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ESG Research: FactSet

ESG Research in FactSet

1. Use the magnifying glass at the top of the page to type in the name of a company, (ex. MGM Resorts international) If you know the ticker symbol you can also type that in.

2. Then Select 'Document Search from the white menu at the top of the page (note if document search isn't in your menu window use the grey arrows to expand the menu further right).

3. Within document search make sure your company is still selected you can type in the name in the text box under smart search, from here select research... the default timeline is for three months but that can be adjusted to include research up to 10 years old. 


4. Look for MSCI ESG Research under the Contributor heading

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5. You can read the report once this is highlighted, the report may be restricted to read only (downloading and printing may be disabled). 

6. Next go to Filings and adjust the drop down menu to 10 years

7. Then scroll down and find the ESG window

 

8. Selecting a headline will bring up a document pertaining to your company's position on a particular ESG issue (ex. Human trafficking). You should be able to print or download this document. 

9. Use the top banner and select Company/Security

10. Select ESG from Overviews submenu under Reports.

11. This will give you an ESG Overview, ESG Summary, Principal Adverse Impact Indicators, Management & Board Diversity, Green, Social & Sustainability Bonds, and more!

12. Example: Click on 'Excel Modeling under the Further Analysis FactSet will then load an ESG report in Excel that analyzes your company against peers and the industry average for ESG rank over time. 

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