Datasets:
account_id
stringlengths 8
8
| as_of_date
stringdate 2024-07-04 00:00:00
2025-12-26 00:00:00
| jurisdiction
stringclasses 6
values | mandate_policy
stringclasses 5
values | portfolio_esg_score
float64 45
85
| portfolio_controversy_score
int64 0
5
| portfolio_carbon_intensity_tCO2e_per_$M
float64 60
320
| sector_exposure_pct
stringlengths 42
103
| revenue_exposure_flags
stringclasses 358
values | excluded_holdings_hits
int64 0
5
| excluded_holdings_list
stringlengths 2
23
⌀ | breach_type
stringclasses 4
values | breach_reasons
stringclasses 28
values | replacement_candidates
stringlengths 3
14
⌀ | tracking_error_cost_bps
int64 2
42
| action
stringclasses 5
values | action_rationale
stringclasses 5
values | engagement_plan
stringclasses 364
values | post_trade_esg_score
float64 45
88.5
| post_trade_carbon_intensity_tCO2e_per_$M
float64 50.4
325
| data_provenance
stringclasses 4
values | data_lookback_days
int64 30
365
| verification_confidence_1_100
int64 70
99
| advisor_review
stringclasses 3
values | audit_log
stringclasses 5
values |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SI000001
|
2024-08-25
|
US
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 69.3
| 2
| 207.9
|
Materials:34.1;RealEstate:31.3;Industrials:15.7;Consumer:18.8
| null | 1
|
META
|
CarbonCap
|
Carbon>100.0
|
XESG;ESGU
| 22
|
Replace
|
Reduce carbon intensity
| null | 69.6
| 192.9
|
VendorA
| 98
| 93
| null |
Policy reviewed by compliance
|
SI000002
|
2024-07-13
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 65.3
| 3
| 204.1
|
RealEstate:23.6;Comm:14.3;Industrials:29.2;Financials:32.9
|
Tobacco:2.5%
| 5
|
NEM;TSLA;RIO;LMT;MSFT
|
CarbonCap
|
Carbon>150.0
|
GRNB;ESGD
| 11
|
Underweight
|
Reduce carbon intensity
| null | 67.9
| 182.1
|
VendorA
| 155
| 82
| null |
Policy reviewed by compliance
|
SI000003
|
2024-07-17
|
UK
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 51.2
| 4
| 160.2
|
Tech:21.3;RealEstate:21.0;Materials:23.4;Financials:13.3;Industrials:20.9
| null | 0
| null |
Controversy
|
Controversy>3
|
SPYX;ESGD;USXF
| 24
|
Divest
|
Manage controversy risk
| null | 52.8
| 163.1
|
Internal
| 64
| 96
|
Approved
|
Policy reviewed by compliance
|
SI000004
|
2024-11-29
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 61.3
| 0
| 135.9
|
Health:16.4;Energy:21.9;Consumer:13.6;Industrials:22.0;Materials:12.5;Utilities:13.6
|
Tobacco:0.5%;Weapons:2.5%
| 0
| null |
ScreenHits
|
Weapons revenue exposure
|
XESG
| 23
|
Divest
|
Screen breach remediation
| null | 64.1
| 122.1
|
VendorA
| 354
| 86
|
Approved
|
Exception documented and approved
|
SI000005
|
2025-04-02
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 71.7
| 2
| 114.3
|
Comm:20.9;RealEstate:34.1;Industrials:31.1;Utilities:13.8
| null | 0
| null | null | null | null | 10
|
Defer
|
Within mandate; monitor
| null | 71.7
| 115.1
|
VendorA
| 240
| 78
| null |
Weekly ESG data refresh applied
|
SI000006
|
2024-09-21
|
US
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 68
| 2
| 132.8
|
RealEstate:12.4;Energy:11.7;Financials:11.0;Materials:17.8;Comm:18.7;Utilities:6.8;Consumer:21.5
| null | 2
|
META;RIO
|
CarbonCap
|
Carbon>100.0
|
SUSA;ESGD;XESG
| 30
|
Underweight
|
Reduce carbon intensity
| null | 69.2
| 116.9
|
VendorC
| 230
| 96
|
Approved
|
Vendor data cross-checked
|
SI000007
|
2025-06-15
|
SG
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 51
| 5
| 318.5
|
Health:36.9;Industrials:15.9;Materials:34.8;Comm:12.5
| null | 0
| null |
Controversy
|
ESG score below ESGOnly baseline;Controversy>3
|
GRNB;LOWC
| 24
|
Underweight
|
Manage controversy risk
| null | 53.1
| 322.5
|
Internal
| 110
| 83
|
Approved
|
Policy reviewed by compliance
|
SI000008
|
2025-11-29
|
EU
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 66.8
| 1
| 309.7
|
Utilities:8.5;Materials:19.3;RealEstate:28.9;Comm:11.7;Health:13.3;Consumer:18.3
|
Weapons:0.5%
| 1
|
ADM
|
ScreenHits
|
Weapons revenue exposure
|
SUSA;ESGU
| 31
|
Divest
|
Screen breach remediation
| null | 68.1
| 287.6
|
VendorA
| 155
| 96
| null |
Weekly ESG data refresh applied
|
SI000009
|
2025-07-01
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 54.8
| 3
| 200
|
Materials:15.8;Health:28.9;Consumer:9.4;Industrials:26.2;RealEstate:8.8;Comm:10.9
|
PalmOil:1.0%
| 3
|
BTI;META;RTX
| null | null | null | 17
|
Defer
|
Within mandate; monitor
| null | 55.9
| 200.4
|
VendorC
| 294
| 72
| null |
Weekly ESG data refresh applied
|
SI000010
|
2025-04-09
|
UK
|
ESGScore>=65;NoTobacco;NoPalmOil
| 58.5
| 1
| 168.6
|
Utilities:10.0;Materials:24.2;Consumer:30.4;Industrials:7.9;Energy:27.5
|
Tobacco:10.0%;Weapons:1.0%
| 1
|
BN
|
ScreenHits
|
ESG<65;Tobacco revenue exposure
|
CRBN;ESGD;LOWC
| 18
|
Replace
|
Screen breach remediation
| null | 60.3
| 158.9
|
Internal
| 323
| 72
|
Approved
|
Exception documented and approved
|
SI000011
|
2024-10-17
|
EU
|
ESGScore>=65;NoTobacco;NoPalmOil
| 47.8
| 3
| 159.3
|
RealEstate:18.1;Materials:9.0;Tech:22.0;Consumer:7.8;Health:25.1;Energy:18.1
|
Tobacco:0.5%
| 0
| null |
ScreenHits
|
ESG<65;Tobacco revenue exposure
|
XESG;ESGD;LOWC
| 12
|
Divest
|
Screen breach remediation
| null | 51.3
| 131
|
Internal
| 44
| 90
| null |
Vendor data cross-checked
|
SI000012
|
2024-08-23
|
CA
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 77.3
| 0
| 252.7
|
Consumer:27.4;Tech:16.7;Health:15.1;Materials:22.5;RealEstate:18.3
| null | 0
| null |
CarbonCap
|
Carbon>150.0
|
ESGU;USXF;CRBN
| 25
|
Replace
|
Reduce carbon intensity
| null | 79.7
| 220.6
|
VendorC
| 325
| 81
| null |
Vendor data cross-checked
|
SI000013
|
2025-07-04
|
US
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 49.6
| 5
| 280.3
|
Comm:9.6;Utilities:14.8;Energy:23.8;Tech:16.1;Materials:18.3;RealEstate:17.4
|
ThermalCoal:10.0%
| 0
| null |
CarbonCap
|
Controversy>2;Carbon>100.0
|
GRNB;CRBN
| 29
|
Underweight
|
Reduce carbon intensity
| null | 51.7
| 262.6
|
VendorA
| 156
| 78
|
Approved
|
Exception documented and approved
|
SI000014
|
2025-04-02
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 75.4
| 2
| 174.6
|
Energy:20.6;Consumer:9.4;RealEstate:15.9;Tech:10.9;Industrials:11.1;Utilities:18.3;Materials:13.8
|
ThermalCoal:5.0%;Tobacco:1.0%;Weapons:5.0%
| 1
|
XOM
|
ScreenHits
|
Carbon>150.0;Thermal coal revenue exposure;Weapons revenue exposure
|
ESGD;SPYX;DSI
| 18
|
Underweight
|
Screen breach remediation
| null | 76.1
| 150.3
|
VendorB
| 276
| 88
|
Approved
|
Exception documented and approved
|
SI000015
|
2024-09-21
|
EU
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 52.5
| 4
| 257.9
|
Financials:13.5;Consumer:18.0;Utilities:14.6;Materials:23.5;Energy:30.4
|
Tobacco:1.0%;PalmOil:5.0%
| 2
|
MSFT;BTI
|
Controversy
|
Controversy>3
|
DSI
| 25
|
Underweight
|
Manage controversy risk
| null | 54.6
| 257.7
|
VendorA
| 205
| 74
| null |
Weekly ESG data refresh applied
|
SI000016
|
2025-11-21
|
US
|
ESGScore>=65;NoTobacco;NoPalmOil
| 80.8
| 4
| 74.3
|
Financials:13.7;Comm:15.1;Industrials:17.6;Materials:7.1;Health:22.8;Energy:23.7
| null | 4
|
PM;XOM;RTX;MO
| null | null | null | 11
|
Defer
|
Within mandate; monitor
| null | 81.2
| 75
|
Internal
| 91
| 73
| null |
Weekly ESG data refresh applied
|
SI000017
|
2024-12-02
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 70.8
| 1
| 79
|
Utilities:31.0;Tech:9.1;Energy:34.0;Comm:25.9
| null | 0
| null | null | null | null | 17
|
Defer
|
Within mandate; monitor
| null | 70.5
| 76.3
|
VendorB
| 95
| 99
|
Approved
|
Vendor data cross-checked
|
SI000018
|
2025-10-25
|
UK
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 63.8
| 4
| 93.9
|
Utilities:20.6;Energy:35.8;Health:26.5;Consumer:17.1
| null | 0
| null | null | null | null | 3
|
Defer
|
Within mandate; monitor
| null | 65.1
| 90.8
|
VendorB
| 338
| 98
| null |
Vendor data cross-checked
|
SI000019
|
2024-11-15
|
SG
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 50.2
| 1
| 179.6
|
Materials:13.7;Energy:11.7;Utilities:26.0;Industrials:22.6;Health:26.0
|
PalmOil:1.0%
| 0
| null |
ESGFloor
|
ESG score below ESGOnly baseline
|
ESGD;ESGE;GRNB
| 17
|
Replace
|
Raise portfolio ESG score
| null | 51.7
| 164.5
|
VendorB
| 60
| 76
| null |
Client mandate confirmed at onboarding
|
SI000020
|
2025-01-22
|
UK
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 53.3
| 5
| 83.6
|
Health:10.0;Industrials:23.1;Comm:9.3;Consumer:11.5;Tech:19.0;Utilities:19.8;Materials:7.3
|
PalmOil:1.0%
| 0
| null | null | null | null | 2
|
Defer
|
Within mandate; monitor
| null | 53.1
| 83.7
|
VendorA
| 217
| 73
| null |
Policy reviewed by compliance
|
SI000021
|
2024-10-28
|
US
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 80.8
| 5
| 67.4
|
Tech:24.3;Consumer:21.4;Industrials:18.3;Health:21.4;Financials:14.7
| null | 1
|
RIO
|
Controversy
|
Controversy>2
|
LOWC
| 27
|
Engage
|
Manage controversy risk
|
Quarterly check-ins;Escalate to vote
| 82.1
| 66.6
|
VendorA
| 59
| 85
|
SuggestedEdits
|
Exception documented and approved
|
SI000022
|
2025-03-21
|
EU
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 58.4
| 5
| 293.8
|
Materials:20.7;Health:12.6;Financials:28.0;Utilities:28.9;Comm:9.8
|
Weapons:2.5%
| 1
|
BN
|
ScreenHits
|
Controversy>3;Weapons revenue exposure
|
GRNB;XESG;ESGE
| 27
|
Underweight
|
Screen breach remediation
| null | 59.4
| 258.2
|
VendorC
| 340
| 83
| null |
Client mandate confirmed at onboarding
|
SI000023
|
2024-07-29
|
CA
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 84.4
| 5
| 91.1
|
RealEstate:25.5;Industrials:16.8;Consumer:17.9;Financials:26.9;Energy:12.9
| null | 0
| null | null | null | null | 4
|
Defer
|
Within mandate; monitor
| null | 84.3
| 92.9
|
VendorA
| 148
| 85
|
Approved
|
Weekly ESG data refresh applied
|
SI000024
|
2025-06-12
|
UK
|
ESGScore>=65;NoTobacco;NoPalmOil
| 81.2
| 4
| 281.3
|
Consumer:25.2;Health:13.5;Financials:10.9;Energy:25.1;Utilities:25.3
| null | 0
| null | null | null | null | 10
|
Defer
|
Within mandate; monitor
| null | 81.8
| 272.5
|
VendorC
| 352
| 89
| null |
Weekly ESG data refresh applied
|
SI000025
|
2025-10-03
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 70.3
| 5
| 296.7
|
Health:15.8;Materials:12.8;Tech:8.9;RealEstate:13.1;Financials:16.0;Comm:26.4;Consumer:7.0
|
Tobacco:2.5%
| 0
| null |
CarbonCap
|
Carbon>150.0
|
SUSA;GRNB;ESGE
| 18
|
Replace
|
Reduce carbon intensity
| null | 70.4
| 276.4
|
VendorC
| 77
| 98
|
SuggestedEdits
|
Client mandate confirmed at onboarding
|
SI000026
|
2025-08-15
|
CA
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 61.8
| 4
| 64.8
|
Utilities:22.6;Tech:11.7;Financials:16.3;Consumer:11.3;Energy:11.8;Health:10.1;Materials:16.2
|
Weapons:0.5%
| 0
| null |
ScreenHits
|
Controversy>3;Weapons revenue exposure
|
ESGD;ESGU;SPYX
| 31
|
Replace
|
Screen breach remediation
| null | 65
| 59.2
|
VendorC
| 69
| 79
|
Approved
|
Vendor data cross-checked
|
SI000027
|
2025-10-07
|
US
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 49.1
| 0
| 207.1
|
RealEstate:6.1;Comm:9.8;Industrials:15.7;Tech:22.6;Energy:24.2;Financials:21.5
|
Weapons:2.5%;PalmOil:5.0%
| 1
|
TSLA
|
ScreenHits
|
ESG score below ESGOnly baseline;Weapons revenue exposure
|
SPYX
| 12
|
Underweight
|
Screen breach remediation
| null | 49.4
| 191.8
|
VendorA
| 357
| 80
| null |
Vendor data cross-checked
|
SI000028
|
2025-10-22
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 68.8
| 0
| 303.5
|
Financials:13.2;Utilities:26.2;Industrials:23.6;Tech:37.0
| null | 0
| null |
CarbonCap
|
Carbon>150.0
|
CRBN;ESGE;SPYX
| 28
|
Replace
|
Reduce carbon intensity
| null | 69
| 272.1
|
VendorB
| 286
| 92
|
Rejected
|
Weekly ESG data refresh applied
|
SI000029
|
2024-07-15
|
AU
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 74
| 1
| 80.5
|
RealEstate:18.8;Industrials:11.2;Energy:8.0;Utilities:14.1;Financials:23.3;Consumer:17.1;Materials:7.5
| null | 1
|
MSFT
| null | null | null | 5
|
Defer
|
Within mandate; monitor
| null | 75.4
| 80.7
|
Internal
| 271
| 78
| null |
Vendor data cross-checked
|
SI000030
|
2024-07-10
|
US
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 78.4
| 4
| 178.8
|
Utilities:22.3;RealEstate:25.9;Energy:15.1;Consumer:26.7;Health:10.0
|
ThermalCoal:2.5%
| 3
|
RIO;BTI;MSFT
|
CarbonCap
|
Controversy>2;Carbon>100.0
|
LOWC;GRNB;CRBN
| 26
|
Underweight
|
Reduce carbon intensity
| null | 81.7
| 166
|
VendorB
| 141
| 76
|
SuggestedEdits
|
Weekly ESG data refresh applied
|
SI000031
|
2025-08-04
|
SG
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 80.8
| 1
| 160.9
|
Utilities:9.2;Tech:6.1;Consumer:25.6;Health:8.5;Industrials:17.3;Comm:6.8;RealEstate:26.5
| null | 4
|
LMT;BA;NEM;META
|
CarbonCap
|
Carbon>150.0
|
ESGE
| 24
|
Replace
|
Reduce carbon intensity
| null | 84
| 140.7
|
VendorC
| 182
| 93
| null |
Weekly ESG data refresh applied
|
SI000032
|
2024-11-13
|
US
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 53.6
| 0
| 70.2
|
Financials:18.3;RealEstate:19.6;Materials:9.5;Health:22.0;Tech:14.5;Industrials:9.0;Comm:7.0
| null | 4
|
AAPL;BTI;MO;MSFT
| null | null | null | 15
|
Defer
|
Within mandate; monitor
| null | 54.1
| 71.6
|
VendorC
| 165
| 73
| null |
Policy reviewed by compliance
|
SI000033
|
2024-07-31
|
US
|
ESGScore>=65;NoTobacco;NoPalmOil
| 62.2
| 4
| 220.6
|
Comm:27.3;Energy:37.5;Tech:10.0;Financials:25.2
| null | 0
| null |
ESGFloor
|
ESG<65
|
CRBN;XESG;ESGE
| 29
|
Engage
|
Raise portfolio ESG score
|
Quarterly check-ins;Escalate to vote;File shareholder proposal
| 64.7
| 205.4
|
Internal
| 360
| 75
|
Approved
|
Client mandate confirmed at onboarding
|
SI000034
|
2025-06-11
|
UK
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 75.1
| 0
| 123.2
|
Utilities:32.2;Consumer:29.0;Financials:29.0;Tech:9.7
|
PalmOil:1.0%
| 3
|
RIO;NEM;BA
| null | null | null | 12
|
Defer
|
Within mandate; monitor
| null | 75.1
| 120.3
|
VendorB
| 242
| 84
| null |
Weekly ESG data refresh applied
|
SI000035
|
2025-04-14
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 68.5
| 3
| 189.6
|
Industrials:32.5;RealEstate:31.3;Comm:12.2;Energy:24.0
| null | 1
|
BTI
| null | null | null | 9
|
Defer
|
Within mandate; monitor
| null | 68.7
| 185.3
|
VendorA
| 164
| 92
| null |
Policy reviewed by compliance
|
SI000036
|
2024-11-21
|
US
|
ESGScore>=65;NoTobacco;NoPalmOil
| 63.8
| 5
| 281.8
|
Materials:24.7;Financials:24.3;Energy:23.5;Industrials:10.9;Comm:8.5;Utilities:8.0
|
PalmOil:0.5%
| 2
|
MO;TSLA
|
ESGFloor
|
ESG<65
|
SUSA;DSI
| 17
|
Replace
|
Raise portfolio ESG score
| null | 67.7
| 242.9
|
VendorB
| 223
| 82
|
SuggestedEdits
|
Weekly ESG data refresh applied
|
SI000037
|
2025-05-25
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 56.4
| 1
| 194.4
|
Industrials:29.8;Tech:17.6;Energy:27.4;RealEstate:25.2
|
ThermalCoal:2.5%;Tobacco:0.5%
| 3
|
MO;NEM;ADM
|
ScreenHits
|
Thermal coal revenue exposure
|
SUSA;SPYX;ESGU
| 30
|
Underweight
|
Screen breach remediation
| null | 58.3
| 180
|
VendorB
| 229
| 97
| null |
Vendor data cross-checked
|
SI000038
|
2024-11-16
|
AU
|
ESGScore>=65;NoTobacco;NoPalmOil
| 59.4
| 4
| 221.4
|
Utilities:9.2;RealEstate:21.1;Health:22.3;Tech:14.8;Financials:11.8;Comm:20.8
| null | 1
|
LMT
|
ESGFloor
|
ESG<65
|
LOWC;ESGE;CRBN
| 23
|
Engage
|
Raise portfolio ESG score
|
File shareholder proposal;Send engagement letter;Set KPI targets
| 60.4
| 206.4
|
VendorC
| 191
| 78
| null |
Client mandate confirmed at onboarding
|
SI000039
|
2025-07-23
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 69.9
| 5
| 171.2
|
Comm:29.5;Health:25.6;Consumer:21.0;Financials:23.9
|
Weapons:15.0%
| 0
| null |
ScreenHits
|
Controversy>3;Weapons revenue exposure
|
DSI;GRNB
| 36
|
Replace
|
Screen breach remediation
| null | 73.1
| 163.7
|
Internal
| 87
| 80
|
SuggestedEdits
|
Exception documented and approved
|
SI000040
|
2025-01-04
|
US
|
ESGScore>=65;NoTobacco;NoPalmOil
| 58.2
| 2
| 229.9
|
Comm:10.6;Consumer:22.2;Tech:15.3;Utilities:11.1;Materials:17.2;RealEstate:7.2;Industrials:16.3
| null | 1
|
TSLA
|
ESGFloor
|
ESG<65
|
ESGE;CRBN
| 16
|
Replace
|
Raise portfolio ESG score
| null | 62.1
| 206.5
|
VendorC
| 282
| 78
| null |
Exception documented and approved
|
SI000041
|
2025-04-05
|
US
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 50.7
| 5
| 178.8
|
Health:16.9;Consumer:9.7;Comm:19.5;RealEstate:17.2;Financials:14.6;Tech:4.3;Materials:17.8
| null | 1
|
META
|
Controversy
|
ESG score below ESGOnly baseline;Controversy>3
|
ESGU;USXF
| 16
|
Engage
|
Manage controversy risk
|
Set KPI targets;Send engagement letter;Request disclosure improvement
| 52.8
| 172.5
|
VendorA
| 268
| 80
|
Approved
|
Weekly ESG data refresh applied
|
SI000042
|
2025-09-27
|
CA
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 80.4
| 5
| 236.4
|
Industrials:28.7;Materials:23.0;Consumer:23.8;Utilities:9.9;Comm:14.5
|
ThermalCoal:5.0%;Weapons:1.0%
| 0
| null |
ScreenHits
|
Carbon>150.0;Thermal coal revenue exposure;Weapons revenue exposure
|
SUSA;ESGD;ESGU
| 16
|
Replace
|
Screen breach remediation
| null | 80.9
| 196.2
|
VendorC
| 149
| 80
| null |
Client mandate confirmed at onboarding
|
SI000043
|
2024-11-03
|
US
|
ESGScore>=65;NoTobacco;NoPalmOil
| 54.9
| 4
| 244.5
|
RealEstate:10.4;Comm:18.2;Tech:5.6;Health:11.5;Financials:18.3;Utilities:14.6;Energy:21.4
|
Weapons:0.5%;PalmOil:0.5%
| 0
| null |
ESGFloor
|
ESG<65
|
ESGE
| 39
|
Replace
|
Raise portfolio ESG score
| null | 56.2
| 222.1
|
VendorB
| 204
| 71
| null |
Client mandate confirmed at onboarding
|
SI000044
|
2025-10-07
|
US
|
ESGScore>=65;NoTobacco;NoPalmOil
| 69.5
| 2
| 257.9
|
Industrials:7.3;Energy:6.0;Comm:25.4;RealEstate:10.4;Tech:26.8;Health:6.3;Consumer:17.8
|
Weapons:0.5%
| 2
|
NEM;MO
| null | null | null | 12
|
Defer
|
Within mandate; monitor
| null | 70.1
| 246
|
VendorB
| 300
| 78
| null |
Policy reviewed by compliance
|
SI000045
|
2025-10-06
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 60.6
| 3
| 113.4
|
Materials:34.5;Industrials:31.1;Utilities:13.2;RealEstate:21.2
| null | 0
| null | null | null | null | 11
|
Defer
|
Within mandate; monitor
| null | 61.2
| 108.7
|
Internal
| 190
| 95
| null |
Policy reviewed by compliance
|
SI000046
|
2024-09-18
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 69.4
| 3
| 124.3
|
Comm:15.1;Utilities:10.7;Materials:10.7;Industrials:20.9;Health:42.6
| null | 0
| null | null | null | null | 15
|
Defer
|
Within mandate; monitor
| null | 69.5
| 123.2
|
VendorC
| 56
| 94
|
Approved
|
Policy reviewed by compliance
|
SI000047
|
2025-01-31
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 84.5
| 0
| 129.4
|
Utilities:26.0;Financials:26.7;Energy:21.5;RealEstate:25.9
|
Weapons:1.0%
| 0
| null |
ScreenHits
|
Weapons revenue exposure
|
GRNB;XESG;DSI
| 36
|
Replace
|
Screen breach remediation
| null | 88.3
| 108
|
VendorB
| 290
| 74
|
SuggestedEdits
|
Vendor data cross-checked
|
SI000048
|
2024-10-24
|
AU
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 50
| 0
| 272.4
|
Comm:19.0;Industrials:26.0;Health:21.5;Materials:10.5;Energy:23.0
| null | 0
| null |
ESGFloor
|
ESG score below ESGOnly baseline
|
ESGD;USXF
| 28
|
Replace
|
Raise portfolio ESG score
| null | 52.2
| 235.8
|
Internal
| 134
| 97
|
SuggestedEdits
|
Client mandate confirmed at onboarding
|
SI000049
|
2025-04-24
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 72.8
| 1
| 80.6
|
Tech:33.2;Energy:23.1;Materials:14.5;Health:29.2
| null | 0
| null | null | null | null | 10
|
Defer
|
Within mandate; monitor
| null | 72.9
| 81.5
|
VendorA
| 130
| 92
| null |
Exception documented and approved
|
SI000050
|
2024-10-13
|
EU
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 79.6
| 1
| 169.4
|
Health:21.5;Tech:5.2;Energy:22.8;Financials:10.3;RealEstate:23.1;Materials:17.0
|
ThermalCoal:1.0%
| 0
| null |
ScreenHits
|
Thermal coal revenue exposure
|
CRBN
| 37
|
Replace
|
Screen breach remediation
| null | 80.5
| 143.9
|
VendorC
| 206
| 86
|
SuggestedEdits
|
Policy reviewed by compliance
|
SI000051
|
2025-04-25
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 55.4
| 2
| 117.2
|
Materials:11.4;Consumer:7.8;Tech:28.2;Health:17.6;Financials:7.1;Comm:16.4;Utilities:11.6
|
ThermalCoal:5.0%;Weapons:0.5%
| 1
|
BA
|
ScreenHits
|
Thermal coal revenue exposure;Weapons revenue exposure
|
ESGU;SPYX;LOWC
| 10
|
Replace
|
Screen breach remediation
| null | 57.4
| 107.2
|
Internal
| 327
| 76
|
SuggestedEdits
|
Exception documented and approved
|
SI000052
|
2025-12-03
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 57.1
| 5
| 214.5
|
Utilities:20.3;Financials:13.3;Industrials:23.6;Health:27.0;RealEstate:15.7
|
PalmOil:1.0%
| 0
| null |
Controversy
|
Controversy>3
|
ESGD;DSI;ESGE
| 22
|
Divest
|
Manage controversy risk
| null | 58.8
| 206
|
VendorC
| 267
| 71
|
Approved
|
Exception documented and approved
|
SI000053
|
2024-09-27
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 61.3
| 3
| 310.5
|
RealEstate:21.5;Health:13.3;Utilities:16.5;Materials:32.1;Comm:16.5
|
Tobacco:2.5%;PalmOil:1.0%
| 0
| null |
CarbonCap
|
Carbon>150.0
|
ESGU
| 23
|
Underweight
|
Reduce carbon intensity
| null | 62.8
| 276.6
|
VendorB
| 149
| 77
| null |
Policy reviewed by compliance
|
SI000054
|
2024-09-10
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 84.6
| 4
| 282.3
|
Financials:28.6;Energy:22.5;Tech:25.1;Industrials:23.8
| null | 5
|
BA;BHP;MO;TSLA;NEM
|
Controversy
|
Controversy>3
|
SPYX;ESGD
| 25
|
Underweight
|
Manage controversy risk
| null | 85.9
| 275.5
|
VendorA
| 313
| 93
| null |
Exception documented and approved
|
SI000055
|
2024-10-11
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 60.1
| 2
| 217.6
|
Consumer:17.2;Industrials:5.5;Materials:19.4;Financials:14.8;Utilities:17.5;Health:12.8;RealEstate:12.8
|
Weapons:15.0%
| 0
| null |
ScreenHits
|
Carbon>150.0;Weapons revenue exposure
|
DSI;USXF
| 14
|
Replace
|
Screen breach remediation
| null | 63
| 187.3
|
Internal
| 148
| 82
| null |
Client mandate confirmed at onboarding
|
SI000056
|
2025-06-26
|
CA
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 73.1
| 4
| 286.4
|
Industrials:27.9;Materials:13.2;Tech:17.1;Consumer:9.0;Health:16.3;RealEstate:16.6
| null | 0
| null |
CarbonCap
|
Carbon>150.0
|
SPYX;CRBN;DSI
| 33
|
Underweight
|
Reduce carbon intensity
| null | 74.3
| 242.4
|
VendorA
| 173
| 71
|
Approved
|
Vendor data cross-checked
|
SI000057
|
2024-07-19
|
AU
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 67
| 2
| 303.1
|
Energy:18.9;Tech:8.8;Financials:27.2;Comm:15.9;Utilities:11.9;Health:11.3;Materials:6.0
|
Tobacco:1.0%
| 1
|
RTX
|
CarbonCap
|
Carbon>150.0
|
ESGU
| 14
|
Engage
|
Reduce carbon intensity
|
Quarterly check-ins;Escalate to vote;Send engagement letter
| 67.8
| 277.4
|
VendorA
| 362
| 79
|
Approved
|
Client mandate confirmed at onboarding
|
SI000058
|
2025-12-24
|
CA
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 45.7
| 2
| 81.9
|
Energy:19.0;Health:7.9;Industrials:24.4;RealEstate:19.1;Comm:29.5
| null | 2
|
BA;BHP
|
ESGFloor
|
ESG score below ESGOnly baseline
|
GRNB
| 27
|
Replace
|
Raise portfolio ESG score
| null | 46.7
| 78.6
|
Internal
| 315
| 79
|
SuggestedEdits
|
Client mandate confirmed at onboarding
|
SI000059
|
2025-11-05
|
US
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 83.8
| 5
| 238.6
|
Tech:13.7;Comm:19.6;Financials:15.4;Industrials:11.8;Health:5.1;Utilities:14.6;RealEstate:19.8
|
ThermalCoal:10.0%;PalmOil:2.5%
| 1
|
MO
|
Controversy
|
Controversy>3
|
XESG;ESGU;ESGE
| 16
|
Engage
|
Manage controversy risk
|
Set KPI targets;Request disclosure improvement;Escalate to vote;Quarterly check-ins
| 83.9
| 229.7
|
Internal
| 73
| 96
|
Approved
|
Exception documented and approved
|
SI000060
|
2024-07-14
|
US
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 75.1
| 2
| 302.1
|
Consumer:30.1;Industrials:30.0;Comm:14.2;Materials:25.7
| null | 0
| null | null | null | null | 9
|
Defer
|
Within mandate; monitor
| null | 75.4
| 298.5
|
Internal
| 34
| 74
| null |
Weekly ESG data refresh applied
|
SI000061
|
2024-10-03
|
AU
|
ESGScore>=65;NoTobacco;NoPalmOil
| 76.5
| 5
| 288.9
|
Consumer:13.5;Energy:30.6;Utilities:31.9;Comm:24.0
|
Tobacco:0.5%
| 0
| null |
ScreenHits
|
Tobacco revenue exposure
|
SPYX
| 24
|
Divest
|
Screen breach remediation
| null | 77
| 277.3
|
VendorB
| 294
| 91
|
Approved
|
Weekly ESG data refresh applied
|
SI000062
|
2024-11-08
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 54
| 4
| 86.7
|
Industrials:18.4;Comm:18.9;Health:7.6;RealEstate:33.3;Energy:21.9
| null | 0
| null |
Controversy
|
Controversy>3
|
ESGE
| 19
|
Engage
|
Manage controversy risk
|
Set KPI targets;Send engagement letter
| 55.3
| 85.9
|
Internal
| 72
| 94
|
SuggestedEdits
|
Exception documented and approved
|
SI000063
|
2025-10-04
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 67.3
| 1
| 195.2
|
Energy:26.7;RealEstate:8.6;Comm:21.1;Financials:12.4;Health:31.2
| null | 0
| null | null | null | null | 16
|
Defer
|
Within mandate; monitor
| null | 67.4
| 198.6
|
VendorC
| 50
| 94
| null |
Vendor data cross-checked
|
SI000064
|
2025-09-10
|
US
|
ESGScore>=65;NoTobacco;NoPalmOil
| 79.6
| 2
| 206.7
|
Utilities:26.3;Tech:26.2;Materials:34.8;Industrials:12.7
|
ThermalCoal:10.0%;Tobacco:2.5%;Weapons:10.0%
| 0
| null |
ScreenHits
|
Tobacco revenue exposure
|
ESGU;DSI
| 18
|
Divest
|
Screen breach remediation
| null | 79.9
| 195.6
|
VendorC
| 128
| 91
|
Approved
|
Client mandate confirmed at onboarding
|
SI000065
|
2025-10-09
|
US
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 60.3
| 4
| 293
|
Utilities:16.8;Health:15.1;Consumer:30.5;Comm:37.6
| null | 0
| null |
Controversy
|
Controversy>3
|
USXF;LOWC
| 19
|
Engage
|
Manage controversy risk
|
File shareholder proposal;Request disclosure improvement
| 61.2
| 291.2
|
VendorB
| 149
| 94
|
Approved
|
Weekly ESG data refresh applied
|
SI000066
|
2025-06-08
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 79.4
| 1
| 65
|
Comm:12.8;Health:21.4;Financials:11.6;Industrials:11.6;Energy:22.1;Utilities:10.0;Consumer:10.4
|
Weapons:10.0%
| 0
| null |
ScreenHits
|
Weapons revenue exposure
|
XESG;GRNB
| 20
|
Replace
|
Screen breach remediation
| null | 83.4
| 57.1
|
VendorB
| 103
| 83
|
Approved
|
Vendor data cross-checked
|
SI000067
|
2024-09-11
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 62.9
| 0
| 260.1
|
Comm:10.8;RealEstate:11.9;Financials:31.5;Energy:31.1;Materials:14.7
|
Weapons:1.0%
| 4
|
META;PM;MSFT;LMT
|
ScreenHits
|
Carbon>150.0;Weapons revenue exposure
|
ESGE;LOWC
| 26
|
Underweight
|
Screen breach remediation
| null | 63.4
| 218.3
|
Internal
| 272
| 76
|
Approved
|
Policy reviewed by compliance
|
SI000068
|
2025-09-26
|
EU
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 76.5
| 2
| 205.8
|
Energy:26.8;Consumer:26.7;Comm:24.6;Financials:22.0
| null | 0
| null | null | null | null | 4
|
Defer
|
Within mandate; monitor
| null | 77.3
| 197.1
|
VendorB
| 91
| 88
| null |
Weekly ESG data refresh applied
|
SI000069
|
2025-07-12
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 66
| 5
| 190.6
|
Utilities:11.2;Energy:27.8;Health:17.4;Tech:32.9;Consumer:10.7
| null | 1
|
AAPL
|
Controversy
|
Controversy>3
|
SPYX;DSI
| 27
|
Divest
|
Manage controversy risk
| null | 69.5
| 190.2
|
VendorB
| 64
| 88
|
Approved
|
Exception documented and approved
|
SI000070
|
2025-03-10
|
US
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 78.6
| 2
| 118.3
|
Health:6.6;Industrials:17.3;RealEstate:29.1;Energy:25.7;Consumer:9.1;Tech:12.1
| null | 0
| null | null | null | null | 7
|
Defer
|
Within mandate; monitor
| null | 78.6
| 117.4
|
VendorA
| 123
| 80
| null |
Vendor data cross-checked
|
SI000071
|
2025-07-28
|
US
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 72.4
| 3
| 282.8
|
Industrials:7.8;Comm:6.4;Consumer:12.3;Energy:22.8;Health:17.5;Utilities:18.9;Materials:14.2
| null | 2
|
LMT;AAPL
| null | null | null | 7
|
Defer
|
Within mandate; monitor
| null | 72.3
| 279.1
|
VendorB
| 278
| 79
|
Approved
|
Weekly ESG data refresh applied
|
SI000072
|
2024-07-20
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 60.9
| 1
| 78.1
|
RealEstate:21.1;Industrials:31.9;Consumer:23.6;Financials:23.4
| null | 4
|
BN;BA;BHP;XOM
| null | null | null | 11
|
Defer
|
Within mandate; monitor
| null | 60.6
| 79.4
|
VendorC
| 215
| 91
|
Approved
|
Client mandate confirmed at onboarding
|
SI000073
|
2024-09-10
|
US
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 56.6
| 5
| 97.4
|
Materials:28.2;Utilities:11.1;Consumer:22.5;RealEstate:20.3;Energy:17.9
| null | 0
| null |
Controversy
|
Controversy>2
|
SUSA;CRBN;DSI
| 28
|
Underweight
|
Manage controversy risk
| null | 57.2
| 94.1
|
VendorC
| 291
| 79
|
SuggestedEdits
|
Exception documented and approved
|
SI000074
|
2025-01-28
|
CA
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 65.6
| 4
| 61.2
|
Energy:21.5;Comm:11.0;RealEstate:15.0;Financials:13.1;Tech:22.2;Industrials:17.3
| null | 1
|
NEM
|
Controversy
|
Controversy>2
|
SPYX;USXF;ESGU
| 17
|
Engage
|
Manage controversy risk
|
Escalate to vote;Request disclosure improvement;File shareholder proposal;Send engagement letter
| 66.7
| 59.1
|
Internal
| 259
| 87
|
Approved
|
Exception documented and approved
|
SI000075
|
2024-08-02
|
US
|
ESGScore>=65;NoTobacco;NoPalmOil
| 72.4
| 1
| 181.5
|
Financials:25.7;Utilities:6.4;Consumer:20.1;Health:13.7;Industrials:21.7;Comm:12.5
|
Tobacco:1.0%
| 1
|
XOM
|
ScreenHits
|
Tobacco revenue exposure
|
USXF;ESGE
| 32
|
Replace
|
Screen breach remediation
| null | 75.9
| 156.1
|
VendorA
| 297
| 71
|
SuggestedEdits
|
Exception documented and approved
|
SI000076
|
2025-09-08
|
AU
|
ESGScore>=65;NoTobacco;NoPalmOil
| 66.9
| 4
| 122.2
|
RealEstate:29.2;Industrials:12.7;Utilities:15.8;Tech:25.5;Health:16.7
|
Tobacco:2.5%;Weapons:10.0%
| 0
| null |
ScreenHits
|
Tobacco revenue exposure
|
LOWC;GRNB;SUSA
| 24
|
Replace
|
Screen breach remediation
| null | 67.8
| 100.9
|
VendorC
| 265
| 71
| null |
Vendor data cross-checked
|
SI000077
|
2025-05-24
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 56.2
| 2
| 278.1
|
RealEstate:29.0;Materials:27.5;Tech:28.9;Energy:8.3;Comm:6.2
| null | 3
|
BN;ADM;MSFT
|
CarbonCap
|
Carbon>150.0
|
SPYX;ESGE;CRBN
| 10
|
Replace
|
Reduce carbon intensity
| null | 56.4
| 254.1
|
VendorA
| 328
| 95
| null |
Vendor data cross-checked
|
SI000078
|
2025-12-22
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 49.9
| 5
| 314.5
|
Industrials:24.9;Financials:7.7;Tech:22.2;Utilities:9.4;Materials:35.8
| null | 4
|
RTX;BHP;NEM;TSLA
|
Controversy
|
Controversy>3
|
SPYX;DSI
| 24
|
Underweight
|
Manage controversy risk
| null | 51.6
| 319.1
|
VendorB
| 207
| 92
|
Approved
|
Exception documented and approved
|
SI000079
|
2024-11-26
|
SG
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 74.6
| 1
| 183.4
|
Energy:23.4;Health:23.0;Materials:9.7;Industrials:11.0;Comm:21.9;Utilities:10.9
| null | 4
|
PM;META;BN;NEM
| null | null | null | 10
|
Defer
|
Within mandate; monitor
| null | 74.5
| 186.3
|
VendorC
| 63
| 99
|
Approved
|
Client mandate confirmed at onboarding
|
SI000080
|
2025-06-06
|
US
|
ESGScore>=65;NoTobacco;NoPalmOil
| 61.4
| 1
| 236.9
|
Materials:19.5;Comm:5.8;Utilities:12.8;Financials:12.0;Tech:20.8;Consumer:13.9;RealEstate:15.3
| null | 1
|
TSLA
|
ESGFloor
|
ESG<65
|
LOWC
| 18
|
Engage
|
Raise portfolio ESG score
|
File shareholder proposal;Send engagement letter;Escalate to vote
| 65.4
| 209
|
Internal
| 320
| 75
| null |
Policy reviewed by compliance
|
SI000081
|
2024-12-19
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 83.4
| 1
| 115.1
|
Materials:10.3;Comm:32.8;Financials:28.7;Consumer:28.2
|
Weapons:5.0%
| 0
| null |
ScreenHits
|
Weapons revenue exposure
|
ESGD
| 33
|
Replace
|
Screen breach remediation
| null | 83.7
| 97.4
|
VendorA
| 198
| 74
|
Approved
|
Weekly ESG data refresh applied
|
SI000082
|
2025-03-24
|
CA
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 66.3
| 1
| 274
|
Health:15.9;Financials:26.4;Consumer:16.0;Comm:18.8;Tech:23.0
| null | 0
| null |
CarbonCap
|
Carbon>100.0
|
SPYX;USXF
| 25
|
Replace
|
Reduce carbon intensity
| null | 68.6
| 226.6
|
VendorB
| 323
| 90
| null |
Weekly ESG data refresh applied
|
SI000083
|
2025-11-25
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 79
| 3
| 162.6
|
Tech:12.4;Comm:20.1;Industrials:22.2;Health:15.5;Consumer:14.9;Materials:14.8
| null | 2
|
BA;NEM
| null | null | null | 6
|
Defer
|
Within mandate; monitor
| null | 79.4
| 161.7
|
VendorA
| 222
| 70
|
Approved
|
Exception documented and approved
|
SI000084
|
2025-07-31
|
CA
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 58.9
| 0
| 200.5
|
Energy:22.1;Industrials:9.8;Materials:15.4;Health:11.6;Financials:30.3;Consumer:10.8
| null | 0
| null |
CarbonCap
|
Carbon>100.0
|
DSI
| 26
|
Engage
|
Reduce carbon intensity
|
Request disclosure improvement;Set KPI targets;File shareholder proposal
| 61.3
| 167.7
|
VendorB
| 187
| 95
| null |
Policy reviewed by compliance
|
SI000085
|
2024-11-08
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 74.5
| 5
| 65.9
|
Financials:10.5;Consumer:23.0;Tech:17.6;Comm:11.7;RealEstate:18.9;Health:18.3
| null | 3
|
RTX;BHP;BN
|
Controversy
|
Controversy>3
|
ESGE;XESG;ESGD
| 8
|
Engage
|
Manage controversy risk
|
Escalate to vote;Quarterly check-ins;Request disclosure improvement
| 76.7
| 63.7
|
VendorA
| 162
| 96
| null |
Policy reviewed by compliance
|
SI000086
|
2025-04-27
|
AU
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 56.2
| 2
| 71.3
|
Health:15.5;Materials:17.3;RealEstate:21.1;Consumer:5.1;Tech:9.3;Comm:17.8;Energy:13.8
| null | 0
| null | null | null | null | 5
|
Defer
|
Within mandate; monitor
| null | 57.4
| 70.9
|
VendorA
| 207
| 90
| null |
Weekly ESG data refresh applied
|
SI000087
|
2025-06-22
|
SG
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 60.3
| 0
| 112.9
|
Tech:11.1;Utilities:18.3;Energy:25.9;Consumer:16.9;Health:27.9
| null | 0
| null |
CarbonCap
|
Carbon>100.0
|
CRBN;ESGE
| 13
|
Replace
|
Reduce carbon intensity
| null | 63.3
| 96.9
|
VendorA
| 46
| 89
|
Approved
|
Exception documented and approved
|
SI000088
|
2024-10-04
|
US
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 67.8
| 4
| 234.8
|
Energy:9.8;Tech:17.1;Health:9.9;Industrials:16.2;Utilities:17.9;Comm:12.1;Consumer:17.0
|
Tobacco:0.5%
| 1
|
BTI
|
CarbonCap
|
Carbon>150.0
|
DSI
| 25
|
Replace
|
Reduce carbon intensity
| null | 68.5
| 215.1
|
VendorA
| 142
| 82
|
SuggestedEdits
|
Client mandate confirmed at onboarding
|
SI000089
|
2025-05-16
|
EU
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 61.3
| 1
| 219.3
|
Tech:16.0;Comm:9.9;Industrials:16.1;Consumer:22.1;Health:19.6;Financials:6.0;Energy:10.3
|
ThermalCoal:2.5%
| 0
| null |
CarbonCap
|
Carbon>100.0
|
SPYX
| 25
|
Replace
|
Reduce carbon intensity
| null | 62.6
| 201.6
|
VendorA
| 328
| 92
|
Approved
|
Policy reviewed by compliance
|
SI000090
|
2025-11-30
|
US
|
ESGScore>=65;NoTobacco;NoPalmOil
| 58
| 4
| 157.4
|
Financials:16.6;RealEstate:21.1;Tech:20.6;Industrials:16.6;Health:25.2
| null | 3
|
BTI;AAPL;RIO
|
ESGFloor
|
ESG<65
|
CRBN;ESGU;XESG
| 40
|
Engage
|
Raise portfolio ESG score
|
Send engagement letter;Escalate to vote;Request disclosure improvement;Set KPI targets
| 60.4
| 145.3
|
VendorA
| 311
| 75
|
SuggestedEdits
|
Policy reviewed by compliance
|
SI000091
|
2025-02-24
|
CA
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 82.7
| 1
| 303
|
Comm:12.8;Financials:41.2;Utilities:26.2;Tech:10.1;RealEstate:9.7
| null | 0
| null |
CarbonCap
|
Carbon>150.0
|
ESGD
| 30
|
Engage
|
Reduce carbon intensity
|
Request disclosure improvement;Escalate to vote;File shareholder proposal;Send engagement letter
| 85.8
| 281.9
|
VendorC
| 140
| 88
| null |
Vendor data cross-checked
|
SI000092
|
2025-06-05
|
US
|
ESGScore>=65;NoTobacco;NoPalmOil
| 74.8
| 4
| 117.5
|
Tech:17.0;Energy:20.6;Health:44.0;Comm:18.4
|
ThermalCoal:0.5%
| 2
|
META;BHP
| null | null | null | 11
|
Defer
|
Within mandate; monitor
| null | 75.5
| 114
|
VendorC
| 241
| 94
|
Approved
|
Client mandate confirmed at onboarding
|
SI000093
|
2025-07-03
|
CA
|
CarbonIntensity<=150;NoThermalCoal;NoWeapons
| 73.7
| 2
| 153.4
|
Comm:9.9;Consumer:17.6;Materials:12.4;Health:13.6;Utilities:14.5;Energy:17.5;RealEstate:14.5
|
ThermalCoal:0.5%
| 0
| null |
ScreenHits
|
Carbon>150.0;Thermal coal revenue exposure
|
LOWC
| 30
|
Divest
|
Screen breach remediation
| null | 75.9
| 139.4
|
VendorA
| 121
| 98
|
SuggestedEdits
|
Exception documented and approved
|
SI000094
|
2025-10-09
|
UK
|
ESGScore>=65;NoTobacco;NoPalmOil
| 56.3
| 4
| 87.8
|
Consumer:20.4;Materials:18.2;Tech:45.0;Comm:16.4
|
Tobacco:0.5%
| 0
| null |
ScreenHits
|
ESG<65;Tobacco revenue exposure
|
USXF
| 23
|
Divest
|
Screen breach remediation
| null | 59.7
| 79.4
|
VendorC
| 168
| 79
|
SuggestedEdits
|
Policy reviewed by compliance
|
SI000095
|
2025-04-29
|
EU
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 68.9
| 2
| 185.6
|
Industrials:17.8;Materials:21.6;Utilities:8.2;Energy:5.9;Comm:21.0;Tech:25.4
| null | 0
| null |
CarbonCap
|
Carbon>100.0
|
SUSA;USXF;DSI
| 34
|
Replace
|
Reduce carbon intensity
| null | 70.4
| 158.3
|
Internal
| 82
| 77
|
Approved
|
Exception documented and approved
|
SI000096
|
2025-08-01
|
US
|
ESGOnly;NoWeapons;NoTobacco;Controversy<=3
| 53.6
| 1
| 71.4
|
Consumer:8.4;Utilities:25.9;Materials:9.7;Tech:26.5;Health:12.9;Energy:16.7
|
Tobacco:10.0%
| 0
| null |
ScreenHits
|
ESG score below ESGOnly baseline;Tobacco revenue exposure
|
CRBN;XESG
| 25
|
Replace
|
Screen breach remediation
| null | 56.5
| 59.7
|
VendorA
| 321
| 75
|
SuggestedEdits
|
Client mandate confirmed at onboarding
|
SI000097
|
2025-07-09
|
US
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 54.7
| 3
| 75.9
|
Energy:20.4;Materials:31.1;Tech:21.8;Consumer:26.8
| null | 1
|
BTI
| null | null | null | 8
|
Defer
|
Within mandate; monitor
| null | 54.4
| 74.8
|
VendorA
| 105
| 92
| null |
Policy reviewed by compliance
|
SI000098
|
2025-05-25
|
AU
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 83.1
| 5
| 78
|
Comm:17.2;Financials:17.3;Materials:12.9;Utilities:13.4;Industrials:8.4;Tech:10.7;RealEstate:20.1
|
ThermalCoal:2.5%;Tobacco:5.0%
| 2
|
RTX;BN
|
Controversy
|
Controversy>2
|
SUSA;ESGE;SPYX
| 22
|
Divest
|
Manage controversy risk
| null | 86.7
| 76.2
|
VendorA
| 175
| 85
| null |
Weekly ESG data refresh applied
|
SI000099
|
2024-11-13
|
US
|
NetZeroAligned;CarbonIntensity<=100;Controversy<=2
| 73.2
| 5
| 292.9
|
Utilities:20.4;Health:24.2;Tech:7.9;RealEstate:26.4;Industrials:21.1
|
Weapons:0.5%
| 0
| null |
CarbonCap
|
Controversy>2;Carbon>100.0
|
ESGD;SPYX;ESGE
| 36
|
Engage
|
Reduce carbon intensity
|
Request disclosure improvement;File shareholder proposal;Escalate to vote
| 73.7
| 243
|
VendorA
| 313
| 77
| null |
Vendor data cross-checked
|
SI000100
|
2024-08-14
|
EU
|
SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3
| 52.5
| 2
| 132.6
|
Materials:9.5;Industrials:10.5;Utilities:20.3;Consumer:13.4;Tech:27.0;Health:19.3
|
Weapons:5.0%
| 2
|
META;BA
|
ScreenHits
|
Weapons revenue exposure
|
ESGD
| 29
|
Replace
|
Screen breach remediation
| null | 53.7
| 114.2
|
VendorA
| 257
| 90
| null |
Vendor data cross-checked
|
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