MSCI ESG
Sustainable Impact Metrics

FROM MSCI ESG RESEARCH LLC

Incorporating sustainable impact in your investment process

Institutional investors are increasingly looking for ways to steer capital towards companies that provide solutions tomajor social and environmental challenges, but achieving impact at scale has proven to be a challenging proposition.
ESG Sustainable Impact Metrics aims to measure revenue exposure to sustainable impact solutions and support
actionable thematic allocations in line with the U.N. Sustainable Development Goals (SDGs), EU Taxonomy ofSustainable Activities, and other sustainability-related frameworks.

Framework overview
Overall

Social impact

Basic needs

Nutrition

Overall

Environmental
impactMajor diseases
treatment

Sanitation

Empowerment

Affordable realestateSME finance

Climate change

Alternative energy

Energy efficiency

Education

Connectivity Digital Divide

Natural capitalGreen building

Sustainable water

Pollution prevention

Sustainable
Agriculture

Features & benefits
Identify companies exposed to sustainable impact themes

Granular revenue data

Predefined screens are designed to help clients easily identify

Create revenue thresholds to customize screens using

sustainable impact companies that also meet minimum

granular revenue data on thousands of companies to support

ESG standards.

sustainable investing strategies.

Key input for impact and sustainability frameworks

Broad Coverage

Versatile dataset that can be used as a stand-alone set

Covers approximately 10,300 corporate equity and fixedof metrics or applied towards more complex impact andincome issuers including constituents of the MSCI ACWI IMI.

sustainability frameworks, including the European Union Green
Taxonomy and assessments of alignment with theUN Sustainable Development Goals.

Integrate seamlessly into your systems
Easy access via data feed, API, MSCI ESG Manager, BarraOne,Barra Portfolio Manager, and RiskManager.
Portfolio reporting on sustainable impact
Measure revenue exposure of a portfolio (per $M invested) tosustainable impact themes and compare it to a benchmark.

MSCI ESG Sustainable Impact Metrics | msci.com

Sample Sustainable
Impact Portfolio Report

Related tools and products
MSCI SDG Alignment

to sustainable impact themes while maintaining minimum

MSCI’s SDG Alignment Tool is designed to provide a holistic

ESG standards.

view of companies’ net contribution – both positive andnegative – towards addressing each of the 17 UN Sustainable
Development Goals (SDGs). Developed in consultation with
the Organization for Economic Co-operation and Development(OECD), SDG Alignment assessments and scores include
analysis of companies’ operations, products and services,
policies, and practices and their net contribution – positive andadverse – to addressing key global challenges.
MSCI ACWI Sustainable Impact Index
Increase exposure to sustainable impact themes with thisBarclays MSCI Green Bonds indices
Identify sustainable impact companies in the fixed income
space with these indices, designed to include securities withnet proceeds tied to ‘green’ projects based on MSCI ESG
research eligibility criteria.
MSCI Global Environment Index
These indexes are free float-adjusted market capitalization
weighted indexes designed to maximize its exposure to Clean
Technology environmental themes.

index, designed to select companies with a high net exposure

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, dataand 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 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
that clients use to gain insight into and improve transparency across the investment process.
To learn more, please visit www.msci.com.
The information contained herein (the “Information”) may not be reproduced or disseminated in whole or in part without prior written permission from MSCI. The Information may not be used to verify orcorrect other data, to create indexes, risk models, or analytics, or in connection with issuing, offering, sponsoring, managing or marketing any securities, portfolios, financial products or other investment
vehicles. Historical data and analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information or MSCI index or other productor service constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy. Further, none of the Information or any MSCI index isintended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. The Information is provided “as is” and theuser of the Information assumes the entire risk of any use it may make or permit to be made of the Information. NONE OF MSCI INC. OR ANY OF ITS SUBSIDIARIES OR ITS OR THEIR DIRECT OR INDIRECTSUPPLIERS OR ANY THIRD PARTY INVOLVED IN THE MAKING OR COMPILING OF THE INFORMATION (EACH, AN “MSCI PARTY”) MAKES ANY WARRANTIES OR REPRESENTATIONS AND, TO THE MAXIMUMEXTENT PERMITTED BY LAW, EACH MSCI PARTY HEREBY EXPRESSLY DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULARPURPOSE. WITHOUT LIMITING ANY OF THE FOREGOING AND TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL ANY OF THE MSCI PARTIES HAVE ANY LIABILITY REGARDING ANYOF THE INFORMATION FOR ANY DIRECT, INDIRECT, SPECIAL, PUNITIVE, CONSEQUENTIAL (INCLUDING LOST PROFITS) OR ANY OTHER DAMAGES EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCHDAMAGES. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.
©2020 MSCI Inc. All rights reserved | CFS0920

MSCI ESG Sustainable Impact Metrics | msci.com

Related tools and products
MSCI ACWI sustainable impact index

MSCI global environment index

Increase exposure to sustainable impact themes with this

These indexes are designed to support various low carbon

index, designed to select companies with a high net exposure

investment strategies and include the msci low carbon

to sustainable impact themes while maintaining minimum

indexes, msci global fossil fuels exclusion indexes, and theESG standards.

msci thematic indexes.

Barclays MSCI green bonds indices
Identify sustainable impact companies in the fixed income
space with these indices, designed to include securities withnet proceeds tied to ‘green’ projects based on MSCI ESG
research eligibility criteria.

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, dataand analysis from MSCI ESG Research LLC. are also used in the construction of the MSCI ESG Indexes. MSCI ESG Research LLC. is aRegistered 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 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
that clients use to gain insight into and improve transparency across the investment process.
To learn more, please visit www.msci.com.
The information contained herein (the “Information”) may not be reproduced or disseminated in whole or in part without prior written permission from MSCI. The Information may not be used to verify orcorrect other data, to create indexes, risk models, or analytics, or in connection with issuing, offering, sponsoring, managing or marketing any securities, portfolios, financial products or other investment
vehicles. Historical data and analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information or MSCI index or other productor service constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy. Further, none of the Information or any MSCI index isintended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. The Information is provided “as is” and theuser of the Information assumes the entire risk of any use it may make or permit to be made of the Information. NONE OF MSCI INC. OR ANY OF ITS SUBSIDIARIES OR ITS OR THEIR DIRECT OR INDIRECTSUPPLIERS OR ANY THIRD PARTY INVOLVED IN THE MAKING OR COMPILING OF THE INFORMATION (EACH, AN “MSCI PARTY”) MAKES ANY WARRANTIES OR REPRESENTATIONS AND, TO THE MAXIMUMEXTENT PERMITTED BY LAW, EACH MSCI PARTY HEREBY EXPRESSLY DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULARPURPOSE. WITHOUT LIMITING ANY OF THE FOREGOING AND TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL ANY OF THE MSCI PARTIES HAVE ANY LIABILITY REGARDING ANYOF THE INFORMATION FOR ANY DIRECT, INDIRECT, SPECIAL, PUNITIVE, CONSEQUENTIAL (INCLUDING LOST PROFITS) OR ANY OTHER DAMAGES EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCHDAMAGES. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.
©2019 MSCI Inc. All rights reserved | CFS0919

MSCI ESG Sustainable Impact Metrics | msci.com