## IdealRatings ESG Datasets

## With +350 data elements, IdealRatings ESG Datasets provide investors with profound assessment of global issuers’ sustainability performance. The datasets compromises ESG indicators of different underlying research frameworks; ESG Scores& Ratings, Qualitative, Metric and Business Involvement Indicators and SFDR. Such datasets vary significantly in their coverage and sophistication and hence, each is designed to cater to a different investment use case.

\##Use Cases (RAW-DATA REDISTRIBUTION IS RESTRICTED)

IdealRatings offers an array of screening processes including: 1) Qualitative Dataset. 2) ESG Scores and Ratings Dataset. 3) ESG Metric Dataset. 4) Business Involvement Dataset. 5) Regulatory Reporting Dataset. IdealRatings ESG and Responsible investment datasets cater to the varying needs of Industry players, and are used in:

1- Asset Management:

a) Pre-Trade Analytics:

Through IdealRatings ESG Data sets, asset managers can configure investment guidelines and screen the global universe for securities that are compliant by: • ESG Score and Rating: minimum performance threshold, top and bottom KPIs per pillar, E, S, G. • Controversial Involvement: Excluding undesired business activities/revenue. • Attribution: Setting positive thresholds for best in class, such as women on boards.

b) Post-Trade Reporting:

Asset managers use IdealRatings ESG data sets to prepare and issue portfolio reports for every investment guideline. Reports mandated by internal or external stakeholders: • Sustainability Performance. • Regulatory Reporting. • Violation Tracking. • Portfolio ESG Analytical Reporting.

2- Risk Management and Compliance. A very important use case for IdealRatings data is risk management. Through IdealRatings engine, Financial Market Participants flag companies that perform poorly in terms of environment, social, and governance Metrics. These companies have higher reputational risk and are likely to face strikes or litigations and hence, are more prone to sudden share price drops.

3- Regulatory Reporting IdealRatings Qualitative and Quantitative ESG Solutions help FMPs meet new requirements on ESG integration, disclosure, and reporting.

In light of the above, IdealRatings ESG and Responsible Investment Solutions are used by Investment Managers, Banking Groups, Brokerage Firms, Robo-advisors, Index Providers, Enterprise Data Management Solutions, Data vendors and Index Providers.

## Metadata

Update Frequency | MONTHLY Data Source(s) | PROPRIETARY DATA Original Publisher of data | IDEALRATINGS INC. Data Creation Date | 2016 Data Modification Date | MONTHLY Geographic coverage | GLOBAL Time period coverage | 2016-2022 Is historical data “point-in-time” | YES Data Set(s) Format(s) | XLS,CSV Raw or scraped data | NO Key Fields | 200+ ESG Qualitative Indicators per issuer. Key Words | ESG SCORE, ESG RATING, ESG PERFORMANCE, SUSTAINABILITY PERFORMANCE, RESPONSIBLE INVESTING, ESG KPI, Business Involvement, Sanction Nations, Countries of Concern, Exclusionary Screening. Number of companies/brands covered | APPX 40K. Standard entity identifiers | ISIN

Update Frequency | MONTHLY Data Source(s) | www.idealratings.com Original Publisher of data | IDEALRATINGS INC. Data Creation Date | 2018 Data Modification Date | 2022 Geographic coverage | GLOBAL UNIVERSE Time period coverage | 2018-2022 Is historical data “point-in-time” | YES Data Set(s) Format(s) | XLS, CSV Raw or scraped data | NO Key Fields | +350 ESG INDICATORS; ESG SCORE, RATING, QUALITATIVE, METRIC, BUSINESS INVOLVEMENT,SFDR. Number of companies covered | a) Universe Size: approx. 9,000 IssuerS for ESG Metric Dataset. b) Universe Size: approx. 40,000 Issuer. For: Scores and Ratings, ESG Qualitative, Business Involvement, ESG Basic. c) Universe Size: approx. 15,000 Issuer. For IdealRatings SFDR Dataset. d) Universe Size: < (a) + (b) + (c) > For IdealRatings ESG Comprehensive Dataset.

## Standard entity identifiers | ISIN

## Additional Information

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## Pricing Information

IdealRatings offers custom ESG and Responsible investing datasets, if standard datasets on ADX do not meet your requirements, please get in touch to configure an appropriate data offer. info@idealratings.com.

TO Subscribe to IdealRatings ESG Datasets on ADX, visit respective product pages below:

IdealRatings ESG Scores and Ratings Dataset <https://aws.amazon.com/marketplace/pp/prodview-lmyvu7w7aqahq?sr=0-4&ref_=beagle&applicationId=AWSMPContessa>

IdealRatings ESG Basic Dataset <https://aws.amazon.com/marketplace/pp/prodview-nca75vxydquck?sr=0-3&ref_=beagle&applicationId=AWSMPContessa>

IdealRatings ESG Metric Dataset <https://aws.amazon.com/marketplace/pp/prodview-u3d5msmaoiiqw?sr=0-2&ref_=beagle&applicationId=AWSMPContessa>

IdealRatings ESG Qualitative Dataset <https://aws.amazon.com/marketplace/pp/prodview-lu56ajdicy25i?sr=0-5&ref_=beagle&applicationId=AWSMPContessa>

IdealRatings Business Involvement Dataset <https://aws.amazon.com/marketplace/pp/prodview-v25y7tukdbqto?sr=0-1&ref_=beagle&applicationId=AWSMPContessa>

IdealRatings SFDR Dataset (Sustainable Finance Disclosure Regulations) <https://aws.amazon.com/marketplace/pp/prodview-5qgbvnzfpgk3u?sr=0-6&ref_=beagle&applicationId=AWSMPContessa>

IdealRatings ESG Comprehensive Dataset <https://aws.amazon.com/marketplace/pp/prodview-jkozmygruyvdw?sr=0-7&ref_=beagle&applicationId=AWSMPContessa>

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## Subscription Verification Request Information

EIN number, # of applications, # of users, # of Regions, etc.

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## Need Help?

If you have questions about our products, contact us using the support information below. Support@idealratings.com info@idealratings.com