ISS ESG | REGULATORY SOLUTIONS

REGULATORY SUSTAINABLE INVESTMENT SOLUTION

Define and quantify your sustainable investments to fulfil regulatory reporting requirements and guidelines globally.

BROWSE ISS ESG THOUGHT LEADERSHIP

Do you offer or are you thinking of launching sustainable investment funds, products and portfolios to the market?

ISS ESG’s Regulatory Sustainable Investment Solution supports global financial market participants  with defining their interpretation of sustainable investments, and quantifying the portion of funds, products and portfolios that meet those criteria. The solution facilitates the customization and optimization of  sustainable investment strategy, whilst satisfying regulatory reporting requirements globally, including SFDR Art 8 and Art 9.

What role does the investment sector play in supporting the transition to a green economy?

Although assets in sustainable investment funds have doubled over the past four years, an estimated $20 trillion in new investments will be required by 2050 to achieve worldwide net zero goals.

Source: The International Monetary Fund (IMF), Global Financial Stability Report, October 2021

Distinct Methodology for Defining and Quantifying Sustainable Investments

The methodology is based on four common pillars within sustainable finance regulations globally that our team of regulatory experts have identified

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Financially Material
ESG Risks

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Contribution to Environmental
or Social Objectives

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Adverse Sustainability Impacts
& Do No Significant Harm

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Good Governance

CUSTOMIZE YOUR APPROACH FOR DEFINING AND QUANTIFYING SUSTAINABLE INVESTMENTS

  • Carry out a company-level analysis or granular activity and revenue-based assessment​
  • Screen the sectors that are most relevant to your fund
  • Assess companies’ involvement in controversies, policies, or a combination of both
  • Tailor your assessment based on the sustainable finance themes that are most relevant to your sustainable investment strategy disclosure requirements

COVERAGE

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Baseline coverage of
12,000 issuers

for ESG Corporate Rating data

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Up to 26,000 issuers

for Norm-Based Research data

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Up to 37,000 issuers

for climate-related data

 

 

Data as of September 2022. All figures are approximate.

ISS ESG’s Responsible Sustainable Investment Solution is applicable for sustainability-related disclosure frameworks within the European Union as well as principles-based disclosure regimes adopted in jurisdictions outside of the European Union.

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INVESTMENTS WITHIN THE
EUROPEAN UNION

  • Facilitate the completions of SFDR obligations related to Article 8 & 9 disclosures
  • Assess and quantify the sustainability of your funds and investment products that do not fall under the EU Taxonomy scope
  • Inform your voting and engagement practices

INVESTMENTS WITHIN THE U.S., CANADA, HONG KONG, TAIWAN, INDIA, AND THE PHILIPPINES

  • Define and quantify the percentage of sustainable investments within your ESG funds and investment products as directed by regulations, proposals and sustainable investment guidelines
  • Provide disclosure and transparency on your sustainable investment strategies, criteria and implementation
  • Inform your voting and engagement practices
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The Depth & Breadth of Regulatory Initiatives
Across Regions in 2021

The report identifies six key topic areas in sustainable financial regulation – taxonomies; product standards, disclosures and labelling; management and disclosure of climate risks; management and disclosure of ESG risks; ESG in stewardship; and green bond guidelines.

The thought leadership paper provides a global comparative analysis, leveraging the proprietary ISS ESG Regulation Depth and Breadth Index, to assess the number and breadth of initiatives implemented to date, as well as providing a qualitative summary of initiatives, by region and country.

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Leveraging over 25 years of ESG Research & Rating expertise

ISS ESG’s proprietary research and rating methodology has been consistently updated and developed across more than 25 years, aiming to deliver high-quality, material and forward looking ESG data on a company’s sustainability performances.

This methodology is used to support our EU Taxonomy solution, sharing a similar assessment approach for an economic activity’s contribution to sustainable development. Both consider the impacts associated with an activity holistically along the respective value chain and are highly sector-specific.

ACCESS DETAILED AND UP-TO-DATE RESEARCH DATA VIA ISS DATADESK

Trust ISS ESG’s Regulatory Sustainable Investment Solution to help you meet global sustainable finance regulatory requirements.

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