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ESG Ratings

Scoring on over 100 data points to choose for each fund, broken down into E, S, and G.

A video describing the Fundata ESG rating product.

Considering heightened environmental, social, and governance concerns, Fundata has developed ESG ratings with a focus on Canadian investment funds.

Fundata is leveraging its market leading Canadian investment fund data and its partnership with OWL Analytics to deliver comprehensive and timely ESG data to the financial services marketplace.

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Based on fund holdings, fund scores for the following catergories are determined:

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Flow chart depicting the Fundata ESG Score structure, including Environment, Social, and Governance Scores with subcategories for each area.

Fundata is pleased to offer three levels of ESG products:

An image that visually describes what Environmental Socail Governance is.

Summary level

The summary is Fundata’s most basic level of ESG score information, providing scores for each fund for Environmental, Social, Governance, and overall ESG.

Detailed level

The E, S and G scores are parsed out to yield a total of 18 underlying metrics for each fund. For each metric Fundata calculates the average score, the average percentile, and the Fundata Score using a portfolio weighted method and an equal weighted method. The result is over 100 data points to choose from for each fund, including the percentage of the portfolio in the bottom 10% in overall ESG score.

Company level

Provides ESG data on all companies currently covered.

Methodology

At the fund level, Fundata calculates averages for each of the 18 data points based on fund holdings. For each fund that has ESG data on at least 65% of its underlying portfolio, both a portfolio weighted average and an equal weighted average score are determined. These averages are then ranked versus the universe using a percentile rank to arrive at the Fundata Score for each metric.

The result will be 3 data points for each of the 18 metrics:

  1. Average Score

  2. Average Percentile

  3. Fundata Score

Contact us today to learn more on the benefits of Fundata’s ESG Rating.

The Fundata ESG Grade is based on the ESG Fundata Score and assigned as follows:

Chart illustrating the Fundata ESG Grade distribution based on the ESG Fundata Score: A for top 10%, B for next 20%, C for middle 40%, D for next 20%, and E for bottom 10%.

Suited for Companies that Offer:

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