is also an honoree of Fortune’s 100 Best Companies to Work For and a Best Workplace Award recipient in the United Kingdom and France. FactSet is listed on the New York Stock Exchange and NASDAQ (NYSE:FDS) (NASDAQ:FDS). Learn more at www.factset.com and follow on Twitter: www.twitter.com/factset.

About MSCI
For more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research. Our line of products and services includes indexes, analytical models, data, real estate benchmarks and ESG research. MSCI serves 97 of the top 100 largest money managers, according to the most recent P&I ranking. For more information, visit us at www.msci.com.

Contact:

Amy Bowman
FactSet Research Systems Inc. 
203.810.2144
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