Sustainable Finance Solutions

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.

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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

Download SFDR and Taxonomy Metrics (PDF, 144 KB)

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 (PDF, 155 KB)
Download Methodology (PDF, 500 KB)

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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 (PDF, 122 KB)

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

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 (PDF, 265 KB) (opens in a new tab).

MiFID II / IDD Solutions

MSCI’s delivers all-in-one data, metrics and tools for navigating sustainability preferences under the new MiFID II and IDD requirements.

Wealth managers, banks and other distributors of financial products can use our solutions to address clients’ sustainability preferences and assess and convey the relevant characteristics of investment products. Manufacturers of investment products can build their in-house definition, benchmark against market standards, report on the sustainability characteristics of their products and target distribution accordingly.

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Why MSCI?

A holistic multi-asset solution

We offer one of the most comprehensive solutions with data, indexes and portfolio analytics across asset classes to help clients meet their sustainability targets

Insight into evolving regulations

Our participation in commissions and working groups in the EU and monitoring around the globe provide us with deep insights into the latest regulatory environment

Quality ESG research and data

Our ESG indexes, ratings and data are powered by in-depth research produced by over 350 ESG analysts worldwide²

Robust reporting operations

Clients leverage us so they can produce regulatory and investor reports across thousands of portfolios

Committed to helping build better portfolios

Our 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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