Evaluates companies' ESG performance, exposure, and management of key risks and opportunities. Includes norms-based research, screening, and controversy monitoring.
More about ISS ESG (Institutional Shareholder Services)
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. |
The solution addresses companies across various asset types: equity and fixed income, as is standard for ISS ESG. | |
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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. |
ISS ESG includes data on selected large private companies, though primary focus is public companies. | |
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Sector Coverage Variety of industries and sectors included in the dataset. |
No information available | |
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Thematic Coverage Coverage of specialized ESG themes (e.g., gender diversity, climate change). |
ISS ESG solutions are known for specialized thematic scores such as climate, diversity, SDG alignment, etc. | |
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Controversy Data Inclusion Presence of real-time or historical controversy data. |
Controversy monitoring is a key component ('controversies monitoring' included in product pitch). | |
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Third-Party Data Integration Ability to ingest and reconcile data from multiple external ESG data sources. |
ISS ESG integrates third party data and allows for reconciliation with external sources. | |
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Data Source Transparency Clarity and detail in sources for ESG data points. |
ISS ESG discloses data sources and methodologies to clients. | |
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Coverage of Small/Midcap Companies ESG data availability for smaller or less-covered companies. |
Coverage extends to small/midcap companies, especially in developed markets. |
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Customizable Scoring Ability for users to define or adjust scoring methodologies. |
ISS ESG allows for client-defined weights and custom scoring on request. | |
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Standardized Methodologies Use of recognized ESG scoring/rating standards (SASB, GRI, etc.). |
Product is based on standardized and widely recognized methodologies (references to GRI, SASB in documentation). | |
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Sector-Specific Weightings ESG criteria weighting based on industry relevance. |
Sector materiality and industry relevance embedded in their scoring (sector-specific questions and thresholds). | |
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Transparency of Algorithms Clear documentation on how scores and ratings are calculated. |
ISS ESG provides clear documentation for its scoring and rating methodology. | |
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Ability to Drill-Down Detailed view on individual scoring sub-components or metrics. |
ISS ESG users can drill down to pillar- and sub-indicator level scores. | |
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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. |
Clients can access historical ESG ratings and time-series on platform or via data feed. | |
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Peer Benchmarking Ability to compare ESG ratings against peer groups. |
Peer benchmarking tools available for comparing ESG ratings among industry peers. | |
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Override Functionality Ability for users to override the default rating with their own assessment. |
ISS ESG Corporate Rating has a mechanism for clients to provide feedback and, on request, override scoring in special cases. | |
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Audit Trail Record of changes made to scores or methodology. |
Audit trails maintained for client scoring reviews/changes. | |
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Integration of Qualitative Assessments Support for incorporating research analyst notes or reviews in scores. |
ISS ESG includes qualitative analyst review and overlays in final ratings. |
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Carbon Emissions Tracking Tracking and evaluation of direct/indirect greenhouse gas emissions. |
ISS ESG tracks and evaluates Scope 1, 2, 3 carbon emissions. | |
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Climate Risk Exposure Assessment of a company's exposure to climate-related risks. |
Corporate Rating assesses climate risk exposure at company level. | |
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Energy Efficiency Metrics Tracking energy use per unit of output or revenue. |
Granular energy usage and efficiency form part of the environmental assessment. | |
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Water Usage Data Monitoring of water consumption, scarcity risks, and management policies. |
Water usage metrics included as standard. | |
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Waste Management Assessment of waste generation, recycling, and disposal policies. |
Waste management and reduction policies covered in E pillar. | |
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Biodiversity Impact Analysis of company operations impact on biodiversity and ecosystems. |
Biodiversity and ecosystem impacts included where material. | |
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Environmental Policy Disclosure Tracking public disclosure of environmental policies and commitments. |
Disclosure of environmental policy is monitored and scored. | |
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Green Revenue Tracking Measurement of revenue derived from environmentally positive activities. |
Tracks green revenue across universe of companies. | |
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ESG Data for Supply Chain Inclusion of environmental data from company’s supply chain. |
Considers ESG risks and impact in company supply chain. | |
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Alignment to SDGs (Sustainable Development Goals) Mapping to relevant UN SDGs in environmental analysis. |
Aligns companies to relevant SDGs. |
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Diversity & Inclusion Metrics Tracking gender, minority, and board diversity statistics. |
Covers board and employee diversity, including gender and minority metrics. | |
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Labor Practices Assessment Evaluation of working conditions, labor rights, and employee relations. |
Labor practices are a core component of the Social pillar. | |
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Community Engagement Measurement of company initiatives for community health, welfare and education. |
Community engagement and philanthropy tracked by ISS ESG. | |
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Human Rights Adherence Assessment of policies and practices for upholding international human rights. |
Human rights adherence routinely assessed in company analysis. | |
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Health and Safety Data Monitoring of workforce safety, accident rates, and regulatory compliance. |
Health and safety policies/metrics included under Social factors. | |
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Product Responsibility Evaluation of product safety, quality, and customer satisfaction metrics. |
Product responsibility is scored for all rated companies. | |
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Social Supply Chain Risks Assessment of social risks within the supply chain (forced labor, child labor, etc). |
Social supply chain risks, such as forced/child labor, monitored as part of ISS ESG risk assessment. | |
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Philanthropy Tracking Mapping of corporate giving, foundations, and charitable contributions. |
Corporate philanthropy/giving metrics are available for many covered companies. | |
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Employee Training Metrics Data on employee training hours, programs, and development outcomes. |
Training metrics included under human capital management disclosures. | |
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Social Controversy Monitoring Real-time or historical monitoring of negative social events or controversies. |
Tracks social controversies in real-time; part of controversy monitoring module. |
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Board Structure Evaluation Analysis of board composition, independence, and expertise. |
Board structure, independence, and expertise are standard indicators. | |
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Executive Compensation Analysis Tracking of executive compensation compared to company performance. |
Executive compensation is benchmarked and scored in line with best practices. | |
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Ownership Transparency Disclosure and analysis of ownership structures and significant shareholders. |
Ownership structures and major shareholders are disclosed where possible. | |
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Shareholder Rights Protection Analysis of shareholder voting rights and anti-takeover mechanisms. |
Shareholder rights and protections are considered in the assessment. | |
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Audit and Controls Assessment of internal controls, risk management policies, and audit independence. |
Audit, controls, and risk management are key domains of governance scoring. | |
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Anti-Bribery and Corruption Evaluation of anti-bribery, corruption policies, and enforcement mechanisms. |
Anti-bribery and corruption measures are evaluated. | |
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Transparency of Disclosures Quality and frequency of corporate disclosures on governance practices. |
Transparency in corporate disclosures scored in governance pillar. | |
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ESG Integration at the Board Level Extent to which the board considers ESG in its oversight. |
Board-level oversight of ESG documented where present. | |
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Whistleblower Protection Mechanisms Availability and effectiveness of employee whistleblower programs. |
Whistleblower protection policies covered in governance reviews. | |
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Governance Controversy Monitoring Detection and tracking of governance-related controversies or violations. |
Governance-related controversies detected and tracked as part of controversy monitoring. |
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Portfolio ESG Scoring Aggregating ESG scores at the portfolio level. |
Portfolio-level scoring available through ISS Portfolio Analytics. | |
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Scenario Analysis Modeling how ESG events or improvements impact performance metrics. |
Scenario and 'what-if' analysis tools available for modeling ESG impacts. | |
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ESG Attribution Analysis Identifying how ESG factors drive risk and return in a portfolio. |
ESG attribution (contribution to risk/return) available for portfolio clients. | |
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Benchmark Comparison Comparing portfolio ESG ratings against relevant benchmarks. |
Provides benchmark comparison against ESG indices and peer groups. | |
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Carbon Footprint Calculation Aggregated measurement of portfolio carbon exposure. |
Carbon portfolio and company-level carbon footprint available. | |
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Engagement Tracking Monitoring and reporting on shareholder engagement activities. |
Tracks and reports on shareholder engagement activities. | |
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Exclusion/IQ Screening Excluding companies based on ESG compliance or controversy thresholds. |
Exclusion screening based on ESG scores and controversies supported. | |
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Impact Measurement Monitoring real-world environmental or social outcomes tied to investments. |
ISS provides 'impact measurement' related to SDGs and real-world outcomes. | |
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Automated Reporting Generation of regular, customizable portfolio ESG reports. |
Automated and custom ESG reporting tools included. | |
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Regulatory Alignment Portfolio-level mapping to SFDR, EU Taxonomy, or other ESG regulations. |
Regulatory mapping to SFDR, EU Taxonomy, TCFD, etc. available. |
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API Access Availability of APIs for automated data access and integration. |
API access for platforms/data feeds is available through ISS Data Desk. | |
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Data Export/Download Ability to extract ESG data in various formats (CSV, Excel, etc.). |
Data downloadable in standard formats (Excel, CSV, XML, etc.) | |
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Integration with PMS/OMS Plug-and-play links with portfolio or order management systems. |
Portfolio, order management system and PMS/OMS integration supported through APIs and custom connections. | |
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Custom Data Fields/Tags Ability to create and use custom metadata for data organization. |
Custom data tags/fields can be managed in enterprise implementations. | |
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Direct Database Connectivity Connection to client SQL or other databases for advanced analytics. |
Database connectivity supported for enterprise clients. | |
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Third-Party Platform Integration Pre-built connections to major investment/analytics platforms (Bloomberg, FactSet, etc.). |
Connectors for Bloomberg, FactSet and other platforms available. | |
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Bulk Data Uploads Ability to ingest custom or proprietary datasets at scale. |
Bulk upload of client portfolios and custom data supported. | |
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SSO/Identity Management Single sign-on and identity integration with corporate IT systems. |
Single sign-on and IT integration available for enterprise clients. | |
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Data Synchronization Automated data updates between the ESG platform and other systems. |
Automated data synchronization with other client systems. | |
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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 available in the ESG Data Portal. | |
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Advanced Visualization Tools Charts, heatmaps, and other visualizations for ESG data. |
Advanced visualization (charts, heatmaps, reports) in web interface. | |
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Report Template Library Pre-set templates for various ESG report types. |
ISS ESG provides pre-built templates for standard and regulatory reporting. | |
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Narrative Generation Auto-generated textual summaries and insights. |
Narrative reporting is auto-generated for company and portfolio reports. | |
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Collaboration Tools Commenting, user tagging, and shareable links for analyses. |
Collaboration and commenting available within platform for enterprise clients. | |
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Multi-language Support Interface and reporting available in multiple languages. |
Multi-language platform and report outputs for global clients. | |
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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. |
Mobile interface is available; responsive website and mobile app. | |
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Scheduled Report Delivery Automated creation and delivery of regular ESG reports. |
Scheduled reports and email delivery supported. | |
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Permissioned Views/Sharing Granular control over who can access or edit ESG reports and data. |
Granular permissions for data/report access comply with industry best practice. |
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Regulatory Reporting Templates Pre-built templates for SFDR, TCFD, EU Taxonomy, etc. |
Templates for SFDR, TCFD, EU compliance available. | |
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Automatic Regulatory Updates System updates to reflect latest regulatory changes. |
Regulatory content updates made frequently in line with regulation changes. | |
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Audit Logs Detailed record of user actions for audit purposes. |
Detailed audit logs are maintained for user actions and data downloads. | |
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Disclosure Readiness Checklist Checklist functionality to track status of required disclosures. |
Disclosure readiness checklists included in platform for client use. | |
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Flagging of Non-Compliance Risks Automated alerts when companies or portfolios are at risk of ESG non-compliance. |
Automated risk flags generated when companies breach thresholds. | |
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Document Repository Central repository for ESG policies, audit reports, and disclosures. |
ESG document repository functionality offered for enterprise clients. | |
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Workflow Approvals Integrated workflow for review and approval of ESG disclosures/reports. |
Integrated workflow approvals for ESG disclosures/reports. | |
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Multi-Regime Support Support for tracking and reporting under different regulatory regimes. |
Supports multi-regulatory regime mapping (EU, US, Asia, etc.). | |
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Red Flag Alerts Real-time alerts for regulatory, reputational, or compliance concerns. |
No information available | |
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Legal & Compliance Integration Features enabling alignment with legal and risk monitoring systems. |
Legal risk monitoring and compliance integration functionality for enterprise clients. |
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Data Provenance Tracking Traceability of data to its original source. |
Data provenance and traceability features provided. | |
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Error Checking & Anomaly Detection Automatic identification of data inconsistencies. |
Automated error and anomaly detection integrated in quality control. | |
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Source Diversity Use of multiple sources to triangulate ESG data. |
Multiple sources used for triangulation, enhancing reliability. | |
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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. |
Users can flag errors and corrections through feedback mechanisms. | |
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Audit Trails Record of all changes to client data sets. |
Audit trails maintained for all data changes. | |
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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. |
Documentation provided for update schedule and regularity. | |
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Manual Review/Override Capability Ability for manual review/approval of key data points. |
Manual review and specialist analyst input possible for key data points. | |
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Dispute Management Tools System for lodging and resolving data quality disputes. |
Mechanisms provided for lodging/resolving client data disputes. |
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Data Encryption at Rest and in Transit Protection of ESG data with strong encryption. |
Data encrypted at rest and in transit, in line with financial industry standards. | |
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Role-Based Access Control Granular permission management for users and teams. |
Role-based user and team access permissions are standard for enterprise deployments. | |
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Multi-factor Authentication Support for enhanced authentication mechanisms. |
Multi-factor authentication is offered, especially for institutional clients. | |
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GDPR/CCPA Compliance Adherence to major global data privacy regulations. |
ISS ESG is committed to GDPR and other privacy frameworks. | |
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Disaster Recovery System redundancies and recovery protocols tested regularly. |
Disaster recovery and business continuity protocols in place. | |
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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 support is available for large enterprise/financial clients. | |
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Onboarding and Training Resources Comprehensive user training and onboarding materials. |
Onboarding help and training resources available. | |
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Knowledge Base and Community Forums Online support content and user discussion boards. |
Comprehensive knowledge base and user forums available. | |
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Incident Notification System Alerts users regarding outages, security, or data incidents. |
Users are notified of system incidents and outages per regulatory requirements. |
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