If yes, describe how ESG factors are incorporated into your research/rating methodology.
The Terminal integrates company ESG data and scores into the Bloomberg Fundamental Analysis (FA) screen to help investors leverage ESG data in their company analysis. We also offer several analytic functions and tools that integrate into an investor’s workflow:
1. Our ESG page offers investors the first opportunity to easily compare company reported sustainability performance over time, against peers and against third party ESG scores.
The Relative Value function can be used to evaluate the performance of a company’s third-party ESG ranking scores (e.g. RobecoSAM) alongside key financial metrics relative to peers.
2. The Equity Screening (EQS) function helps screen equities against specific criteria (e.g. geography, industry and values-based or negative screening) and enables users to build custom models and scores combining financial data, ESG information and third party scores.
3. The Portfolio Analytics function (PORT) helps assess the ESG risks at the portfolio level and compare against a benchmark portfolio. Users can drill down to identify which sectors/companies may be driving the ESG performance of the portfolio.
4. Several Excel-based analytic models (XLTP) enable deeper evaluation of ESG risks (e.g. Portfolio Carbon Footprinting Tool, ESG Scorecard, Executive Compensation Analyzer, ESG Strategic Country Risk Tool).
Bloomberg Intelligence (BI) provides analysis on industries, companies and expert topics, delivering key data and interactive charting from BI analysts with an average of seventeen years of experience in their given industry. Topics include government, legal and regulatory issues, as well as environmental, social and governance (ESG) industry performance and trends. BI ESG also offers industry and topic primers to help investors easily identify material ESG risks and opportunities and separate the signals from the noise.
Bloomberg New Energy Finance (BNEF) conducts additional in-depth research on energy issues and provides unique analysis, tools and data for decision makers driving change in the energy system. BNEF’s sectoral products provide financial, economic and policy analysis, as well as news and a comprehensive database of assets, investments, companies and equipment in the clean energy space, while the regional products provide a comprehensive view on the transformation of the energy system by region.