ESG Ratings
- ESG Frameworks ComparisonProvided by Bloomberg, this document compares ESG framework structure & reporting guidelines from Global Reporting Initiative (GRI), Sustainability Accounting Standards Board (SASB), United Nations Global Compact (UNGC), & the Task Force on Climate-related Financial Disclosures (TCFD)
Bloomberg Professional
Bloomberg collects data on specific companies and allows you to screen for companies meeting specific ESG criteria. To see all ESG factors regarding a specific company:
Type your company's ticker.
Then, hit the yellow EQUITY key.
Type FA ESG and hit the green <GO> key.
To screen for a list of companies:
Type EQS and hit the green <GO> key.
Click on the Fields button.
Then, expand the menu for Fundamentals, then Bloomberg Fundamentals, then ESG to see a list of available variables.
Bloomberg also has a number of analytical templates available by entering ESG and the green <GO> key.
- Bloomberg Professional
Access to Bloomberg Professional is only available from terminals in Wilson or Walter libraries. See details below. News and analytics for over 129 countries and 250 exchanges for the financial services industry. Offerings include 24-hour historical and 15-minute delayed securities pricing, news, data, and analysis on companies, markets and economies.
Bloomberg Professional desktop is available in Wilson Library (West Bank Campus), and laptops in Walter Library (for use in the Toaster). See access instructions below.
Using Bloomberg Professional in Wilson Library. Direct specific questions to the Libraries business specialists: busref@umn.edu.
Using Bloomberg Professional laptops in Walter Library (for use in the Toaster)
- Sustainable finance & ESG in Bloomberg ProfessionalProvides a list of key functionality for ESG ratings on the Bloomberg Terminal.
FitchConnect
UMN affiliated users may request an individual account by sending a request to busref@umn.edu
- FitchConnect (formerly BMI Research) This link opens in a new windowUMN affiliates: Please email busref@umn.edu to request an account.
Detailed reports on global industrial and municipal markets, companies and nonprofits, emphasizing emerging markets. Include extensive country risk and credit ratings, macroeconomic and financial analysis, and ESG scores. Find intra-daily alerts on economic, industrial, and political developments, business deals, multinational joint ventures, and regulatory changes.
- Fitch Ratings ESG Relevance Scores DataFind ESG Relevance Scores within entity profile summaries in FitchConnect. For more information on the methodoogy, framework, and indicators see the FAQ Document.
S&P Capital IQ Pro
- S&P Capital IQ PRO (with access to ESG and Supply Chain)University students, staff, and faculty must create a user profile. Click "New User?" and input your UMN credentials to gain access. Credentials will then work for both Capital IQ and Capital IQ PRO.
Standard & Poor's Capital IQ is a resource for financial data, analytics, and research. The web-based platform combines deep information on public and private companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management. Capital IQ includes access to Aftermarket Research, an extensive collection of embargoed analyst research reports, offering coverage across more than 1,800 research providers including 30 million+ reports (current & historical back to 1995).
Guest users not affiliated with the University, please contact busref@umn.edu 2 business days ahead of your visit to arrange for login access.
- ESG OverviewEnvironmental, Social & Governance (ESG) Reference Materials for the S&P Capital IQ Pro platform. Login required.
- ESG Score SummaryLearn how to find and navigate S&P Global ESG Scores and data. which provide an assessment of companies' ESG performance with company-level, dimension-level, and criteria-level scores based on the S&P Global Corporate Sustainability Assessment (CSA) process, an annual evaluation of companies’ sustainability practices.
- ESG & Paris AlignmentHow to find and navigate The Paris Alignment data in S&P Capital IQ Pro, which sets tracks and forecasts company emissions relative to the goal of limiting global warming to below 2°C from pre-industrial levels, as well as other climate change scenarios.
Wharton Research Data Services (WRDS)
WRDS access is only available for CSOM affiliated students & staff. For access, please contact csomhelp@umn.edu
- MSCI ESG KLD STATS Data Set MethodologyThis document provides a key & methodology for all ESG performance indicators measured by the MSCI ESG Ratings
- MSCI (formerly KLD and GMI)Via CSOM WRDS MSCI - contains variables related to categories such as community, corporate governance, diversity, employee relations, environment and human rights. Choose MSCI as your dataset, then MSCI ESG KLD Stats.
- Institutional Shareholder Services (ISS)Via CSOM WRDS
. Institutional clients turn to ISS to apply their corporate governance views, identify
environmental, social and governance risk, and manage their complete proxy voting needs on a global
Thomson/ Refinitiv
Refinitiv is available through WRDS for CSOM affiliates only.
- Refinitiv ESG Methodology OverviewThis document goes over Refinitiv's methodology for processing ESG data and ESG scoring, including the calculations used.
- Refinitive ESG Scores (V2)Links to a Query form via WRDS. This query gives the Refinitiv ESG fields which contain ESG scores and category scores as well as the data points and indicators that make up the scores and category scores.