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Bloomberg ESG Data and Analytics from Bloomberg
Provides ESG data on 11,800+ companies, with 2,000+ ESG data points. Includes ESG disclosure scores, controversy screening, and climate risk analytics. Offers specialized tools for corporate treasury and pension management with portfolio analytics and custom screening capabilities.
Product analysis by function
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
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Data Integration and Aggregation
(10 Yes /10 Known /12 Possible features)
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Multiple Data Source Integration Ability to connect to various ESG data providers, third-party vendors, and internal systems. |
Bloomberg ESG offers data from many third-party providers, integrates with internal Bloomberg analytics and portfolio systems. | |
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Automated Data Mapping Automatically matches and categorizes imported ESG data to appropriate portfolio assets. |
Automated data mapping and alignment between imported ESG data and portfolio assets is a core feature in Bloomberg analytics. | |
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Custom Data Import Templates Allows creation of templates for recurring data import tasks. |
Bloomberg supports creating custom import templates for ESG data workflows. | |
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Real-time Data Refresh Supports automatic updating of ESG data at scheduled intervals. |
Dashboard refreshes are available in near real-time; ESG scores update as new data is ingested. | |
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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. |
Bloomberg’s ESG platform has data validation tools and cleaning utilities. | |
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API Access for Data Feeds Enables integration with ESG data sources through APIs. |
API integration with external ESG data feeds is available through Bloomberg Terminal and Data License APIs. | |
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Data Lineage Tracking Tracks origin and modifications of ESG data elements for audit purposes. |
Data lineage is supported to facilitate audit and traceability in Bloomberg's data platform. | |
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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. |
Users can define custom ESG and sector taxonomies within Bloomberg’s portfolio analytics tools. | |
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Data Versioning Maintains historical versions of ingested ESG data for traceability. |
Historical versions of ESG data are maintained for audit and trend analysis. | |
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Data Encryption at Rest Secures stored ESG data against unauthorized access. |
Data is encrypted at rest using enterprise-grade encryption standards. |
ESG Scoring and Analytics
(10 Yes /10 Known /11 Possible features)
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Automated ESG Score Calculation Automatically computes ESG scores for portfolio assets based on selected criteria. |
ESG scoring is automated and available across the covered universe. | |
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Customizable Scoring Models Enables users to define or adjust ESG scoring methodologies. |
Portfolio managers can define and adjust scoring methodologies and weights. | |
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Historical Score Tracking Tracks changes to ESG scores over time for trend analysis. |
ESG score histories and trends are available. | |
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Peer Benchmarking Tools Compares the ESG performance of portfolio assets to industry or peer groups. |
Peer benchmarking tools are a key Bloomberg ESG analytics feature. | |
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Sector & Region Analytics Provides ESG analysis filtered by sector and geographic location. |
Sector and regional analysis is included in portfolio analytics. | |
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Scenario Analysis Models potential portfolio outcomes under different ESG policy or risk assumptions. |
Scenario analysis offered for climate risk and policy changes. | |
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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 included as a customizable analytics tool. | |
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Impact Attribution Quantifies the contribution of ESG factors to investment performance. |
Impact attribution to ESG factors is available in Bloomberg’s ESG insights. | |
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User-defined KPIs Allows the creation of custom ESG performance indicators. |
Custom, user-defined ESG KPIs are supported. | |
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Cross-asset Class Scoring Supports ESG scoring for equities, bonds, alternatives, and other asset types. |
Supports scoring for equities, bonds, alternatives, etc. |
Compliance Management
(9 Yes /9 Known /10 Possible features)
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Rule-based Compliance Checks Automates portfolio checks against ESG regulations and internal guidelines. |
Bloomberg system can automate ESG compliance checks based on rules frameworks. | |
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Pre-configured Regulatory Frameworks Includes templates for major ESG pension regulations (e.g., SFDR, TCFD, EU Taxonomy). |
Provides coverage for SFDR, TCFD, and other major regulatory frameworks. | |
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Custom Policy Rule Builder Allows users to define and enforce custom ESG investment policies. |
Custom policy rule builder is available for compliance modules. | |
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Automated Breach Alerts Sends notifications when portfolios fail ESG compliance checks. |
Automated breach alerts are configurable in Bloomberg’s compliance management. | |
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Audit Trail Maintains detailed records of compliance checks and management actions. |
Detailed audit trails provided for compliance workflows. | |
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Compliance Dashboard Real-time overview of compliance status across all portfolios. |
Dashboard view of compliance status across portfolios is included. | |
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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 controls are supported in user management. | |
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Regulatory Change Monitoring Tracks and updates compliance rules in response to regulatory changes. |
Bloomberg’s compliance system tracks major regulatory changes for rule updates. | |
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Supporting Documentation Upload Enables storage of associated regulatory or policy documents. |
Users can upload documentation to support compliance processes. |
Reporting and Disclosure
(9 Yes /9 Known /11 Possible features)
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Automated Regulatory Reporting Generates reports for standard ESG regulatory disclosures. |
Automated reporting templates for ESG regulatory purposes are provided. | |
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Custom Report Template Builder Allows users to design bespoke ESG reports. |
Users can create custom ESG report templates. | |
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Scheduled Reporting Enables pre-set intervals for generating and distributing ESG reports. |
Scheduled and recurring automated reporting is supported. | |
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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. |
Tools for client, stakeholder, and public ESG data distribution and disclosure. | |
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Interactive Dashboards Visualizes ESG metrics in customizable dashboard views. |
Interactive dashboards are a native feature. | |
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Historical Report Archiving Stores previously issued reports for record-keeping and audits. |
ESG report archiving is supported on the platform. | |
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Multi-language Support Ability to generate reports in multiple languages. |
Bloomberg offers multi-language reporting capabilities. | |
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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. |
Deadline reminders and alerts for regulatory reporting schedules are included. | |
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Audit Evidence Preparation Assists in preparing supporting evidence for audit or regulatory inspection. |
Audit evidence and report bundling tools are available for regulatory inspection. |
Portfolio Management Integration
(8 Yes /8 Known /9 Possible features)
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Portfolio Synchronization Synchronizes ESG analytics with existing portfolio management systems. |
ESG analytics can be synchronized with Bloomberg AIM and other portfolio management systems. | |
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Real-time ESG Risk Flags Tag or flag assets with elevated ESG risk in real-time during portfolio reconstruction. |
ESG risk flags update in real time during rebalancing/screening workflows. | |
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Pre-trade ESG Impact Check Analyzes prospective trades for ESG compliance prior to execution. |
Pre-trade ESG compliance checks supported for trade simulation and order input. | |
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Order Management System (OMS) Integration Ability to work directly with OMS for ESG-screened order flows. |
Bloomberg ESG integrates into Bloomberg AIM and other OMS. | |
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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). |
Compatible with multiple portfolio management platforms, including BlackRock Aladdin, SimCorp, and FactSet. | |
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Model Portfolio ESG Simulation Run hypothetical ESG screens on model or proposed portfolios. |
Model portfolio screens and hypothetical impact analysis are available. | |
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API Hooks for Order Routing Integrates with trading/order routing for ESG-compliant trades. |
API hooks and order routing integration for ESG trades are supported. | |
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Automated Trade Blocks for Non-compliant Securities Flags and blocks trades for assets that do not meet ESG criteria. |
Automatic trade blocking for non-compliant securities is available as a compliance control. |
Customizability and User Experience
(7 Yes /7 Known /10 Possible features)
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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. |
Custom risk thresholds for alerting and risk measurement are supported. | |
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Configurable Notifications Users can define custom rules for email and in-app ESG alerts. |
Users can define alert and notification logic for workflows. | |
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Personalized Dashboards User-specific dashboard layouts and widgets. |
User-specific dashboards and widgets can be customized. | |
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Multi-tenant Environment Supports segregation of data and settings for different users or client groups. |
No information available | |
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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. |
Web-based and mobile access are available for ESG dashboards. | |
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Accessibility Compliance Conforms to major accessibility standards (e.g., WCAG 2.1). |
Bloomberg platform complies with accessibility standards (e.g., WCAG). | |
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White-labeling Allows custom branding and theming of the ESG platform. |
Some white-labeling (customizable theming and branded interfaces) available for enterprise clients. | |
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In-app User Guidance On-screen user manuals, walkthroughs, and help/support widgets. |
On-screen help, walkthroughs, and support widgets are standard. |
Security and Privacy
(9 Yes /9 Known /10 Possible features)
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Role-based Permissions Granular control of feature and data access by user role. |
Role-based permissions are configurable for all Bloomberg platforms. | |
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Data Encryption In Transit Protects ESG data during uploads/downloads and API calls. |
Data uploads/downloads and API calls are always encrypted in transit. | |
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Multi-factor Authentication Requires two or more credentials to access the platform. |
Multi-factor authentication (MFA) supported on Bloomberg platforms. | |
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User Activity Logging Records detailed logs of user actions for monitoring and audits. |
Detailed user activity logging is in place for audit and review. | |
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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. |
ESG data anonymization and pseudonymization features available for privacy. | |
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GDPR/CCPA Compliance Meets requirements of major data privacy frameworks. |
The platform is GDPR- and CCPA-compliant for data privacy. | |
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Incident Response Tools Features for detecting, managing, and reporting security incidents. |
Incident response tools for security events are available enterprise-wide. | |
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SSO (Single Sign-On) Integration with enterprise SSO solutions. |
Supports SSO with major identity providers. | |
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Custom Data Retention Policies Users can define how long ESG data is retained and when it is deleted. |
Customizable data retention settings are supported for regulatory compliance. |
Sustainability and Climate Metrics
(9 Yes /9 Known /10 Possible features)
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Carbon Footprint Calculation Computes the carbon impact of portfolio assets. |
Carbon footprint calculation is a standard metric offered in the ESG suite. | |
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Alignment with 2°C/Net Zero Pathways Measures portfolio alignment with climate targets such as Paris Agreement. |
Portfolio alignment with 2°C/net-zero pathways is supported. | |
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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 GHG emissions analysis is default for covered issuers. | |
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Transition and Physical Climate Risk Tools Analyzes risks related to climate change scenarios. |
Transition and physical risk analytics provided for climate risk stress-testing. | |
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Green Revenue Share Calculates proportion of revenue from sustainable activities. |
Green revenue share calculations included in ESG datasets. | |
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Custom Environmental Metrics Allows tracking of non-standard or evolving environmental KPIs. |
Allows for the setup and tracking of custom environmental metrics. | |
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ESG Thematic Labeling Tags assets/holdings according to themes (e.g. renewable energy, circular economy). |
ESG thematic labels and screening available by sector, topic, or theme. | |
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Water/Waste Impact Assessment Metrics on portfolio exposure to water use and waste generation. |
Bloomberg covers metrics on water usage and waste for many issuers. | |
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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 initiative data available. |
Social and Governance Metrics
(8 Yes /8 Known /10 Possible features)
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Diversity & Inclusion Assessment Reports on board and workforce diversity metrics. |
Diversity & inclusion metrics (e.g., gender, board composition) provided. | |
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Human Rights Risk Evaluation Identification and scoring of human rights exposure in the investment portfolio. |
Human rights risk indicators and scoring available in ESG data. | |
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Supply Chain Transparency Analysis Examines ESG risks throughout supply chains of portfolio companies. |
ESG supply chain screening coverage included in analytics. | |
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Executive Pay Ratio Metrics Tracks executive remuneration relative to workforce average. |
Executive pay ratio metrics are part of the governance dataset. | |
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Controversy Tracking Monitors and flags assets connected to current social/governance controversies. |
Controversy and adverse media screening is a well-known feature. | |
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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. |
No information available | |
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Board Independence Scores Measures independence of company boards relative to best practices. |
Board structure and independence scores provided for covered issuers. | |
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Incident Reporting Workflow Workflow for logging and investigating social or governance incidents. |
Incident reporting and flagging is available in the governance workflow tools. | |
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Modern Slavery Assessment Analytics covering exposure to modern slavery risks. |
Exposure to modern slavery risks is included in ESG risk metrics. |
Stewardship and Engagement Tools
(3 Yes /3 Known /9 Possible features)
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Engagement Tracking Logs and monitors all engagement activities with portfolio companies. |
Engagement tracking for stewardship activities is supported. | |
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Voting Record Management Tracks proxy voting actions relating to ESG issues. |
Proxy voting and record management features are included. | |
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Engagement Outcome Recording Records the results or impact of engagement actions. |
Stewardship tools to record and track engagement outcomes are supported. | |
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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 |
Integration and Interoperability
(8 Yes /8 Known /10 Possible features)
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Open API Availability Publicly documented APIs for integrating ESG analytics with external systems. |
Open and documented APIs are available for integration. | |
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Plug-in/Connector Library Prebuilt connectors for PMS, OMS, data warehouses, CSR software, etc. |
Various plug-ins and connectors for major PMS/OMS exist. | |
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Data Export/Import Automation Scheduled or trigger-based transfers of ESG data into/out of other platforms. |
Automated schedules or triggers for data import/export are supported. | |
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Cloud and On-premise Deployment Options for SaaS or locally hosted installation. |
Both cloud and on-premise deployments are supported across Bloomberg enterprise solutions. | |
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Third-party Authentication Support Works with external identity providers (e.g., Azure AD, Okta). |
Integration with third-party identity/authentication systems available. | |
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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. |
Custom endpoint setup is feasible through Bloomberg's open API framework. | |
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Data Interchange Format Support Supports common standards (e.g., JSON, XML, CSV) for data sharing. |
Supports all major data interchange formats (CSV, XML, JSON, XLS, etc.) | |
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Single Data Model across Modules Ensures all features use a unified ESG data structure to prevent siloes. |
Bloomberg maintains a unified data model for ESG analytics. | |
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Batch Processing Capacity Volume of ESG data batches processed concurrently for ETL jobs. |
No information available |
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