English to German Bus/Financial Investment / Securities

What is the ESG analysis and evaluation methodology of the fund manager/fund manage-ment company (how is the investment universe built, what rating scale is used …)?

For global funds such as XXX Polaris Moderate, XXX Asset Management uses exclusively its external provider of non-financial data, MSCI ESG Research. Around 8700 companies are analyzed by MSCI according to the three main themes of Environmental, Social and Governance, following a “best in class” approach consisting of rating companies in relative terms within their sector of activitiy. MSCI ESG Research states that it relies on artificial intelligence and machine learning, as well as a team of 200 people to produce the data

MSCI ESG analysis model is based on 35 ESG Key Issues, split evenly between quantitative and qualitative data. It measures risks and opportunities for all stakeholders (shareholders, employees, clients, suppliers and civil society) in order to assess the “execution risk” surrounding a company’s long-term strategy. Companies are rated on a AAA-CCC scale relative to the standards and performance of their industry peers.

For a given company, each relevant key issue is analysed both from the point of view of exposure but also from the point of view of the company’s management. To reach a final ESG score, the weighted average of the individual key issue scores is normalized against industry peers. The ***final adjusted score*** corresponds to a score between best (AAA) and worst (CCC).


"Final score" könnte man eventuell mit "abschließendes Rating" übersetzen. Aber wie bringe ich da "adjusted" noch unter?