Arrow_Blue_Orange.pngA Survey of ESG Vendor Data
Strategies for Managing Score Differences


Environmental, social and governance (ESG) data availability, marketing presence and regulation continue to increase in the investment community. Recent articles have reported several remarkable instances of score divergence between data vendors. However, those articles did not attempt to determine whether the disparities represented isolated outliers or were a common occurrence in ESG data.

Using a small set of different ESG vendors, Anthony Renshaw, Ph.D., Director of Index Solutions at Axioma, examines how pervasive ESG disparities are and what drives material differences in vendor scores. The results highlight some of the pitfalls that can arise using ESG data for portfolio construction.






Author: 
Anthony A. Renshaw, PhD, Director, Index Solutions
Arrow_Blue_Orange.pngA Survey of ESG Vendor Data



Environmental, social and governance (ESG) data availability, marketing presence and regulation continue to increase in the investment community. Recent articles have reported several remarkable instances of score divergence between data vendors. However, those articles did not attempt to determine whether the disparities represented isolated outliers or were a common occurrence in ESG data.

Using a small set of different ESG vendors, Anthony Renshaw, Ph.D., Director of Index Solutions at Axioma, examines how pervasive ESG disparities are and what drives material differences in vendor scores. The results highlight some of the pitfalls that can arise using ESG data for portfolio construction.

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Author: 
Anthony A. Renshaw, PhD, Director, Index Solutions