MSCI EU Sustainable
Finance Module

FROM MSCI ESG RESEARCH LLCSFDR and Taxonomy data & metrics for over 10,000 companies

In February 2021, MSCI ESG Research launched the EU Sustainable Finance Module to support and simplify reporting
requirements and help clients meet sustainability goals.
The module includes two datasets, SFDR Adverse Impact and EU Taxonomy Alignment data and metrics, for over 10,000
corporate equity and fixed income issuers.

MSCI SFDR Adverse Impact Metrics

MSCI EU Taxonomy Alignment

Access issuer-level data on adverse

Access percentage revenue from activities likely

sustainability indicators* such as greenhouseto address one or more of the six environmental

gas emissions, energy consumption,objectives of the EU Taxonomy.

biodiversity, water, waste, social and employee matters, humanrights and anti-corruption and anti-bribery. Currently includes
relevant data on:

Dataset of over 10,000 corporate equity and fixed income
issuers incorporates controversial practices that could indicate
breach of:•

14 principal adverse impact indicators•

25 additional indicators for approx. 10,000 global companies•175+ sovereign issuers or countries•Taxonomy’s Minimum Safeguards•Do No Significant Harm Criteria

Underlying data inputs: Environmental Impact Metrics, ESG

Coverage of additional indicators and asset classes is planned.

Controversies, Business Involvement Screening Research:
Tobacco & Controversial Weapons.

Dataset delivery includes:.

ESG Manager BarraOne,BPM, RiskManager

MSCI ESG API

Data FeedWe also offer a reporting managed service to support your EU disclosures.
For more information contact esgclientservice@msci.com* Based on the European Supervisory Authorities’ final report on the draft regulatory technical standards (RTS)

MSCI EU Sustainable Finance Module | msci.com

Regulatory Reporting•

Address EU adverse sustainability impact regulatory

Portfolio Construction•

reporting requirements•

MSCI SFDR
Adverse
ImpactMetrics

Mandatory entity-level disclosure for firms with over 500••

Integrate adverse
impact data with ESG

avoidance of adverse

risk analysis

Leverage data insecurity selection andEntity-level disclosure on ‘comply or explain’ basis for firms

portfolio construction

with less than 500 employees••

mandates relating toimpactsemployees – report on all principal indicators plus two
additional indicators (one environmental, one social)

Address client

Fundamental Analysis

Can support product level disclosures for article 8 & 9products, i.e., to answer how are indicators for adverse
impacts on sustainability taken into account?

•Internal analysis of exposure to adverse impacts•

Differentiate strategies & explain how adverse impacts
integrated into investment process•

Address EU ‘comply or explain’ disclosure requirements on the•degree of potential Taxonomy alignment of financial products•MSCI EUTaxonomy
Alignment•

into investment process•

Demonstrate degree of potential Taxonomy alignment•aligned investment
products

Internal analysis of degree of potential Taxonomy alignment
Differentiate strategies & explain how Taxonomy is integrated

Develop Taxonomy-•

Address client

Integrate Taxonomy
signal with ESG analysis•

Identify Taxonomyaligned companies

mandates forTaxonomy alignment

Additional Resources•

Sign up for the MSCI Sustainable Finance newsletter•

EU Sustainable Finance Package webpage•

Sustainable Finance Resource Center, including consultation responses•

Download Frequently Asked Questions

For more information on Sustainable Finance research and events visit:•www.msci.com/research•www.msci.com/eventsContact us
If you want to learn more about Sustainable Finance or discuss potential solutions, please contact us.
esgclientservice@msci.com

MSCI EU Sustainable Finance Module | msci.com

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 and analysis 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 the Investment Advisers Act of 1940 and a subsidiary of MSCI Inc.
www.msci.com/our-solutions/esg-investing

About MSCIMSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years ofexpertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze keydrivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions thatclients use to gain insight into and improve transparency across the investment process.
To learn more, please visit www.msci.com.
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