ISS ESG, the sustainable investment arm of ISS STOXX, today augmented its suite of Regulatory Solutions, with a new dedicated ESMA Fund Name Guidelines Solution, a new UK SDR Solution, plus enhancements to its existing EU Taxonomy Solution.
The augmented suite of Regulatory Solutions supports investors in meeting various evolving ESG disclosure requirements in the European Union and UK.
Till Jung, Head of ESG Business at ISS STOXX said: “With the new ESMA fund name guidelines and UK SDR regulation coming into effect in November and December, respectively, the timely launch of ISS ESG’s dedicated new solutions helps investors meet their imminent compliance deadlines.”
The new dedicated ESMA Fund Name Guidelines Solution helps investors to name their Article 6, 8 & 9 funds in the EU using an evidence-based and data-backed approach to quantify the proportion of sustainable investments in the funds and apply climate benchmark exclusion criteria.
The new UK SDR Solution helps investors analyze the ESG characteristics of their investments and create custom criteria to label funds and comply with anti-greenwashing rules in line with the regulation.
Both solutions provide investors with the flexibility to create custom screens tailored to specific investment objectives and strategies, and also access the underlying data to conduct a more granular analysis of their funds’ sustainability characteristics.
ISS ESG’s EU Taxonomy Alignment Solution has also been enhanced this year to support investors’ upcoming disclosure obligations applicable from the beginning of 2025, as well as their environmental impact assessment needs. 252 new factors have been added to the solution that capture reported data from financial companies disclosed this year according to new EU Taxonomy templates introduced last year.
ISS ESG delivers its suite of Regulatory Solutions via a broad range of channels that can be customized to suit clients’ needs, including through its proprietary platform DataDesk, data feeds, API, Cloud (Snowflake), as well as via select third-party platforms.