Refinitiv Launches Lipper Fund ESG Scores

Refinitiv announced Lipper Fund ESG Scores to serve as a pivotal data-metric in the transition to sustainable investing – providing comparisons at the fund level for fund managers, advisors and investors. Refinitiv Lipper Fund ESG Scores are designed to transparently and objectively measure ESG performance, commitment, and effectiveness across 10 main themes (emissions, environmental product innovation, diversity and inclusion, human rights, shareholders, etc.) based on publicly-reported data on constituents within the fund across the three pillars Environmental, Social and Governance. Refinitiv Lipper Fund ESG Scores brings together the Lipper fund universe of 330,000 fund share classes and its holdings content, ESG coverage on 9,000+ companies representing over 80% of global market capitalization, and Refinitiv’s proprietary scoring methodology which factors in issues such as materiality and transparency stimulation, to create fund scores on over 19,000 unique portfolios representing $15.7 trillion in total net assets across equity, bonds and mixed funds. The Fund ESG scores are available on Refinitiv Workspace, Eikon or API Feed.