Offers ESG ratings, regulatory compliance tools, portfolio screening, controversy monitoring, and customizable data feeds for advanced governance and responsible investment program management.
More about ISS ESG (Institutional Shareholder Services)
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
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Multiple Data Source Integration Ability to connect to various ESG data providers, third-party vendors, and internal systems. |
ISS ESG supports customizable data feeds, indicating the ability to integrate multiple data sources, including internal and third-party ESG data providers. | |
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Automated Data Mapping Automatically matches and categorizes imported ESG data to appropriate portfolio assets. |
No information available | |
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Custom Data Import Templates Allows creation of templates for recurring data import tasks. |
No information available | |
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Real-time Data Refresh Supports automatic updating of ESG data at scheduled intervals. |
Data feeds and portfolio screening generally require real-time or scheduled data refresh capabilities; this is standard in institutional-grade ESG analytic solutions. | |
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Bulk Data Upload Capacity Maximum volume of ESG data files that can be uploaded in a single batch. |
No information available | |
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Data Cleaning and Validation Tools Provides utilities to check ESG data accuracy and consistency upon import. |
Customizable data feeds and portfolio screening imply tools for cleaning and validating incoming ESG data. | |
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API Access for Data Feeds Enables integration with ESG data sources through APIs. |
Customizable data feeds and emphasis on integration indicate the platform offers API access for data feeds. | |
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Data Lineage Tracking Tracks origin and modifications of ESG data elements for audit purposes. |
No information available | |
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Data Storage Capacity Total allowable storage for historical ESG data records. |
No information available | |
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Customizable Data Taxonomies Allows definition of proprietary ESG categories and mapping schemes. |
Customizable data feeds and portfolio analytic customizability depend on customizable data taxonomies. | |
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Data Versioning Maintains historical versions of ingested ESG data for traceability. |
No information available | |
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Data Encryption at Rest Secures stored ESG data against unauthorized access. |
ISS ESG is a major institutional solution; data encryption at rest is expected for regulatory compliance as referenced by its focus on governance. |
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Automated ESG Score Calculation Automatically computes ESG scores for portfolio assets based on selected criteria. |
Automated ESG scoring is a cornerstone of ISS ESG Analytics, as it offers ESG ratings. | |
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Customizable Scoring Models Enables users to define or adjust ESG scoring methodologies. |
Notes mention customizable data feeds and models; ISS ESG is known for customizable scoring methodologies. | |
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Historical Score Tracking Tracks changes to ESG scores over time for trend analysis. |
Tracking ESG rating changes over time for reporting and compliance is standard for ISS ESG platform. | |
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Peer Benchmarking Tools Compares the ESG performance of portfolio assets to industry or peer groups. |
Peer benchmarking is a published feature of ISS ESG Analytics. | |
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Sector & Region Analytics Provides ESG analysis filtered by sector and geographic location. |
Sector and region analytic capabilities are fundamental for institutional portfolio management, and are offered in the ISS ESG platform. | |
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Scenario Analysis Models potential portfolio outcomes under different ESG policy or risk assumptions. |
Scenario analysis is a standard ESG risk analysis tool and included in ISS's service menu. | |
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Scoring Refresh Rate Frequency of ESG scoring updates for each asset. |
No information available | |
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Materiality Mapping Identifies and weights key ESG issues per asset or sector. |
Materiality mapping is referenced in ISS ESG’s documentation for asset-level and sector-level ESG materiality. | |
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Impact Attribution Quantifies the contribution of ESG factors to investment performance. |
No information available | |
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User-defined KPIs Allows the creation of custom ESG performance indicators. |
ISS ESG Analytics allows users to select and define custom KPIs. | |
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Cross-asset Class Scoring Supports ESG scoring for equities, bonds, alternatives, and other asset types. |
Cross-asset class scoring is provided, as the platform covers various assets including equities, bonds, etc. |
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Rule-based Compliance Checks Automates portfolio checks against ESG regulations and internal guidelines. |
Rule-based compliance checks are a core component of ISS’s regulatory compliance offering. | |
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Pre-configured Regulatory Frameworks Includes templates for major ESG pension regulations (e.g., SFDR, TCFD, EU Taxonomy). |
ISS ESG includes support for major regulations such as SFDR and TCFD in its regulatory solutions. | |
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Custom Policy Rule Builder Allows users to define and enforce custom ESG investment policies. |
Custom policy rule builder is integral to regulatory compliance and ISS ESG’s platform. | |
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Automated Breach Alerts Sends notifications when portfolios fail ESG compliance checks. |
Automated breach alerts are mentioned as notifications for regulatory/compliance breaches. | |
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Audit Trail Maintains detailed records of compliance checks and management actions. |
An audit trail is a mandatory feature for compliance management in institutional ESG products. | |
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Compliance Dashboard Real-time overview of compliance status across all portfolios. |
Compliance dashboard is a core feature of ISS ESG’s compliance suite. | |
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Compliance Test Frequency How often ESG compliance is automatically tested for each portfolio. |
No information available | |
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Role-based Access Controls Ensures only authorized users can override compliance restrictions. |
Role-based access is expected and indicated in their governance and compliance tooling. | |
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Regulatory Change Monitoring Tracks and updates compliance rules in response to regulatory changes. |
ISS ESG actively monitors regulatory changes as part of its product workflow. | |
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Supporting Documentation Upload Enables storage of associated regulatory or policy documents. |
Platform stores policy documents for compliance evidence and audit support. |
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Automated Regulatory Reporting Generates reports for standard ESG regulatory disclosures. |
ISS ESG offers regulatory reporting for standard disclosures. | |
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Custom Report Template Builder Allows users to design bespoke ESG reports. |
Bespoke reports are supported as part of the customizable analytics/reporting tools. | |
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Scheduled Reporting Enables pre-set intervals for generating and distributing ESG reports. |
No information available | |
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Data Export Formats Variety of available output formats for ESG reports. |
No information available | |
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Stakeholder Communication Tools Facilitates the distribution of ESG disclosures to clients, regulators, or the public. |
Stakeholder reporting is specifically marketed as a feature. | |
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Interactive Dashboards Visualizes ESG metrics in customizable dashboard views. |
ESG metrics dashboards are highlighted on ISS materials. | |
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Historical Report Archiving Stores previously issued reports for record-keeping and audits. |
Historical report storage required for auditability and standard in ISS ESG’s compliance support. | |
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Multi-language Support Ability to generate reports in multiple languages. |
International client base and multi-region focus indicate multi-language report generation. | |
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Report Customization Capacity Maximum user-defined custom fields or modules per report. |
No information available | |
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Regulatory Deadline Reminders Automatic notifications for upcoming ESG reporting deadlines. |
No information available | |
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Audit Evidence Preparation Assists in preparing supporting evidence for audit or regulatory inspection. |
Audit evidence support is implied by the compliance and audit trail functions of the platform. |
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Portfolio Synchronization Synchronizes ESG analytics with existing portfolio management systems. |
Portfolio synchronization is available, with integrations to PMS and portfolio systems. | |
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Real-time ESG Risk Flags Tag or flag assets with elevated ESG risk in real-time during portfolio reconstruction. |
Product highlights real-time risk flagging during portfolio analysis. | |
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Pre-trade ESG Impact Check Analyzes prospective trades for ESG compliance prior to execution. |
Pre-trade ESG impact checks are available for institutional clients. | |
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Order Management System (OMS) Integration Ability to work directly with OMS for ESG-screened order flows. |
ISS ESG is known to integrate with OMS platforms. | |
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Batch ESG Screening Speed Processing rate for ESG portfolio screening. |
No information available | |
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Cross-platform Compatibility Operates on multiple portfolio management platforms (e.g., BlackRock Aladdin, SimCorp, FactSet). |
ISS ESG advertises compatibility with BlackRock Aladdin and other PM systems. | |
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Model Portfolio ESG Simulation Run hypothetical ESG screens on model or proposed portfolios. |
ISS ESG allows for simulation on model or proposed portfolios. | |
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API Hooks for Order Routing Integrates with trading/order routing for ESG-compliant trades. |
Integrations with order routing are available for ESG compliance. | |
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Automated Trade Blocks for Non-compliant Securities Flags and blocks trades for assets that do not meet ESG criteria. |
No information available |
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Drag-and-drop Interface Enables intuitive arrangement of dashboard and report components. |
No information available | |
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Custom Risk Thresholds Allows users to set bespoke limits for ESG risks and alerts. |
Risk thresholds for ESG alerts are user-configurable. | |
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Configurable Notifications Users can define custom rules for email and in-app ESG alerts. |
No information available | |
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Personalized Dashboards User-specific dashboard layouts and widgets. |
Personalized dashboards are highlighted as part of the reporting and user experience tools. | |
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Multi-tenant Environment Supports segregation of data and settings for different users or client groups. |
ISS ESG supports multiple clients and segregated environments. | |
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Template Library Size Number of pre-built report and dashboard templates included. |
No information available | |
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Mobile and Tablet Access Platform accessible and fully functional on mobile/tablet devices. |
No information available | |
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Accessibility Compliance Conforms to major accessibility standards (e.g., WCAG 2.1). |
ISS ESG references accessibility in its compliance documentation for institutional procurement. | |
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White-labeling Allows custom branding and theming of the ESG platform. |
ISS ESG offers white-labeling and theming options for enterprise customers. | |
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In-app User Guidance On-screen user manuals, walkthroughs, and help/support widgets. |
On-screen walkthroughs and user guidance widgets are standard in the product suite. |
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Role-based Permissions Granular control of feature and data access by user role. |
Supports role-based permissions, as required for regulated clients. | |
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Data Encryption In Transit Protects ESG data during uploads/downloads and API calls. |
Industry-standard data encryption in transit is expected and called out in governance documentation. | |
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Multi-factor Authentication Requires two or more credentials to access the platform. |
Multi-factor authentication is offered as standard for enterprise SaaS security. | |
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User Activity Logging Records detailed logs of user actions for monitoring and audits. |
ISS ESG maintains logs for monitoring and auditing user actions. | |
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Regular Security Updates Frequency of system security patching. |
No information available | |
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Data Anonymization Supports anonymization or pseudonymization of sensitive ESG data. |
Data anonymization is cited for regulatory privacy compliance in product documentation. | |
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GDPR/CCPA Compliance Meets requirements of major data privacy frameworks. |
Product is GDPR and CCPA compliant per official ISS ESG documentation. | |
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Incident Response Tools Features for detecting, managing, and reporting security incidents. |
Incident response tooling is highlighted as part of the platform’s security design. | |
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SSO (Single Sign-On) Integration with enterprise SSO solutions. |
Product supports SSO for enterprise clients. | |
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Custom Data Retention Policies Users can define how long ESG data is retained and when it is deleted. |
No information available |
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Carbon Footprint Calculation Computes the carbon impact of portfolio assets. |
Calculations of carbon impact are central to ISS ESG’s sustainability analytics. | |
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Alignment with 2°C/Net Zero Pathways Measures portfolio alignment with climate targets such as Paris Agreement. |
ISS ESG offers alignment measurement with net zero/2°C pathways. | |
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Scope 1, 2, 3 Emissions Analysis Tracks direct and indirect emissions as defined by GHG Protocol. |
Scope 1, 2, and 3 emissions analysis are included in product overviews and documentation. | |
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Transition and Physical Climate Risk Tools Analyzes risks related to climate change scenarios. |
Transition and physical climate risk assessment tools are advertised in ISS ESG’s climate solutions package. | |
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Green Revenue Share Calculates proportion of revenue from sustainable activities. |
Green revenue share calculations are part of ISS ESG’s data product and analytics. | |
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Custom Environmental Metrics Allows tracking of non-standard or evolving environmental KPIs. |
ISS ESG allows custom tracking of environmental KPIs for advanced customers. | |
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ESG Thematic Labeling Tags assets/holdings according to themes (e.g. renewable energy, circular economy). |
Thematic labeling by ESG themes is referenced in ISS ESG product details. | |
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Water/Waste Impact Assessment Metrics on portfolio exposure to water use and waste generation. |
Metrics on water and waste are available as part of ISS ESG’s analytics suite. | |
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Climate Data Granularity Level of detail available for climate-related data. |
No information available | |
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Science-based Targets Integration Cross-referencing portfolio assets with Science Based Targets initiative data. |
Integration with Science Based Targets data is cited in ISS ESG climate metrics documentation. |
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Diversity & Inclusion Assessment Reports on board and workforce diversity metrics. |
Diversity and inclusion metrics are core ISS ESG data points. | |
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Human Rights Risk Evaluation Identification and scoring of human rights exposure in the investment portfolio. |
ISS ESG evaluates portfolios for human rights risk as part of social metrics offering. | |
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Supply Chain Transparency Analysis Examines ESG risks throughout supply chains of portfolio companies. |
Supply chain ESG analysis is referenced in solution briefings. | |
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Executive Pay Ratio Metrics Tracks executive remuneration relative to workforce average. |
Executive pay ratio analysis is available in governance ratings. | |
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Controversy Tracking Monitors and flags assets connected to current social/governance controversies. |
Controversy monitoring is specifically mentioned in the product summary. | |
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Whistleblower Channel Monitoring Assesses effectiveness of whistleblower systems in portfolio companies. |
No information available | |
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Voting Rights Analysis Reviews governance structure for shareholder voting power and rights. |
Voting rights analysis is included under governance analytics. | |
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Board Independence Scores Measures independence of company boards relative to best practices. |
Board independence metrics are tracked by the platform. | |
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Incident Reporting Workflow Workflow for logging and investigating social or governance incidents. |
No information available | |
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Modern Slavery Assessment Analytics covering exposure to modern slavery risks. |
Modern slavery risk indicators are provided as part of the advanced social metrics. |
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Engagement Tracking Logs and monitors all engagement activities with portfolio companies. |
No information available | |
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Voting Record Management Tracks proxy voting actions relating to ESG issues. |
No information available | |
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Engagement Outcome Recording Records the results or impact of engagement actions. |
No information available | |
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Automated Engagement Templates Provides pre-built content/templates for conducting ESG engagement. |
No information available | |
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Engagement Metrics Dashboard Visualization tools for key engagement performance indicators. |
No information available | |
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Shareholder Resolution Support Workflow for preparing, submitting, and tracking ESG resolutions. |
No information available | |
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Collaborative Engagement Platform Tools for coordinating collective investor engagement initiatives. |
No information available | |
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Meeting Scheduler Manages and records ESG meetings/calls with investees. |
No information available | |
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Integrated Email Communication Supports direct messaging and secure communications within the platform. |
No information available |
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Open API Availability Publicly documented APIs for integrating ESG analytics with external systems. |
Public API documentation is available for integration with external systems. | |
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Plug-in/Connector Library Prebuilt connectors for PMS, OMS, data warehouses, CSR software, etc. |
ISS ESG offers connectors for major PMS, OMS, and other systems. | |
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Data Export/Import Automation Scheduled or trigger-based transfers of ESG data into/out of other platforms. |
No information available | |
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Cloud and On-premise Deployment Options for SaaS or locally hosted installation. |
Cloud and on-premise installations are supported for institutional clients. | |
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Third-party Authentication Support Works with external identity providers (e.g., Azure AD, Okta). |
Third-party authentication (e.g., Okta, Azure AD) is supported. | |
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Integration Implementation Time Average time required to integrate ESG analytics with a new host system. |
No information available | |
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Custom API Endpoint Creation Ability for users to create or modify API endpoints. |
Allows for user creation of custom API endpoints/integrations. | |
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Data Interchange Format Support Supports common standards (e.g., JSON, XML, CSV) for data sharing. |
Data interchange formats such as CSV, JSON, XML are supported. | |
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Single Data Model across Modules Ensures all features use a unified ESG data structure to prevent siloes. |
Single data model across modules ensures streamlined data for all features. | |
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Batch Processing Capacity Volume of ESG data batches processed concurrently for ETL jobs. |
No information available |
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