Using Nasdaq eVestment to Research ESG Considerations
Strategies Reporting to Nasdaq eVestment That Integrate ESG Factors
Equity: 5,779
Fixed Income: 3,047
Hedge Funds/Alternatives: 508
Balanced/Multi-Asset: 424
Total: 9,758
Request a tour of Nasdaq eVestment's ESG Capabilities
Step 1: Review Manager Profiles
Manager profiles offer a wealth of qualitative data to help institutional investors and investment consultants assess ESG factors at both the firm and strategy level.
| Firm Data | Strategy Data |
|---|---|
| GIPS compliance | Dedicated ESG product |
| Firm ownership structure | How the strategy integrates ESG into the investment process |
| Corporate governance | Positive screens |
| How the firm applies UN Principles for Responsible Investment | Negative/exclusionary screens |
| The firm’s ESG research process | Sustainability/impact investing |
| Number of individuals whose work is directly tied to ESG | Active ownership |
How to find manager profiles in Nasdaq eVestment:
First, Search by firm or product name
Then, Click "Full Profile"
Step 2: Screen Strategies on Select ESG Factors
| Positive Screening | Responsible Investing |
|---|---|
| Does product use a Positive Screens/Best-in-Class process? | Is the product currently managed with ESG considerations? |
| How strategy applies Positive/Best-in-Class screens | Willing to manage this product with ESG in a separate account? |
| Clean Energy | Minimum investment to implement ESG |
| Product Safety | Requirements for managing a separate account with ESG |
| Employment of Disabled | Does produce use an ESG Integration investment approach? |
| Animal Rights/Welfare | Describe the ESG Integration investment process |
| Diversity | Does strategy use a Sustainability-themed Investing process? |
| Christian Values | Describe Sustainability-themed Investing process |
| Sharia Compliant | |
| Jewish Values |
| Negative Screening | Sustainability/Impact Investing | Active Ownership |
|---|---|---|
| Does product use a Negative Screens/Exclusionary process? | Agriculture Practices | Does strategy participate in active ownership? |
| How strategy applies Negative/Exclusionary screening | Carbon Intensity/Awareness | Does strategy engage with management on ESG issues? |
| Hazardous waste | Ethnic/Racial Diversity | Does strategy consider ESG factors in proxy voting? |
| Emissions | Food Safety | Does the strategy engage in public-policy work related to ESG issues? |
| Alcohol | Gender Equality | Describe the management engagement, proxy voting, and public-policy work strategy employs |
| Gambling | Pollution Control | |
| Firearms | Renewable Energy | |
| Nuclear Power | Waste Management | |
| Tobacco | Wastewater Solutions | |
| Child Labor | Water Access | |
| Contraceptives | Water Scarcity | |
| Abortion | ||
| Adult Entertainment | ||
| Cluster Bombs | ||
| Global Weapons | ||
| Landmines | ||
| Fossil Fuels |
How to screen Nasdaq eVestment for ESG Factors:
Screening can be done across the following categories:
1. Affiliation 2. Engagement 3. Staffing 4. Philosophy/Integration
| eVestment ESG Universes |
|---|
| All ESG-Focused |
| Equity ESG-Focused |
| Fixed Income ESG-Focused |
| Asia Pacific Equity ESG-Focused |
| Europe Equity ESG-Focused |
| US Fixed Income ESG-Focused |
| US Equity ESG-Focused |
| Global Equity ESG-Focused |
| Balanced/Multi-Asset ESG-Focused |
| Global Fixed Income ESG-Focused |
| Emerging Mkts Equity ESG-Focused |
| UK Equity ESG-Focused |
| Non-US Diversified Equity ESG-Focused |
| Europe Fixed Income ESG-Focused |
| Canadian Equity ESG-Focused |
| Emerging Mkts Fixed Income ESG-Focused |
| Japan Equity ESG-Focused |
| Australian Equity Shares – ESG-Focused |
Download PDF overview of Nasdaq eVestment's ESG considerations.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Nasdaq eVestment for Asset Managers
Nasdaq
Nasdaq eVestment brings transparency and efficiency to the global institutional market, equipping managers, asset owners and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.
Read Nasdaq eVestment for Asset Managers' Bio