MSCI’s sustainability
and climate solutions
for Asset Managers
Creating value, enhancing
investment decisions andconstructing risk-adjusted
portfolios

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MSCI’s sustainability andclimate solutions for AssetManagers

Overview

Integration

Use casessustainability data

Use cases
climate solutions

Solutions to support
different investment andsustainability objectives

Contact

MSCI’s sustainability and climate solutions
for Asset Managers
With market volatility and geopolitical uncertainty, clients expect more from asset
managers than ever before: Resilient portfolios with strong risk-adjusted returns,integration of sustainability and climate considerations are part of prudent risk
management and increased transparency. Asset managers in turn need partners thatthey can rely on for cost-effective data, analytics, and investment technology solutions.
MSCI is the provider of sustainability and climate data to institutional investors and theinvestment ecosystem. For over 50 years, we have been supporting asset managers withinsights, advanced analytics, reporting solutions and the latest research. Our goal is to build
trusted relationships with our clients and provide research-and technology-driven toolsand services. With over 3,000 clients globally, MSCI is at the heart of the financial-markets
ecosystem and aims to enable asset managers to deliver differentiated value to their clients.
MSCI’s solutions for asset managers include the data and solutions you need to integratesustainability considerations into the investment and risk management process, meet client
mandates, and provide client and regulatory reporting.

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MSCI’s sustainability andclimate solutions for AssetManagersOverview

IntegrationSolutions to support
different investment andsustainability objectives

Use cases
climate solutions

Use casessustainability data

Contact

Helping you seamlessly embed sustainability ​and climate data across your organization
010203040506

Ingest content
into data lake tofeed into internal
systems &dashboards

Ad-hoc data
queries to support
research andmodelling needs

Incorporate
sustainabilityand
climateparameters
into portfolio
construction

Access issuer
level insights &data to support
fundamental
research,engagement, etc.

Monitor portfolio
ESG risk
exposures

Report to internal
stakeholders,clients andregulatorsTechnology &Data teams

Data scientists
and quant teams,
Product teams

Portfoliomanagers

Analysts, PM,Stewardship,
Sustainability teams

Risk teamCompliance team,
Investment teams

Data Feeds &Snowflake

APIs

Platforms

Platforms

API, Data Feed,
Platforms

Reporting Tools

HowWhoWhat

To enable integration into the investment process and reporting needs and facilitate a common language across the capital markets ecosystem,
we help you seamlessly embed sustainability and climate data across your organization.

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MSCI’s sustainability andclimate solutions for AssetManagers

Overview

Integration

Use casessustainability data

Use cases
climate solutions

Solutions to support
different investment andsustainability objectives

ContactCompliance
Screening andMandates

Portfolio
Reporting andFund Marketing

Use Sustainability
data to implement
client-specific screensand mandates (forexample, screeningout fossil fuels,
geopolitical sanctions,issuers that violate
Catholic values,
or reduce carbon
footprint by 20% fromthe benchmark

Integrate
Sustainability factors
into client portfolio
reporting

How asset managers use our sustainability
data and analytics

Sustainability
Investment
Integration

Sustainability
ProductDevelopment

Stewardship &Action Ownership

Systematic Risk
Monitoring

OCIO Customized
Client Portfolios

Systematic process tointegrate material ESG
considerations intoEquity, Fixed Income,Quantitative, andMulti-asset research,
analysis, portfolio
construction andmanagement

Active and passive
product development,
including separatelymanaged accounts,
ETP, and comingled
public funds.

Engagementwith issuers on
Sustainability/ESG
issues (climate risk,
diversity, executivecompensation, etc.)

Monitor asset classes,
portfolio managers,
investment strategies
on exposure toSustainability risks (forexample, compared tobenchmark)Integrate
Sustainability
into customized
OCIO portfolios
for institutional
investors, fromasset allocation tomanager research, toportfolio construction
and monitoring, andreporting

Integrate
Sustainability/ESG
analytics into internaland external risk
reports

Leverage
Sustainability data
in fund marketing
documents to show
Sustainable/ESG
characteristics offund compared tobenchmark
Align with EU SFDR or
to support SEC Fund
Names Rule4

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MSCI’s sustainability andclimate solutions for AssetManagers

Overview

Integration

Use casessustainability data

Use cases
climate solutions

Solutions to support
different investment andsustainability objectives

ContactHow asset managers are using our
climate solutions

Front Office
Research

Stewardship & Active
Ownership

Product Development,
Fund Marketing, Client
Portfolio Reportingl I ncorporation ofl E ngagement with issuersl A ctive and passive

climate analytics orfundamental researchof issuers or related
securities managementof climate related risks &opportunities by portfolio
managers, analysts, andsystematic/quantitative
research teams.

on Climate transition,
controversies, or risks
from carbon intensive
issuers (TCFD/ISSB)

product development,
including separately
managed accounts,
ETP, and comingled
public funds focused onclimate transition, upside
opportunities leveraging
green revenue, clean
energy systems, etc.

l I ntegrate Climate factors

into client portfolio
reportingl L everage Climate data

in fund marketing
documents to show

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Systematic Risk
Monitoring

Compliance Screening
and Mandates

Regulatory andStandard Setting
Alignment & Reportingl M onitor asset classes,l U se Climate data tol A sset Managers

portfolio managers,
investment strategies on
exposure to Climate risks(for example, compared tobenchmark)l I ntegrate Climate analytics

into internal and externalrisk reports to expose
company financial andmarket risk and presentday emissions intensity &attributionl I ncorporation of forward-

looking Climate Risk
Scenario Analysis

implement client-specificscreens and mandates(for example, screeningout fossil fuels or reducecarbon footprint by 20%
from the benchmark)increasing preparedness
for the growing
global expectations
around climate risk
consideration &disclosure to regulators(OSFI, UK FCA, EU SFDR,California SB 253 &261, etc.) and standard
setting bodies (ISSB/TCFD, GFANZ, NZAM)

45

MSCI’s sustainability andclimate solutions for AssetManagers

Overview

Integration

Use casessustainability data

Use cases
climate solutions

Solutions to support
different investment andsustainability objectives

Contact

Solutions to support different investment andsustainability objectives
Deliver betterrisk-adjusted returns

Identify positive contributions andadverse impacts

Build climate-alignedportfolios

Risk &Opportunities

ImpactMateriality

Climate &Nature

Financial Materiality Map

Impact Materiality Map

Carbon Emissions

ESG Ratings

Sustainable Impact Metrics & SDG Alignment

Transition Risk & Opportunity

Sustainability Data

Values Alignment & Screening

Physical Risk / Geospatial

Controversies & Reputational Risk

Global Norms

Voluntary Carbon Markets
Nature & Biodiversity

Regulatory Solutions
SFDR

MIFID IITCFD Reporting

Taxonomy

CSRD

EBA Pillar III

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etc…

Align with regulatory
requirements

6

Contact us
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About MSCI ESG Research
Products and Services
MSCI ESG Research products and services are provided by MSCI ESG
Research LLC, and are designed to provide in-depth research, ratings andanalysis of environmental, social and governance-related business practices
to companies worldwide. ESG ratings, data and analysis from MSCI ESG
Research LLC. are also used in the construction of the MSCI ESG Indexes.
MSCI ESG Research LLC is a Registered Investment Adviser under theInvestment Advisers Act of 1940 and a subsidiary of MSCI Inc.

About MSCI Inc.
MSCI is a leading provider of critical decision support tools and services forthe global investment community. With over 50 years of expertise in research,data and technology, we power better investment decisions by enabling clientsto understand and analyze key drivers of risk and return and confidently build
more effective portfolios. We create industry-leading research-enhanced
solutions that clients use to gain insight into and improve transparency acrossthe investment process.
To learn more, please visit www.msci.com.

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