ESG 데이터 맞춤화특정 투자자 요구에 맞도록 ESG 정보 조정S&P DJI 는 기존 재무제표를 뛰어 넘는 광범위한 ESG 데이터 도구들에대해 접근할 수 있도록 하여 투자자가 새롭게 떠오르거나 과소평가된지속가능성 추세에 앞서 나갈 수 있도록 도움을 줍니다. 풍부한 ESG솔루션을 통해 이러한 포괄적 데이터 소스를 기반으로 구축된 맞춤형 ESG지수를 생성할 수 있습니다.

S&P DJI 는 맞춤형 ESG 지수를 생성할 수 있는 다양한 기능을 제공합니다.
1. ESG 점수S&P DJI 는 편입, 편출, 가중치를 결정하기위한 방법으로 전체 ESG 점수를 구성종목에 적용할 수 있습니다.
S&P DJI ESG 점수는 재무 중요성에 중점을두고 기업 ESG 성과를 평가하는 강력한 설문조사 기반 접근방식인SAM 의 호평받는 기업지속가능성평가(CSA)에 기반하고 있습니다.
20 년 간의 투자성과 데이터에 바탕을 둔 SAM 리서치 방법론은 철저함과 세분화, 엄격한 검증 표준, 데이터원천 투명성을 특징으로 합니다. 매년 실시되는 이 평가는 새로운 지속가능성 기회와 도전을 인식하고 이에대응할 수 있는 더 나은 장비를 갖춘 기업을 식별하기 위한 것입니다. 각 기업에 대해 다음 사항을 포착하고평가합니다.

CSA 에 참여하는 기업은 경우에 따라 1,000 개이상의 기업 수준 및 산업별 데이터 포인트를산출하는 61 개 산업별 설문지 중 하나에응답합니다.
이렇게 고도로 세분화된 데이터는 산업별 기준점수의 기초를 형성하며, 차원(E, S, G) 점수로그리고 궁극적으로 ESG 총점수로 통합됩니다.
이들 세 가지 수준 데이터는 유사기업 비교 및분석을 위한 라이선스에 사용할 수 있습니다.

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2. Trucost 탄소 및 환경 데이터S&P Global 에 소속된 Trucost 는 15 년 이상 투자자와 기업, 정부에 투자등급 탄소 및 환경 데이터를 제공한선구업체입니다. S&P DJI 는 맞춤형 ESG 지수를 생성하기 위해서 보다 전문화된 Trucost 탄소 및 환경 데이터세트를 적용하여 보다 표적화된 지수를 위한 편입, 제외, 가중치를 결정할 수 있습니다.
Data Type

Description

Carbon/GHGs

A subset of the All Environmental data file containing the greenhouse gas (GHG0 emissions data sets.

All Environmental

A data set covering the GHG emissions, water use, waste generated, pollutants, and natural resource
use by absolute quantities, intensities, impact ratios, and external costs.

Company & Sector Level
Fossil Fuels and Energy

A data set covering the quantities of fossil fuel reserves (by type and probability of extraction),
power generation output (GWh per fuel type), and the GHG emissions associated with each, forrelevant companies.

Coal

A data set covering the quantities of coal reserve types, revenues derived from coal Trucost sectors,
and coal power generation and emissions data, for relevant companies.

Water

A subset of the All Environmental data file containing the water-specific data sets.

2-Degree Alignment(Single and Multi-Year)A data set that shows how aligned companies are to various climate change scenarios, and what
their future carbon intensity trajectory looks like, and how aligned to various climate change
scenarios this trajectory is.

Carbon Earnings at Risk

A data set that aims to quantify the potential impact on earnings from a company's exposure tochanges to carbon pricing regimes at various points in the future.

Physical Risk

A data set that aims to quantify the risks faced by companies from 7 physical climactic phenomena
based on the location of a company's operational locations, and the physical risk profiles of theselocations, over various time horizons and under various climate change scenarios.

Downstream Scope 3

A data set covering the percentage of each power generation fuel type used in the generation of all
domestic power for a given jurisdiction.

3. ESG 제외당사의 데이터 제품군은 Trucost 섹터 데이터, 비즈니스 참여 검증, UNGC 규정준수 검증을 기반으로구성종목을 제외하는 데 사용될 수 있습니다. 여기에는 알코올, 무기, 성인물, 총기, 도박, 지뢰, 원자력 및 무기,담배와 같은 특정 사업활동을 목표로 하는 것이 포함됩니다. ESG 제외는 ESG 지수 전략의 목표와 초점을강화하는 효과적인 수단이 됩니다.

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Data Name

Description

Trucost Sector Data

A data set that shows the sectors companies derive their annual consolidated revenues from. The
data set defines revenues in Trucost's 464 sectors.

Business InvolvementScreens

A data set that considers a company's involvement in a variety of potentially controversial businessactivities, based on production, retail and other types of involvement, both directly and indirectly.

UNGC Compliance Screen

A data set that defines a company as being compliant, not compliant, or on a watchlist regarding
their meeting of the U.N.'s Global Compact Principles.

4. ESG 논란 모니터링기업은 심각한 ESG 위험에 노출될 수 있고 다양한 ESG 문제와 관련된 부정행위에 책임을 질 수 있습니다. 논란모니터링은 관련 문제가 드러날 때 이를 포착하는 데 도움이 되므로 필요에 따라 지수를 즉시 조정하여 ESG특성을 유지할 수 있습니다.
Data Name
SAM Media &Stakeholder Analysis(MSA)

Description
A data set that monitors a company’s sustainability performance on an ongoing basis by assessing
current controversies that could have potentially negative reputational or financial impact on acompany.

For more information, please contact our custom team at Customindices@spglobal.com.
Visit us at https://www.spglobal.com/spdji/en/custom-indices/solutions/

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