New on YCharts: ESG Visuals for Stocks, ETFs & Mutual Funds
Dedicated ESG pages for stocks, ETFs, and mutual funds are now available on YCharts! Accessible from any security’s Quote Page (e.g. AAPL or DODGX), the new ESG Tab adds visualizations and new functionality to the platform’s existing ESG data set.
Enabling you to research and evaluate a company’s or fund’s ESG traits and trends—and illustrate your insights to clients or prospects—the data and visualizations are available to YCharts Professional users, and as an add-on for asset manager users. ESG data on YCharts is sourced from MSCI, and updated daily to reflect the latest information and score or rating changes. To learn more about screening for stocks and funds using ESG data on YCharts, read here.
Analyze, Understand & Compare A Security’s ESG Traits
As part of your regular research process or in preparation for client meetings, a quick glance at any security’s ESG Tab provides a wealth of information with context-building stats and visuals. The ESG Overview module, shown here for Apple, includes two sections: the security’s ESG Rating from MSCI, and a breakdown of its industry-adjusted ESG Score by Environmental, Social, and Governance components.
The ESG Rating is supplemented with a brief, written explanation and a note on the security’s upgrade or downgrade trend. The ESG Breakdown provides a visual of component weights for that security’s industry, and includes the quartile in which it falls for each component score. (Note: the industry-Adjusted Score is calculated relative to the security’s industry; it is not a simple weighted average of the E, S, and G scores.)
The ESG Rating and Breakdown sections are similar for ETFs and mutual funds, shown here for the Dodge & Cox Stock fund. ESG Ratings for funds rank managers on their abilities to manage ESG risks. Scores for funds are calculated as a weighted average of holdings’ ESG scores, and industry ties (discussed below) look at the percentage of a fund’s market value exposed to companies with a relevant industry tie.
YCharts’ ESG Tabs for stocks and funds lead with visuals and were designed to both inform decision-making, and be shared with clients. When looking for more granular insights on why a security was given a certain ESG Rating or component score, look to the broken-out Environmental, Social, and Governance modules.
Dive Deeper into ETF & Mutual Fund Holdings’ ESG Merits
Ideal for informing your investment decisions with mutual funds and ETFs, funds’ ESG Tabs deliver even more insights. Still using Dodge & Cox Stock (DODGX) as an example, the Positive & Negative Trend and Exposure to Leaders or Laggers modules show percentages of the fund’s market value by both directional ESG trend and ESG Rating.