Sustainable Finance Solutions

SFDR-ready

Our SFDR dataset is designed to help clients prepare and file disclosures for SFDR reporting requirements at both the entity and product level, including the SFDR’s PAIs as well as pre-contractual and periodic disclosures. For more details, please refer to the MSCI SFDR Adverse Impact Metrics methodology (PDF, 796 KB).

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  Issuer-level
  data
  (144 KB) (opens in a new tab)

  See mandatory and optional PAIs for more than 11,000 companies. The dataset equips investors and managers of ESG- and sustainability-focused funds (so-called Article 8 and 9 funds) to manage and report on sustainability adverse impacts of portfolio companies.

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  Fund-level metrics
  data

  Classify approximately 53,000 equity and fixed income equity and fixed income mutual and exchange-traded funds according to the SFDR’s product-level disclosures and detail their adverse impacts.

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  Index-level metrics
  data
  (155 KB) (opens in a new tab)

  Report on adverse impacts for more than 6,000 indexes and show how ESG factors are reflected in investment benchmarks.

• Sustainability Reporting Services

  Our ESG and Climate reports are designed to manage evolving regulatory requirements and address your growing reporting needs through a scalable reporting framework, giving you a clear vision of the risks and opportunities ahead.

• Real estate climate solutions

  Data and metrics to help real estate investors detail exposure to PAIs, including fossil fuels and energy-efficient assets, together with greenhouse gas emissions and other key impacts for property and building portfolios.

Get taxonomy aligned

The EU Taxonomy, a companion to the SFDR, requires financial institutions subject to the Non-Financial Reporting Directive (NFRD), including banks, insurance companies, asset managers and investment managers, to publish their exposure to taxonomy-aligned economic activities. This disclosure includes a green asset ratio that shows a financial institution’s “green assets” as a proportion of total assets. To be taxonomy-aligned, an activity must contribute substantially to at least one of six environmental objectives, must do no significant harm to any of the other objectives, and must meet minimum social safeguards.

To be taxonomy-aligned, an activity must contribute substantially to at least one of six environmental objectives, must do no significant harm to any of the other objectives, and must meet minimum social safeguards. MSCI's EU Taxonomy User Guide (PDF, 979 KB) aims to help users navigate the reporting requirements outlined in Commission Delegated Regulation (EU) 2021/2178, which supplements Article 8 of the EU Taxonomy Regulation.

Identify and measure companies’ involvement in taxonomy-aligned activities

Our taxonomy dataset includes both reported and estimated metrics to measure taxonomy eligibility and alignment for more than 11,000 companies, 53,000 funds and 6,000 indexes.

Regulatory reporting and risk analytics

Data management and reporting of metrics required by the EU taxonomy for multiple asset classes, customized for clients’ needs and reporting framework, managed by MSCI. Learn more.

Stay ahead of the EU Green Bond Standard

The EU Green Bond Standard aims to help investors know they are funding projects aligned with the EU Taxonomy. The standard obligates issuers to show how activities to be financed are green.

Investors can use MSCI’s data to classify the environmental impact of bonds labeled as green based on seven categories of economic activity, comprising:

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  Alternative energy

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  Energy efficiency

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  Pollution prevention

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  Sustainable water

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  Green building

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  Climate adaption

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  Other activities, sustainable forestry, agriculture and biodiversity conservation

Built for investors

• Holistic solutions

  Our data, indexes and analytical tools span asset classes to help clients achieve their sustainability targets and fulfill their regulatory requirements.

• Matched with the latest requirements

  Our participation in working groups in the EU and APAC allows us to stay ahead of the latest regulatory requirements and technical standards.

• Depth of data and insights

  Our sustainable finance solutions draw on MSCI ESG Research’s decades of experience in extracting value from ESG and climate data.

• Institutional-strength reporting

  The world’s largest investors leverage our next-generation technology for reporting to regulators and other stakeholders across thousands of portfolios enterprise-wide.

• Defined by our mission

  Every analytical tool and reporting solution we build reflects our fundamental mission to power better investment decisions.