Introducing MSCI ESG Fund Ratings

There is growing demand among wealth and asset managers for greater investment transparency driven by a desire to better reflect their investment views and values. 

In response to this growing trend for greater transparency, MSCI ESG Research provides the tools to gain insight into the ESG characteristics of funds with an intuitive rating to better inform clients’ efforts across fund research, product selection, portfolio construction, and portfolio reporting across asset classes. 

MSCI ESG Fund Ratings measures the Environmental, Social and Governance (ESG) characteristics of portfolio holdings and provides clients with the ability to rank or screen over 32,000 mutual funds and ETFs on a AAA to CCC ratings scale.

Clients will also have access to over 200 Fund Metrics to evaluate the ESG attributes of their portfolio and fall into three categories: sustainable impact, values alignment and risks. 
MSCI ESG Fund Ratings are available directly from MSCI ESG Research and on third-party platforms.
 

For further information

• Download the factsheet
• Download the Executive Summary methodology
• Contact us for more information about your MSCI ESG Fund Rating esgclientservice@msci.com

¹ Source: Accenture. The “Greater” Wealth Transfer – Capitalizing on the Intergenerational Shift in Wealth, 2012

² Source: US Trusts’ Insights on Wealth and Worth, 2018