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Sustainable Finance Solutions
Get ahead of new ESG disclosure regulations
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Sustainable Finance Solutions Intro
Supporting Our Clients to Align and Comply
New ESG rules are on the horizon as the European Union aims to steer capital flows toward sustainable growth.1 The EU’s plan, which includes the new Sustainable Finance Disclosure Regulation (SFDR), requires certain financial market players serving EU investors to consider ESG risks and make ESG disclosures at the organization and financial product level. Large financial firms with over 500 employees who do business in the EU must start calculating metrics for the reference period January 2022 to December 2022, with the first regulatory report due by June 2023. The data and information requirements to comply with the new regulations may be significant. Institutional investors must report on all their portfolios and the holdings within those portfolios across multiple asset classes annually.
MSCI offers a sophisticated suite of data sets, indexes, reporting tools and portfolio analytics to support clients seeking to meet regulatory deadlines, integrate ESG factors across the investment process and report on progress along the way. We provide metrics and tools at the issuer and index level as well as through our risk analytics platform.
EU Sustainable Finance Solutions
A holistic toolkit to help clients prepare for new ESG regulations
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Issuer-Level Data
Issuer-Level Data (PDF)
SFDR Adverse Impact and Taxonomy Alignment data and metrics for over 10,000 corporate equity and fixed income issuers and 175 sovereign issuers or countries (relevant to SFDR only), covering over 90% of the global opportunity set
Index-Level Metrics
Index-Level Metrics (PDF)
Index-level SFDR metrics based on issuer data for 6,000+ equity and fixed income indexes to help clients compare and report adverse impact indicators of their financial products with those of MSCI indexes
Download Illustrative Index Metrics
Download Methodology
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Fund-Level Metrics
Fund-Level Metrics (PDF)
MSCI ESG Fund Ratings, SFDR Adverse Impact metrics and Taxonomy Alignment for 53,000 multi-asset class Mutual Funds and ETFs globally plus (coming soon) how funds classify themselves as Article 6, 8 or 9 per SFDR
Download Press Release
Risk Analytics & Regulatory Reporting Tools
Risk Analytics & Regulatory Reporting Tools
- ESG and SFDR data and metrics added to MSCI’s analytics platforms to support multi-asset reporting, portfolio construction and risk management.
- New MSCI SFDR Reporting Solutions available for complex and customized reporting needs
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Real Estate Climate Solutions
Real Estate Climate Solutions
- Helping to meet the requirement on sustainability risk disclosures using a scalable and robust reporting framework.
- We have a Principle Adverse Sustainability Impacts Statement for real estate assets, plus wider support for Article 8 & 9 (ESG Impacts) and Articles 3 & 6 (ESG Risks) reporting.
- Learn more about the SFDR requirements for Real Estate Investors Download PDF.
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SubscribeWhy MSCI?
Why MSCI?
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A holistic multi-asset solutionWe offer one of the most comprehensive solutions with data, indexes and portfolio analytics across asset classes to help clients meet their sustainability targets |
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Insight into evolving regulationsOur participation in commissions and working groups in the EU and monitoring around the globe provide us with deep insights into the latest regulatory environment |
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Quality ESG research and dataOur ESG indexes, ratings and data are powered by in-depth research produced by over 350 ESG analysts worldwide2 |
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Robust reporting operationsClients leverage us so they can produce regulatory and investor reports across thousands of portfolios |
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Committed to helping build better portfoliosOur platforms help clients seeking to design strategies in line with sustainability goals, implement strong risk management processes and regularly monitor for issues |
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Sign-up to our Sustainable Finance newsletter for a summary of the latest news, research, solutions and events focused on sustainable finance disclosure regulation.
SubscribeNew Sustainable Finance Research
The SFDR’s Articles 8 and 9: The Funds Behind the Labels.
Learn MoreSustainable Finance Solutions footnotes
1 European Supervisory Authorities’ final report on the draft regulatory technical standards (RTS) and https://ec.europa.eu/info/business-economy-euro/banking-and-finance/sustainable-finance_en
2Source: MSCI ESG Research as of March 2021. Includes full time employees, employees of foreign affiliates providing investment advisory services to MSCI ESG Research LLC, and global allocated staff performing non-investment advisory tasks.