ESG Ratings
Instructions
The ESG Ratings widget allows you to view the consolidated Environmental, Social and Governance ratings of your portfolio, and includes graphs of your Controversy Distribution, Largest Holdings, Top Performers, and Bottom Performers.
To navigate to this tool, follow the steps below.
-
Select Performance & Reports > PortfolioAnalyst > Navigate to the ESG Ratings widget.
-
Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the ESG Ratings widget.
-
-
Select the blue arrow icon in the top right corner to view additional details.
-
A new page will populate with additional information regarding your ESG preferences.
Metrics:
- ESG Score
- Controversies Score
- ESG Combined Score: The ESG combined score is the simple weighted average of all ESG Combined Scores for all companies within your portfolio based on the reported information in the environmental, social and corporate governance pillars (ESG Score) with an ESG Controversies overlay. A Low Controversies score indicates that on average in the last fiscal year, the companies in your portfolio have experienced negative events or new developments related to past negative events.
- Percentage of companies in this account that have ESG ratings:
- Example 1: Portfolio has 1 IBM stock, 1 IBM option, 1 IBM corp bond = 1 company = 100% of the companies in this account have an ESG rating
- Example 2: Portfolio has 1 IBM stock, 1 IBM option, 1 IBM corp bond, and 1 unknown stock = 2 companies = 50% of the companies in this account have an ESG rating
- Environmental Score
-
Resource Use Score
-
Emissions Score
-
Environmental Innovation Score
-
- Social Score
- Workforce Score
- Human Rights Score
- Community Score
- Product Responsibility Score
- Governance Score
- Management Score
- Shareholders Score
- CSR Strategy Score