Text
stringlengths 55
1.15k
| Label
stringclasses 4
values |
|---|---|
If less than 75% of the weight of the index remains eligible after steps (i) and (ii), step (i) is relaxed to the worst 20% of ESG scores from a company’s GICS Industry Group. | specific |
The Index Provider excludes companies from the Underlying Index that either do not have an Index Provider ESG score or have an Index Provider ESG score that (i) falls within the worst 25% of the Index Provider’s ESG scores from each Global Industry Classification Standard (GICS®) Industry Group in the index or (ii) falls within the worst 10% of the Index Provider’s ESG scores for the companies in the index. | specific |
All constituent companies of the S&P MidCap 400 Index are eligible for inclusion in the Underlying Index except for companies that: � Do not have an Index Provider ESG score at all or have an Index Provider ESG score that (i) generally falls within the worst 15-25% of the Index Provider’s ESG scores from each Global Industry Classification Standard (GICS ®) Industry Group in the index or (ii) falls within the worst 10% of the Index Provider’s ESG scores for the companies in the index. | specific |
The Sub-fund's portfolio has a minimum weighted average score of at least 6 on Robeco's Country Sustainability Ranking. 7. | specific |
� Are determined by Sustainalytics, a global leader in sustainability research and analysis, to engage in any of the following business activities: i. Manufacture tobacco products or hold a 25% or higher stake in a company involved in this activity; or derive 5% or more of their revenue from (i) supplying tobacco-related products and services or (ii) the distribution and/or retail sale of tobacco products. | specific |
Under normal circumstances, pursuant to its current internal limits, the Fund will only invest in loans from issuers with a single category E, S or G pillar score of 4.25 and under and will also only invest in loans from issuers with a composite ESG score of 4.0 and under. | specific |
The Index Provider excludes companies from the Underlying Index that either do not have an Index Provider ESG score or have an Index Provider ESG score that falls within the bottom 25% of the Index Provider’s ESG scores from each Global Industry Classification Standard (GICS®) Industry Group. | specific |
General purpose bonds from issuers that are considered by the Index Provider to be a pure-play green company (defined as a legal entity with greater than 90% of activities, as measured by revenues, within one or more of the eligible environmental categories) must meet all four criteria to be eligible. | specific |
The Sub-fund's portfolio has a minimum weighted average score of at least 7.5 on Robeco's Country Sustainability Ranking. 8. | specific |
Existing constituents of the Underlying Index are required to have an MSCI ESG Controversies Score of 1 or above to remain in the index, while companies that are currently not constituents of the Underlying Index are required to have an MSCI ESG Controversies Score of 3 or above to be considered eligible for addition. | specific |
Companies that engage in the manufacture and sale of (i) assault weapons or small arms (non-assault weapons) to civilian customers, (ii) small arms to military/law enforcement, or (iii) key components of small arms, or hold a 25% or higher stake in a company involved in these activities; or derive 5% or more of their revenue from the retail and/or distribution of assault weapons or small arms (non-assault weapons). | specific |
(v) issuers that derive more than five percent of revenue from thermal coal mining; (vi) issuers that derive more than five percent of revenue from oil sands extraction; and (vii) issuers identified as violators of the United Nations Global Compact, which are globally accepted principles covering corporate behavior in the areas of human rights, labor, environment, and anti-corruption. | specific |
The Sub-fund's portfolio has a minimum weighted average score of at least 6.5 on Robeco's Country Sustainability Ranking. | specific |
Companies that engage in the manufacture of tobacco products or own 25% or more of a company involved in this activity; or derive 5% or more of their revenue from (i) supplying tobacco-related products and services or (ii) the distribution and/or retail sale of tobacco products. | specific |
Index are required to have an MSCI ESG rating of BB or above to remain in the index, and companies that are currently not constituents of the Underlying Index are also required to have an MSCI ESG rating of BB or above to be considered eligible for addition. | specific |
Such companies include those that (i) have a low carbon transition score of neutral or better as rated by MSCI within the MSCI World Climate Change Index, (ii) have an above average environmental score as rated by MSCI, and/or (iii) have an above average environmental systematic score as rated by FMR (FMR E Score). | specific |
If the 75% target is still not met after such relaxation, then step (i) is further relaxed to the worst 15% of ESG scores from a company’s GICS Industry Group. | specific |
For corporate bond investments, at least 80% of the Sub-fund is invested in companies with a positive or neutral SDG score. | specific |
The Sub-fund's weighted carbon footprint score is equal or better than that of the Custom Bloomberg Climate Transition Benchmark. 2. | specific |
Companies that derive 75% or more of their revenue from the six Environmental Impact Themes are included in the Underlying Index. | specific |
The Sub-fund's weighted carbon footprint score is equal or better than that of the Climate Transition Benchmark. 2. | specific |
Companies that derive 75% or more of their revenue cumulatively from the six Environmental Impact Themes are eligible for inclusion in the Underlying Index. | specific |
The Sub-Fund plans to make a minimum of 90% sustainable investments, measured either by by holdings that are part of the Climate Transition Benchmark or holdings that have a positive score via Robeco's SDG Framework. | specific |
The Sub-Fund plans to make a minimum of 90% sustainable investments, measured either by by holdings that are part of the Paris Aligned Index or holdings that have a positive score via Robeco's SDG Framework. | specific |
v. Manufacture and sell (i) assault weapons or small arms (non-assault weapons) to civilian customers, (ii) small arms to military/law enforcement, or (iii) key components of small arms, or hold a 25% or higher stake in a company involved in these activities; or derive 5% or more of their revenue from the retail and/or distribution of assault weapons or small arms (non-assault weapons). | specific |
The Sub-fund invests a minimum of 2.5% in green, social, sustainable, and/or sustainability-linked bonds The Sub-fund has the following binding elements to attain the environmental or social characteristics promoted by the corporate bonds (including government owned but not guaranteed): 2. | specific |
issuers that derive any revenue from the production of tobacco-related products; iv. issuers that derive more than five percent of revenue from thermal coal generation, unless such issuers either (a) have made certain commitments to reduce climate impact or (b) derive at least fifty percent of revenue from alternative energy sources; v. issuers that derive more than five percent of revenue from thermal coal mining; vi. issuers that derive more than five percent of revenue from oil sands extraction; and vii. issuers identified as violators of the United Nations Global Compact, which are globally accepted principles covering corporate behavior in the areas of human rights, labor, environment, and anti-corruption. | specific |
All constituent companies of the S&P 500 Index are eligible for inclusion in the Underlying Index except for companies that: � Do not have an Index Provider ESG score at all or have an Index Provider ESG score that falls within the bottom 25% of the Index Provider’s ESG scores from each Global Industry Classification Standard (GICS®) Industry Group. | specific |
Companies that derive 5% or more of their revenue from (i) the extraction of thermal coal or (ii) the generation of electricity from thermal coal. | specific |
Under normal circumstances, the Fund will invest, indirectly through investments in the Underlying Funds, at least 80% of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in its custom benchmark index, the LifePath ESG Index 2065 Fund Custom Benchmark. | specific |
Such screening criteria principally includes: (i) issuers that derive any revenue from the production of controversial weapons; (ii) issuers that derive any revenue from the production of civilian firearms; (iii) issuers that derive any revenue from the production of tobacco-related products; (iv) issuers that derive more than five percent of revenue from thermal coal generation, unless such issuers either (a) have made certain commitments to reduce climate impact or (b) derive at least fifty percent of revenue from alternative energy sources; (v) issuers that derive more than five percent of revenue from thermal coal mining; (vi) issuers that derive more than five percent of revenue from oil sands extraction; and (vii) issuers identified as violators of the United Nations Global Compact, which are globally accepted principles covering corporate behavior in the areas of human rights, labor, environment, and anti-corruption. | specific |
Companies that derive 50% or more of their revenue from green building are eligible for inclusion in the Underlying Index. | specific |
Companies that derive 50% or more of their revenue from green building are included in the Underlying Index. | specific |
Such screening criteria principally includes: (i) issuers that derive any revenue from the production of controversial weapons; (ii) issuers that derive any revenue from the production of civilian firearms; (iii) issuers that derive any revenue from the production of tobacco-related products; (iv) issuers that derive more than five percent of revenue from thermal coal generation, unless such issuers either (a) have made certain commitments to reduce climate impact or (b) derive at least fifty percent of revenue from alternative energy sources; 25 NM0922U-2408764-25/80 | specific |
The Sub-fund's weighted average ESG score is at least 10% better than that of the general market index. | specific |
Lastly, if the combined float-adjusted market capitalization of the selected companies is not above the 75% target, the Index Provider may add companies not already selected in decreasing order of ESG Score to get as close as possible to the 75% target. | specific |
When making its selections, the Index Provider targets 75% of the float-adjusted market capitalization (i.e., the amount of stock that is available for trading by the general public) of each GICS Industry Group within the S&P MidCap 400 Index, using the ESG scores assigned to the companies in the Eligible Universe by the Index Provider as the determining factor. | specific |
The reference index is designed to align with a 1.5°C climate scenario using the MSCI Climate Value-at-Risk and a "self-decarbonization" rate of 10% year on year. | specific |
Once the constituents of the Underlying Index are selected pursuant to the above criteria, the constituents are then weighted in a manner designed to reduce the “carbon intensity†(defined, for each company included in the Underlying Index, as its greenhouse gas emissions as a percentage of the company’s enterprise value including cash) in the following ways: � Reduce the carbon intensity of the Underlying Index by at least 60% compared to the parent index, and � Seek a year-over-year carbon intensity reduction target of at least 7%. | specific |
The Sub-Fund plans to make a minimum of 90% sustainable investments, measured by the by holdings that are part of the Climate Transition Benchmark. | specific |
Each investment with an ESG Risk rating of higher than 40 | specific |
The Sub-Fund plans to make a minimum of 90% sustainable investments, measured by the by holdings that are part of the Paris Aligned Benchmark or follow the methodology of the Paris Aligned Benchmark. | specific |
The Fund will also seek to invest in a portfolio of equity securities that, in BFA’s view, has an aggregate environmental assessment that is better than the aggregate environmental assessment of the MSCI ACWI Multiple Industries Select Index (the “MSCI ACWI Select†or the “Underlying Indexâ€). | specific |
In determining whether an issuer is directly engaged in, and/or derives significant revenue from a particular industry or product line, the fund may use revenue thresholds (e.g., issuers that derive more than 5% of revenue from tobacco production) and/or categorical exclusions (e.g., issuers that derive any revenue from the operation of private prisons or issuers that are classified within the coal production or mining industries), depending on the industry or product line, based generally on data provided by one or more third-party vendor(s). | specific |
Companies that derive 5% or more of their revenue from the extraction of oil sands. | specific |
At least 90% of the investments are aligned with the E/S characteristics of the Sub-fund. | specific |
In order to align with a sub-2°C scenario, the Fund will: 1) seek to lower the carbon intensity of the portfolio on an annual basis, with the goal of seeking to ultimately reach a net zero greenhouse gas emissions portfolio in the aggregate by 2050; and 2) engage with the companies that account for 65% of greenhouse gas emissions in the portfolio each year. | specific |
The Sub-fund plans to make a minimum of 90% of sustainable investments with an environmental objective by investing in constituents of the Climate Transition Benchmark. | specific |
The Sub-Fund plans to make a minimum of 90% sustainable investments, measured by the by holdings that are part of the Paris Aligned Benchmark. | specific |
Companies engaged in the business of controversial weapons or that own 25% or more of a company engaged in this activity. | specific |
It promotes Environmental/Social (E/S) characteristics and while it does not have as its objective a sustainable investment, it will have a minimum proportion of 70% of sustainable investments with an environmental objective in economic activities that qualify as environmentally sustainable under the EU Taxonomy with an environmental objective in economic activities that do not qualify as environmentally sustainable under the EU Taxonomy | specific |
The Sub-fund's exclusion criteria are similar to those of the reference index, and the Sub-fund's weighted carbon footprint score is equal to or better than the reference benchmark for the carbon objective of the Subfund. | specific |
The Sub-Fund plans to make a minimum of 2.5% sustainable investments, measured by the proportion of the green, social, sustainable, and/or sustainability-linked bonds. | specific |
For each GICS Industry Group, the Index Provider first selects companies in decreasing order of ESG Score until 65% of the cumulative float-adjusted market capitalization is reached. | specific |
When making its selections, the Index Provider targets 75% of the floatadjusted market capitalization (i.e., the amount of stock that is available for trading by the general public) of each GICS Industry Group within the S&P 500 Index, using the ESG scores assigned to the companies in the Eligible Universe by the Index Provider as the determining factor. | specific |
The Sub-Fund plans to make a minimum of 90% sustainable investments, measured by positive scores or allowed neutrals, via Robeco's SDG Framework. | specific |
The Underlying Index is then constructed using a process that aims to achieve replicability and investability, subject to the following objective and constraints: (i) minimize carbon exposure subject to a tracking error constraint of 30 basis points relative to the Parent Index; (ii) the maximum weight of an Underlying Index constituent may not be greater than 20 times its weight in the Parent Index; (iii) country weights in the Underlying Index may not deviate more than 2% from the country weights in the Parent Index; and (iv) sector weights in the Underlying Index may not deviate more than 2% from the sector weights in the Parent Index, with the exception of the energy sector, where there is no weight constraint applied. | specific |
Such screening criteria principally includes: (i) issuers engaged in the production of controversial weapons; (ii) issuers engaged in the production of civilian firearms; (iii) issuers deriving revenue from direct involvement in the production of nuclear weapons or nuclear weapon components or delivery platforms, or the provision of auxiliary services related to nuclear weapons; (iv) issuers engaged in the production of tobacco-related products; (v) issuers that derive certain revenue from thermal coal generation, unless such issuers either (a) have made certain commitments to reduce climate impact or (b) derive revenue from alternative energy sources, and issuers that derive more than five percent of revenue from thermal coal mining; (vi) issuers that derive more than five percent of revenue from oil sands extraction, unless the Fund is investing in green bonds of such issuers; and (vii) issuers identified by recognized third-party rating agencies as violators of the United Nations Global Compact, which are globally accepted principles covering corporate behavior in the areas of human rights, labor, environment, and anti-corruption. | specific |
The social objectives of the Sub-fund are attained by investing in companies that score positively on SDG 1 (No poverty), SDG 2 (Zero hunger), SDG x% 100% 1. | specific |
To reduce turnover and enhance stability in the Underlying Index, the Index Provider applies buffer rules for existing constituents of the Underlying Index, which are retained in the Underlying Index as long as their cumulative exposure to the Environmental Impact Themes does not fall below 60%. | specific |
The Sub-fund plans to make a minimum of 70% sustainable investments, measured by either being positive scores via Robeco's SDG Framework or investments in green, social, sustainable or sustainability-linked bonds. | specific |
The Sub-fund's weighted carbon emissions per capita is equal to or better than that of the Paris Aware Benchmark 6. | specific |
The Sub-fund also applies the aforementioned exclusion criteria, and the Sub-fund's overall weighted carbon footprint score in each of the government part and the corporate part is always equal to or better than the respective part of the Solactive Paris Aware Global Aggregate Index. | specific |
The proportion of companies that hold a high or medium negative SDG score (-3 or -2) based on the internally developed SDG Framework The Sub-fund's weighted average ESG score compared to the general market index. | specific |
The Sub-Fund plans to make a minimum of 90% sustainable investments, measured by positive scores via Robeco's SDG Framework. | specific |
Principal Investment Strategies The Adviser normally invests at least 80% of the fund’s assets in equity securities of climate aware companies. | specific |
The Sub-fund plans to make a minimum of 0% of sustainable investments with an environmental objective by investing in constituents of the Paris Aligned Benchmark. | specific |
The Fund will not invest in companies that the sub-adviser determines are involved in the following activities:  manufacturing of nuclear weapons, cluster munitions, land mines, incendiary devices, biological or chemical weapons, or depleted uranium munitions;  civilian firearms manufacturing;  tobacco products manufacturing; or  thermal coal mining or production if it accounts for more than 30% of a company’s gross revenues. | specific |
In addition, if an instrument is categorized as “green†by the Climate Bond Initiative (“CBIâ€) under the criteria used by the CBI to certify bonds as being closely 1 Prospectus October 1, 2022 Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF | specific |
Derive 5% or more of their revenue from the extraction of thermal coal or the generation of electricity from thermal coal. | specific |
Reduction targets are considered “science-based†if they are in line with the level of decarbonization required to keep global temperature increase below 2°C as described in the Fifth Assessment Report of the Intergovernmental Panel on Climate Change (IPCCAR5) and determined by the SBTi. | specific |
Principal Investment Strategies • Normally investing at least 80% of assets in securities of water sustainability companies. | specific |
The Sub-fund excludes sovereign bonds issued by the bottom 15% of the Worldwide Governance Indicators (WGI) - Control of Corruption ranking. | specific |
selected in decreasing order of ESG Score to get as close as possible to the 75% target. | specific |
Derive 5% or more of their revenue from the extraction of oil sands. | specific |
For example, if the market capitalization of all consumer discretionary sector companies included in the Base Index totals $200 billion, then the Index would screen these consumer discretionary sector companies, rank them based on ESG performance scores, and add the highest scoring companies to the Index until such point that their combined total market capitalization reaches $100 billion. | specific |
Principal Investment Strategies • Normally investing at least 80% of assets in equity securities of climate aware companies. | specific |
The Sub-fund allocates a minimum 80% of the bond exposure ex government bonds in the green bonds based on external vendor data or the internally developed framework by Robeco. | specific |
The Sub-fund solely invests in companies with a medium or high positive SDG score. | specific |
Once the constituents of the Underlying Index are selected pursuant to the above criteria, the constituents are then weighted in a manner designed to align with the objectives of the Net Zero Investment Framework and such that the resulting portfolio’s greenhouse gas emissions are consistent with the long-term global warming target of the Paris Climate Agreement by first assigning a weight based on (i) greenhouse gas (GHG) emissions reduction targets, (ii) climate disclosure standards, and (iii) green revenue, and then optimizing the portfolio such that: � The carbon intensity (defined, for each company included in the Underlying Index, as its greenhouse gas emissions as a percentage of the company’s enterprise value including cash) of the Underlying Index is reduced by at least 50% compared to the parent index, � The year-over-year carbon intensity of the Underlying Index seeks a reduction target of at least 7%, and � The aggregate exposure to high climate impact sectors (those sectors that are key to low-carbon transition) in the Underlying Index relative to the parent index does not decrease. | specific |
The reference index is designed to exceed the minimum standards of the EU Climate Transition Benchmark (CTB). | specific |
If an instrument is categorized as “green†by the Climate Bond Initiative (CBI), under the criteria used by the CBI to certify bonds as being closely linked with green and climate friendly assets or projects, the security will be upgraded one quintile from the band to which it originally was assigned. | specific |
While the sum of sustainable investments with an environmental objective and socially sustainable investments always adds up to the Sub-fund's minimum proportion of 90% sustainable investments, the minimum share of sustainable investments with an environmental objective is 70%. | specific |
The Sub-fund invests a minimum of 5% in green, social, sustainable, and/or sustainability-linked bonds 3. | specific |
The environmental objectives of the Sub-fund are attained by investing in companies that score positively on SDG 12 (Responsible consumption and production), SDG 13 (Climate action), SDG 14 (Life below water), and SDG 15 (Life on land) in Robeco's SDG Framework. | specific |
In addition, if an instrument is categorized as “green†by the Climate Bond Initiative (“CBIâ€) under the criteria used by the CBI to certify bonds as being closely linked with green and climate friendly assets or projects, the security will be upgraded one quintile from the quintile to which it originally was assigned. | specific |
To reduce turnover and enhance stability in the Underlying Index, the Index Provider applies buffer rules such that existing constituents of the Underlying Index are retained in the Underlying Index as long as they continue to meet the eligibility criteria and their exposure to green building does not fall below 40%. | specific |
The Sub-fund plans to make a minimum of 10% sustainable investments, measured by the investments in Green, Social or Sustainable Bonds. | specific |
Once included in the Underlying Index, securities will remain constituents as long as the revenue they derive cumulatively from the six Environmental Impact Themes does not fall below 60%. | specific |
The Sub-fund also applies the aforementioned exclusion criteria, and the Sub-fund's weighted carbon footprint score is always equal to or better than the Solactive Paris Aligned Global Corporate Index. | specific |
The Sub-fund intends to make sustainable investments, measured either by holdings that are part of the Paris Aligned Index or holdings that have a positive score via Robeco's SDG Framework. | specific |
PROSPECTUS ROBECO CAPITAL GROWTH FUNDS in companies that score positively on SDG 12 (Responsible consumption and production), SDG 13 (Climate action), SDG 14 (Life below water), and SDG 15 (Life on land) in Robeco's SDG Framework. | specific |
Companies that derive 10% or more of their revenues from (i) the manufacture of military weapon systems and/or integral, tailor-made components of these weapons or (ii) the provision of tailor-made products and/or services that support military weapons. | specific |
PROSPECTUS ROBECO CAPITAL GROWTH FUNDS are attained by investing in companies that score positively on SDG 1 (No poverty), SDG 2 (Zero hunger), SDG 3 (Good health and well-being), SDG 4 (Quality education), SDG 5 (Gender equality), SDG 6 (Clear water and sanitation), SDG 7 (Affordable and clean energy), SDG 8 (Decent work and economic growth), SDG 9 (Industry, innovation and infrastructure), SDG 10 (Reduced inequalities), SDG 11 (Sustainable cities and communities), SDG 16 (Peace, justice and strong institutions) and SDG 17 (Partnerships for the goals), in Robeco's SDG Framework. | specific |
No It will make a minimum of sustainable investments with an environmental objective: 70% | specific |
In order to align with the sub-2°C scenario, the Fund will: 1) seek to lower the carbon intensity of its portfolio over time, with the goal of seeking to ultimately reach a net zero greenhouse gas emissions portfolio in the aggregate by 2050; and 2) engage with the portfolio companies each year in an effort to aid in the transition to net zero. | specific |
The social objectives of the Sub-fund are attained by investing in companies that score positively on SDG 1 (No poverty), SDG 2 (Zero hunger), SDG 3 (Good health and well-being), SDG 4 (Quality education), SDG 5 (Gender equality), SDG 6 (Clear water and sanitation), SDG 7 (Affordable and clean energy), SDG 8 (Decent work and economic growth), SDG 9 The two graphs below show in green the minimum percentage of investments that are aligned with the EU Taxonomy. | specific |
v The Fund will seek to avoid investing in companies that manufacture, design or sell weapons or the critical components of weapons that violate international humanitarian law. | specific |
Further, the Fund will not invest in companies which violate the United Nations Global Compact. | specific |
Companies that are involved in specific business activities which have high potential for negative social and/or environmental impact, such as alcohol, gambling, tobacco, nuclear power, fossil fuel extraction, thermal coal power, conventional weapons, nuclear weapons, controversial weapons and civilian firearms, are ineligible for inclusion. | specific |
End of preview. Expand
in Dataset Viewer.
Dataset Card for ESG-Prospectus-Clarity-Category
Dataset Summary
This dataset is manually annotated quality training dataset of 1155 ESG language instances (4 classes), obtained via a data extraction pipeline from summary prospectuses of sustainable (ESG) funds. The ESG sentences extracted from ‘Principal Investment Strategy’ sections of the documents. Following are the four classes.
- Specific ESG Language
- Ambiguous ESG Language
- Generic ESG language
- Risk ESG language
All the instances are related to ESG investment language present in prospectus of funds. Further all instances were annotated for language clarity classes.
Supported Tasks and Leaderboards
Text Classification (Language style classification) Few Shot Classification
Languages
English
Dataset Structure
Data Instances
Total instances: 1155
classwise instances:
'Specific ESG': 320 'Ambiguous ESG': 283 'Generic ESG': 264 'Risk ESG': 288
Data Fields
{ "Text": "The Sub-fund's weighted carbon footprint score is equal or better than that of the Custom Bloomberg Climate Transition Benchmark.",
"Label": "specific"
"Text": "The Sub-fund invests a minimum of 5% in green, social, sustainable, and/or sustainability-linked bonds.",
"Label": "specific"
"Text": "The Fund will seek to invest in companies with sustainable business models which have a strong consideration for ESG risks and opportunities.",
"Label": "ambiguous"
}
Data Splits
There's no train/validation/test split.
However the dataset is available two level of categorizations:
esg-prospectus-clarity-category.csv: Number of classes: 4 ('specific', 'ambiguous', 'generic', 'risk')
esg-prospectus-clarity-granular-category.csv: Number of classes: 7 ('specific', 'ambiguous', 'generic', 'general-risk', 'performance-risk', 'data-risk', 'disclaimer-risk')
Dataset Creation
Source Data
Initial Data Collection and Normalization
The process begins with downloading the public ‘Summary Prospectuses’ from literature sections of the official websites of various Asset Management Companies (AMCs). We collected approximately 250 sustainable products prospectuses.
Who are the source language producers?
The source data was written and published by various fund issuers (Asset Management Companies).
Annotations
Annotation process
The dataset was divided into three subsets and each annotator was allocated 2 subset of sentences and was given few weeks to label the sentences. Consequently, each of the 1155 instances was annotated by 2 annotators. We release standard dataset of sentences after 100% agreement.
Who are the annotators?
The open-sourced dataset was annotated by 3 people with adequate knowledge of ESG investing and were fluent in English with previous exposure of analyzing financial documents.
Considerations for Using the Data
The dataset can be used to investigate the transparency in sustainability intention of language mentioned in ESG disclosures of sustainable funds.
Discussion of Biases
The data instances might cover languages from certain fund issuers (not all). It was extracted from randomly chosen prospectuses from the collected corpus.
The dataset might be revised with broader coverage of prospectus language in future.
Licensing Information
This work is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 Unported License. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc-sa/3.0/.
If you are interested in commercial use of the data, please contact the following author for an appropriate license:
Citation Information
[More Information Needed]
Contributions
Thanks to Nazia Nafis and Mayank Singh for contributing to the dataset creation process.
Any contribution or further research by the community are welcome.
- Downloads last month
- 21