The portfolio analysis is an insight service for investors to track and understand ESG exposure within their portfolios. The service helps institutional investors, such as pension funds and insurance companies, identify how their international portfolios may be exposed to ESG factors compared to their benchmark.
ESG Geographic Portfolio Analysis offers an output report and two databases. The first database contains a geographic breakdown of sales revenue, assets and operating income of more than 4,000 companies. This is combined with a second database containing rankings of 214 countries (grouped into 54 world regions), according to 172 underlying ESG risk indicators relating to environmental, social and governance factors.
The service examines ESG factors that fall under 28 themes ranging from climate change and water scarcity to health issues, as well as governance-related issues such as business rights, corruption and strength of democracy. The data used by ESG Geographic Portfolio Analysis to evaluate these factors are derived from numerous international sources.
“Investors increasingly recognize that environmental, social and governance factors may influence long-term financial performance,” said Sarbjit Nahal, SRI analyst at Bank of America Merrill Lynch Global Research. “This new service measures the geographic ESG exposure of any portfolio, enabling investors to have a greater understanding of ESG factors that are at play within their portfolios.”
ESG Portfolio Analysis was developed by CAMRADATA Analytical Services and Bank of America Merrill Lynch Global Research. The service is being offered by CAMRADATA Analytical Services, which is licensed exclusively to use Bank of America Merrill Lynch data and methodology.
« Plan Sponsors Focus on More than Performance with Alternatives