ESG Screening: We help you to check all the boxes!

Environment, Social and Governance (ESG) in the financial data and technology space is more relevant than ever. ESG considerations are heavily driven by both investors and regulatory bodies. As a financial market participant, you want to be able to screen your investment universe on ESG factors which are relevant to all your stakeholders. With these new requirements come a whole bunch of data challenges.

Data challenges within ESG Screening

There are all kinds of data challenges you have to overcome before you can perform adequate ESG Screening.

Firstly, you need to define and create the universe of financial instruments to be screened. This requires you to generate a unique and regularly updated list of financial instruments, free of errors and duplications. Secondly, you need to define your ESG Screening rules and ensure you have the right internal and/or external ESG data to measure these business rules. It does not stop there, because you need to map your unique financial instrument list with the data being delivered internally or externally by data vendors such as Sustainalytics and MSCI. Quite a challenge as this is, it can become quite a headache when data sets are not using the same formats or values among each other, or when your instrument identifiers differ from those of external data vendors. The next step is to perform the ESG Screening based on the data being delivered; the data quality needs to be in place and you want to automate the ESG Screening process to avoid error-prone manual processes. Finally, the results of your ESG Screening need to become available to all your stakeholders in a standardized format.

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BIQH ESG Screening - a sustainable solution

We help you to get rid of your manual procedures to include or exclude financial instruments based on ESG criteria. Within the BIQH ESG Market Data Platform, we make sure all relevant data for ESG Screening is collected, validated, and mapped against each other. After all ESG data is stored and linked together, we make sure your ESG Screening rules are applied to your instrument universe. Business rules can be based on regulatory criteria such as SFDR classifications of funds and ETFs or on binary values (e.g. ‘yes’ or ‘no’), thresholds (e.g. % of revenue in a certain industry), controversies (e.g. countries on a sanction list), ESG ratings or your own ‘hard exclusion’ lists to name a few. The ESG Screening results will become available for you in whichever format you need. You can use it directly to limit the available instrument universe for your downstream systems or you distribute the outcome of the BIQH ESG Screening engine. As a matter of fact, you can set up a screening process specifically for updating your hard exclusion list on a frequent basis.. In the end, you profit from a fully automated and integrated solution, without the nuisance of data management challenges. And mostly important, your end users are enabled to make sustainable choices regarding their investments from a pre-defined investment universe.

BIQH Market Data Platform as the enabler for your ESG Screening procedures

Future-proof ESG Screening is enabled by our multivendor BIQH Market Data Platform. Read more about our BIQH ESG Screening Solution and Market Data Platform here.

BIQH as your trusted partner

Centralize loose data sources to a single data model

Adapt your ESG screening requirements easily

Govern ESG data in your target operating model