## IdealRatings ESG Scores and Ratings Dataset

This Dataset, provides an overall view on global issuers’ sustainability performance through their overall ESG scores and Ratings which help investors identify best-in class, with potential over the long-term and bottom performers. IdealRatings determines an issuer’s ESG rating by researching and documenting answers to a series of qualitative questions (or inputs) for each of the three pillars (E, S and G). There are over 200 inputs captured during the research process. These inputs are categorized under KPIs which receive a score based on the sum of the inputs’ weights. Some of the inputs are estimated. KPIs are reflected under its relevant pillar. Each pillar has a maximum score of 100, and the weight each KPI contributes to an issuer’s overall pillar score is based on IdealRatings’ industry materiality assessment. The sum of these KPIs provides a total score for every pillar. Total score of all pillars becomes the issuer’s IdealRatings ESG score, which corresponds to a letter grade. IdealRatings ESG Scores range between 0 - 300, which corresponds to rating brackets ranging from CC – AAA

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## 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.

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## Metadata

Update Frequency | MONTHLY Data Source(s) | PRIOPERITARY 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 | E,S,G SCORE, OVERALL ESG SCORE, ESG RATING, AND KPI SCORES. Key Words | ESG SCORE, ESG RATING, ESG PERFORMANCE, SUSTAINABILITY PERFORMANCE, RESPONSIBLE INVESTING, ESG KPI Number of companies/brands covered | APPX 40K. Standard entity identifiers | ISIN

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## Key Data Points

Deliverables in this Dataset are: 1- Issuer Unique code in IdealRatings database. (WID) 2- Issuer Identifier. (ISIN) 3- Issuer Name. 4- Issuer Business Activities. 5- Issuer Environmental Pillar Score (“E” Score). 6- Issuer Social Pillar Score (“S” Score). 7- Issuer Governance Pillar Score (“G” Score). 8- Issuer ESG Score. (overall). 9- Issuer ESG Rating. (overall). 10- Set of Issuer KPI scores (appx 22 KPI score)

## 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.

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## Subscription Verification Request Information

EIN number, # of users, # of Regions, #Universe, #datasets, Use case details.

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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