Based on the analysis of the 500 largest SRI funds, our service RI Consensus offers a unique way of assessing the implicit consensus of investors on more than 10 000 stocks invested in these funds.
Benefit from a new approach to ESG performance analysis
- Overcome the issue of differing perceptions of performance from ESG research providers
Capture both financial and ESG intelligence in one single metric
- Track the attractivity of stocks present in SRI funds
- Measure company ESG performance through innovative scores and ratings
Access data updated quarterly
- Updates provided on a quarterly basis
- Data available from 2007
Manage & identify opportunities within your investment
portfolio all in one place. Access our proprietary
data on credit risk, ESG, and climate,
and monitor your portfolio's exposure
Service features & coverage
Our database of 500 SRI funds includes 10 000+ stocks worldwide (50+ countries), with data updated quarterly and going back to 2007. The standard data series include company scores based on the frequency of fund investment and the percentage of market cap invested. It also includes overall ESG ratings. Both scores and ratings adjusted to control for biases.
Company reports are available to highlight sector trends and details in addition to company performance over time. Reports can be customized to specific geographic zones, industries, or individual companies.
RI Consensus measures how much companies are invested in by a large and representative panel of self-proclaimed ESG (including SRI/ Sustainable/ Environment/ Ethical/ Thematic) funds. Using a variety of sources, we retain a maximum of 500 funds based on their self-identification of ESG credentials, size, & transparency. We then aggregate all company positions to provide two indicators for frequency and capital investment before adjusting for biases (market cap, geography and sector). Last, we cross company scores to produce a company rating (26-notch scale from AAA to D), which is also controlled for biases.