ISS ESG / RATINGS & RANKINGS
ESG MUNI QUALITYSCORE
Assess the ESG performance of U.S. municipal bonds with a unique scoring solution.
Municipal bonds can play a large role in shifting capital flows to investments that address societal issues and have a tangible impact on local communities. The ISS ESG Muni QualityScore provides ESG scoring for the U.S. municipal market at the GEO.id level, as well as at the CUSIP6 level for issuers.
LARGEST COVERAGE IN THE MARKET
The ESG Muni QualityScore offers fixed income investors an unmatched level of transparency by providing ESG rankings, scores, and underlying data for municipal bonds in all 50 states.
DETAILED ANALYSIS OF KEY ESG ISSUES
ENVIRONMENTAL
Water
- Flood Plain risk (100 year flood)
- Superfund Sites
- Fracking Wells
- Drought Conditions
- Water Use
Infrastructure
- Bridges Deemed Structurally Deficient
- Dams at risk of failure
Climate Change
- Air Quality
- Water Quality
- Rising Sea Levels (Coast)
- Heat Index
Air
- Power Plant Emissions
- Solid Waste
- Fracking Wells
Land
- Coal Ash pits / landfills
- Declarations of Disaster (Incidents)
- Lyme Disease
- Flood Plain risk (100 year flood)
- Superfund Sites
SOCIAL
Personal Infrastructure
- Dentists per capita
- Doctors per capita
- Firefighters per capita
- Police per capita
- Teacher / Student ratio
Economy
- Employment – Firm Concentration Risk
- Employment – Industry Concentration Risk
Financial
- Debt per Resident (County)
- Debt per Student (School District)
- Real Estate Taxes
GOVERNANCE
Health
- Cancer (Incidence Rates)
- Counties at Risk (CDC) – HIV / Zika
- Diabetes (prevalence)
- Mortality Overdose Rates
- Obesity Rates
- Opioid Prescriptions
- Safe Drinking Water Violations
Education
- Bachelor’s Degree or higher
Support
- Homelessness
Employment
- Employment Parity Score (Gender)
- Employment Parity Score (Racial)
- Unemployment Rate
Crime
- Crime (Violent and Property)
-
Crime (Violent and Property) –
Cost of
Technology
- Ransomware/ Cyberattack
Housing
- Median Housing Value
- Home Ownership
- Vacancy Rate
Income
- Gini Index (Income Distribution)
- Median Income
Census
- Population
- Poverty Rate
SERVING A BROAD RANGE OF FINANCIAL MARKET PARTICIPANTS
Asset Managers
Index Providers
Real Estate Investment Trusts
MANAGE DIVERSE INVESTOR NEEDS & ENHANCE CLIENT OFFERINGS
A U.S. Based Wealth Manager
CHALLENGE
A wealth manager with over $60 billion in U.S. municipal bonds, covering over 10,000 positions, had begun to build out a database with the goal of assessing the ESG performance of their municipal assets. The wealth manager only had basic data elements in place and needed a deep dive approach to be able to accurately assess risk.
SOLUTION
By utilizing the ESG Muni QualityScore, and underlying data, the client was able to quickly build out the database it envisioned to assess risk in this very large marketplace. The client was also able to build out its own ESG scoring solution, while utilizing the ESG Muni QualityScore as an internal benchmark.
ISS ESG DIFFERENCE
The ESG Muni QualityScore provides a detailed assessment of socioeconomic risks faced by upwards of 29,000 U.S. cities/towns, 3,141 counties, 13,500 school districts across all 50 states.
Currently utilizing 72 scores from the respective datasets: the individual scores determine the ranking for each city/town, county, state, and school district, both statewide, and nationally, for each data input.
Trust ESG Muni QualityScore to help you fulfill your ESG investment strategy.
