Get critical insight into sustainability performance and enhance the long-term profile of your investment strategy. From company scores and ratings to fundamental and alternative datasets, our environmental, social, and corporate governance solutions provide everything you need to drive returns and manage risk in a rapidly changing economy.
Access best-in-class, fully integrated research, ratings, and metrics from ISS, MSCI, Sustainalytics, and other third-party ESG providers like Truvalue, RepRisk, and Arabesque. Power your signal-building with news and transcripts on the latest ESG issues. Leverage ESG peer-group classifications that are mapped directly to the United Nations Sustainable Development Goals (SDGs) to measure a company’s sustainability progress and overall impact.
ESG investing is no longer a niche activity—it’s becoming fully mainstream. Access to relevant data and analytics should be no different.
FactSet’s open framework and connected data model allow you to import standardized content into your algorithms and software systems with ease. Global, vetted, and constantly updated content from FactSet and third-party providers can be deployed to your infrastructure and workflows to ensure continuity across all teams. Integrate ESG data into a variety of platforms to evaluate sustainable investing and material risks on your terms.
Fuel your portfolio with in-depth ESG analysis and research, customized to your workflow. Leverage our trusted market expertise and flexible integration for compelling reporting that works at the speed and scale of your investment goals. Analyze the ESG performance of your portfolio against a benchmark with FactSet’s multi-asset class analytics. Create your ESG factors and scoring concepts and add internal research comments to communicate the strengths of your strategy. Monitor your interactions with other firms on aspects of ESG management, materiality, factor contribution, attribution, and risk.
Create proprietary ESG scores with commentary based on your coverage universe and top sustainable investment themes. Customize forms, tasks, and approval processes to ensure your workflow aligns with your ESG investment framework. Track your engagements and calls with companies based on ESG themes and view documented follow-ups with desired outcomes. Experience seamless ESG integration that lets you view custom ratings alongside third-party data in your screens, dashboards, and Microsoft Excel templates. Build and implement custom tear sheets within data visualization tools for internal or client ESG reporting purposes.
Impact investing isn’t just respectable—it creates long-term value. Develop, test, and enhance your investment strategies to meet the expectations of an evolving market. FactSet features equity and fixed-income screening for quick insights into entities that meet specific ESG criteria. Choose from an array of qualitative and quantitative data and use statistics to gauge the predictive nature of ESG factors. Examine companies based on their environmental impact, social impact, and corporate governance to uncover sustainability-related risks and opportunities.
The need for heightened transparency, accountability, and compliance calls for a secure platform that fits seamlessly into your research workflow. Have trust in your ESG reporting with objective data items, regulatory guides, original source documents, and robust auditing capabilities. Identify companies that do not comply with environmental regulations to mitigate reputational risk. Generate proprietary ESG research records alongside fundamental data for ultimate transparency.
Uncover timely and material ESG information in the FactSet Workstation and Open:FactSet Marketplace with award-winning artificial intelligence, data, and analytics from Truvalue Labs. Incorporate short-term, long-term, and momentum scores from hundreds of unique signals to monitor positive and negative events that could impact portfolio value. Leverage years of precise historical data from over 100,000 unstructured text sources to easily analyze global companies under the Sustainability Accounting Standards Board (SASB) framework. Efficiently review daily headlines, story summaries, and scores for both potential ESG controversies and opportunities.
View trends and insights on where the COVID-19 pandemic intersects with ESG issues with the Coronavirus ESG Monitor.
The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.
