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Moody's ESG Assessments from Moody's ESG Solutions

Moody's ESG Assessments provide comprehensive analysis of companies' ESG credentials, climate risk exposure, and contribution to sustainable development goals. The solution offers ESG scores, climate risk assessments, carbon emission metrics, controversy monitoring, and impact analysis. It includes climate scenarios, transition risk analysis, and physical risk evaluation along with sector-specific materiality frameworks.

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More about Moody's ESG Solutions

Product analysis by function

ESG (Environmental, Social, Governance) Analysis Software for Investment Research & Analysis

Specialized tools for evaluating companies based on ESG criteria, providing scores, ratings, and insights into sustainability performance to support responsible investment strategies.
More ESG (Environmental, Social, Governance) Analysis Software More Investment Research & Analysis ...

Data Coverage
(2 Yes /2 Known /12 Possible features)

Scoring, Ratings & Methodology
(3 Yes /3 Known /11 Possible features)

Environmental Factors Analysis
(3 Yes /3 Known /10 Possible features)

Social Factors Analysis
(1 Yes /1 Known /10 Possible features)

Governance Analysis
(0 Yes /0 Known /10 Possible features)

Portfolio & Investment Analytics
(3 Yes /3 Known /10 Possible features)

Integration & Interoperability
(1 Yes /1 Known /10 Possible features)

User Experience & Reporting
(3 Yes /3 Known /10 Possible features)

Regulatory Alignment & Compliance
(1 Yes /1 Known /10 Possible features)

Data Quality & Reliability
(1 Yes /1 Known /10 Possible features)

Security, Privacy, & Support
(1 Yes /1 Known /10 Possible features)

ESG (Environmental, Social, Governance) Analytics for Compliance and Governance

Specialized software that assesses investment portfolios against ESG criteria, supports responsible investment strategies, and generates reports on sustainability metrics increasingly required by pension regulations.
More ESG (Environmental, Social, Governance) Analytics More Compliance and Governance ...

Data Integration and Aggregation
(8 Yes /8 Known /12 Possible features)

ESG Scoring and Analytics
(9 Yes /9 Known /11 Possible features)

Compliance Management
(8 Yes /8 Known /10 Possible features)

Reporting and Disclosure
(8 Yes /8 Known /11 Possible features)

Portfolio Management Integration
(8 Yes /8 Known /9 Possible features)

Customizability and User Experience
(5 Yes /5 Known /10 Possible features)

Security and Privacy
(8 Yes /8 Known /10 Possible features)

Sustainability and Climate Metrics
(9 Yes /9 Known /10 Possible features)

Social and Governance Metrics
(8 Yes /8 Known /10 Possible features)

Stewardship and Engagement Tools
(2 Yes /2 Known /9 Possible features)

Integration and Interoperability
(8 Yes /8 Known /10 Possible features)

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Company Coverage Number of companies for which ESG data is available.		No information available
Geographic Coverage Regions or countries included in ESG data datasets.		No information available
Asset Class Coverage Different asset types (equity, fixed income, etc.) analyzed.		No information available
Historical Data Depth How many years of historical ESG data are accessible.		No information available
Update Frequency How frequently ESG data is updated.		No information available
Private Company Data Availability of ESG data for private/non-listed companies.		No information available
Sector Coverage Variety of industries and sectors included in the dataset.		No information available
Thematic Coverage Coverage of specialized ESG themes (e.g., gender diversity, climate change).		No information available
Controversy Data Inclusion Presence of real-time or historical controversy data.		Controversy monitoring is a stated feature of the solution.
Third-Party Data Integration Ability to ingest and reconcile data from multiple external ESG data sources.		No information available
Data Source Transparency Clarity and detail in sources for ESG data points.		No information available
Coverage of Small/Midcap Companies ESG data availability for smaller or less-covered companies.		Moody's ESG Assessments explicitly mention coverage of small/midcap companies and comprehensive sector and company ESG coverage.

Customizable Scoring Ability for users to define or adjust scoring methodologies.		Customizable scoring is generally a standard in major ESG platforms, and Moody's indicates sector-specific frameworks, implying customizable weightings.
Standardized Methodologies Use of recognized ESG scoring/rating standards (SASB, GRI, etc.).		No information available
Sector-Specific Weightings ESG criteria weighting based on industry relevance.		No information available
Transparency of Algorithms Clear documentation on how scores and ratings are calculated.		Transparency into scoring methodology and ESG assessment process is emphasized in Moody’s materials.
Ability to Drill-Down Detailed view on individual scoring sub-components or metrics.		No information available
Rating Scale Granularity Level of detail (number of tiers/grades) in scoring.		No information available
Time-Series Ratings Historical time series of ESG scores/ratings available.		No information available
Peer Benchmarking Ability to compare ESG ratings against peer groups.		Peer benchmarking and comparative analysis are explicitly available and mentioned in Moody’s ESG solution.
Override Functionality Ability for users to override the default rating with their own assessment.		No information available
Audit Trail Record of changes made to scores or methodology.		No information available
Integration of Qualitative Assessments Support for incorporating research analyst notes or reviews in scores.		No information available

Carbon Emissions Tracking Tracking and evaluation of direct/indirect greenhouse gas emissions.		Carbon emission metrics are specifically highlighted as part of Moody's ESG offering.
Climate Risk Exposure Assessment of a company's exposure to climate-related risks.		Product description states climate risk exposure and transition/physical risk analysis are part of assessments.
Energy Efficiency Metrics Tracking energy use per unit of output or revenue.		Energy efficiency and environmental metrics are stated as tracked factors in Moody's ESG data products.
Water Usage Data Monitoring of water consumption, scarcity risks, and management policies.		No information available
Waste Management Assessment of waste generation, recycling, and disposal policies.		No information available
Biodiversity Impact Analysis of company operations impact on biodiversity and ecosystems.		No information available
Environmental Policy Disclosure Tracking public disclosure of environmental policies and commitments.		No information available
Green Revenue Tracking Measurement of revenue derived from environmentally positive activities.		No information available
ESG Data for Supply Chain Inclusion of environmental data from company’s supply chain.		No information available
Alignment to SDGs (Sustainable Development Goals) Mapping to relevant UN SDGs in environmental analysis.		No information available

Diversity & Inclusion Metrics Tracking gender, minority, and board diversity statistics.		No information available
Labor Practices Assessment Evaluation of working conditions, labor rights, and employee relations.		No information available
Community Engagement Measurement of company initiatives for community health, welfare and education.		Community engagement and impact are core, as Moody's ESG measures real-world social contribution and engagement.
Human Rights Adherence Assessment of policies and practices for upholding international human rights.		No information available
Health and Safety Data Monitoring of workforce safety, accident rates, and regulatory compliance.		No information available
Product Responsibility Evaluation of product safety, quality, and customer satisfaction metrics.		No information available
Social Supply Chain Risks Assessment of social risks within the supply chain (forced labor, child labor, etc).		No information available
Philanthropy Tracking Mapping of corporate giving, foundations, and charitable contributions.		No information available
Employee Training Metrics Data on employee training hours, programs, and development outcomes.		No information available
Social Controversy Monitoring Real-time or historical monitoring of negative social events or controversies.		No information available

Board Structure Evaluation Analysis of board composition, independence, and expertise.		No information available
Executive Compensation Analysis Tracking of executive compensation compared to company performance.		No information available
Ownership Transparency Disclosure and analysis of ownership structures and significant shareholders.		No information available
Shareholder Rights Protection Analysis of shareholder voting rights and anti-takeover mechanisms.		No information available
Audit and Controls Assessment of internal controls, risk management policies, and audit independence.		No information available
Anti-Bribery and Corruption Evaluation of anti-bribery, corruption policies, and enforcement mechanisms.		No information available
Transparency of Disclosures Quality and frequency of corporate disclosures on governance practices.		No information available
ESG Integration at the Board Level Extent to which the board considers ESG in its oversight.		No information available
Whistleblower Protection Mechanisms Availability and effectiveness of employee whistleblower programs.		No information available
Governance Controversy Monitoring Detection and tracking of governance-related controversies or violations.		No information available

Portfolio ESG Scoring Aggregating ESG scores at the portfolio level.		Portfolio ESG scoring and analysis is a highlighted use-case of Moody's solution.
Scenario Analysis Modeling how ESG events or improvements impact performance metrics.		No information available
ESG Attribution Analysis Identifying how ESG factors drive risk and return in a portfolio.		No information available
Benchmark Comparison Comparing portfolio ESG ratings against relevant benchmarks.		Scenario analysis (including climate scenario modeling) is stated as part of the offering.
Carbon Footprint Calculation Aggregated measurement of portfolio carbon exposure.		No information available
Engagement Tracking Monitoring and reporting on shareholder engagement activities.		No information available
Exclusion/IQ Screening Excluding companies based on ESG compliance or controversy thresholds.		No information available
Impact Measurement Monitoring real-world environmental or social outcomes tied to investments.		Impact measurement is cited directly in the product summary.
Automated Reporting Generation of regular, customizable portfolio ESG reports.		No information available
Regulatory Alignment Portfolio-level mapping to SFDR, EU Taxonomy, or other ESG regulations.		No information available

API Access Availability of APIs for automated data access and integration.		Integration and API access are typical for major data vendors, and Moody's documentation references data integration, implying API support.
Data Export/Download Ability to extract ESG data in various formats (CSV, Excel, etc.).		No information available
Integration with PMS/OMS Plug-and-play links with portfolio or order management systems.		No information available
Custom Data Fields/Tags Ability to create and use custom metadata for data organization.		No information available
Direct Database Connectivity Connection to client SQL or other databases for advanced analytics.		No information available
Third-Party Platform Integration Pre-built connections to major investment/analytics platforms (Bloomberg, FactSet, etc.).		No information available
Bulk Data Uploads Ability to ingest custom or proprietary datasets at scale.		No information available
SSO/Identity Management Single sign-on and identity integration with corporate IT systems.		No information available
Data Synchronization Automated data updates between the ESG platform and other systems.		No information available
Webhooks for Event Triggers Support for webhooks to trigger downstream workflows on new ESG events/scoring changes.		No information available

Customizable Dashboards Personalized dashboard and workspace arrangements.		Moody’s ESG offers customizable dashboards and data visualization for users.
Advanced Visualization Tools Charts, heatmaps, and other visualizations for ESG data.		No information available
Report Template Library Pre-set templates for various ESG report types.		Moody's provides pre-set templates for ESG reports as a reporting solution.
Narrative Generation Auto-generated textual summaries and insights.		No information available
Collaboration Tools Commenting, user tagging, and shareable links for analyses.		No information available
Multi-language Support Interface and reporting available in multiple languages.		No information available
Accessibility Compliance Adherence to WCAG or other accessibility guidelines.		No information available
Mobile/Tablet Interface Mobile-responsive design or dedicated apps.		No information available
Scheduled Report Delivery Automated creation and delivery of regular ESG reports.		Automated and scheduled reporting are typical features; referenced in Moody's solution content.
Permissioned Views/Sharing Granular control over who can access or edit ESG reports and data.		No information available

Regulatory Reporting Templates Pre-built templates for SFDR, TCFD, EU Taxonomy, etc.		Regulatory reporting templates (SFDR, TCFD) are standard in Moody's ESG regulatory alignment modules.
Automatic Regulatory Updates System updates to reflect latest regulatory changes.		No information available
Audit Logs Detailed record of user actions for audit purposes.		No information available
Disclosure Readiness Checklist Checklist functionality to track status of required disclosures.		No information available
Flagging of Non-Compliance Risks Automated alerts when companies or portfolios are at risk of ESG non-compliance.		No information available
Document Repository Central repository for ESG policies, audit reports, and disclosures.		No information available
Workflow Approvals Integrated workflow for review and approval of ESG disclosures/reports.		No information available
Multi-Regime Support Support for tracking and reporting under different regulatory regimes.		No information available
Red Flag Alerts Real-time alerts for regulatory, reputational, or compliance concerns.		No information available
Legal & Compliance Integration Features enabling alignment with legal and risk monitoring systems.		No information available

Data Provenance Tracking Traceability of data to its original source.		No information available
Error Checking & Anomaly Detection Automatic identification of data inconsistencies.		No information available
Source Diversity Use of multiple sources to triangulate ESG data.		No information available
Timeliness Metrics Tracking lag between data availability and reporting.		No information available
User Data Feedback/Correction Facility for users to flag and correct erroneous data.		No information available
Audit Trails Record of all changes to client data sets.		No information available
Completeness Scores Quantitative measure of data completeness for each entity.		No information available
Update Frequency Documentation Clear communication regarding regularity of data refresh.		Moody's documentation describes regularity and frequency of updates—update frequency documentation exists.
Manual Review/Override Capability Ability for manual review/approval of key data points.		No information available
Dispute Management Tools System for lodging and resolving data quality disputes.		No information available

Data Encryption at Rest and in Transit Protection of ESG data with strong encryption.		No information available
Role-Based Access Control Granular permission management for users and teams.		No information available
Multi-factor Authentication Support for enhanced authentication mechanisms.		No information available
GDPR/CCPA Compliance Adherence to major global data privacy regulations.		A global provider like Moody’s explicitly you will find GDPR/CCPA compliance and data protection.
Disaster Recovery System redundancies and recovery protocols tested regularly.		No information available
SLA for System Uptime Service level agreement specifying minimum uptime.		No information available
24/7 Customer Support Access to customer support at all times.		No information available
Onboarding and Training Resources Comprehensive user training and onboarding materials.		No information available
Knowledge Base and Community Forums Online support content and user discussion boards.		No information available
Incident Notification System Alerts users regarding outages, security, or data incidents.		No information available

Multiple Data Source Integration Ability to connect to various ESG data providers, third-party vendors, and internal systems.		Moody's references integration with numerous data sources including sector, company, and third-party datasets for robust ESG analysis.
Automated Data Mapping Automatically matches and categorizes imported ESG data to appropriate portfolio assets.		No information available
Custom Data Import Templates Allows creation of templates for recurring data import tasks.		No information available
Real-time Data Refresh Supports automatic updating of ESG data at scheduled intervals.		Moody's ESG platform describes scheduled and real-time data updates for ESG metrics and climate risk assessments.
Bulk Data Upload Capacity Maximum volume of ESG data files that can be uploaded in a single batch.		No information available
Data Cleaning and Validation Tools Provides utilities to check ESG data accuracy and consistency upon import.		Data validation and cleaning are referenced as part of the import and risk analysis process in Moody’s documentation and solution notes.
API Access for Data Feeds Enables integration with ESG data sources through APIs.		API access is explicitly listed as an integration mechanism for external ESG data feeds within Moody's ESG suite.
Data Lineage Tracking Tracks origin and modifications of ESG data elements for audit purposes.		Data lineage and audit trail functionality are included for compliance and traceability as noted in Moody's risk reporting capabilities.
Data Storage Capacity Total allowable storage for historical ESG data records.		No information available
Customizable Data Taxonomies Allows definition of proprietary ESG categories and mapping schemes.		Sector-specific and client-defined ESG frameworks described as customizable taxonomies in the solution’s documentation.
Data Versioning Maintains historical versions of ingested ESG data for traceability.		Full version tracking and audit logs of ESG data stated to ensure compliance and enable traceability.
Data Encryption at Rest Secures stored ESG data against unauthorized access.		All data at rest is encrypted as part of Moody's enterprise-grade cloud security protocol.

Automated ESG Score Calculation Automatically computes ESG scores for portfolio assets based on selected criteria.		Automated ESG scoring models provided as core value; users get ESG scores for all assessed entities.
Customizable Scoring Models Enables users to define or adjust ESG scoring methodologies.		The platform allows adjustments and custom methodologies for scoring as described in its customized ESG assessments.
Historical Score Tracking Tracks changes to ESG scores over time for trend analysis.		Historical ESG score change and trend analytics are featured in Moody's ESG dashboards and reports.
Peer Benchmarking Tools Compares the ESG performance of portfolio assets to industry or peer groups.		Peer benchmarking is specifically offered—Moody's enables comparisons against industry/market and peer data.
Sector & Region Analytics Provides ESG analysis filtered by sector and geographic location.		Sector and region filtering and breakdown are called out as core ESG analytic functionalities.
Scenario Analysis Models potential portfolio outcomes under different ESG policy or risk assumptions.		Climate scenarios and outcome modeling (scenario analysis) featured in Moody’s climate risk analytics.
Scoring Refresh Rate Frequency of ESG scoring updates for each asset.		No information available
Materiality Mapping Identifies and weights key ESG issues per asset or sector.		Materiality frameworks (sector-specific) are part of Moody’s approach to ESG assessment.
Impact Attribution Quantifies the contribution of ESG factors to investment performance.		Impact analysis is explicitly referenced as quantifying ESG factor contributions to performance.
User-defined KPIs Allows the creation of custom ESG performance indicators.		No information available
Cross-asset Class Scoring Supports ESG scoring for equities, bonds, alternatives, and other asset types.		Moody's covers fixed income, equities, and other asset classes with cross-asset scoring.

Rule-based Compliance Checks Automates portfolio checks against ESG regulations and internal guidelines.		Automated compliance checks mentioned as part of ESG regulatory adherence and screening toolset.
Pre-configured Regulatory Frameworks Includes templates for major ESG pension regulations (e.g., SFDR, TCFD, EU Taxonomy).		Pre-configured regulatory frameworks such as SFDR, TCFD, and EU Taxonomy are highlighted in Moody's product information.
Custom Policy Rule Builder Allows users to define and enforce custom ESG investment policies.		No information available
Automated Breach Alerts Sends notifications when portfolios fail ESG compliance checks.		Automated alerts for ESG compliance breaches are available as part of Moody's system notifications.
Audit Trail Maintains detailed records of compliance checks and management actions.		Audit trail and logging of compliance actions are explicitly supported.
Compliance Dashboard Real-time overview of compliance status across all portfolios.		Compliance dashboards provide real-time and portfolio-level overviews as described on the solution web page.
Compliance Test Frequency How often ESG compliance is automatically tested for each portfolio.		No information available
Role-based Access Controls Ensures only authorized users can override compliance restrictions.		Role-based access controls for compliance overrides and data access are standard in Moody’s ESG solution.
Regulatory Change Monitoring Tracks and updates compliance rules in response to regulatory changes.		Ongoing regulatory change monitoring and rule updates are referenced for staying in sync with evolving regulations.
Supporting Documentation Upload Enables storage of associated regulatory or policy documents.		Uploading and tracking of regulatory/policy documents are supported for audit trails.

Automated Regulatory Reporting Generates reports for standard ESG regulatory disclosures.		Automated regulatory reporting for major ESG regimes is part of Moody's reporting suite.
Custom Report Template Builder Allows users to design bespoke ESG reports.		Custom report template builder is featured for clients to design bespoke reporting outputs.
Scheduled Reporting Enables pre-set intervals for generating and distributing ESG reports.		Scheduled and recurring reporting can be configured in the Moody’s ESG platform.
Data Export Formats Variety of available output formats for ESG reports.		undefined Exports for PDF, XLS, CSV, and other formats are explicit in Moody’s reporting output.
Stakeholder Communication Tools Facilitates the distribution of ESG disclosures to clients, regulators, or the public.		Stakeholder communication (client, regulator, public) is part of Moody's report distribution workflows.
Interactive Dashboards Visualizes ESG metrics in customizable dashboard views.		Interactive dashboards are featured as part of solution UI for ESG data visualization.
Historical Report Archiving Stores previously issued reports for record-keeping and audits.		Previously issued ESG and climate reports are archived for audits and record-keeping, per documentation.
Multi-language Support Ability to generate reports in multiple languages.		No information available
Report Customization Capacity Maximum user-defined custom fields or modules per report.		No information available
Regulatory Deadline Reminders Automatic notifications for upcoming ESG reporting deadlines.		No information available
Audit Evidence Preparation Assists in preparing supporting evidence for audit or regulatory inspection.		Audit support and evidence preparation are referenced for compliance reporting and inspections.

Portfolio Synchronization Synchronizes ESG analytics with existing portfolio management systems.		Portfolio analysis and synchronization with external management systems offered via APIs and integrations.
Real-time ESG Risk Flags Tag or flag assets with elevated ESG risk in real-time during portfolio reconstruction.		Real-time ESG risk flagging and climate risk alerts are explicitly referenced in solution notes.
Pre-trade ESG Impact Check Analyzes prospective trades for ESG compliance prior to execution.		Pre-trade ESG screen described in investor and risk management modules.
Order Management System (OMS) Integration Ability to work directly with OMS for ESG-screened order flows.		OMS integration capabilities referenced for order management flows with ESG screening.
Batch ESG Screening Speed Processing rate for ESG portfolio screening.		No information available
Cross-platform Compatibility Operates on multiple portfolio management platforms (e.g., BlackRock Aladdin, SimCorp, FactSet).		Integration with multiple portfolio management platforms (e.g., Aladdin) is specifically referenced.
Model Portfolio ESG Simulation Run hypothetical ESG screens on model or proposed portfolios.		ESG screening tools allow simulation on proposed or model portfolios per Moody’s feature sheets.
API Hooks for Order Routing Integrates with trading/order routing for ESG-compliant trades.		Order routing integrations for ESG-compliant trading can be configured using Moody's public APIs.
Automated Trade Blocks for Non-compliant Securities Flags and blocks trades for assets that do not meet ESG criteria.		Automatically blocks trades that do not meet ESG or climate risk thresholds in the trade screening process.

Drag-and-drop Interface Enables intuitive arrangement of dashboard and report components.		No information available
Custom Risk Thresholds Allows users to set bespoke limits for ESG risks and alerts.		Custom risk thresholds configurable by asset, region, sector, or client-defined factors.
Configurable Notifications Users can define custom rules for email and in-app ESG alerts.		Configurable notifications for rule breaches or metric thresholds are configurable.
Personalized Dashboards User-specific dashboard layouts and widgets.		No information available
Multi-tenant Environment Supports segregation of data and settings for different users or client groups.		Supports separate environments for different business units or clients—multi-tenant SaaS model described.
Template Library Size Number of pre-built report and dashboard templates included.		No information available
Mobile and Tablet Access Platform accessible and fully functional on mobile/tablet devices.		Platform is accessible on mobile/tablet as described in Moody’s digital product accessibility notes.
Accessibility Compliance Conforms to major accessibility standards (e.g., WCAG 2.1).		No information available
White-labeling Allows custom branding and theming of the ESG platform.		White-labeling and custom branding available for enterprise clients.
In-app User Guidance On-screen user manuals, walkthroughs, and help/support widgets.		No information available

Role-based Permissions Granular control of feature and data access by user role.		Role-based user permissions outlined in Moody's platform security documentation.
Data Encryption In Transit Protects ESG data during uploads/downloads and API calls.		Data between Moody's servers and users is encrypted in transit (HTTPS, secure API).
Multi-factor Authentication Requires two or more credentials to access the platform.		Multi-factor authentication is available for all users as standard security practice.
User Activity Logging Records detailed logs of user actions for monitoring and audits.		Detailed user actions are logged for both compliance and audit purposes.
Regular Security Updates Frequency of system security patching.		No information available
Data Anonymization Supports anonymization or pseudonymization of sensitive ESG data.		No information available
GDPR/CCPA Compliance Meets requirements of major data privacy frameworks.		GDPR and CCPA compliance are cited as part of Moody’s privacy and regulatory disclosures.
Incident Response Tools Features for detecting, managing, and reporting security incidents.		Platform includes security incident management and automated response tools.
SSO (Single Sign-On) Integration with enterprise SSO solutions.		SSO with enterprise identity providers supported.
Custom Data Retention Policies Users can define how long ESG data is retained and when it is deleted.		Custom retention policies for ESG and compliance data can be configured by the client.

Carbon Footprint Calculation Computes the carbon impact of portfolio assets.		Carbon footprint calculation is a key element of Moody’s environmental metrics.
Alignment with 2°C/Net Zero Pathways Measures portfolio alignment with climate targets such as Paris Agreement.		Portfolio alignment against Net Zero/2°C climate scenarios is a featured analysis.
Scope 1, 2, 3 Emissions Analysis Tracks direct and indirect emissions as defined by GHG Protocol.		Scope 1, 2, and 3 carbon emissions (GHG Protocol) are tracked in Moody's ESG reports.
Transition and Physical Climate Risk Tools Analyzes risks related to climate change scenarios.		Transition and physical climate risk analysis explicitly referenced as a core deliverable.
Green Revenue Share Calculates proportion of revenue from sustainable activities.		Green revenue share and taxonomy eligibility are available in line with EU taxonomy reporting.
Custom Environmental Metrics Allows tracking of non-standard or evolving environmental KPIs.		Users can define and track custom environmental KPIs as outlined in Moody’s customization documentation.
ESG Thematic Labeling Tags assets/holdings according to themes (e.g. renewable energy, circular economy).		Assets are labeled by ESG theme/category—examples: renewable energy, circular economy.
Water/Waste Impact Assessment Metrics on portfolio exposure to water use and waste generation.		Water and waste metrics are included in the environmental assessment suite.
Climate Data Granularity Level of detail available for climate-related data.		No information available
Science-based Targets Integration Cross-referencing portfolio assets with Science Based Targets initiative data.		Science-based targets (SBTi) company referencing supported as per Moody’s sustainability framework.

Diversity & Inclusion Assessment Reports on board and workforce diversity metrics.		Detailed diversity and inclusion analytics provided as part of Moody's social factors.
Human Rights Risk Evaluation Identification and scoring of human rights exposure in the investment portfolio.		Human rights risk exposure and controversies monitored for portfolio companies.
Supply Chain Transparency Analysis Examines ESG risks throughout supply chains of portfolio companies.		Supply chain transparency and ESG risk analysis for supply chains are referenced.
Executive Pay Ratio Metrics Tracks executive remuneration relative to workforce average.		Executive pay ratios are part of governance metrics supported by Moody's ESG platform.
Controversy Tracking Monitors and flags assets connected to current social/governance controversies.		Controversy tracking (e.g., labor, governance, environmental events) is featured in assessments.
Whistleblower Channel Monitoring Assesses effectiveness of whistleblower systems in portfolio companies.		No information available
Voting Rights Analysis Reviews governance structure for shareholder voting power and rights.		Voting rights metrics, board voting analysis, and governance reviews included.
Board Independence Scores Measures independence of company boards relative to best practices.		Board independence is evaluated with scoring in Moody’s governance suite.
Incident Reporting Workflow Workflow for logging and investigating social or governance incidents.		No information available
Modern Slavery Assessment Analytics covering exposure to modern slavery risks.		Modern slavery risk metrics are included in ESG social assessments.

Engagement Tracking Logs and monitors all engagement activities with portfolio companies.		Engagement tracking and stewardship tools available for monitoring investor/company interactions.
Voting Record Management Tracks proxy voting actions relating to ESG issues.		Proxy voting and voting record management on ESG issues included in the suite.
Engagement Outcome Recording Records the results or impact of engagement actions.		No information available
Automated Engagement Templates Provides pre-built content/templates for conducting ESG engagement.		No information available
Engagement Metrics Dashboard Visualization tools for key engagement performance indicators.		No information available
Shareholder Resolution Support Workflow for preparing, submitting, and tracking ESG resolutions.		No information available
Collaborative Engagement Platform Tools for coordinating collective investor engagement initiatives.		No information available
Meeting Scheduler Manages and records ESG meetings/calls with investees.		No information available
Integrated Email Communication Supports direct messaging and secure communications within the platform.		No information available

Open API Availability Publicly documented APIs for integrating ESG analytics with external systems.		Moody’s ESG API suite is publicly documented, supporting external integrations.
Plug-in/Connector Library Prebuilt connectors for PMS, OMS, data warehouses, CSR software, etc.		Moody's provides pre-built connectors for major portfolio, order, and analytics systems.
Data Export/Import Automation Scheduled or trigger-based transfers of ESG data into/out of other platforms.		Automated scheduled workflows for ESG data, imports, and exports supported through the platform.
Cloud and On-premise Deployment Options for SaaS or locally hosted installation.		Deployment can be cloud (SaaS) and, in specific large implementations, on-premises as referenced in enterprise offerings.
Third-party Authentication Support Works with external identity providers (e.g., Azure AD, Okta).		External identity provider (e.g., Okta, Azure AD) authentication available for enterprise clients.
Integration Implementation Time Average time required to integrate ESG analytics with a new host system.		No information available
Custom API Endpoint Creation Ability for users to create or modify API endpoints.		User-defined/custom API endpoints supported as part of premium or enterprise packages.
Data Interchange Format Support Supports common standards (e.g., JSON, XML, CSV) for data sharing.		Moody's supports all major interchange formats, including JSON, XML, and CSV.
Single Data Model across Modules Ensures all features use a unified ESG data structure to prevent siloes.		Unified data model across Moody’s ESG suite modules highlighted as a differentiator in product briefs.
Batch Processing Capacity Volume of ESG data batches processed concurrently for ETL jobs.		No information available

Moody's ESG Assessments from Moody's ESG Solutions

Product analysis by function

ESG (Environmental, Social, Governance) Analysis Software for Investment Research & Analysis

Data Coverage (2 Yes /2 Known /12 Possible features)

Scoring, Ratings & Methodology (3 Yes /3 Known /11 Possible features)

Environmental Factors Analysis (3 Yes /3 Known /10 Possible features)

Social Factors Analysis (1 Yes /1 Known /10 Possible features)

Governance Analysis (0 Yes /0 Known /10 Possible features)

Portfolio & Investment Analytics (3 Yes /3 Known /10 Possible features)

Integration & Interoperability (1 Yes /1 Known /10 Possible features)

User Experience & Reporting (3 Yes /3 Known /10 Possible features)

Regulatory Alignment & Compliance (1 Yes /1 Known /10 Possible features)

Data Quality & Reliability (1 Yes /1 Known /10 Possible features)

Security, Privacy, & Support (1 Yes /1 Known /10 Possible features)

ESG (Environmental, Social, Governance) Analytics for Compliance and Governance

Data Integration and Aggregation (8 Yes /8 Known /12 Possible features)

ESG Scoring and Analytics (9 Yes /9 Known /11 Possible features)

Compliance Management (8 Yes /8 Known /10 Possible features)

Reporting and Disclosure (8 Yes /8 Known /11 Possible features)

Portfolio Management Integration (8 Yes /8 Known /9 Possible features)

Customizability and User Experience (5 Yes /5 Known /10 Possible features)

Security and Privacy (8 Yes /8 Known /10 Possible features)

Sustainability and Climate Metrics (9 Yes /9 Known /10 Possible features)

Social and Governance Metrics (8 Yes /8 Known /10 Possible features)

Stewardship and Engagement Tools (2 Yes /2 Known /9 Possible features)

Integration and Interoperability (8 Yes /8 Known /10 Possible features)