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The MSCI ESG Portfolio Audit and Analytics Services can help investors review their portfolios according to environmental, social and governance (ESG) criteria. Clients use these services to ensure that their current holdings conform to mission-driven mandates, such as the United States Conference Bishops’ Guidelines, the Global Sullivan Principles, and the ILO Core Labor Conventions.

The MSCI ESG Portfolio Audit and Analytics Services can also be used to grade portfolios according to MSCI's proprietary ESG rating and ranking protocols, including Intangible Value Assessment and Global Socrates. A portfolio audit with these metrics can provide a more detailed profile of each company’s ESG practices than a simple pass/fail screen.

Clients can purchase either Basic or Enhanced Portfolio Audits.

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