IdealRatings Business Involvement Dataset

IdealRatings Business Involvement Dataset tracks issuer’s involvement in business activities and/or countries that have positive or negative impacts on the environment and/or society. This dataset compromises three sub-sets:

a- Controversial Involvement

Identifies companies involved in controversial activities that have a negative impact on the environment and/or society with an involved/not involved flag. For certain business activities, revenue screening is available through which the user can specify their own tolerance (i.e., no more than 10% of annual revenue).

b- Positive Flags used to identify issuers Companies engaged in activities that have a decent impact on the environment and/or society. Positive Flags are segregated to: Green Revenue and Renewable Energy.

c- Countries of Concern. Identifies companies that operate in countries that are of concern to certain investors due to international controversies, global sanctions, and/or other issues. This includes having a headquarter and/or a subsidiary or selling its products/services there. Accordingly, companies involved in such countries can be removed from users ‘portfolios.

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 | 2010 Data Modification Date | MONTHLY Geographic coverage | GLOBAL Time period coverage | 2010-2022 Is historical data “point-in-time” | YES Data Set(s) Format(s) | XLS, CSV Raw or scraped data | NO Key Fields | Broad set of flags covering all controversial business activities and/or countries of concern. Key Words | Business Involvement, Countries of Concern, Sanctioned Nations, Exclusionary Screening. Number of companies covered | APPX 40K.

Deliverables in this Dataset are:(40 fields):

1- Issuer Unique code in IdealRatings database. (WID) 2- Issuer Identifier. (ISIN) 3- Issuer Name. 4- Issuer Business Activities. 5- Set of Business Involvement flags.

• 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.

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