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Includes ESMA Fund Name Guidelines Solution to Support Imminent Investor Compliance Obligations

October 3, 2024

ISS ESG Augments Suite of Regulatory Solutions

LONDON (October 3, 2024) – ISS ESG, the sustainable investment arm of ISS STOXX, today augmented its suite of Regulatory Solutions, with a new dedicated ESMA Fund Name Guidelines Solution, a new UK SDR Solution, plus enhancements to its existing EU Taxonomy Solution. The augmented suite of Regulatory Solutions supports investors in meeting various evolving ESG disclosure requirements in the European Union and UK.

Till Jung, Head of ESG Business at ISS STOXX said: “With the new ESMA fund name guidelines and UK SDR regulation coming into effect in November and December, respectively, the timely launch of ISS ESG’s dedicated new solutions helps investors meet their imminent compliance deadlines.”

The new dedicated ESMA Fund Name Guidelines Solution helps investors to name their Article 6, 8 & 9 funds in the EU using an evidence-based and data-backed approach to quantify the proportion of sustainable investments in the funds and apply climate benchmark exclusion criteria.

The new UK SDR Solution helps investors analyze the ESG characteristics of their investments and create custom criteria to label funds and comply with anti-greenwashing rules in line with the regulation. 

Both solutions provide investors with the flexibility to create custom screens tailored to specific investment objectives and strategies, and also access the underlying data to conduct a more granular analysis of their funds’ sustainability characteristics.  

ISS ESG’s EU Taxonomy Alignment Solution has also been enhanced this year to support investors’ upcoming disclosure obligations applicable from the beginning of 2025, as well as their environmental impact assessment needs. 252 new factors have been added to the solution that capture reported data from financial companies disclosed this year according to new EU Taxonomy templates introduced last year.

ISS ESG delivers its suite of Regulatory Solutions via a broad range of channels that can be customized to suit clients’ needs, including through its proprietary platform DataDesk, data feeds, API, Cloud (Snowflake), as well as via select third-party platforms.

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About ISS ESG
ISS ESG solutions enable investors to develop and integrate sustainable investing policies and practices, engage on sustainable investment issues, and monitor portfolio company practices through screening solutions. ISS ESG also provides climate data, analytics, and advisory services to help financial market participants understand, measure, and act on climate-related risks across all asset classes. In addition, ESG solutions cover corporate and country ESG research and ratings enabling its clients to identify material social and environmental risks and opportunities. For more information, please visit us at: www.iss-esg.com

About ISS STOXX
ISS STOXX GmbH, through its group companies, is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements. With roots dating back to 1985, we today deliver world-class benchmark and custom indices across asset classes and geographies and serve as a premier source of independent corporate governance, sustainability, cyber risk, and fund intelligence research, data, and related offerings. Our products and services give clients the scale and leverage they need to grow their business more effectively and efficiently. ISS STOXX, which is majority owned by Deutsche Börse Group, is comprised of more than 3,400 professionals operating across 33 global locations in 19 countries. Its approximately 6,400 clients include many of the world’s leading institutional investors who turn to ISS STOXX for its objective and varied offerings, as well as companies focused on ESG, cyber, and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS STOXX’s expertise to help them make informed decisions to benefit their stakeholders.

Media Contact:
Sarah Ball
Executive Director, Communications
press@iss-stoxx.com

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