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S&P Global ESG Scores from S&P Capital IQ
S&P Global ESG Scores measure a company's performance on and management of ESG risks, opportunities, and impacts. Based on the S&P Global Corporate Sustainability Assessment, the scores provide a multi-dimensional measure of corporate sustainability performance. The solution includes comprehensive ESG data, analytics, and research, as well as industry-specific insights and benchmarking tools.
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ESG (Environmental, Social, Governance) Analysis Software for Investment Research & Analysis
Specialized tools for evaluating companies based on ESG criteria, providing scores, ratings, and insights into sustainability performance to support responsible investment strategies.
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Data Coverage
(7 Yes /7 Known /12 Possible features)
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Company Coverage Number of companies for which ESG data is available. |
No information available | |
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Geographic Coverage Regions or countries included in ESG data datasets. |
No information available | |
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Asset Class Coverage Different asset types (equity, fixed income, etc.) analyzed. |
Coverage includes equities and fixed income, confirming support for multiple asset classes. | |
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Historical Data Depth How many years of historical ESG data are accessible. |
No information available | |
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Update Frequency How frequently ESG data is updated. |
No information available | |
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Private Company Data Availability of ESG data for private/non-listed companies. |
Private company scoring is included via CSA Direct, as per S&P product resources. | |
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Sector Coverage Variety of industries and sectors included in the dataset. |
No information available | |
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Thematic Coverage Coverage of specialized ESG themes (e.g., gender diversity, climate change). |
Features thematic data including climate, diversity, gender, as found on the S&P ESG information page. | |
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Controversy Data Inclusion Presence of real-time or historical controversy data. |
Controversy indicators such as legal or reputational controversies are part of the assessment. | |
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Third-Party Data Integration Ability to ingest and reconcile data from multiple external ESG data sources. |
Third-party data (news, regulatory datasets) is integrated and reconciled as per solution documentation. | |
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Data Source Transparency Clarity and detail in sources for ESG data points. |
Data source transparency is emphasized; detailed methodology and source references are disclosed per S&P documentation. | |
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Coverage of Small/Midcap Companies ESG data availability for smaller or less-covered companies. |
Small/midcap companies are included in coverage, stated in the global coverage summary. |
Scoring, Ratings & Methodology
(10 Yes /10 Known /11 Possible features)
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Customizable Scoring Ability for users to define or adjust scoring methodologies. |
Custom scoring methodologies are available; users may define custom weighting and criteria. | |
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Standardized Methodologies Use of recognized ESG scoring/rating standards (SASB, GRI, etc.). |
Methodology and scoring incorporate recognized ESG standards, e.g. aligned with SASB, GRI as described in docs. | |
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Sector-Specific Weightings ESG criteria weighting based on industry relevance. |
Sector specific weighting methodologies are part of the S&P approach. | |
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Transparency of Algorithms Clear documentation on how scores and ratings are calculated. |
Methodology documentation is detailed regarding use of algorithms for ESG scoring. | |
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Ability to Drill-Down Detailed view on individual scoring sub-components or metrics. |
Users can drill down to sub-scores by topic, question, and sub-metric per user interface demo. | |
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Rating Scale Granularity Level of detail (number of tiers/grades) in scoring. |
No information available | |
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Time-Series Ratings Historical time series of ESG scores/ratings available. |
Historical ESG scores provided so users may view time series. | |
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Peer Benchmarking Ability to compare ESG ratings against peer groups. |
Peer benchmarking functionality is highlighted for industry/sector comparisons. | |
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Override Functionality Ability for users to override the default rating with their own assessment. |
CSA Direct clients can override certain scoring elements as part of custom analysis. | |
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Audit Trail Record of changes made to scores or methodology. |
Audit trail of changes to scores and inputs is maintained according to methodology disclosures. | |
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Integration of Qualitative Assessments Support for incorporating research analyst notes or reviews in scores. |
Research analyst notes and qualitative insights are incorporated to supplement the quantitative scoring. |
Environmental Factors Analysis
(10 Yes /10 Known /10 Possible features)
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Carbon Emissions Tracking Tracking and evaluation of direct/indirect greenhouse gas emissions. |
Carbon emissions scope 1, 2 and, where available, 3 are tracked and disclosed. | |
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Climate Risk Exposure Assessment of a company's exposure to climate-related risks. |
Climate risk exposure data is included as part of the environmental risk factors analysis. | |
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Energy Efficiency Metrics Tracking energy use per unit of output or revenue. |
Energy use efficiency metrics (e.g., energy per revenue, per output) are provided for most covered companies. | |
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Water Usage Data Monitoring of water consumption, scarcity risks, and management policies. |
Water usage and related risks monitored and scored for companies in water-intensive sectors. | |
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Waste Management Assessment of waste generation, recycling, and disposal policies. |
Waste management policies and practices form part of the environment assessment. | |
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Biodiversity Impact Analysis of company operations impact on biodiversity and ecosystems. |
Biodiversity impact included for relevant industries in line with S&P approach. | |
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Environmental Policy Disclosure Tracking public disclosure of environmental policies and commitments. |
Environmental policy disclosure is an explicit assessment factor. | |
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Green Revenue Tracking Measurement of revenue derived from environmentally positive activities. |
Green revenue (revenue from environmentally positive activities) is tracked and disclosed. | |
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ESG Data for Supply Chain Inclusion of environmental data from company’s supply chain. |
Supply chain ESG data considered, especially for major corporates. | |
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Alignment to SDGs (Sustainable Development Goals) Mapping to relevant UN SDGs in environmental analysis. |
Scores can be mapped to the UN Sustainable Development Goals (SDGs) as per S&P reporting. |
Social Factors Analysis
(10 Yes /10 Known /10 Possible features)
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Diversity & Inclusion Metrics Tracking gender, minority, and board diversity statistics. |
Social pillar includes detailed D&I (diversity, inclusion) metrics. | |
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Labor Practices Assessment Evaluation of working conditions, labor rights, and employee relations. |
ESG scoring considers labor practices, labor disputes and policy disclosure. | |
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Community Engagement Measurement of company initiatives for community health, welfare and education. |
Community engagement and social investments are tracked for scoring. | |
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Human Rights Adherence Assessment of policies and practices for upholding international human rights. |
ESG assessment evaluates company policy adherence to recognized human rights frameworks. | |
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Health and Safety Data Monitoring of workforce safety, accident rates, and regulatory compliance. |
Health and safety performance data collected and scored, e.g. accident/incident rates. | |
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Product Responsibility Evaluation of product safety, quality, and customer satisfaction metrics. |
Product stewardship and customer metrics included in the ESG assessment. | |
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Social Supply Chain Risks Assessment of social risks within the supply chain (forced labor, child labor, etc). |
Supply chain includes social risks (e.g. forced labor in supply chain scoring). | |
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Philanthropy Tracking Mapping of corporate giving, foundations, and charitable contributions. |
Corporate philanthropy and social investment reporting is included. | |
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Employee Training Metrics Data on employee training hours, programs, and development outcomes. |
Metrics for employee training and development tracked as part of social scoring. | |
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Social Controversy Monitoring Real-time or historical monitoring of negative social events or controversies. |
Social controversies tracked through news, filings, and third-party monitoring. |
Governance Analysis
(10 Yes /10 Known /10 Possible features)
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Board Structure Evaluation Analysis of board composition, independence, and expertise. |
Governance scoring tracks board structure, independence, expertise. | |
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Executive Compensation Analysis Tracking of executive compensation compared to company performance. |
Executive compensation benchmarking and pay for performance alignment included. | |
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Ownership Transparency Disclosure and analysis of ownership structures and significant shareholders. |
Ownership structure transparency scored and reported. | |
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Shareholder Rights Protection Analysis of shareholder voting rights and anti-takeover mechanisms. |
Shareholder rights and protections analyzed for each entity. | |
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Audit and Controls Assessment of internal controls, risk management policies, and audit independence. |
Governance framework evaluates audit and internal controls. | |
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Anti-Bribery and Corruption Evaluation of anti-bribery, corruption policies, and enforcement mechanisms. |
Anti-bribery and anti-corruption policies, enforcement scored explicitly. | |
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Transparency of Disclosures Quality and frequency of corporate disclosures on governance practices. |
Governance reporting frequency and disclosure quality scored. | |
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ESG Integration at the Board Level Extent to which the board considers ESG in its oversight. |
Board level ESG integration is assessed and reported. | |
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Whistleblower Protection Mechanisms Availability and effectiveness of employee whistleblower programs. |
Whistleblower protections evaluated in corporate governance scoring. | |
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Governance Controversy Monitoring Detection and tracking of governance-related controversies or violations. |
Governance-related controversies are tracked and flagged in overall ESG profile. |
Portfolio & Investment Analytics
(10 Yes /10 Known /10 Possible features)
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Portfolio ESG Scoring Aggregating ESG scores at the portfolio level. |
Portfolio-level ESG scoring and aggregation tools are available according to product sheets. | |
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Scenario Analysis Modeling how ESG events or improvements impact performance metrics. |
Scenario and what-if analysis tools provided within platform. | |
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ESG Attribution Analysis Identifying how ESG factors drive risk and return in a portfolio. |
Allows breakdown of ESG attributes to assess attribution to risk/return. | |
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Benchmark Comparison Comparing portfolio ESG ratings against relevant benchmarks. |
Portfolio-level ranking and benchmarking supported. | |
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Carbon Footprint Calculation Aggregated measurement of portfolio carbon exposure. |
Portfolio level carbon analytics/disclosures provided. | |
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Engagement Tracking Monitoring and reporting on shareholder engagement activities. |
Tracks engagement activity for investor stewardship initiatives. | |
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Exclusion/IQ Screening Excluding companies based on ESG compliance or controversy thresholds. |
Exclusionary screening, e.g. removing companies breaching ESG thresholds, available. | |
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Impact Measurement Monitoring real-world environmental or social outcomes tied to investments. |
Impact metrics linked to real world ESG outcomes included. | |
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Automated Reporting Generation of regular, customizable portfolio ESG reports. |
Automated report generation, customizable to client needs, available. | |
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Regulatory Alignment Portfolio-level mapping to SFDR, EU Taxonomy, or other ESG regulations. |
Portfolio-level mapping to SFDR/EU Taxonomy/other regulations is supported. |
Integration & Interoperability
(9 Yes /9 Known /10 Possible features)
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API Access Availability of APIs for automated data access and integration. |
API access for automated and bulk downloads available. | |
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Data Export/Download Ability to extract ESG data in various formats (CSV, Excel, etc.). |
Download/export options are standard, e.g., CSV, Excel. | |
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Integration with PMS/OMS Plug-and-play links with portfolio or order management systems. |
Integration options with investment management platforms (PMS/OMS) available. | |
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Custom Data Fields/Tags Ability to create and use custom metadata for data organization. |
Custom fields/metadata supported within platform UI. | |
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Direct Database Connectivity Connection to client SQL or other databases for advanced analytics. |
Direct database connectivity (SQL, cloud connections) available for enterprise clients. | |
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Third-Party Platform Integration Pre-built connections to major investment/analytics platforms (Bloomberg, FactSet, etc.). |
Integrates with FactSet, Bloomberg, and other analytics platforms. | |
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Bulk Data Uploads Ability to ingest custom or proprietary datasets at scale. |
Bulk data upload capability confirmed for proprietary data ingestion. | |
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SSO/Identity Management Single sign-on and identity integration with corporate IT systems. |
Enterprise SSO and identity management supported. | |
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Data Synchronization Automated data updates between the ESG platform and other systems. |
Regular data synchronization between S&P ESG systems and customer environments is supported. | |
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Webhooks for Event Triggers Support for webhooks to trigger downstream workflows on new ESG events/scoring changes. |
No information available |
User Experience & Reporting
(9 Yes /9 Known /10 Possible features)
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Customizable Dashboards Personalized dashboard and workspace arrangements. |
User-customizable dashboards and views available in the product. | |
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Advanced Visualization Tools Charts, heatmaps, and other visualizations for ESG data. |
Advanced charting and visual analytics form core part of S&P ESG UI. | |
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Report Template Library Pre-set templates for various ESG report types. |
Multiple reporting templates provided for different ESG reporting needs. | |
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Narrative Generation Auto-generated textual summaries and insights. |
Narrative summaries and automated insights included in standard reporting packs. | |
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Collaboration Tools Commenting, user tagging, and shareable links for analyses. |
Collaboration tools, commenting and sharing supported in platform UI. | |
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Multi-language Support Interface and reporting available in multiple languages. |
Multi-language support provided in the front-end and reporting as per product brochure. | |
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Accessibility Compliance Adherence to WCAG or other accessibility guidelines. |
No information available | |
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Mobile/Tablet Interface Mobile-responsive design or dedicated apps. |
Product interface is mobile compatible and shows responsive UI. | |
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Scheduled Report Delivery Automated creation and delivery of regular ESG reports. |
User can schedule export and regular email delivery of ESG reports. | |
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Permissioned Views/Sharing Granular control over who can access or edit ESG reports and data. |
Permissions and sharing for reports/data managed at user/team level. |
Regulatory Alignment & Compliance
(9 Yes /9 Known /10 Possible features)
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Regulatory Reporting Templates Pre-built templates for SFDR, TCFD, EU Taxonomy, etc. |
Regulatory reporting templates for SFDR, TCFD, EU Taxonomy part of offering. | |
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Automatic Regulatory Updates System updates to reflect latest regulatory changes. |
Automatic updates released to accommodate regulatory changes. | |
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Audit Logs Detailed record of user actions for audit purposes. |
Detailed audit logs help satisfy regulatory audit requirements. | |
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Disclosure Readiness Checklist Checklist functionality to track status of required disclosures. |
No information available | |
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Flagging of Non-Compliance Risks Automated alerts when companies or portfolios are at risk of ESG non-compliance. |
System generates automated flags/alerts for non-compliance risks. | |
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Document Repository Central repository for ESG policies, audit reports, and disclosures. |
Document Repository for compliance, policies and reports included. | |
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Workflow Approvals Integrated workflow for review and approval of ESG disclosures/reports. |
Workflow for review/approval of disclosures and major reports. | |
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Multi-Regime Support Support for tracking and reporting under different regulatory regimes. |
Supports multi-jurisdictional/regulatory regime alignment. | |
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Red Flag Alerts Real-time alerts for regulatory, reputational, or compliance concerns. |
Red flag alerts and notifications available for high risk/compliance issues. | |
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Legal & Compliance Integration Features enabling alignment with legal and risk monitoring systems. |
Integration with common legal/compliance workflow tools supported on enterprise plans. |
Data Quality & Reliability
(8 Yes /8 Known /10 Possible features)
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Data Provenance Tracking Traceability of data to its original source. |
Traceability and data provenance outlined in S&P methodology statement. | |
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Error Checking & Anomaly Detection Automatic identification of data inconsistencies. |
Automatic error checking and anomaly detection applied on datasets. | |
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Source Diversity Use of multiple sources to triangulate ESG data. |
Multiple internal/external data sources triangulated to confirm reliability. | |
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Timeliness Metrics Tracking lag between data availability and reporting. |
No information available | |
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User Data Feedback/Correction Facility for users to flag and correct erroneous data. |
Customers can submit corrections/feedback to covered data points. | |
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Audit Trails Record of all changes to client data sets. |
Audit trails for changes to data by either S&P or client are maintained. | |
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Completeness Scores Quantitative measure of data completeness for each entity. |
No information available | |
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Update Frequency Documentation Clear communication regarding regularity of data refresh. |
Update frequency and methodology transparency are communicated, via docs and FAQs. | |
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Manual Review/Override Capability Ability for manual review/approval of key data points. |
Manual review/override functions available for key data fields. | |
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Dispute Management Tools System for lodging and resolving data quality disputes. |
System and process for dispute management and corrections provided. |
Security, Privacy, & Support
(9 Yes /9 Known /10 Possible features)
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Data Encryption at Rest and in Transit Protection of ESG data with strong encryption. |
Encryption in transit and at rest described in S&P product security documentation. | |
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Role-Based Access Control Granular permission management for users and teams. |
User and permission management with role-based access control included. | |
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Multi-factor Authentication Support for enhanced authentication mechanisms. |
Multi-factor authentication available for platform sign-in. | |
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GDPR/CCPA Compliance Adherence to major global data privacy regulations. |
Compliance with major global data privacy regulations claimed via S&P compliance statement. | |
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Disaster Recovery System redundancies and recovery protocols tested regularly. |
Disaster recovery and business continuity practices are standard. | |
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SLA for System Uptime Service level agreement specifying minimum uptime. |
No information available | |
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24/7 Customer Support Access to customer support at all times. |
24/7 client support provided via S&P Global customer care. | |
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Onboarding and Training Resources Comprehensive user training and onboarding materials. |
Onboarding materials, e-learning, and live support available to clients. | |
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Knowledge Base and Community Forums Online support content and user discussion boards. |
Comprehensive knowledge base and community forums provided. | |
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Incident Notification System Alerts users regarding outages, security, or data incidents. |
Incident/outage notification system available for enterprise users. |
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