ESG Reports and Definitons
- ESG Reports and Ratings: What They Are, Why They MatterFrom the Harvard Law School Forum on Corporate Governance. Overview of what ESGs are and popular sources for ratings.
- ESG Investing and AnalysisAimed at investing professionals, this site from the Chartered Financial Analyst (CFA) Institute provides a helpful overview of ESG investing and standards.
- ESG Frameworks ComparisonProvided by Bloomberg, this document compares ESG framework structure & reporting guidelines from Global Reporting Initiative (GRI), Sustainability Accounting Standards Board (SASB), United Nations Global Compact (UNGC), & the Task Force on Climate-related Financial Disclosures (TCFD)
ESG Rankings & Resources
- S&P 500 Environmental & Socially Responsible Index"The S&P 500® Environmental & Socially Responsible Index is designed to measure the performance of securities from the S&P 500 that meet environmental and social sustainability criteria."
- Dow Jones Sustainability World Index"The Dow Jones Sustainability™ World Index comprises global sustainability leaders as identified by S&P Global through the Corporate Sustainability Assessment (CSA). It represents the top 10% of the largest 2,500 companies in the S&P Global BMI based on long-term economic, environmental and social criteria."
- World Bank ESG Data"ESG dataset provides a collection of indicators for sustainable investment analysis, based on a draft framework of 17 key sustainability criteria. The indicators are drawn from multiple World Bank databases and external data providers."
- Refinitiv ESG company scores"[Refinitiv's]ESG scores are designed to transparently and objectively measure a company's relative ESG performance, commitment and effectiveness across 10 main themes, based on publicly available and auditable data."
- WSJ Sustainable Management RankingSee The Wall Street Journal’s overall ranking of the 100 most sustainably managed companies in the world, or sort by category
eBooks on ESGs
Sustainability Appraisal: Quantitative Methods and Mathematical Techniques for Environmental Performance Evaluation by ISBN: 9783642320811Publication Date: 2013-03-14
ZSR ESG Article Databases
Utilize the following ZSR Databases to find relevant articles and reports on ESGS. Utilize relevant search terms (i.e. ESG, CSR, sustainability, etc).
- ABI/INFORM Collection This link opens in a new window
- Business Source Premier This link opens in a new window
- Science Citation Index (Web of Science) This link opens in a new window
- Environment Complete This link opens in a new window
- PAIS Index This link opens in a new window
ZSR ESG Data Sources
- Capital IQ This link opens in a new windowThe Capital IQ platform provides research, data, and analysis on private and public companies. Covers areas of corporate finance, including investment banking, equity research, asset management and more. While there is no "ESG" score per se, information about compensation, etc. is available at the company level.
- Morningstar Investing Center This link opens in a new windowSearch for specific companies and Morningstar will provide Sustainalytics' ESG Risk Ratings within their Company report.
- Statista This link opens in a new windowSearch ESG and other related keywords for relevant datasets.
- Nexis Uni (Formerly LexisNexis Academic) This link opens in a new windowUtilize the CSRHub Publication within Nexis Uni to locate succinct ratings on a variety of ESG criteria including a company’s commitment to human rights in their supply chain, resource management, employee compensation and benefits, and more. For more instructions see https://zsr.wfu.edu/2023/csrhub-esg-ratings-now-available-via-nexisuni/
Bloomberg Terminals
Please Note: - Bloomberg Professional is only available for in-person use on the Bloomberg Terminals inside the Business Information Commons. For questions about access please email one of your business librarians.
Bloomberg Professional
Bloomberg collects data on specific companies and allows you to screen for companies meeting specific ESG criteria. To see all ESG factors regarding a specific company:
Type your company's ticker.
Then, hit the yellow EQUITY key.
Type FA ESG and hit the green <GO> key.
To screen for a list of companies:
Type EQS and hit the green <GO> key.
Click on the Fields button.
Then, expand the menu for Fundamentals, then Bloomberg Fundamentals, then ESG to see a list of available variables.
Bloomberg also has a number of analytical templates available by entering ESG and the green <GO> key.
About Bloomberg Professional
News and analytics for over 129 countries and 250 exchanges for the financial services industry. Offerings include 24-hour historical and 15-minute delayed securities pricing, news, data, and analysis on companies, markets and economies. Its market coverage includes: Governments, Preferred, Corporate's, Mortgages, Money Markets, Municipals, Equities, Commodities, Indices, Currency & Derivatives. Also included is Bloomberg Government.
- Sustainable finance & ESG in Bloomberg ProfessionalProvides a list of key functionality for ESG ratings on the Bloomberg Terminal.
Librarian
Summer Krstevska
Thank you to the following Libraries for their excellent guides and resources exploring ESGs
- Boatwright Memorial Library's Business Research Guide: ESG ResourcesCreated by Carrie Ludovico
- University of Minnesota Library's Diversity & Sustainability in Business Research Guide: ESG RatingsCreated by the Business Librarians at UMN