Sold by: IdealRatings Inc
Deployed on AWS
***RAW-DATA REDISTRIBUTION IS RESTRICTED***
A comprehensive set of Qualitative screening criteria (200+) derived from national and international standards, that altogether deliver a profound assessment of an issuer’s non-financial performance, which complements the conventional financial screening and assists in sustainable investment decisions. This dataset helps investors visualize an issuer's sustainability plans. This entails a firm’s pertinent policies and programs.
Overview
IdealRatings ESG Qualitative Dataset
Overview
IdealRatings ESG Qualitative dataset screens global issuers against a set of proprietary sustainable investment guidelines (+200) derived from national and international standards. A comprehensive set of Qualitative screening criteria that altogether deliver a profound assessment of an issuer’s non-financial performance, which complements the conventional financial screening and assists in sustainable investment decisions. This dataset helps investors visualize an issuer's sustainability plans. This entails a firm’s pertinent policies, programs, and plans and hence, Investors can anticipate the performance of issuers over the longer term and mitigate fundamental risks, compare issuers to peers and decide on the 'best-in-class'.
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 | 2016 Data Modification Date | MONTHLY Geographic coverage | GLOBAL Time period coverage | 2016-2022 Is historical data “point-in-time” | YES Data Set(s) Format(s) | XLS,CSV Raw or scraped data | NO Key Fields | 200+ ESG Qualitative Indicators per issuer. Key Words | ESG SCORE, ESG RATING, ESG PERFORMANCE, SUSTAINABILITY PERFORMANCE, RESPONSIBLE INVESTING, ESG KPI, Business Involvement, Sanction Nations, Countries of Concern, Exclusionary Screening. Number of companies/brands covered | APPX 40K. 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 pricing dimension called Product Access (Units). You buy access to the ESG Qualitative Dataset through a contract. Pricing is not split into tiers or usage levels. Instead, you subscribe to one access dimension measured in units. The dataset screens companies against sustainable investment guidelines and international standards across Environmental, Social, and Governance categories. Because there is only one dimension, your cost depends on the number of units you commit to under the contract term, not on separate feature levels or add-on options.
Top-of-mind questions for buyers
A unit grants subscriber access to the ESG Qualitative Dataset. The dataset covers 40,000+ companies with more than 10 million data entries. Access lets you screen companies against sustainable investment guidelines and international standards. Confirm with the vendor how units map to user accounts or data seats, since the table does not specify.
You screen companies against Environmental, Social, and Governance categories. Each pillar splits into subcategories and Key Performance Indicators, with 130+ inputs. Companies are also checked against international norms, including UN Global Compact principles, Sustainable Development Goals, human rights guidelines, and international labor standards.
You can access the data through an online portal or FTP servers. Query tools are embedded in the databases, so you can interact with the data for analysis and reporting. You can also customize screening guidelines by selecting from Responsible Investment parameters to match your own investment mandates.
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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 ESG Qualitative Dataset | All historical revisions | All future revisions | Not included | Not included |
Resources
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Similar products
***RAW-DATA REDISTRIBUTION IS RESTRICTED*** With +350 data elements, IdealRatings ESG Datasets provide investors with profound assessment of global issuers’ sustainability performance. The datasets compromises ESG indicators of different underlying research frameworks; ESG Scores& Ratings, Qualitative, Metric and Business Involvement Indicators and SFDR. Such datasets vary significantly in their coverage and sophistication and hence, each is designed to cater to a different investment use case.
***RAW-DATA REDISTRIBUTION IS RESTRICTED*** With +350 data elements, IdealRatings ESG Comprehensive Dataset provides investors with profound assessment of global issuers’ sustainability performance. This dataset compromises ESG indicators of different underlying research frameworks; ESG Scores& Ratings, Qualitative, Metric and Business Involvement Indicators. This dataset is most appropriate to specialized asset and fund managers whose investment decision is highly focused on sustainability.
***RAW-DATA REDISTRIBUTION IS RESTRICTED***
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 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.