portfolio-esg-analytics Market Intelligence /marketintelligence/en/campaigns/portfolio-esg-analytics content esgSubNav
Discover more about S&P Global’s offerings

What could you learn from ESG portfolio analytics?

As demand for Environmental, Social and Governance (ESG) investing grows, so too does the need for high-quality data insights on portfolio ESG performance.

Introducing ESG Portfolio Analytics

ESG Portfolio Analytics has been designed to assist you with assessing your ESG performance, responding to increasing information requests and achieving best practice reporting standards.


Source: Portfolio ESG Scoring Report, S&P Global Market Intelligence, October 2020. For illustrative purposes only.

1. Better understand how your ESG performance compares to your portfolio benchmark

Compare your portfolio ESG score, as well as the underlying Environmental, Social and Governance & Economic dimension scores to your portfolio benchmark.


Source: Portfolio ESG Scoring Report, S&P Global Market Intelligence, October 2020. For illustrative purposes only.

2. Pinpoint your ESG opportunities

Quantify your portfolio ESG improvement opportunity, based on your portfolio ESG score and underlying portfolio Environmental, Social, and Governance & Economic dimension scores – and set goals to manage your performance.

Discover what you could learn from ESG Portfolio Analytics

REQUEST DEMO

Source: Portfolio ESG Scoring Report, S&P Global Market Intelligence, October 2020. For illustrative purposes only.

3. Assess sector level contributions to your ESG performance

Discover the contribution of business sectors to your portfolio ESG score and underlying Environmental, Social and Governance & Economic dimension scores.


Source: Portfolio ESG Scoring Report, S&P Global Market Intelligence, October 2020. For illustrative purposes only.

4. Get additional context on industry level ESG performance

Discover your areas of strength and identify performance gaps by evaluating ESG performance against Corporate Sustainability Assessment (CSA) industry baselines.


Source: Portfolio ESG Scoring Report, S&P Global Market Intelligence, October 2020. For illustrative purposes only.

5. Take a deep dive into underlying criteria scores

Review performance versus your benchmark on ten key criteria underlying each of the Environmental, Social and Governance & Economic dimension scores.


Source: Portfolio ESG Scoring Report, S&P Global Market Intelligence, October 2020. For illustrative purposes only.

6. Assess company level contributions to your ESG performance

Evaluate the contribution of companies to your portfolio ESG score and underlying Environmental, Social and Governance & Economic dimension scores with detailed insights on top & bottom performers, as well as your largest holdings with a series of company ranking tables.

Portfolio ESG Optimization

The global pandemic put a spotlight on the value of environmental, social and corporate governance considerations in capital markets, accelerating demand for ESG investing and the opportunity to derive meaningful investment outcomes.

Powered by the Corporate Sustainability Assessment and based on a methodology that was built by investment practitioners with investment processes in mind, S&P Global ESG Scores assess the ESG factors expected to have an impact on company value drivers – growth, profitability, capital efficiency and risk exposure.

Our ESG Data Signal? When applying an ESG framework to the portfolio construction process, the initial reaction may be to screen out the worst scoring companies and construct a portfolio from the remaining universe. However this exclusionary process can cause the resulting portfolio to drift from the benchmark’s characteristics. We show that it is possible to incorporate ESG scores into the portfolio construction process while not sacrificing the desired portfolio characteristics. This can likely be extended to using ESG as an overlay to other existing strategies.

What are S&P Global ESG Scores?

S&P Global ESG Scores is an environmental, social and governance data set that provides company level, dimension level, and criterial level scores based on the Corporate Sustainability Assessment (CSA) process, an annual evaluation of companies’ sustainability practices. Drawing upon 20 years of experience analyzing sustainability’s impact on a company’s long-term value creation, this is one of the most advanced ESG scoring methodologies. This dataset provides:

  • Sustainability scores, that have an impact on a company’s business value drivers, including growth, profitability, capital efficiency, and risk exposure, of 10,000 + companies
  • A qualitative screen based on SAM’s Media and Stakeholder Analysis (MSA evaluates a company’s response to critical sustainability issues that may arise during the year)
  • Full data history dating back to 2013
  • Easy linking to other S&P Global Market Intelligence identifiers

Application: Quantify, optimize, and report the performance of ESG factors.

Coverage: 10,000+ companies representing 99% of global market capitalization.

History: 2013+

Updates: Cloud, Feed, Portfolio ESG Analytics Report

To learn more, visit spglobal.com/esgscores

Learn more about our ESG Solutions

  • ESG Analysis

    Resource scarcity, climate change and population dynamics continuously shape a corporation’s competitive environment. Get the ESG analysis you need to assess these challenges and build strategies to succeed in the transition to a sustainable future.

    CLICK HERE

  • I need insights to manage climate risk

    Our Essential Climate Analytics set the bar on climate intelligence. With a uniquely deep and comprehensive lens on rapidly evolving climate risks, our datasets and analytics provide insights to turn climate risk into climate opportunity.

    CLICK HERE

  • I need to maximize positive impact

    Our Essential Positive Impact Analytics provide mission critical insight to maximize the positive impact of corporations and financial intuitions through the universal lens of the United Nations Sustainable Development Goals.

    CLICK HERE

*Wong, Christina, et al. Rate the Raters 2019: Expert Survey Results. SustainAbility, an ERM Group company, 2019, pp. 1–39, Rate the Raters 2019: Expert Survey Results and Wong, Christina, and Erika Petry. Rate the Raters 2020: Investor Survey and Interview Results. SustainAbility, an ERM Group company, 2020, pp. 1–54, Rate the Raters 2020: Investor Survey and Interview Results