IdealRatings SFDR Dataset (Sustainable Finance Disclosure Regulations)

Product Overview In Support of the EU Sustainable Finance Action Plan, IdealRatings has designed a set of proprietary qualitative and quantitative indicators to assist financial market participants’ (FMP) fulfill the recently revised disclosure requirements which aim towards integrating ESG in their investment decision, portfolio composition and reporting. IdealRatings SFDR offerings include two components: Principal Adverse Impacts (PAI) covered in 70+ indicators in addition to Article 8&9 alignment indicators and proxies.

IdealRatings offers an array of screening processes including: 1) Qualitative Dataset. 2) ESG Scores and Ratings Dataset. 3) ESG Metric Dataset. 4) Business Involvement Dataset. 5) Regulatory Reporting Dataset. IdealRatings ESG and Responsible investment datasets cater to the varying needs of Industry players, and are used in:

1- Asset Management:

a) Pre-Trade Analytics:

Through IdealRatings ESG Data sets, asset managers can configure investment guidelines and screen the global universe for securities that are compliant by: • ESG Score and Rating: minimum performance threshold, top and bottom KPIs per pillar, E, S, G. • Controversial Involvement: Excluding undesired business activities/revenue. • Attribution: Setting positive thresholds for best in class, such as women on boards.

b) Post-Trade Reporting:

Asset managers use IdealRatings ESG data sets to prepare and issue portfolio reports for every investment guideline. Reports mandated by internal or external stakeholders: • Sustainability Performance. • Regulatory Reporting. • Violation Tracking. • Portfolio ESG Analytical Reporting.

2- Risk Management and Compliance. A very important use case for IdealRatings data is risk management. Through IdealRatings engine, Financial Market Participants flag companies that perform poorly in terms of environment, social, and governance Metrics. These companies have higher reputational risk and are likely to face strikes or litigations and hence, are more prone to sudden share price drops.

3- Regulatory Reporting IdealRatings Qualitative and Quantitative ESG Solutions help FMPs meet new requirements on ESG integration, disclosure, and reporting.

In light of the above, IdealRatings ESG and Responsible Investment Solutions are used by Investment Managers, Banking Groups, Brokerage Firms, Robo-advisors, Index Providers, Enterprise Data Management Solutions, Data vendors and Index Providers.

Update Frequency | MONTHLY Data Source(s) | PRIOPERITARY DATA Original Publisher of data | IDEALRATINGS INC. Data Creation Date | 2021 Data Modification Date | MONTHLY Geographic coverage | GLOBAL Time period coverage | 2021-2022 Is historical data “point-in-time” | YES Data Set(s) Format(s) | XLS, CSV Raw or scraped data | NO Key Fields | +90 ESG Indicator as mandated by EU’s Sustainable Finance Disclosure Regulations. Key Words | ESG SCORE, ESG RATING, ESG PERFORMANCE, SUSTAINABILITY PERFORMANCE, SFDR, Regulatory Reporting. Number of companies/brands covered | APPX 10K. Standard entity identifiers | ISIN

• Data Source 

IdealRatings offers custom ESG and Responsible investing datasets, if standard datasets on ADX do not meet your requirements, please get in touch to configure an appropriate data offer. info@idealratings.com .

EIN number, # of users, # of Regions, #Universe, #datasets, Use case details.

• If you have questions about our products, contact us using the support information below. Support@idealratings.com  info@idealratings.com