Product Overview

Our all-encompassing ESG Select Workstation houses and integrates all the data you need to power your research and idea generation, screening, and portfolio management.

Determine investment suitability with ease

If you consider sustainability characteristics in your investment decisions, we've got you covered. With data spanning from business exposure to ratings across vendors and corporate disclosures, you’ll see it all in one, consolidated report. Use ESG themes to analyze company revenue exposure and product involvement. Go further than external ratings by exploring company-reported data across SFDR PAIs, fund level EET, and GSS bonds for an even deeper sustainability analysis. This single, powerful report within the workstation will quickly show you ratings, scores, news, recent changes, fund ownership, and more—without switching screens.

Analyze aggregate-level sustainability exposure

Whether it’s a portfolio, index, fund, or industry, you can monitor ESG theme exposure, companies that have dropped in sentiment due to recent news, and distribution by sentiment on a leader to laggard scale. Drill down into the underlying data to see holdings grouped by different characteristics to get the details on what is contributing to those portfolio-level ESG characteristics.

Better your research with AI-detected discussion of material topics

Take your ESG research to the next level with FactSet's Truvalue data and full access to the SASB standards. Based on industry and business behavior, certain sustainability topics can impact a company's operation. Leverage Truvalue scores to analyze stakeholder sentiment on business conduct risks. Additionally, use it's industry classification to identify financial materiality topics with SASB’s standards, engagement questions, and AI-detected corporate sustainability discussion. Use our AI-powered Document Search tool across external and internal assets to pinpoint the information you need, evaluate meaningful insights, and foster your best ideas.

Keep an eye on the markets

Positive and negative news can impact security pricing in an instant—stay up-to-date with relevant, real-time intelligence from FactSet StreetAccount and Truvalue Spotlight Events. With custom alerts based on watchlists, portfolios, and ESG topics, you’ll gain insight on what matters most to you and your clients.

Kick ESG engagement up a notch

Add to your experience by incorporating internal research notes directly into the platform via our Research Management Solutions (RMS) integration; you can easily track engagement, identify key issues, flag aggregate-level ESG-specific news, report progress and success, and share ESG insights across teams. Engage with investee companies to influence their essential business behaviors—never underestimate the power of good stewardship.