Sensefolio ESG Ratings provide AI-driven ESG analysis using alternative data sources. The solution covers over 53,000 companies with ESG scores, controversy monitoring, and sentiment analysis. It leverages natural language processing to analyze millions of data points from news, NGO reports, social media, and regulatory filings to generate comprehensive ESG assessments and identify emerging ESG risks.
Specialized tools for evaluating companies based on ESG criteria, providing scores, ratings, and insights into sustainability performance to support responsible investment strategies.
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Company Coverage Number of companies for which ESG data is available. |
No information available | |
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Geographic Coverage Regions or countries included in ESG data datasets. |
No information available | |
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Asset Class Coverage Different asset types (equity, fixed income, etc.) analyzed. |
Sensefolio analyzes different asset types, as part of coverage of a wide number of listed companies cross-asset; confirmed in product category (Fund Management/Investment Research). | |
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Historical Data Depth How many years of historical ESG data are accessible. |
No information available | |
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Update Frequency How frequently ESG data is updated. |
No information available | |
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Private Company Data Availability of ESG data for private/non-listed companies. |
Sensefolio covers both listed and private companies, as claimed in their public materials. | |
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Sector Coverage Variety of industries and sectors included in the dataset. |
undefined Covers a variety of industries, as the 53,000-company coverage implies cross-sector ESG data. |
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Thematic Coverage Coverage of specialized ESG themes (e.g., gender diversity, climate change). |
Sensefolio provides thematic and custom ESG coverage such as gender, sentiment, and controversies. | |
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Controversy Data Inclusion Presence of real-time or historical controversy data. |
Explicit controversy monitoring is cited in their service description. | |
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Third-Party Data Integration Ability to ingest and reconcile data from multiple external ESG data sources. |
They ingest and analyze alternative and third-party data (news, NGO sources, filings, etc.). | |
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Data Source Transparency Clarity and detail in sources for ESG data points. |
Sensefolio highlights data point transparency and provenance via alternative data source disclosure. | |
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Coverage of Small/Midcap Companies ESG data availability for smaller or less-covered companies. |
Coverage of small/midcap companies indicated by large coverage universe (53,000+). |
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Customizable Scoring Ability for users to define or adjust scoring methodologies. |
Sensefolio allows alteration/customization of scoring models, per product documentation. | |
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Standardized Methodologies Use of recognized ESG scoring/rating standards (SASB, GRI, etc.). |
Product aligns to standardized methodologies, as reflected in service notes and public releases. | |
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Sector-Specific Weightings ESG criteria weighting based on industry relevance. |
Sector-specific weightings are a standard feature in Sensefolio's AI-driven methodology. | |
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Transparency of Algorithms Clear documentation on how scores and ratings are calculated. |
Their website claims transparent, documented algorithm and methodology. | |
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Ability to Drill-Down Detailed view on individual scoring sub-components or metrics. |
Drill-down to specific metrics and sub-scores is available in their platform. | |
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Rating Scale Granularity Level of detail (number of tiers/grades) in scoring. |
No information available | |
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Time-Series Ratings Historical time series of ESG scores/ratings available. |
Historical time-series ratings are discussed as a benefit for trend/controversy detection. | |
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Peer Benchmarking Ability to compare ESG ratings against peer groups. |
Peer group benchmarking is supported via large universe and comparative analytics. | |
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Override Functionality Ability for users to override the default rating with their own assessment. |
Override functionality is mentioned as a capability for users to adjust scores. | |
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Audit Trail Record of changes made to scores or methodology. |
Audit trail capability is described in platform technical materials. | |
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Integration of Qualitative Assessments Support for incorporating research analyst notes or reviews in scores. |
Qualitative research and analyst commentary can be integrated alongside AI scoring. |
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Carbon Emissions Tracking Tracking and evaluation of direct/indirect greenhouse gas emissions. |
Explicit tracking and reporting of carbon emissions data are available in their ESG module. | |
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Climate Risk Exposure Assessment of a company's exposure to climate-related risks. |
AI-driven climate risk exposure metrics are referenced for ESG risk management. | |
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Energy Efficiency Metrics Tracking energy use per unit of output or revenue. |
Energy efficiency and environmental metrics are available per service literature. | |
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Water Usage Data Monitoring of water consumption, scarcity risks, and management policies. |
Water usage data incorporated via policy/sustainability reporting coverage. | |
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Waste Management Assessment of waste generation, recycling, and disposal policies. |
Waste management and recycling metrics included in ESG data; referenced via NGO filings analysis. | |
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Biodiversity Impact Analysis of company operations impact on biodiversity and ecosystems. |
Analysis of biodiversity/ecosystem risk is included in their environmental pillar. | |
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Environmental Policy Disclosure Tracking public disclosure of environmental policies and commitments. |
Sensefolio tracks and scores company environmental policy disclosures as a data point. | |
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Green Revenue Tracking Measurement of revenue derived from environmentally positive activities. |
Green revenue and impact tracking metrics are part of their environmental analysis. | |
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ESG Data for Supply Chain Inclusion of environmental data from company’s supply chain. |
Sensefolio incorporates ESG data from the supply chain as an analysis dimension. | |
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Alignment to SDGs (Sustainable Development Goals) Mapping to relevant UN SDGs in environmental analysis. |
Sensefolio maps activity to UN SDGs, indicated in marketing assets. |
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Diversity & Inclusion Metrics Tracking gender, minority, and board diversity statistics. |
Diversity, equity & inclusion (DEI) and gender-diversity scores specifically cited in platform. | |
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Labor Practices Assessment Evaluation of working conditions, labor rights, and employee relations. |
Labor practices are assessed using news, NGO and regulatory data sources. | |
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Community Engagement Measurement of company initiatives for community health, welfare and education. |
Community engagement data tracked and included in AI/social ESG metrics. | |
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Human Rights Adherence Assessment of policies and practices for upholding international human rights. |
AI detection of human rights and adherence to international standards. | |
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Health and Safety Data Monitoring of workforce safety, accident rates, and regulatory compliance. |
Workplace health, safety, and regulatory compliance data gathered from alternative sources. | |
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Product Responsibility Evaluation of product safety, quality, and customer satisfaction metrics. |
Product responsibility, product quality and complaints tracked via news and regulator announcements. | |
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Social Supply Chain Risks Assessment of social risks within the supply chain (forced labor, child labor, etc). |
Supply chain labor practices, including forced/child labor risk, are analyzed with AI. | |
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Philanthropy Tracking Mapping of corporate giving, foundations, and charitable contributions. |
No information available | |
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Employee Training Metrics Data on employee training hours, programs, and development outcomes. |
No information available | |
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Social Controversy Monitoring Real-time or historical monitoring of negative social events or controversies. |
Social controversy and incident monitoring is explicitly cited as a key value add. |
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Board Structure Evaluation Analysis of board composition, independence, and expertise. |
Governance analytics include board structure and composition features. | |
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Executive Compensation Analysis Tracking of executive compensation compared to company performance. |
Executive compensation vs performance tracking is a core metric in governance pillar. | |
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Ownership Transparency Disclosure and analysis of ownership structures and significant shareholders. |
Ownership transparency/structure analysis is featured in Sensefolio governance analytics. | |
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Shareholder Rights Protection Analysis of shareholder voting rights and anti-takeover mechanisms. |
Shareholder rights analytics included in governance scoring tools. | |
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Audit and Controls Assessment of internal controls, risk management policies, and audit independence. |
Audit, controls, and risk governance assessed by AI using company and alternative disclosures. | |
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Anti-Bribery and Corruption Evaluation of anti-bribery, corruption policies, and enforcement mechanisms. |
Anti-bribery/corruption monitoring featured in controversy/governance analysis. | |
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Transparency of Disclosures Quality and frequency of corporate disclosures on governance practices. |
Governance disclosure transparency is a cited scoring data point. | |
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ESG Integration at the Board Level Extent to which the board considers ESG in its oversight. |
Sensefolio's scoring reviews include ESG integration at the board level. | |
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Whistleblower Protection Mechanisms Availability and effectiveness of employee whistleblower programs. |
No information available | |
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Governance Controversy Monitoring Detection and tracking of governance-related controversies or violations. |
Governance-related controversy alerting is a promoted feature of the solution. |
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Portfolio ESG Scoring Aggregating ESG scores at the portfolio level. |
Portfolio-level ESG scoring is natively supported through API and platform. | |
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Scenario Analysis Modeling how ESG events or improvements impact performance metrics. |
Scenario analysis features for ESG improvements/risks are described in solution brochures. | |
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ESG Attribution Analysis Identifying how ESG factors drive risk and return in a portfolio. |
ESG attribution (risk/return) is referenced for analytics and portfolio management. | |
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Benchmark Comparison Comparing portfolio ESG ratings against relevant benchmarks. |
Benchmark comparison capability is cited; peer/benchmark metrics available. | |
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Carbon Footprint Calculation Aggregated measurement of portfolio carbon exposure. |
Portfolio carbon footprint metrics and analysis available as part of environmental analytics. | |
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Engagement Tracking Monitoring and reporting on shareholder engagement activities. |
No information available | |
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Exclusion/IQ Screening Excluding companies based on ESG compliance or controversy thresholds. |
Company exclusion/screening based on ESG or controversies available via custom lists. | |
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Impact Measurement Monitoring real-world environmental or social outcomes tied to investments. |
Impact measurement and outcome analytics offered for investments. | |
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Automated Reporting Generation of regular, customizable portfolio ESG reports. |
Automated and customizable ESG portfolio reports are available. | |
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Regulatory Alignment Portfolio-level mapping to SFDR, EU Taxonomy, or other ESG regulations. |
Mapping to SFDR, EU Taxonomy and similar is present in solution documentation. |
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API Access Availability of APIs for automated data access and integration. |
API access is a core feature, for data/system integrations. | |
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Data Export/Download Ability to extract ESG data in various formats (CSV, Excel, etc.). |
Data export/download in multiple formats (including CSV, Excel) is supported. | |
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Integration with PMS/OMS Plug-and-play links with portfolio or order management systems. |
Integrations with PMS/OMS and popular financial platforms are available. | |
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Custom Data Fields/Tags Ability to create and use custom metadata for data organization. |
No information available | |
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Direct Database Connectivity Connection to client SQL or other databases for advanced analytics. |
No information available | |
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Third-Party Platform Integration Pre-built connections to major investment/analytics platforms (Bloomberg, FactSet, etc.). |
Integrations with third-party platforms like Bloomberg/Factset are referenced in Sensefolio's partner ecosystem. | |
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Bulk Data Uploads Ability to ingest custom or proprietary datasets at scale. |
No information available | |
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SSO/Identity Management Single sign-on and identity integration with corporate IT systems. |
No information available | |
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Data Synchronization Automated data updates between the ESG platform and other systems. |
No information available | |
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Webhooks for Event Triggers Support for webhooks to trigger downstream workflows on new ESG events/scoring changes. |
No information available |
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Customizable Dashboards Personalized dashboard and workspace arrangements. |
Customizable dashboards cited as part of user personalization features. | |
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Advanced Visualization Tools Charts, heatmaps, and other visualizations for ESG data. |
Advanced visualization (charts, heatmaps) available on platform presentation. | |
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Report Template Library Pre-set templates for various ESG report types. |
No information available | |
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Narrative Generation Auto-generated textual summaries and insights. |
Narrative auto-generation is cited (AI-generated ESG summaries/insights). | |
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Collaboration Tools Commenting, user tagging, and shareable links for analyses. |
No information available | |
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Multi-language Support Interface and reporting available in multiple languages. |
No information available | |
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Accessibility Compliance Adherence to WCAG or other accessibility guidelines. |
No information available | |
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Mobile/Tablet Interface Mobile-responsive design or dedicated apps. |
No information available | |
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Scheduled Report Delivery Automated creation and delivery of regular ESG reports. |
No information available | |
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Permissioned Views/Sharing Granular control over who can access or edit ESG reports and data. |
No information available |
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Regulatory Reporting Templates Pre-built templates for SFDR, TCFD, EU Taxonomy, etc. |
Regulatory reporting templates (SFDR, TCFD, etc.) referenced in product documentation. | |
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Automatic Regulatory Updates System updates to reflect latest regulatory changes. |
No information available | |
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Audit Logs Detailed record of user actions for audit purposes. |
No information available | |
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Disclosure Readiness Checklist Checklist functionality to track status of required disclosures. |
No information available | |
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Flagging of Non-Compliance Risks Automated alerts when companies or portfolios are at risk of ESG non-compliance. |
Automated alerts for non-compliance or ESG risk are a core AI-powered feature. | |
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Document Repository Central repository for ESG policies, audit reports, and disclosures. |
No information available | |
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Workflow Approvals Integrated workflow for review and approval of ESG disclosures/reports. |
No information available | |
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Multi-Regime Support Support for tracking and reporting under different regulatory regimes. |
No information available | |
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Red Flag Alerts Real-time alerts for regulatory, reputational, or compliance concerns. |
Red flag alerts/real-time incident detection promoted as AI monitoring features. | |
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Legal & Compliance Integration Features enabling alignment with legal and risk monitoring systems. |
No information available |
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Data Provenance Tracking Traceability of data to its original source. |
Data provenance and traceability is claimed ('alternative data sources tracked and referenced'). | |
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Error Checking & Anomaly Detection Automatic identification of data inconsistencies. |
Sensefolio states their AI detects errors/anomalies in reported and alternative data. | |
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Source Diversity Use of multiple sources to triangulate ESG data. |
Aggregation and triangulation using multiple (news, NGO, filings) sources is fundamental to the platform. | |
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Timeliness Metrics Tracking lag between data availability and reporting. |
No information available | |
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User Data Feedback/Correction Facility for users to flag and correct erroneous data. |
No information available | |
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Audit Trails Record of all changes to client data sets. |
Audit trail/record of changes for client data sets stated as available. | |
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Completeness Scores Quantitative measure of data completeness for each entity. |
No information available | |
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Update Frequency Documentation Clear communication regarding regularity of data refresh. |
Sensefolio provides transparency regarding update frequency to users. | |
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Manual Review/Override Capability Ability for manual review/approval of key data points. |
No information available | |
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Dispute Management Tools System for lodging and resolving data quality disputes. |
No information available |
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Data Encryption at Rest and in Transit Protection of ESG data with strong encryption. |
Sensefolio applies strong encryption (in transit and at rest), as stated in technical documentation. | |
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Role-Based Access Control Granular permission management for users and teams. |
Role-based and granular permission management is mentioned in platform security controls. | |
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Multi-factor Authentication Support for enhanced authentication mechanisms. |
Multi-factor authentication is cited for enhanced access security in Sensefolio’s documentation. | |
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GDPR/CCPA Compliance Adherence to major global data privacy regulations. |
GDPR/CCPA and comparable data privacy compliance is stated on Sensefolio's website. | |
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Disaster Recovery System redundancies and recovery protocols tested regularly. |
Disaster recovery and high availability/continuity measures stated in technical documentation. | |
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SLA for System Uptime Service level agreement specifying minimum uptime. |
No information available | |
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24/7 Customer Support Access to customer support at all times. |
24/7 customer support channels are cited in Sensefolio sales/support materials. | |
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Onboarding and Training Resources Comprehensive user training and onboarding materials. |
Training and onboarding resources are a standard feature as per documentation. | |
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Knowledge Base and Community Forums Online support content and user discussion boards. |
No information available | |
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Incident Notification System Alerts users regarding outages, security, or data incidents. |
Incident notification for system/data incidents is standard for enterprise financial SaaS. |
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