Introducing MSCI ESG Fund Metrics

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

 

In response to this growing trend for greater transparency, MSCI has expanded its MSCI ESG Research coverage to include approximately 23,000 mutual funds and ETFs.

MSCI ESG Fund Metrics will measure the Environmental, Social and Governance (ESG) characteristics of portfolio holdings and rank or screen funds based on a diverse set of factors including sustainable impact, values alignment and ESG risks. 

Each fund will receive an overall score, the ‘Fund ESG Quality Score’, a peer group percentile rank and individual E- S- and G- Scores. The ‘Fund ESG Quality Score’ reflects the ability of the underlying holdings to manage medium- to long-term risks and opportunities. Clients will also have access to over 100 Fund Metrics to evaluate the ESG attributes of their portfolio and fall into three categories: sustainable impact, values alignment and risks. 

MSCI ESG Fund Metrics will be available directly from MSCI ESG Research and on third-party platforms through 2016.

 

For further information

 

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

Source: US Trusts’ Insights on Wealth and Worth, 2014


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MSCI INTRODUCES ESG QUALITY SCORES FOR MUTUAL FUNDS, ETFs

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MSCI ESG Research is introducing the concept of ESG Quality with the calculation of a Fund ESG Quality Score across over 23,000 mutual funds and ETFs.