Sustainable investing research, ratings, and indexes

Many of these require expensive subscriptions, unless otherwise noted

http://www.csrhub.com/         Ratings on 14,796 companies from 129 countries accessible free, more research and information reports via subscription for $795 yearly.

ENSOGO Analytics provides a holdings-based analysis of the environmental, social, governance (ESG), and socially responsible investing (SRI) characteristics and attributes of mutual funds.  The web-based tool provides profiles on 2,500 different funds (8,000+ fund tickers) with scoring of ESG issues like environment and human rights, and measurement of exposure to negative screening issues like tobacco and adult entertainment.  Pricing for a single-seat annual license is $600.  For more information, contact mark.bateman@ensogoanalytics.com.   Also more information and a sample one page ESG Analysis can be found here.

https://www.msci.com/esg-integration     MSCI is a leading provider of investment decision support tools.  An extensive amount of ratings, research, and more.  Very pricey, fee according to category of data user.

http://thomsonreuters.com/esg-research-data/      ESG database containing information on 4,000+ global companies and over 500+ data points, including all exclusion (ethical screening) criteria and all aspects of sustainability performance.  Relatively inexpensive ($600/year)  If you are with a qualifying pension fund, endowment, NGO, or media organization or if you are an academic researcher wanting our data for a potential paper, you may obtain a complimentary subscription by e-mailing  hblank@snetworkinc.com.  If you are with an investment adviser or a corporation, please e-mail Gregg Sgambati at gsgambati@snetworkinc.com to see if you qualify for a complimentary trial. 

 http://www.trucost.com/        Trucost has been helping companies, investors, governments, academics and thought leaders to understand the economic consequences of natural capital dependency for over 12 years.  Very extensive global research.          $50,000 year.

http://www.sustainalytics.com/     Sustainalytics is a global leader in sustainability research and analysis, serving investors and financial institutions around the world. Our international perspective is strengthened by 20 years of local experience and expertise in the Responsible Investment (RI) and Socially Responsible Investment (SRI) markets.  Very pricey, fee according to category of data user.

http://info.iwfinancial.com/     IW Financial is a leading provider of environmental, social, and governance (ESG) research, consulting, and portfolio management solutions for asset management firms, managed accounts sponsors, institutional investors, plan sponsors, and investment advisors.  Research included in subscription to platform.

https://www.insight360.io/        Headquartered in San Francisco, TruValue Labs is a technology company leveraging advances in natural language processing, cognitive computing, and machine learning to provide actionable insights.  Our team is composed of ESG/sustainability leaders and academics, financial services experts, and technology specialists  Our products analyze big data in real-time, providing analytics from sustainability and Environmental, Social, and Corporate Governance (ESG) issues at the speed of current events – an essential tool for successful business and investment decision-making.  Pricing not clear.

http://www.eiris.org/               EIRIS is a global leader in the provision of environmental, social, governance (ESG) research for responsible investors.  A recent addition to the EIRIS global research platform is EIRIS Conflict Risk Network, which provides timely, reliable and focused information on corporations operating in Sudan.  Non-profit, access is $7400 to $9400 a year

see also these files/pages from EIRIS.  A global-spotlight-on-corporate-sustainability    EIRISGlobalSustainabilityRatings

http://www.thegiin.org/      The Global Impact Investing Network is a not-for-profit organization dedicated to increasing the scale and effectiveness of impact investing.  Membership fees exist, but research and tools available without cost.

http://www.impactbase.org/       ImpactBase is a searchable, online database of impact investment funds and products designed for investors.  A resource of the Global Impact Investing Network.

http://www.giirs.org/     GIIRS (which stands for the Global Impact Investing Ratings System) is a comprehensive and transparent system for assessing the social and environmental impact of companies and funds with a ratings and analytics approach analogous to Morningstar investment rankings and Capital IQ financial analytics.  Pricing unclear.

www.cdp.net                Extensive research  focused on self-reported climate change, forest, water and supply chain impacts.    Score ratings are on their site, Google Finance, and Bloomberg.

http://www.responsible-investor.com     Focusing on business-critical news and data, Responsible Investor is a dedicated news and events service covering responsible investment, ESG and sustainable finance for institutional investors globally.  Subscription required.

Bloomberg                     $24,000 a year, may require a separate terminal.  Extensive ESG data, but not available as stand-alone.

http://about.bnef.com/     Bloomberg New Energy Finance  provides unique analysis, tools and data for decision makers driving change in the energy system.  Fee-based research

http://www.naturalinvestments.com/heart-rating/      Since 1992, the NI Social RatingSM (the Rating) has been the leading tool investors can use to get a snapshot of sustainable and responsible mutual funds’ environmental, social, and governance (ESG) performance.

http://www.ftse.com/products/indices/F4G-ESG-Ratings     The FTSE ESG Ratings cover over 2,400 securities in the FTSE All-World Developed Index based on a transparent and consistent methodology that measures risk and performance across a variety of ESG areas. A risk relative scoring method is used, where a company’s exposure to each theme influences indicator applicability and weighting rather than taking a generic or sector only approach.  Subscription required, pricing unclear.

http://www.vigeo.com/csr-rating-agency/     Vigeo was founded in 2002 by Nicole Notat and has established itself as the leading European expert in the assessment of companies and organizations with regard to their practices and performance on environmental, social and governance (“ESG”) issues.

See also CDFIs and Other Impact Lenders

 Indexes:

http://www.msci.com/products/indexes/esg/      The MSCI ESG Indexes are designed to represent the most prevalent ESG investment strategies. They are rebalanced on the regular MSCI Semi-Annual and Quarterly Index Review schedule. Constituent selection is based on research provided by MSCI ESG Research.

http://thomsonreuters.com/corporate-responsibility-indices/     Developed jointly with S-Network Global Indexes, and leveraging the Thomson Reuters Asset4 database, the Thomson Reuters Corporate Responsibility indices offer an objective and transparent, rules-based benchmarking solution for measuring ESG performance.

 http://us.spindices.com/index-family/environmental-social-governance/all     The S&P Environmental, Social and Governance (ESG) Index Series measures the performance of companies that have demonstrated superiority in the areas of environmental, social and corporate governance responsibility. We also offer indices that include companies involved in green investing themes such as ecology & water, clean & alternative energy indices and carbon efficient indices.

http://www.ftse.com/products/indices/FTSE4Good     The FTSE4Good Index Series is designed to measure the performance of companies demonstrating strong Environmental, Social and Governance (ESG) practices.  There is a link on this page for the FTSE4Good Environmental Leaders Europe 40 Index as well.

http://www.calvert.com/sri-index.html     The Calvert Social Index is a free float-adjusted, market capitalization weighted index that measures the performance of large and mid-cap US-based companies.  All securities in the index meet Calvert’s Signature Criteria for sustainable and responsible investing.

 http://www.stoxx.com/indices/types/sustainability.html

STOXX ESG Leaders indices:  The STOXX ESG Leaders indices are sustainability indices based on a fully transparent and rule-based selection process. Sustainalytics, a leading global provider of ESG research and analysis, provides key performance indicators (KPIs) to construct a relative rating using a fully transparent weighting model.

STOXX Sustainability indices:  The STOXX Sustainability indices track the performance of sustainable companies based on the proprietary research approach of the renowned sustainable private bank, Bank Sarasin. Their analysis is based on general as well as industry-specific criteria covering all three dimensions of sustainability: environmental, social and governance.

 http://www.sustainalytics.com/indexes     Sustainalytics provides research tools to several index services.  This page on their site has links seven of them.

http://www.wildershares.com/     A priority of the WilderHill® Index (ECO) is to define and track the Clean Energy sector: specifically, businesses that stand to benefit substantially from a societal transition toward use of cleaner energy and conservation. Stocks and sector weightings within the ECO Index are based on their significance for clean energy, technological influence and relevance to preventing pollution in the first place.

 http://www.vigeo.com/csr-rating-agency/en/311-3-2-4-indices     Vigeo rating manages three types of ESG indices regularly quoted among the European reference ESG indices ‎and published on financial platforms such as Bloomberg, Datastream, etc.‎

 http://hawkamah.org/services/esg/     Hawkamah has launched the first ever MENA wide Environment, Social and Governance (ESG) Index in cooperation with Standard & Poor’s with the support of the International Finance Corporation (IFC)

http://www.abraaj.com/sustainability/esg-and-sustainability-index/    The Abraaj Sustainability Index (ASI), which lies at the heart of the Abraj Group’s ESG program. This proprietary index measures the development impact of the Group’s investments across the world and has been designed to incorporate global best practice standards. The index measures six factors that The Abraaj Group believes are crucial to ensuring the sustainability of its investments.

http://fossilfreeindexes.com/index-products/     The Fossil Free Indexessm are a suite of benchmarks designed for investable products that provide broad market exposure to index investors who wish to divest from fossil fuel companies.