MSCI ESG Research Analysis and Ratings integrated on FactSet

MSCI has integrated its MSCI ESG Research data and ratings on the FactSet platform, which in turn allows users to integrate more ESG data into their own research.

The integration will work through the FactSet Portfolio Analysis, Universal Screening and Data Downloading tools and facilities, as well as through Microsoft Office where it is used.

It gives users the ability to layer on ESG factors to processes such as portfolio construction and optimisation, back testing and performance and risk attribution, MSCI said.

The ESG research and data is available in three ways.

MSCI ESG Intangible Value Assessment (IVA) includes ratings and analysis of companies’ management of environmental and social risk factors that can reveal ESG‐driven investment risks or opportunities that may not be captured by conventional analysis.

MSCI ESG Impact Monitor analyses and monitors ‘ESG controversies’ and violations of global norms such as the UN Global Compact.

MSCI ESG Business Involvement Screening Research allows investors to screen out companies involved in countries such as Sudan and Iran, with activities such as tobacco or weapons, or that violate religious mandates.

Patrick Locke, vice president of FactSet Product Development said: “There is growing demand from asset managers and institutional investors to integrate ESG information into the investment process to meet ESG requirements set by the Principles of Responsible Investment (PRI).”

 

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