ESG securities analysis
The standard template "ESG Securities Analysis" of type "Table" allows you to analyze the ESG risk scores at security level. For a security, all ESG risk scores and also - if available - the coverage are displayed for an evaluation date that can be configured as a parameter.
You will find the table of the template category "Securities analysis" by default, e.g. in the securities workspace under the worksheet "Risk", ESG risk scores".
In addition to securities, the evaluation can also be opened for groups, holders, portfolios and securities accounts, where all securities contained in the securities accounts are listed. You can also use this table for folders and filters in Explorer.
The standard columns of the ESG securities analysis in detail:
| Column | Description |
|---|---|
| Name | The security name. |
| ESG | The overall ESG score of the security on the evaluation date. |
| Relevance ESG [%] | The percentage ESG relevance indicator of the security's overall ESG score on the evaluation date. Relevance" is the cumulative weight of all metrics for which ESG data is available for an instrument. It therefore stands for the availability of required data in the respective category. The respective importance of a key figure is also taken into account. The individual values of the ESG relevance indicator of the subcategories are then summarized in this column. |
| Coverage | The amount of coverage on the evaluation date. |
| Environment | The ESG score "Environment" of the security on the evaluation date. |
| Relevance environment [%] | The percentage ESG relevance indicator of the ESG score "Environment" of the security on the evaluation date. |
| Social affairs | The ESG score "Social" of the security on the evaluation date. |
| Relevance Social [%] | The percentage ESG relevance indicator of the ESG score "Social" of the security on the evaluation date. |
| Governance | The ESG score "Governance" of the security on the evaluation date. |
| Relevance Governance [%] | The percentage ESG relevance indicator of the ESG score "Governance" of the security on the evaluation date. |
You can also show many other columns for the ESG sub-categories, which are hidden by default:
- Resource consumption (E1)
- Emissions (E2)
- Environmental performance of suppliers (E3)
- Life cycle assessment of products (E4)
- Environmental management and processes (E5)
- Resource consumption management (E6)
- Emissions management (E7)
- External environmental costs (E8)
- Corporate management (G1)
- Business ethics and behavior (G2)
- CSR & Sustainability (G3)
- Cooperations, memberships, awards & certifications (G4)
- Formal institutions (G5)
- Informal institutions (G6)
- Stability (G7)
- Employees (S1)
- Customers & Products (S2)
- Supply chain (S3)
- Community and society (S4)
- Human capital (S5)
- Physical capital (S6)
- Technology (S7)
Siehe auch: