MSCI ESG businessInvolvement screening research

FROM MSCI ESG RESEARCH LLC

MSCI ESG Business Involvement Screening Research is a screening service that enables institutional investors tomanage environmental, social and governance (ESG) standards and restrictions reliably and efficiently. Managers,
advisors and asset owners can access screening research through the online MSCI ESG Manager platform or a data
feed to satisfy client investment guidelines, implement client mandates, and to manage potential ESG portfolio risks.

Key features and benefits
Broad coverage universe:

Manage legislative requirements:

Reduce costs with automated

MSCI ESG Business Involvement

Using our screening service, investors canintegration:comply with sanctions on investments inData feeds can be integrated into OMS,

regions such as Sudan and Iran, and withtrading, compliance systems such as APL,

international conventions on land mines

Charles River, Latent-Zero, Sentinel, Advent-and cluster munitions.

Moxy, ITG-MacGregor and Vestmark.

religious screening mandates such as

Availability on multiple platforms:

Experienced global team:Catholic or Islamic Values.

MSCI ESG Business Involvement

MSCI ESG Business Involvement

Screening Research is available on ourScreening Research draws on over 40

interactive online platform, ESG Manager

years’ combined experience based onand is also integrated within MSCI’s

KLD, IRRC and Innovest, which became

BarraOne and Barra PortfolioManager,

part of MSCI following its acquisition

Factset, and Style Research.

of RiskMetrics in June 2010.

Screening Research allows investors
to identify all global publicly-traded
companies involved in activities such as
the production of controversial weapons,
tobacco products, or those that violate

Comply with Risk Management
standards:
With broad coverage of companies andissues as well as MSCI’s robust security
data infrastructure, MSCI ESG BusinessInvolvement Screening Research ensures
no securities are missed.

MSCI ESG Business Involvement Screening Research | msci.com

Product overview

Screening examples

MSCI ESG Business Involvement Screening Research supports• Cluster munitions: MSCI ESG Research’s Cluster Munitions

the integration of ESG, business involvement, and company

screen identifies companies involved in the production ofinvolvement guidelines into portfolio management and iscluster munitions, components, and delivery platforms.

available on the MSCI ESG Manager platform.

• Landmines: MSCI ESG Research’s Landmines Screen

Additional bespoke coverage for further issues, screening

identifies companies involved in the production ofcriteria or universes of coverage is available through MSCI ESG

anti-personnel landmines, components, andResearch’s Custom Research team.

anti-vehicle landmines.

MSCI ESG Business Involvement Screening Research isused for:• Portfolio screening for religious, ethical and other relevantsocial and environmental criteria.
• Portfolio screening for ESG controvosies and allegations ofbreaches of international conventions• Compliance with ESG guidelines, such as the UN Principles
for Responsible Investment (UN PRI).
• Integration of client ESG investment and divestment• Biological/chemical weapons: MSCI ESG Research’s
Biological / Chemical Weapons Screen identifies companies
that manufacture biological or chemical weapons (or criticalcomponents of biological / chemical weapons), which aredefined as weapons that use pathogens such as viruses,bacteria, and disease-causing biological agents, toxins, orchemical substances that have toxic properties that kill,injure, or incapacitate.
• Depleted uranium weapons: MSCI ESG Research’s depleteduranium research identifies publicly traded companies thatmandates, such as sanctions on investments in Sudan andmanufacture weapons, ammunition, and armor made with

Iran, and on involvement with the production of land mines

depleted uranium (DU) and DU alloys. DU is a by-productand cluster munitions.

of the uranium-enrichment process used to make nuclear
weapons and nuclear-reactor fuel.

MSCI ESG Business Involvement Screening Research | msci.com

MSCI ESG Business Involvement Screening Research covers the following factors:
Extensive Equity and Fixed Income coverage:
For many screens includes global equity issuers, plus selected fixed income coverage for most screens including:• Bond-issuing subsidiaries• Corporate bond issuers• Government-owned entities that operate as corporations

Business

GlobalControversies

involvement

sanctionsand global norms• Abortion &Carbon(Positive screening)• Burma• Child labor• Artic oil• Cuba• Employee safety• Direct & indirect• Iran• Diversity• North Korea• Employee relations• Northern Ireland• Union relations• Russia/Ukraine• Human rights• Sudan• Environment

other religious• Syria• Customer relations

screens• OFAC Cases• Marketing• Defense &• SEMA Cases• Product safety• Venezuela• UN global compact

contraceptives• Adult
entertainment• Alcohol• Animal welfare• Catholic,islamic andweapons• For profit
prisons• Fur• Gambling• Geneticengineering

Sustainable Impact

carbon emmissions• Environmental impact
metrics• Social impact metrics

and intensity• Fossil fuel reserves• Utilities / Powergeneration• Thermal coalexctraction• Oil sands extraction• International Labor
Organization (ILO)• UN guiding
principles onbusiness andhuman rights• Nuclear power• Palm oil• Predatorylending• Stem cell
• Tobacco

MSCI ESG Business Involvement Screening Research | 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.

About MSCIMSCI is a leading provider of critical decision support tools and services for the global investment community. With over 45
years of expertise in research, data and technology, we power better investment decisions by enabling clients to understandand analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading researchenhanced solutions that clients use to gain insight into and improve transparency across the investment process.
To learn more, please visit www.msci.com.
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