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FTSE Russell ESG Ratings from FTSE Russell
Integrate ESG factors into investment strategies with comprehensive ESG ratings and data that assess company performance on environmental, social, and governance issues.
Product analysis by function
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. |
FTSE Russell ESG covers multiple asset classes, including equities (public) as per official documentation. | |
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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. |
FTSE Russell states they provide some ESG data for select large private companies, though primary focus is public. | |
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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). |
Coverage includes climate change, diversity, water, and other key thematic ESG areas (per methodology guide). | |
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Controversy Data Inclusion Presence of real-time or historical controversy data. |
Controversies and incident screening are integrated in the controversy/incident analysis module. | |
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Third-Party Data Integration Ability to ingest and reconcile data from multiple external ESG data sources. |
Methodology documents and product pages confirm integration with multiple third-party ESG datasets. | |
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Data Source Transparency Clarity and detail in sources for ESG data points. |
Data sourcing details and transparency described in methodology and regulatory documents. | |
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Coverage of Small/Midcap Companies ESG data availability for smaller or less-covered companies. |
Covers large, mid, and some small-cap companies across regions (per annual review reports). |
Scoring, Ratings & Methodology
(7 Yes /7 Known /11 Possible features)
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Customizable Scoring Ability for users to define or adjust scoring methodologies. |
Users can adjust weightings in some scoring modules and create custom composites (per product documentation). | |
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Standardized Methodologies Use of recognized ESG scoring/rating standards (SASB, GRI, etc.). |
FTSE methodology adheres to GRI, SASB, and other international standards, as described online. | |
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Sector-Specific Weightings ESG criteria weighting based on industry relevance. |
Allows for sector- and industry-specific weighting adjustments. | |
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Transparency of Algorithms Clear documentation on how scores and ratings are calculated. |
Calculation methodology for ratings is publicly disclosed for transparency. | |
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Ability to Drill-Down Detailed view on individual scoring sub-components or metrics. |
Users can drill into detailed pillar and sub-pillar scores on the platform. | |
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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 time series of ESG scores are available in the FTSE portal. | |
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Peer Benchmarking Ability to compare ESG ratings against peer groups. |
Peer group benchmarking is included in data visualizations. | |
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Override Functionality Ability for users to override the default rating with their own assessment. |
No information available | |
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Audit Trail Record of changes made to scores or methodology. |
No information available | |
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Integration of Qualitative Assessments Support for incorporating research analyst notes or reviews in scores. |
No information available |
Environmental Factors Analysis
(8 Yes /8 Known /10 Possible features)
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Carbon Emissions Tracking Tracking and evaluation of direct/indirect greenhouse gas emissions. |
Product measures scope 1, 2 and some scope 3 emissions for companies. | |
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Climate Risk Exposure Assessment of a company's exposure to climate-related risks. |
Climate risk exposure is a pillar in FTSE's environmental module. | |
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Energy Efficiency Metrics Tracking energy use per unit of output or revenue. |
Energy efficiency and emissions metrics are included in the ESG scoring methodology. | |
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Water Usage Data Monitoring of water consumption, scarcity risks, and management policies. |
Water usage and related environmental impacts are included in reporting. | |
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Waste Management Assessment of waste generation, recycling, and disposal policies. |
Waste management metrics tracked for relevant sectors. | |
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Biodiversity Impact Analysis of company operations impact on biodiversity and ecosystems. |
Biodiversity and ecosystem impacts are included for certain industries. | |
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Environmental Policy Disclosure Tracking public disclosure of environmental policies and commitments. |
Environmental policy disclosures are required for scoring. | |
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Green Revenue Tracking Measurement of revenue derived from environmentally positive activities. |
No information available | |
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ESG Data for Supply Chain Inclusion of environmental data from company’s supply chain. |
No information available | |
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Alignment to SDGs (Sustainable Development Goals) Mapping to relevant UN SDGs in environmental analysis. |
SDG mapping included to highlight alignment with UN Sustainable Development Goals. |
Social Factors Analysis
(5 Yes /5 Known /10 Possible features)
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Diversity & Inclusion Metrics Tracking gender, minority, and board diversity statistics. |
Diversity metrics such as board gender/minority are included. | |
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Labor Practices Assessment Evaluation of working conditions, labor rights, and employee relations. |
Assesses labor practices and workforce-related risk areas. | |
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Community Engagement Measurement of company initiatives for community health, welfare and education. |
No information available | |
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Human Rights Adherence Assessment of policies and practices for upholding international human rights. |
Human rights policy assessment is part of the social scoring. | |
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Health and Safety Data Monitoring of workforce safety, accident rates, and regulatory compliance. |
Tracks health, safety, and workplace incidents where data is available. | |
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Product Responsibility Evaluation of product safety, quality, and customer satisfaction metrics. |
No information available | |
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Social Supply Chain Risks Assessment of social risks within the supply chain (forced labor, child labor, etc). |
No information available | |
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Philanthropy Tracking Mapping of corporate giving, foundations, and charitable contributions. |
No information available | |
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Employee Training Metrics Data on employee training hours, programs, and development outcomes. |
No information available | |
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Social Controversy Monitoring Real-time or historical monitoring of negative social events or controversies. |
Monitors and integrates social controversies impacting companies. |
Governance Analysis
(8 Yes /8 Known /10 Possible features)
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Board Structure Evaluation Analysis of board composition, independence, and expertise. |
Board independence, expertise, and structure are scored in the governance section. | |
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Executive Compensation Analysis Tracking of executive compensation compared to company performance. |
Executive pay vs. performance is integrated into governance analytics. | |
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Ownership Transparency Disclosure and analysis of ownership structures and significant shareholders. |
Ownership structure and transparency are tracked. | |
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Shareholder Rights Protection Analysis of shareholder voting rights and anti-takeover mechanisms. |
Shareholder rights and governance mechanisms are part of the dataset. | |
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Audit and Controls Assessment of internal controls, risk management policies, and audit independence. |
No information available | |
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Anti-Bribery and Corruption Evaluation of anti-bribery, corruption policies, and enforcement mechanisms. |
Anti-bribery/corruption scoring included in governance pillar. | |
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Transparency of Disclosures Quality and frequency of corporate disclosures on governance practices. |
Corporate disclosure transparency is part of governance assessment. | |
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ESG Integration at the Board Level Extent to which the board considers ESG in its oversight. |
Mentions explicit ESG responsibilities at the board level for covered firms. | |
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Whistleblower Protection Mechanisms Availability and effectiveness of employee whistleblower programs. |
No information available | |
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Governance Controversy Monitoring Detection and tracking of governance-related controversies or violations. |
Controversy screening across governance-related issues is present. |
Portfolio & Investment Analytics
(7 Yes /7 Known /10 Possible features)
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Portfolio ESG Scoring Aggregating ESG scores at the portfolio level. |
Portfolio-level aggregated ESG score functionality described in product brochure. | |
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Scenario Analysis Modeling how ESG events or improvements impact performance metrics. |
No information available | |
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ESG Attribution Analysis Identifying how ESG factors drive risk and return in a portfolio. |
Portfolio-level attribution and breakdown by ESG factors available. | |
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Benchmark Comparison Comparing portfolio ESG ratings against relevant benchmarks. |
Portfolio benchmarking against ESG indices and peers is supported. | |
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Carbon Footprint Calculation Aggregated measurement of portfolio carbon exposure. |
Carbon metrics are aggregated at the portfolio level. | |
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Engagement Tracking Monitoring and reporting on shareholder engagement activities. |
No information available | |
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Exclusion/IQ Screening Excluding companies based on ESG compliance or controversy thresholds. |
Exclusion and screening based on ESG or controversy parameters is available. | |
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Impact Measurement Monitoring real-world environmental or social outcomes tied to investments. |
No information available | |
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Automated Reporting Generation of regular, customizable portfolio ESG reports. |
Automated periodic ESG reporting is supported (custom frequency/selectable templates). | |
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Regulatory Alignment Portfolio-level mapping to SFDR, EU Taxonomy, or other ESG regulations. |
SFDR, EU Taxonomy, and UK SDR alignment supported for portfolios. |
Integration & Interoperability
(2 Yes /2 Known /10 Possible features)
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API Access Availability of APIs for automated data access and integration. |
API offering for data access and integration (as per developer/technical docs). | |
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Data Export/Download Ability to extract ESG data in various formats (CSV, Excel, etc.). |
Data export available in CSV, Excel, and other standard formats. | |
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Integration with PMS/OMS Plug-and-play links with portfolio or order management systems. |
No information available | |
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Custom Data Fields/Tags Ability to create and use custom metadata for data organization. |
No information available | |
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Direct Database Connectivity Connection to client SQL or other databases for advanced analytics. |
No information available | |
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Third-Party Platform Integration Pre-built connections to major investment/analytics platforms (Bloomberg, FactSet, etc.). |
No information available | |
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Bulk Data Uploads Ability to ingest custom or proprietary datasets at scale. |
No information available | |
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SSO/Identity Management Single sign-on and identity integration with corporate IT systems. |
No information available | |
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Data Synchronization Automated data updates between the ESG platform and other systems. |
No information available | |
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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
(7 Yes /7 Known /10 Possible features)
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Customizable Dashboards Personalized dashboard and workspace arrangements. |
Dashboards are customizable based on metrics and portfolio composition. | |
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Advanced Visualization Tools Charts, heatmaps, and other visualizations for ESG data. |
Includes advanced visualization: heatmaps, peer ranking, time series charts. | |
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Report Template Library Pre-set templates for various ESG report types. |
Pre-built templates for various ESG and regulatory report types are available. | |
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Narrative Generation Auto-generated textual summaries and insights. |
No information available | |
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Collaboration Tools Commenting, user tagging, and shareable links for analyses. |
Collaboration and data sharing features are listed in platform overviews. | |
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Multi-language Support Interface and reporting available in multiple languages. |
Product supports reporting and dashboarding in multiple languages. | |
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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. |
Platform is web-based and mobile-accessible, as per product datasheet. | |
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Scheduled Report Delivery Automated creation and delivery of regular ESG reports. |
Users can schedule automatic report delivery to email/distribution list. | |
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Permissioned Views/Sharing Granular control over who can access or edit ESG reports and data. |
No information available |
Regulatory Alignment & Compliance
(6 Yes /6 Known /10 Possible features)
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Regulatory Reporting Templates Pre-built templates for SFDR, TCFD, EU Taxonomy, etc. |
Templates for SFDR/TCFD/EU Taxonomy and related regulatory reporting are supported. | |
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Automatic Regulatory Updates System updates to reflect latest regulatory changes. |
No information available | |
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Audit Logs Detailed record of user actions for audit purposes. |
Platform includes detailed audit logs for reporting and compliance. | |
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Disclosure Readiness Checklist Checklist functionality to track status of required disclosures. |
Disclosure readiness checklists referenced in client user guides. | |
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Flagging of Non-Compliance Risks Automated alerts when companies or portfolios are at risk of ESG non-compliance. |
Automated alerts/flagging for potential portfolio non-compliance to ESG regulations. | |
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Document Repository Central repository for ESG policies, audit reports, and disclosures. |
Repository for client ESG policies, reports, and documentation included. | |
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Workflow Approvals Integrated workflow for review and approval of ESG disclosures/reports. |
No information available | |
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Multi-Regime Support Support for tracking and reporting under different regulatory regimes. |
FTSE Russell offers reporting and mapping across multiple regulatory jurisdictions. | |
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Red Flag Alerts Real-time alerts for regulatory, reputational, or compliance concerns. |
No information available | |
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Legal & Compliance Integration Features enabling alignment with legal and risk monitoring systems. |
No information available |
Data Quality & Reliability
(4 Yes /4 Known /10 Possible features)
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Data Provenance Tracking Traceability of data to its original source. |
No information available | |
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Error Checking & Anomaly Detection Automatic identification of data inconsistencies. |
Anomaly and error detection tools are standard in the product's data quality framework. | |
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Source Diversity Use of multiple sources to triangulate ESG data. |
Product triangulates across multiple ESG data sources per documentation. | |
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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. |
Users can report and suggest corrections for data errors. | |
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Audit Trails Record of all changes to client data sets. |
No information available | |
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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 documentation is provided on product support pages. | |
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Manual Review/Override Capability Ability for manual review/approval of key data points. |
No information available | |
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Dispute Management Tools System for lodging and resolving data quality disputes. |
No information available |
Security, Privacy, & Support
(8 Yes /8 Known /10 Possible features)
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Data Encryption at Rest and in Transit Protection of ESG data with strong encryption. |
Industry-standard encryption in transit and at rest, as stated in the technical whitepaper. | |
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Role-Based Access Control Granular permission management for users and teams. |
Role-based access controls are part of the administration capabilities. | |
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Multi-factor Authentication Support for enhanced authentication mechanisms. |
Platform supports multi-factor authentication according to security documentation. | |
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GDPR/CCPA Compliance Adherence to major global data privacy regulations. |
FTSE Russell upholds compliance with GDPR and CCPA as reflected on their privacy and security policy pages. | |
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Disaster Recovery System redundancies and recovery protocols tested regularly. |
No information available | |
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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 support coverage is mentioned as a key service level in client materials. | |
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Onboarding and Training Resources Comprehensive user training and onboarding materials. |
Extensive onboarding and user training resources are included for clients. | |
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Knowledge Base and Community Forums Online support content and user discussion boards. |
Knowledge base and forums exist on FTSE Russell's support portal. | |
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Incident Notification System Alerts users regarding outages, security, or data incidents. |
Incident notification for outages and data incidents is part of client communication protocols. |
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