MSCI ESG Research Analysis and Ratings Now Integrated on FactSet

Updated

MSCI ESG Research Analysis and Ratings Now Integrated on FactSet

NEW YORK--(BUSINESS WIRE)-- MSCI Inc. (NYS: MSCI) , a leading provider of investment decision support tools worldwide, announced today that FactSet Research Systems, (NYSE: FDS NASDAQ: FDS), a world-recognized provider of financial data and analytical software for investment professionals, has integrated and made available MSCI ESG Research data and ratings on the FactSet platform.

For the first time, FactSet clients can now fully leverage MSCI ESG Research data in their analysis through FactSet Portfolio Analysis, Universal Screening, Data Downloading, and MS Office integration. This gives users the ability to include ESG factors throughout their investment process including portfolio construction and optimization, back-testing, and performance and risk attribution.


MSCI ESG Research analysis and ratings in FactSet includes three separate approaches:

1. MSCI ESGIntangible Value Assessment (IVA) includes ratings and analysis of a company's management of environmental and social risk factors that can reveal ESG-driven investment risks or opportunities that may not be captured by conventional analysis.

2. MSCI ESGImpact Monitor analyzes and monitors 'ESG controversies' and violations of global norms such as the UN Global Compact.

3. MSCI ESGBusiness Involvement Screening Research allows investors to screen out companies involved in countries such as Sudan and Iran, with activities such as tobacco or weapons, or that violate religious mandates.

Patrick Locke, Vice President, FactSet Product Development said, "There is growing demand from asset managers and institutional investors to integrate ESG information into the investment process to meet ESG requirements set by the Principles of Responsible Investment (PRI). We are pleased to offer MSCI's suite of ESG research, analysis and ratings tools to our users."

Remy Briand, Head of Index and MSCI ESG Research added, "The goal of MSCI ESG Research is to assist asset managers in meeting the growing institutional need for effective ESG integration in the investment process. We provide broad and global coverage as well as in-depth research across asset classes. Following the integration of our analysis and ratings into FactSet global asset managers and asset owners can now better understand the ESG-driven investment risks and opportunities across broad and multi-asset class portfolios."

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For further information on MSCI, please visit our web site atwww.msci.com .

MSCI ESG Research is a leading source of environmental, social and governance (ESG) ratings, screening and compliance tools to advisers, managers and asset owners worldwide. Its products and services are used by investors to integrate ESG factors into their investment processes. MSCI ESG Research is the successor of sustainability pioneers KLD, Innovest and IRRC, which were acquired by MSCI ESG Research through acquisitions. ESG ratings, data and analysis from MSCI ESG Research are also used in the construction of MSCI ESG Indices.

The information contained herein (the "Information") may not be reproduced or redisseminated in whole or in part without prior written permission from MSCI. The Information may not be used to verify or correct other data, to create indices, risk models, or analytics, or in connection with issuing, offering, sponsoring, managing or marketing any securities, portfolios, financial products or other investment vehicles. Historical data and analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. MSCI ESG Research is provided by MSCI Inc.'s indirect wholly-owned subsidiary, Institutional Shareholder Services Inc. ("ISS"). ISS is a Registered Investment Adviser under the Investment Advisers Act of 1940. None of the Information or MSCI index or other product or service constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy. Further, none of the Information or any MSCI index is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.

NONE OF MSCI INC. OR ANY OF ITS SUBSIDIARIES OR ITS OR THEIR DIRECT OR INDIRECT SUPPLIERS OR ANY THIRD PARTY INVOLVED IN THE MAKING OR COMPILING OF THE INFORMATION (EACH, AN "MSCI PARTY") MAKES ANY WARRANTIES OR REPRESENTATIONS AND, TO THE MAXIMUM EXTENT PERMITTED BY LAW, EACH MSCI PARTY HEREBY EXPRESSLY DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. WITHOUT LIMITING ANY OF THE FOREGOING AND TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL ANY OF THE MSCI PARTIES HAVE ANY LIABILITY REGARDING ANY OF THE INFORMATION FOR ANY DIRECT, INDIRECT, SPECIAL, PUNITIVE, CONSEQUENTIAL (INCLUDING LOST PROFITS) OR ANY OTHER DAMAGES EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.



Media Enquiries:
Martina MacPherson, VP
MSCI ESG Research, London
+ 44.20.7618.2231

Sally Todd Jennifer Spivey
MHP Communications, London
+ 44.20.3128.8100

Patrick Clifford Nick Connors
Abernathy MacGregor, New York
+ 1.212.371.5999

Meredith Binder, Director of Marketing
FactSet, New York
+ 1.203.810.1000

MSCI ESG Client Service:
Asia Pacific + 612.9033.9339
Americas + 1.212.804.5299
Europe, Middle East and Africa + 44.207.618.2510

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