High Quality Data on ESG Fund Metrics through SIX
There is an increasing demand for high quality ESG data on funds, whether for information purposes, to manage sustainability risk or to respond to clients' desire to support sustainable investments. The MSCI ESG Fund Metrics package supports clients in addressing their needs for considering ESG aspects when investing in funds since it is designed to provide greater transparency and understanding of ESG characteristics on fund and ETF components in investor portfolios.
This package is somewhat similar to the ESG Core MSCI package but instead of corporate data, it provides fund data.
- Asset Management
- Wealth Management / Private Banking
- Advisory
- Compliance
- Portfolio Management
- Reporting
- Risk
The MSCI ESG Fund Metrics data covers over 53,000 multiasset class mutual funds and ETFs. The package is designed to measure the Environmental, Social and Governance (ESG) characteristics of a fund’s underlying holdings, making it possible to rank or screen mutual funds and ETFs on a AAA to CCC ratings scale.
This package can be used to:
- Screen for funds that align with client values.
- Offer reporting on ESG characteristics of investments.
- Measure ESG impacts arising from investments.
- Complement manager due diligence.
- Clients do not need to source this data from the third party providers directly, but can do so via one source - SIX.
- The data is mapped to our well-structured database with a wide range of financial instruments identifiers, it is supplemented with other SIX reference data and is delivered through well-know SIX delivery capabilities.
- Data sourcing and integration are easier, faster and cost-efficient.