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ISS ESG Governance & Compliance Solutions from ISS
Comprehensive ESG governance and compliance tools for pension funds, including voting analytics, regulatory compliance frameworks, climate risk assessment, portfolio screening, and custom ESG benchmarking. Includes specific modules for global regulations like SFDR, TCFD, and PRI.
Product analysis by function
ESG (Environmental, Social, Governance) Analytics for Compliance and Governance
Specialized software that assesses investment portfolios against ESG criteria, supports responsible investment strategies, and generates reports on sustainability metrics increasingly required by pension regulations.
More ESG (Environmental, Social, Governance) Analytics
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Data Integration and Aggregation
(0 Yes /0 Known /12 Possible features)
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Multiple Data Source Integration Ability to connect to various ESG data providers, third-party vendors, and internal systems. |
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Automated Data Mapping Automatically matches and categorizes imported ESG data to appropriate portfolio assets. |
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Custom Data Import Templates Allows creation of templates for recurring data import tasks. |
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Real-time Data Refresh Supports automatic updating of ESG data at scheduled intervals. |
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Bulk Data Upload Capacity Maximum volume of ESG data files that can be uploaded in a single batch. |
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Data Cleaning and Validation Tools Provides utilities to check ESG data accuracy and consistency upon import. |
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API Access for Data Feeds Enables integration with ESG data sources through APIs. |
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Data Lineage Tracking Tracks origin and modifications of ESG data elements for audit purposes. |
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Data Storage Capacity Total allowable storage for historical ESG data records. |
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Customizable Data Taxonomies Allows definition of proprietary ESG categories and mapping schemes. |
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Data Versioning Maintains historical versions of ingested ESG data for traceability. |
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Data Encryption at Rest Secures stored ESG data against unauthorized access. |
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ESG Scoring and Analytics
(0 Yes /0 Known /11 Possible features)
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Automated ESG Score Calculation Automatically computes ESG scores for portfolio assets based on selected criteria. |
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Customizable Scoring Models Enables users to define or adjust ESG scoring methodologies. |
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Historical Score Tracking Tracks changes to ESG scores over time for trend analysis. |
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Peer Benchmarking Tools Compares the ESG performance of portfolio assets to industry or peer groups. |
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Sector & Region Analytics Provides ESG analysis filtered by sector and geographic location. |
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Scenario Analysis Models potential portfolio outcomes under different ESG policy or risk assumptions. |
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Scoring Refresh Rate Frequency of ESG scoring updates for each asset. |
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Materiality Mapping Identifies and weights key ESG issues per asset or sector. |
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Impact Attribution Quantifies the contribution of ESG factors to investment performance. |
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User-defined KPIs Allows the creation of custom ESG performance indicators. |
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Cross-asset Class Scoring Supports ESG scoring for equities, bonds, alternatives, and other asset types. |
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Compliance Management
(0 Yes /0 Known /10 Possible features)
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Rule-based Compliance Checks Automates portfolio checks against ESG regulations and internal guidelines. |
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Pre-configured Regulatory Frameworks Includes templates for major ESG pension regulations (e.g., SFDR, TCFD, EU Taxonomy). |
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Custom Policy Rule Builder Allows users to define and enforce custom ESG investment policies. |
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Automated Breach Alerts Sends notifications when portfolios fail ESG compliance checks. |
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Audit Trail Maintains detailed records of compliance checks and management actions. |
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Compliance Dashboard Real-time overview of compliance status across all portfolios. |
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Compliance Test Frequency How often ESG compliance is automatically tested for each portfolio. |
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Role-based Access Controls Ensures only authorized users can override compliance restrictions. |
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Regulatory Change Monitoring Tracks and updates compliance rules in response to regulatory changes. |
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Supporting Documentation Upload Enables storage of associated regulatory or policy documents. |
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Reporting and Disclosure
(0 Yes /0 Known /11 Possible features)
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Automated Regulatory Reporting Generates reports for standard ESG regulatory disclosures. |
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Custom Report Template Builder Allows users to design bespoke ESG reports. |
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Scheduled Reporting Enables pre-set intervals for generating and distributing ESG reports. |
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Data Export Formats Variety of available output formats for ESG reports. |
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Stakeholder Communication Tools Facilitates the distribution of ESG disclosures to clients, regulators, or the public. |
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Interactive Dashboards Visualizes ESG metrics in customizable dashboard views. |
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Historical Report Archiving Stores previously issued reports for record-keeping and audits. |
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Multi-language Support Ability to generate reports in multiple languages. |
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Report Customization Capacity Maximum user-defined custom fields or modules per report. |
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Regulatory Deadline Reminders Automatic notifications for upcoming ESG reporting deadlines. |
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Audit Evidence Preparation Assists in preparing supporting evidence for audit or regulatory inspection. |
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Portfolio Management Integration
(0 Yes /0 Known /9 Possible features)
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Portfolio Synchronization Synchronizes ESG analytics with existing portfolio management systems. |
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Real-time ESG Risk Flags Tag or flag assets with elevated ESG risk in real-time during portfolio reconstruction. |
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Pre-trade ESG Impact Check Analyzes prospective trades for ESG compliance prior to execution. |
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Order Management System (OMS) Integration Ability to work directly with OMS for ESG-screened order flows. |
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Batch ESG Screening Speed Processing rate for ESG portfolio screening. |
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Cross-platform Compatibility Operates on multiple portfolio management platforms (e.g., BlackRock Aladdin, SimCorp, FactSet). |
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Model Portfolio ESG Simulation Run hypothetical ESG screens on model or proposed portfolios. |
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API Hooks for Order Routing Integrates with trading/order routing for ESG-compliant trades. |
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Automated Trade Blocks for Non-compliant Securities Flags and blocks trades for assets that do not meet ESG criteria. |
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Customizability and User Experience
(0 Yes /0 Known /10 Possible features)
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Drag-and-drop Interface Enables intuitive arrangement of dashboard and report components. |
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Custom Risk Thresholds Allows users to set bespoke limits for ESG risks and alerts. |
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Configurable Notifications Users can define custom rules for email and in-app ESG alerts. |
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Personalized Dashboards User-specific dashboard layouts and widgets. |
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Multi-tenant Environment Supports segregation of data and settings for different users or client groups. |
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Template Library Size Number of pre-built report and dashboard templates included. |
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Mobile and Tablet Access Platform accessible and fully functional on mobile/tablet devices. |
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Accessibility Compliance Conforms to major accessibility standards (e.g., WCAG 2.1). |
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White-labeling Allows custom branding and theming of the ESG platform. |
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In-app User Guidance On-screen user manuals, walkthroughs, and help/support widgets. |
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Security and Privacy
(0 Yes /0 Known /10 Possible features)
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Role-based Permissions Granular control of feature and data access by user role. |
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Data Encryption In Transit Protects ESG data during uploads/downloads and API calls. |
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Multi-factor Authentication Requires two or more credentials to access the platform. |
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User Activity Logging Records detailed logs of user actions for monitoring and audits. |
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Regular Security Updates Frequency of system security patching. |
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Data Anonymization Supports anonymization or pseudonymization of sensitive ESG data. |
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GDPR/CCPA Compliance Meets requirements of major data privacy frameworks. |
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Incident Response Tools Features for detecting, managing, and reporting security incidents. |
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SSO (Single Sign-On) Integration with enterprise SSO solutions. |
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Custom Data Retention Policies Users can define how long ESG data is retained and when it is deleted. |
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Sustainability and Climate Metrics
(0 Yes /0 Known /10 Possible features)
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Carbon Footprint Calculation Computes the carbon impact of portfolio assets. |
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Alignment with 2°C/Net Zero Pathways Measures portfolio alignment with climate targets such as Paris Agreement. |
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Scope 1, 2, 3 Emissions Analysis Tracks direct and indirect emissions as defined by GHG Protocol. |
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Transition and Physical Climate Risk Tools Analyzes risks related to climate change scenarios. |
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Green Revenue Share Calculates proportion of revenue from sustainable activities. |
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Custom Environmental Metrics Allows tracking of non-standard or evolving environmental KPIs. |
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ESG Thematic Labeling Tags assets/holdings according to themes (e.g. renewable energy, circular economy). |
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Water/Waste Impact Assessment Metrics on portfolio exposure to water use and waste generation. |
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Climate Data Granularity Level of detail available for climate-related data. |
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Science-based Targets Integration Cross-referencing portfolio assets with Science Based Targets initiative data. |
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Social and Governance Metrics
(0 Yes /0 Known /10 Possible features)
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Diversity & Inclusion Assessment Reports on board and workforce diversity metrics. |
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Human Rights Risk Evaluation Identification and scoring of human rights exposure in the investment portfolio. |
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Supply Chain Transparency Analysis Examines ESG risks throughout supply chains of portfolio companies. |
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Executive Pay Ratio Metrics Tracks executive remuneration relative to workforce average. |
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Controversy Tracking Monitors and flags assets connected to current social/governance controversies. |
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Whistleblower Channel Monitoring Assesses effectiveness of whistleblower systems in portfolio companies. |
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Voting Rights Analysis Reviews governance structure for shareholder voting power and rights. |
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Board Independence Scores Measures independence of company boards relative to best practices. |
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Incident Reporting Workflow Workflow for logging and investigating social or governance incidents. |
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Modern Slavery Assessment Analytics covering exposure to modern slavery risks. |
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Stewardship and Engagement Tools
(0 Yes /0 Known /9 Possible features)
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Engagement Tracking Logs and monitors all engagement activities with portfolio companies. |
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Voting Record Management Tracks proxy voting actions relating to ESG issues. |
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Engagement Outcome Recording Records the results or impact of engagement actions. |
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Automated Engagement Templates Provides pre-built content/templates for conducting ESG engagement. |
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Engagement Metrics Dashboard Visualization tools for key engagement performance indicators. |
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Shareholder Resolution Support Workflow for preparing, submitting, and tracking ESG resolutions. |
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Collaborative Engagement Platform Tools for coordinating collective investor engagement initiatives. |
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Meeting Scheduler Manages and records ESG meetings/calls with investees. |
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Integrated Email Communication Supports direct messaging and secure communications within the platform. |
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Integration and Interoperability
(0 Yes /0 Known /10 Possible features)
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Open API Availability Publicly documented APIs for integrating ESG analytics with external systems. |
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Plug-in/Connector Library Prebuilt connectors for PMS, OMS, data warehouses, CSR software, etc. |
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Data Export/Import Automation Scheduled or trigger-based transfers of ESG data into/out of other platforms. |
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Cloud and On-premise Deployment Options for SaaS or locally hosted installation. |
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Third-party Authentication Support Works with external identity providers (e.g., Azure AD, Okta). |
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Integration Implementation Time Average time required to integrate ESG analytics with a new host system. |
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Custom API Endpoint Creation Ability for users to create or modify API endpoints. |
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Data Interchange Format Support Supports common standards (e.g., JSON, XML, CSV) for data sharing. |
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Single Data Model across Modules Ensures all features use a unified ESG data structure to prevent siloes. |
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Batch Processing Capacity Volume of ESG data batches processed concurrently for ETL jobs. |
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