NEW YORK (February 22, 2023) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and leading global provider of data, analytics, insights, media, and events solutions to the global financial services industry, today announced a significant expansion of responsible investing and ESG-related data attributes available through its Simfund platform. The expanded dataset will provide Simfund users with a comprehensive and granular set of ESG data factors, including the EU Sustainable Finance Disclosure Regulation (SFDR) classifications for funds sold within the EU, all on one integrated platform.
The addition of over 20 new data attributes significantly enhances Simfund users’ ability to classify and analyze flows and trends related to ESG styled funds, and to conduct advanced competitor and peer group benchmarking while leveraging Simfund’s extensive historical fund and financial product data. The new ESG-related data attributes cover funds with ESG themes and strategies such as: impact investing, including microfinance, sustainable bonds, and sustainable development goals (SDGs); “negative” screening attributes, with exclusions such as alcohol, weapons, tobacco, and nuclear; and “positive” screening attributes, such as thematic or positive tilt. In addition, Simfund users can now access EU SFDR classifications for investment funds covering Articles 6, 8, and 9, including detail regarding the article under which the fund falls, enabling users to track changes to funds’ SFDR classifications over time and the impact on fund flows.
“These expanded data capabilities reflect our continued investment in Simfund as a market leading platform that enhances strategic, product, financial, and distribution decision-making for its users,” said Ben Doob, Managing Director and Head of ISS Market Intelligence. “ESG and SFDR data is among the most frequently requested enhancements from our clients whose need to evaluate a growing array of ESG fund characteristics, while aligning with the EU regulatory environment and SFDR classifications, will now be met.”
About ISS Market Intelligence
ISS Market Intelligence (MI) is a leading global provider of data, analytics, insights, media, and events solutions to the global financial services industry. ISS MI empowers global asset and wealth management firms, insurance companies, distributors, service providers, and technology firms by providing cutting-edge market-engagement platforms and the actionable intelligence necessary to fully assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. ISS MI clients benefit from our increasingly connected global ecosystem that leverages a combination of proprietary data, powerful software and analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards. ISS MI data and analytics solutions include intelligence from BrightScope, Discovery Data, Financial Clarity, Flowspring, FWW, Investor Economics, MISight, Mortgage Clarity, Plan for Life, RainmakerLive, and Simfund, and ISS MI media brands and market-engagement platforms include Chief Investment Officer, PlanAdvisor, PlanSponsor, Financial Standard, FS Sustainability, Money, and Industry Moves.
Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS, which is majority owned by Deutsche Bourse Group, along with Genstar Capital and ISS management, is a leading provider of corporate governance and responsible investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations, globally. ISS operates on an arm’s-length basis and Deutsche Bourse has adopted Principles protecting the independence and integrity of ISS’ research offerings. ISS’ 2,000 employees operate worldwide across more than 30 global offices in 15 countries. Its more than 4,000 clients include many of the world’s leading institutional investors who rely on ISS’ objective and impartial ESG and governance research, market intelligence and fund services and data and analytics, as well as public companies focused on ESG and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS’ expertise to help them make informed investment decisions.