Sold by: IdealRatings Inc
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IdealRatings has designed proprietary indicators to assist financial market participants (FMPs) 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 issuers' Article 8&9 alignment indicators and proxies.
Overview
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.
Use Cases (RAW-DATA REDISTRIBUTION IS RESTRICTED)
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.
Metadata
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
Additional Information
Pricing Information
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 .
Subscription Verification Request Information
EIN number, # of users, # of Regions, #Universe, #datasets, Use case details.
Need Help?
- If you have questions about our products, contact us using the support information below. Support@idealratings.com info@idealratings.com
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Dimension | Description | Cost/12 months |
|---|---|---|
Product Access | Dimension that grants access to the product for subscribers. | $30,000.00 |
Dimensions summary
This listing uses a single contract-based dimension called Product Access (Units). You buy access to the SFDR dataset through a subscription, and the unit quantity grants that access. There are no separate tiers, instance sizes, or usage add-ons to choose from. Pricing is structured around one access dimension rather than scaling by feature level. The dataset supports Sustainable Finance Disclosure Regulation reporting, including Principal Adverse Impact indicators and Articles 8 and 9 alignment. All buyers receive the same access model under the contract term.
Top-of-mind questions for buyers
A unit grants subscriber access to the SFDR dataset under your contract. It covers the data content itself, including Principal Adverse Impact indicators and Articles 8 and 9 alignment. The unit reflects access rights rather than a physical server, seat count, or compute size.
Access covers Principal Adverse Impact indicators, mapped to over 100 in-house indicators across 13 KPIs. It also includes methodology for evaluating Articles 8 and 9 alignment of financial products. This data supports both mandatory and voluntary SFDR reporting standards.
No. Pricing is contract-based through the single Product Access dimension. Access is granted by the unit quantity you buy under the contract term. There are no usage meters, overage charges, or tier boundaries that adjust your cost as you query or consume the data.
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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 |
|---|---|---|---|---|---|---|
IdealRatings SFDR Dataset (Sustainable Finance Disclosure Regulations) | All historical revisions | All future revisions | Not included | Not included |
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IdealRatings ESG basic dataset has been compiled to provide a holistic view of the sustainability performance of companies around the globe. While our ESG research and analysis expands over +350 data elements, this level of profound assessment is not relevant for every use case, and hence this dataset compromises the most important 25 indicators/KPIs.
***RAW-DATA REDISTRIBUTION IS RESTRICTED***
IdealRatings ESG Scores and Ratings Dataset, provides an overall view on global issuers’ sustainability performance through their ESG scores and Ratings which help investors identify best-in class, with potential over the long-term and bottom performers. Separate E, S and G scores and its underlying KPIs scores are also available. IdealRatings ESG Total Score range between 0 - 300, which corresponds to rating brackets ranging from CC – AAA.