Sold by: ESG Book
Deployed on AWS
The Business Involvement Filter was developed to systematically screen 32,000+ companies for business involvements and allows investors to align their values across public-equity and fixed-income portfolios.
Overview
Overview
The Business Involvement Filter was developed to systematically screen 32,000+ companies for business involvements and allows investors to align their values across public-equity and fixed-income portfolios.
We have developed 11 standard screens with well-defined and transparent business involvements criteria. These screens can be implemented directly in an investment strategy, or dynamically calibrated to a client?s unique bespoke preferences.
The Business Involvement Filter enables investors across institutional and retail markets - to determine the business activities of companies based on their own values, empowering everyone to make more informed decisions on how and where they invest their money.
Methodology
The Business Involvement Filter Screens are calculated daily for the 11 different business segments. The screens methodology can be described through a 3-layer process:
- Data collection
- Threshold Assessment
- Flag generation
Layer 1 - Data Collection
In the first layer two different sets of data are collected. Each filter uses one of these types of data, depending on what is most suitable for that screen.
-
Revenue data: for each company the percentage revenue associated with certain business segment is collected. These data are collected from company 10-K filings and financial statements.
-
Involvement data: for each company a binary involvement datapoint (Y/N does the company sell products or services within certain business streams) are collected. The business-involvement data tracks products and services sold by companies as reported on company websites or in company reports and presentations.
Layer 2 - Threshold Assessment
In the second layer, a revenue threshold is set of 5%. For each company within the Business Involvement universe, for the 7 business segments that use a revenue filter, a "Yes" is assigned where a company generates more than 5% of its total recorded revenue from a given business activity and "No" where it does not.
No further manipulation is needed with regards to the Involvement data because it is collected as a binary data point ? that is, a "Yes" where the company sells products or services within a given business stream and a "No" where the company does not.
Layer 3 - Flag Generation
In the final layer the threshold values generated in the previous stage are combined into the output field for each business segment to provide compact, valuable information to the user.
A Flag: is a binary "Yes" or "No" value. Where a "Yes" indicates that the company either generates more than 5% of its revenue from a given business segment or has business involvements in the business segment. Conversely, a "No" indicates that the company generates less than 5% of its revenue from a given business segment or has no business involvements in the business segment.
Screening Topics
| Filter | Data Type | Description |
|---|---|---|
| Adult Entertainment | Revenue | Owners and operators of adult entertainment products and activities, and theme parks. |
| Defence | Revenue | Manufacturers of military aerospace and defence equipment, parts, or products including defence electronics and space equipment. |
| Fossil Fuels | Involvement | Companies that work on the extraction of fossil fuels: crude oil, coal, natural gas, or heavy oils. Suppliers that provide products and/or services specifically for fossil fuel are also considered involved. |
| Gambling | Revenue | Owners and operators of casinos and gaming facilities, including companies providing lottery and betting services. |
| Nuclear | Involvement | Companies involved in extraction, mining, or processing of uranium enrichment of fuel for nuclear reactors, or owners and/or operators of nuclear power stations. Suppliers that provide products and/or services specifically for nuclear power generation are also considered involved. Companies involved in mining/extraction of uranium, and suppliers involved in providing relevant products and/or services related to extraction of the uranium. |
| Stem Cells | Revenue | Companies involved in researching on human embryos or cloning. Pharmaceutical and medical firms involved in stem cell research (no revenue is generated yet) and the process involves abortion-related research, sperm donation, ovum donation, and donations from unmarried couples. |
| Tobacco | Revenue | Cigarettes and other tobacco products manufacturers and retailers. Other tobacco-related products like the materials from which cigarettes are made, flavour and packaging. Suppliers are also included. |
| Weapons | Involvement & Revenue | Revenue: Firms involved in the manufacture or sale of any kind of firearms. Involvement: Companies involved in chemical and biological weapons manufacturing, and suppliers involved in providing relevant products and/or services. Includes cluster bombs, land-mines, and nuclear weapons manufacturing, including suppliers of parts or services for these systems. |
| Controversial Weapons Involvement | Involvement | Companies involved in chemical and biological weapons manufacturing, and suppliers involved in providing relevant products or services. Includes involvement in cluster bombs, land-mines, and nuclear weapons systems or components. |
| Controversial Weapons Contribution | Involvement | Companies that hold investments in organisations that produce controversial weapons. |
Metadata
| Meta Data | Information |
|---|---|
| Update Frequency | Daily |
| Geographic coverage | Global |
| Time period coverage | 2014-present |
| Is historical data ?point-in-time? | YES |
| Raw or scraped data | Data is scraped from 10-K reports and financial statements. |
| Number of companies covered | >30,000 |
| Standard entity identifiers | Ticker Exchange, ISIN, SEDOL. |
Pricing Information
Pricing is determined on a use-case basis, thus please contact for more information.
When requesting please include the following information:
- Organization Name
- Position (non-mandatory)
- Business Email Address or Telephone Number
- Country
- Use-case
Regulatory and Compliance Information
This product is allowed for internal use only, users are not allowed to distribute the data externally.
If you're interested in a re-distribution of data use case, please contact us.
Need Help?
- If you have questions about our products, contact us at support@esgbook.com
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Additional details
You will receive access to the following data sets.
Data set name | Type | Historical revisions | Future revisions | Sensitive information | Data dictionaries | Data samples |
|---|---|---|---|---|---|---|
sco-bif | All historical revisions | All future revisions | Not included | Not included |
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